Investing in managed funds with mFunds 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:
- Login to your account and research mFund products from the Managed Funds page, read the fund profile and the PDS.
- When you’re ready to invest, choose the ‘Managed Funds’ option on the Order Pad and place your order online.
- 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 how much quantity you plan to sell.