Instructions for increasing your investment with Montgomery

Investors in the Montgomery [Private] Fund can make an additional investment to their holdings which will be processed once a week, each Thursday, with a minimum additional investment of $50,000. Follow the steps here to make an additional investment.

1. Transfer the funds to the Montgomery [Private] Fund application account via EFT
   
   
2. You will then receive confirmation via email from the team at Fundhost allocating your additional units.

The Montgomery [Private] Fund has its own separate bank account. Investors must remember to utilise their Fundhost investor number and entity name (e.g. the ABC Super Fund) as their payment reference to ensure there are no administrative delays in correctly allocating your proceeds.

Please refer to the additional investment form for the EFT details. 

Download the additional investment form here.