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How do I invest in managed funds through the mFund service?

Investing in managed funds with mFund is similar to investing in equities. Simply place an order online through our Managed Funds order pad. No need to provide any additional paperwork. Funds will settle through your existing Direct Investment Account.

To invest, follow these 3 steps:

  1. You can either login to your account and research mFund products from the Managed Funds page, read the fund profile and the PDS; or to search by asset class, sector or other attributes, visit the ASX mFund page.
  2. When you’re ready to invest, choose the ‘Managed Funds’ option on the Order Pad and place your order online.
  3. Your new mFund units are transferred to your CHESS holdings and you’ll see them in your portfolio.

To sell your managed funds units, go to the Managed Funds order pad, choose the ‘Sell’ option and enter the quantity you plan to sell.

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