The mFund Foundation Member emblem is an exclusive mark to declare the status of the Fund Managers, Unit Registrars and Administrators and Brokers who worked with ASX on the establishment of the mFund Settlement Service. These Foundation Members have been provided with this emblem to clearly demonstrate on their own websites and in their own materials their key involvement in the service.
The following are all current members of the mFund Settlement Service, including Foundation Members:
Partner: Aberdeen Asset Management
Type: Investment manager
About: Aberdeen manages assets for a range of global and domestic clients including listed investment companies, managed investment schemes and segregated mandates.
Clients access Aberdeen’s investment expertise in Equities, Fixed Income, Property and Alternatives, via segregated and pooled products. Aberdeen invest worldwide and follow a predominantly long-only approach, based on fundamentally sound investments.
Partner: Allan Gray Australia
Type: Investment manager
About: Allan Gray in Australia, formerly Orbis Investment Management (Australia), is an Australian incorporated company.
Allan Gray shares the same investment approach as the Orbis Group globally. Their investment offering comprises of an Australian Equity Fund and Australian Opportunity Fund and can be accessed directly or through a platform.
Website: www.allangray.com.au
Partner: Alpha Fund Managers
Type: Fund manager
About: Alpha Fund Managers Pty Ltd is a boutique fund manager established in January 2007 with the specific purpose of establishing the Alpha Fund Series.
The Alpha Fund Series provides investors with access to sector-specific multi-manager funds in a number of asset classes – large and small to mid-market capitalisation Australian Shares, Global Shares, Income and Fixed Interest Securities, Property and Infrastructure Securities and Alternative Assets.
Website: www.alphafundmanagers.com.au
Partner: Alphinity Investment Management
Type: Investment manager
About: Alphinity is a boutique Australian investment manager whose goal is to add value through an investment philosophy and process that is distinctive, rigorous and disciplined.
Their aim is to deliver consistent outperformance for investors by investing in companies with underestimated forward earnings expectations. They identify these companies using a distinctive combination of fundamental analysis and quantitative inputs.
Partner: Altrinsic Global Advisors
Type: Fund manager
About: Altrinsic Global Advisors, LLC is a focused investment boutique specializing in the identification of investment opportunities among listed global equities.
Altrinsic seeks to deliver long-term capital appreciation through portfolios that prudently express its conviction. Their offering is made up of Global, International and Emerging Markets Equity.
Website: www.altrinsic.com
Partner: AMP Capital
Type: Fund manager
About: AMP Capital is a leading investment house with $159.885 billion in funds under management.
They have a heritage and strength in real estate and infrastructure, and specialist expertise in fixed income, equities and multi-asset solutions. Their investment offering is made up of Australian Equities, Global Fixed Income and Cash, Infrastructure, International Equities, Multi-Asset and Diversified, Property and Exchange Traded Funds.
Website: www.ampcapital.com.au/mfund
Partner: Antares Capital
Type: Asset manager
About: Antares is a dedicated asset management business managing more than $30.6 billion on behalf of Australian investors, with $6.6 billion in Australian equities and more than $24.0 billion in fixed income.
The Antares Equities team is known for their extensive investment management experience and insight into the Australian market. The Antares Fixed Income team is a leading fixed interest manager, covering a wide range of Australian and International Securities.
Website: www.antarescapital.com.au
Partner: Antipodes Global Investment Partners
Type: Investment manager
About: Antipodes Partners is a global asset manager offering a pragmatic value approach.
We aspire to grow client wealth over the long-term by generating absolute returns in excess of the benchmark, at below market levels of risk. We seek to take advantage of the market’s tendency for irrational extrapolation, identify investments that offer a high margin of safety and build portfolios with a capital preservation focus.
Website: antipodespartners.com
Partner: APN Funds Management Limited
Type: Investment manager
About: APN Property Group Limited (APN) is a specialist real estate investment manager that actively manages real estate funds on behalf of institutional and retail investors.
APN’s approach to real estate investment is based on a “property for income” philosophy. This philosophy remains central to APN’s three businesses – Real Estate Securities, Industria REIT and Direct Funds.
Website: apngroup.com.au/investors/mfund/
Partner: Armytage Private Pty Ltd
Type: Investment manager
About: Armytage Private Proprietary Limited (Armytage) is a boutique investment management firm majority owned by members of its investment team and key executives.
Armytage specialises in the active management of Australian equity portfolios and currently manages strategies on behalf of a wide range of investors including charitable trusts, corporations, superannuation funds, family trusts and individuals.
