Making an additional investment in
The Montgomery Fund

Instructions for increasing your investment with Montgomery

Investors in The Montgomery Fund can make an additional investment to their holdings on any business day from as little as $1,000 or $500 a month for those who sign up to a Regular Savings Plan. Follow the steps here to make an additional investment.

  1. Decide how to remit your funds – you can make an additional investment via BPAY, EFT or Cheque. BPAY payments can be made form-free.

  2. Transfer the funds to The Montgomery Fund application account.

  3. You will then receive confirmation via email from the team at Fundhost allocating your additional units.

Paying via BPAY

The Montgomery Fund features its own unique Biller Code, with each underlying investment entity (i.e. your SMSF or Family Trust) containing its own unique Customer Reference Number. Your entity’s Customer Reference Number was provided to you on your initial Welcome Letter from Fundhost. Please phone Fundhost on 02 8223 5400 if you are unable to locate this number.

Note, your Customer Reference Number is not your Fundhost Investor Number or Access ID.

BPAY details for The Montgomery Fund

Paying via EFT and Cheque

The Montgomery 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 page A19 of the Product Disclosure Statement (PDS) for details on how to make an additional investment via EFT or Cheque.

Download the PDS here.

Our Private Office

For the best strategies for investing over $1million



View all funds