Investing in managed funds through mFund follows a process similar to investing in equities. Orders can be placed online using the Managed Funds order pad, without the need to submit additional paperwork. All transactions settle through your existing Direct Investment Account.
How to invest using mFund
Research available funds
Access mFund products by logging in to your account and navigating to the Managed Funds page, where fund profiles and Product Disclosure Statements (PDS) are available. Alternatively, products can be researched by asset class, sector, or other criteria via the ASX mFund website.
Place your order
Once an investment decision has been made, select the Managed Funds option on the Order Pad and submit your order online.
View your holdings
Upon settlement, mFund units are transferred to your CHESS holdings and will be displayed within your investment portfolio.
Selling managed fund units
Managed fund units can be sold by accessing the Managed Funds order pad, selecting the Sell option, and entering the quantity you wish to sell. The transaction will then be processed through your existing account.