Website: www.armytage.com.au
Partner: Atlas Funds Management
Type: Fund manager
About: Atlas Funds Management Pty Ltd (Atlas) is a boutique investment manager based in Sydney.
Atlas specialise in delivering defensive, income-focused funds for pension phase investors and self-managed superannuation funds (SMSFs). Atlas’ funds are designed to have a low correlation with equity markets and give investors a hedge against equity market risk.
Partner: Ausbil
Type: Investment manager
About: Established in April 1997, Ausbil Investment Management Limited is a leading Australian investment manager.
Ausbil is owned by its employees and New York Life Investment Management (NYLIM), a wholly-owned subsidiary of New York Life Insurance Company. Ausbil’s core business is the management of Australian Equities and encompasses a number of proprietary funds, along with a Candriam Fund and MacKay Shield Fund.
Website: www.ausbil.com.au/invest-with-us/invest-with-ausbil-via-mfund
Partner: Australian Ethical
Type: Investment manager
About: Australian Ethical is an investment manager and superannuation fund with a difference.
They investing responsibly in well-managed, ethical companies, to achieve positive returns and positive change for society and the environment. Australian Ethical’s offering includes Emerging Companies, International, Australian and Diversified Shares, Advocacy, Balanced, Fixed Interest and Cash.
Partner: Avoca Investment Management
Type: Investment manager
About: Avoca Investment Management (Avoca) was established in May 2011 in partnership with Bennelong Funds Management (Bennelong).
The team manages the Bennelong Avoca Emerging Leaders Fund, for which Bennelong is the Responsible Entity. The Fund, which typically holds 30-50 stocks (with a maximum of 70 allowable), is actively managed with investment decisions driven by the team's assessment of relative value.
Website: www.avocaim.com.au
Partner: Bennelong Australian Equity Partners
Type: Fund manager
About: Bennelong Australian Equity Partners (BAEP) is a boutique fund manager that invests in Australian listed equities.
The business was founded in 2008 by Mark East in partnership with Bennelong Funds Management. It is now established as an award winning and highly rated fund manager. BAEP manages a range of Australian Equities Funds.
Partner: Bentham Asset Management Pty Limited
Type: Asset manager
About: Bentham Asset Management is a specialist global fixed interest and credit investment manager.
Bentham actively manages a number of high yielding funds with varying risk profiles. The portfolios are designed to generate income while diversifying risk in global credit markets.
Partner: Brandywine Global Investment Management
Type: Investment manager
About: Founded in 1986, Brandywine Global Investment Management offers a broad array of fixed income, equity, alternatives, and asset allocation strategies that seek value across global markets.
As of June 2016, Brandywine Global manages $70 billion in assets. The firm is a wholly owned, independently operated subsidiary of Legg Mason, Inc. (NYSE: LM).
Website: www.leggmason.com.au/en/pdf/product_brochures/legg-mason-mfunds-brochure.pdf
Partner: Cromwell Funds Management
Type: Investment manager
About: Cromwell is one of Australia’s leading property investment and funds management groups.
Cromwell Funds Management Limited is a real estate fund manager that owns, manages and invests in commercial property. Cromwell offers a comprehensive product suite offering investors exposure to high quality commercial property assets with various levels of exposure to listed and unlisted property.
Website: www.cromwell.com.au
Partner: Donadson Burston
Type: Asset manager
About: Established in July 2006, Donaldson Burston is a unique investment partnership that was formed to introduce, market, manage and promote small and medium sized global asset managers to Australian based investors.
With combined financial markets experience of over 40 years, the principals have in-depth knowledge of and extensive experience as investors in global asset managers.
Website: donaldsonburston.com
Partner: Equity Trustees Limited
Type: Asset manager / Trustee
About: Equity Trustees was established as an independent Trustee and Executor company in 1888 and has become one of Australia’s largest independent trustee companies.
Equity Trustees’ in-house asset management team manages tailored investment portfolios for corporate, charitable and private clients. Their overarching approach is based on long-term considerations rather than short-term fluctuations. They combine in-house capabilities with the best domestic and international external managers and build portfolios that are diversified both across and within asset classes.
Website: www.eqt.com.au/business-partners/advisers/mfund-settlement-service
Partner: Evans & Partners
Type: Asset manager
About: Evans & Partners embrace financial innovation that allows for enhanced returns and identify/control risk in a transparent and cost-efficient manner.
Evans & Partners offers clients access to International Equities through their managed discretionary account service and international managed fund. Over the long term, they see asset allocation as the simplest and cheapest way to manage market volatility, protect against the unknown and preserve capital.
