Statements

Investors can log in to the client portal

24x7 and download statements directly

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Requests for Statements

If you are an investor in the funds listed below, your annual statements (including tax statements) and unit balances are managed by the fund’s administrator, Fundhost.

Fund’s administered by Fundhost:

  • The Montgomery Fund
  • Montgomery Small Companies Fund
  • The Montgomery [Private] Fund


Access the Fundhost online dashboard
:
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Year End Statements 30 June 2020

Statements will be made available through the online dashboard to download. Email notifications will be sent by Fundhost when these are available.

Please direct all enquires to the investor relations team.
 
Contact Details:
Email: admin@fundhost.com.au
Phone: 02 8223 5400
 
Fund’s administered by Fundhost:

  • The Montgomery Fund
  • Montgomery Small Companies Fund
  • The Montgomery [Private] Fund

 

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