View the full range of mFunds available via our mFund Research Tool
How to invest in mFund
Investing via the ASX mFund Settlement Service is a simple and transparent process
How to buy an mFund
Step 1
Do your research – learn about mFund and research available funds.
Step 2
Contact a broker or adviser to discuss the funds that you are interested in.
Step 3
Review mFund information – read the product disclosure statement, mFund fact sheet and fund profile documents.
Step 4
Instruct your broker or adviser to buy. You advise the dollar amount that you would like to invest. Payment for new units in your chosen mFund is made.
Step 5
Your new mFund units are issued and transferred to your CHESS holding.
Step 6
A confirmation and CHESS statement will be issued to you.
How to sell an mFund
Step 1
Review your mFund holding via the mFund website, including redemption information and pricing.
Step 2
Contact your broker or adviser to request a redemption. You advise the dollar amount that you would like to redeem. Your broker will direct the sale through CHESS.
Step 3
Redemption date and unit price confirmed. This will be sent to your broker or adviser.
Step 4
mFund units are sold and money deposited in your bank account.
Step 5
You will be issued a confirmation and CHESS statement showing a change to your mFund holdings.
Find a broker or adviser
Start putting your investment plans into place.