Website: www.evansandpartners.com.au
Partner: Fairview Equity Partners
Type: Fund manager
About: Fairview Equity Partners is a smaller companies Australian Equities specialist based in Melbourne.
The Fairview Equity Partners Emerging Companies Fund (ANT0002AU) aims to provide long-term capital growth and some income by investing primarily in a diverse portfolio of smaller companies listed, or expected to be listed, on the Australian Securities Exchange.
Website: www.fairviewequity.com.au
Partner: Fidante Partners Limited
Type: Investment manager
About: Fidante Partners is an investment management company that partners with specialist asset management firms to deliver compelling opportunities to an international investor base.
Fidante's skills in strategy development and distribution combined with deep experience of specialist asset management firms, enables the asset management teams to focus on what they do best - manage investment portfolios. As at March 2017, Fidante had approximately $48.4 billion of funds under management.
Partner: Flinders Investment Partners
Type: Investment manager
About: Flinders Investment Partners is a boutique investment management partnership specialising in the management of listed Australian small and emerging companies.
The three founding partners bring combined experienced of 55 years to the Flinders Emerging Companies Fund – an actively managed portfolio of listed small and emerging Australian companies. Importantly, Flinders financial success is directly aligned to investors’ interests.
Website: www.flindersinvest.com.au
Partner: Hyperion Asset Management Limited
Type: Asset manager
About: Hyperion Asset Management is singularly focused on delivering outperformance over the long-term through investing in high calibre Australian Equities.
Their consistent deep growth style, benchmark insensitivity and long term horizon ensures that within a diversified portfolio they are a good choice as a satellite fund manager to generate high excess returns above the benchmark and supply negative correlation to other Australian equity managers.
Partner: Insync
Type: Fund manager
About: Established in July 2009 by Monik Kotecha, insync is an independently owned Global Equity specialist based in Sydney, Australia.
Insync sets itself two objectives – to deliver a positive return at least 2% above the Australian cash rate each year, and to outperform the global equity benchmark by at least 3% on a rolling 3 year basis.
Partner: Intermede Investment Partners
Type: Fund manager
About: Intermede Investment Partners Ltd is an institutional global equity fund manager focused on a single strategy – global equity.
Based in London, Intermede's investment process focuses on companies with demonstrated long-term sustainable competitive advantage. The team's proprietary investment process has a long-term track record of delivering excellent investment results.
Website: www.intermede.co.uk
Partner: Invesco
Type: Fund manager
About: As one of the world's leading specialised, global fund managers, Invesco is focused purely on delivering strong investment returns for your clients.
They provide clients with valuable insights on market, investment and economic issues. Invesco provide a full-suite of investment products to meet clients’ specific risk/return requirements. Their offering is made up of Australian and Global Equities, Global Property, Balanced, Fixed Income, Multi-Asset and Liquid Alternatives.
Website: www.invesco.com.au
Partner: J P Morgan
Type: Asset manager
About: J.P. Morgan Asset Management have dedicated asset management teams in Sydney and Melbourne working on behalf of both retail and institutional investors.
Their exceptional breadth and depth of investment expertise, commitment to providing a local service and tailoring solutions to meet the needs of our clients sets them apart. They offer clients a broad range of funds covering all major asset classes, sectors and styles – from Equities, Fixed Income and Liquidity to Alternative investments.
Website: www.jpmorganam.com.au
Partner: Janus Henderson Investors Australia Funds Management Limited
Type: Asset Manager
About: Janus Henderson is an independent asset manager that is dual-listed on the New York Stock Exchange and the Australian Securities Exchange.
Janus Henderson Australia is a subsidiary of the global asset management group Janus Henderson Group plc. Formed in 2017 from the merger between Janus Capital Group and Henderson Group plc, Janus Henderson is committed to adding value through active management. As at 31 March 2017, Janus Henderson had $433.6 billion in assets under management, more than 2,000 employees and offices in 27 cities worldwide.
Website: www.janushenderson.com/australia
Partner: Kapstream Capital
Type: Asset manager
About: Kapstream has over $9 billion in assets under management and in July 2015 joined forces with Janus Capital Group’s Global Macro Fixed Income team.
They are a Global Fixed Income specialist for sophisticated investors who offers an alternative approach to fixed income. By overlaying a dynamic core with relative value strategies, they make a client’s fixed income allocation a source of meaningful returns.
Website: www.kapstream.com
Partner: La Salle Investment Management
Type: Investment manager
About: LaSalle Funds Management is the responsible entity and trustee of unlisted Australian property funds.
