Welcome to the Montgomery Small Companies Fund Online Application


About this fund

It is a legal requirement that all investors download and read the offer documents for the Montgomery Small Companies Fund prior to proceeding.

The minimum lump sum investment amount for the Montgomery Small Companies Fund is $25,000 for new investors, and The Fund welcomes additional investments from existing investors in the Montgomery Small Companies Fund for $5,000.

An optional monthly savings amount is available from a minimum $500 per month.

This fund is open to Retail investors from Australia and New Zealand only.

Target Market Determination

This fund has a Target Market Determination - you may view it here

What do you want to do?

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