If you are a current investor, please use the online additional investment form to make an additional investment:
The online forms will advise the correct banking details for electronic funds transfer or who to make the cheque payable to. Once your funds have been received, Fundhost will send confirmation of your additional units. For any questions, please call Fundhost on 02 8223 5400.
Prior to making the decision to invest, you should consider the Fund's Product Disclosure Statement and review the specific characteristics and risks of the Fund in which you are applying to invest.
To redeem your holding, simply fill out the form and have it signed by the relevant signatory on the account. If Fundhost are paying to a bank account they have on file, they can accept a faxed or scanned copy of the redemption request. If not, then you need to return the original to the below address:
PO Box N561
GROSVENOR PLACE NSW 1220
Click below to download:
Redemption Request Form
To buy or sell units in MOGL you can do so via your trading account or preferred broker, just like you would a share on the ASX. Investors do not need to complete any paperwork. Settlement of the sale of units will occur in the same way as the sale of listed securities via the ASX CHESS settlement service on a T+2 cycle.
Please note Montgomery Global Investment Management are not a broker and as such cannot facilitate the buying or selling of MOGL via the ASX.
Link Market Services
Locked Bag A14
Sydney South NSW 1235
P: +61 1300 551 242 (toll free within Australia)
F: +61 2 9287 0303
When you visit the Link investor centre, you will need your Security Reference Number (SRN) or Holder Identification Number (HIN) to verify your identity. Your SRN/HIN is available on your holding/transaction and distribution statements.