The primary LaSalle-managed fund in Australia is the LaSalle Australia Core Plus Fund. LaSalle is focused on delivering consistent, reliable risk-adjusted returns for institutional investors and is committed to the highest levels of corporate governance. LaSalle utilises its core property skills and extensive market knowledge to strategically and actively manage all assets across its portfolios.
Website: www.australia.lasalle.com
Partner: Legg Mason Asset Management Australia Limited
Type: Asset manager
About: Since its founding in 1899, Legg Mason has evolved into one of the largest asset management firms in the world, serving individual and institutional investors on six continents.
Today, Legg Mason is a leading global investment company committed to helping clients reach their financial goals through long-term, actively managed investment strategies. They hold over $741.9 billion in assets invested worldwide in a broad mix of Equities, Fixed Income, Alternatives and Cash strategies.
Website: www.leggmason.com.au/en/pdf/product_brochures/legg-mason-mfunds-brochure.pdf
Partner: Martin Currie Australia
Type: Asset manager
About: Martin Currie are active equity specialists, driven by investment expertise and focused on managing money for a wide range of global clients.
Martin Currie offer distinctive active equity portfolios and devote all of their resources to delivering strong investment outcomes and superior client relationships. Their investment rationale is considered and focused. As bottom-up stockpickers they identify, scrutinise and challenge the best money-making ideas to deliver attractive consistent risk-adjusted returns for their clients.
Website: www.leggmason.com.au/en/pdf/product_brochures/legg-mason-mfunds-brochure.pdf
Partner: Merlon Capital Partners Pty Ltd
Type: Fund manager
About: Merlon Capital Partners is an Australian-based boutique fund manager specialising in Equity Income strategies.
Merlon's investment approach is underpinned by fundamental research and risk management. Their team of five fundamental analysts seek out the most undervalued companies on offer amongst the S&P/ASX 200 constituents, while utilising derivatives to provide downside protection on stocks with poor short-term momentum characteristics.
Partner: Morningstar
Type: Investment manager
About: Morningstar Investment Management is Morningstar’s investment management business in Australia.
By combining their global expertise in investment consulting, investment management and research, they have been helping investors achieve their financial goals since we were founded in 1977. Morningstar Investment Management offer a variety of managed funds and managed accounts across Australian and International Shares, Property, Bonds, Global Infrastructure and Alternatives.
Website: morningstarinvestments.com.au/how-to-invest/mfund-page/
Partner: NAB Asset Management
Type: Asset manager
About: NAB Asset Management, the investment management business of the National Australia Bank Limited, work towards the best results in investment management and asset consulting, for institutional and retail clients in both domestic and global markets.
They look to identify and develop high quality investment management capability. Their close relationships with investment management firms helps them give our clients access to a diverse range of asset classes and investment products, all managed by committed investment professionals.
Partner: One Managed Investment Funds Limited
Type: Investment manager
About: Established in 2009, One Investment Group is a leading independent Australian funds management business specialising in responsible entity, trustee, corporate trustee and custodian services, as well as fund administration services.
One Investment Group specialises in a range of asset classes including Real Estate, Private Equity, Infrastructure, Equity, Mortgage and Hedge Funds.
Website: www.oneinvestment.com.au/mfund/
Partner: Orbis Investment Management
Type: Investment manager
About: Founded in 1989, Orbis has been investing globally for over 25 years. Since the firm's inception, their purpose has been straightforward – to empower their clients by enhancing their savings and wealth.
Orbis believe the best way they can do this is by applying their fundamental, long-term and contrarian investment philosophy through their Global Equity strategy.
Website: www.orbis.com
Partner: PE Capital
Type: Fund manager
About: PE Capital is a boutique investment management company, focused on the Australian investment landscape to produce value for our investors.
The business is supported by an experienced and motivated team who engage leading edge systems and technology, undertake thorough research and are guided by proven and tested business processes. At PE Capital, we are an active alternative asset manager with a focus on maximising investor return.
Website: www.pecapital.com.au/y-fund
Partner: Perpetual
Type: Responsible Entity
About: A widely-recognised and respected financial services organisation, Perpetual is one of Australia’s largest wealth managers.
They are an expert adviser to high net worth individuals, families and businesses and a leading provider of corporate trustee services. Perpetual oversee $31.9 billion in funds under management, $13.3 billion in funds under advice and $644.1 billion in funds under administration (as at 31 December 2016).
Website: www.perpetual.com.au
Partner: Peters MacGregor
Type: Asset manager
About: Peters MacGregor is a value-focused investment manager based in Sydney, Australia.
They proudly set themselves apart, through their disciplined investment philosophy and in-depth analytical methods. Their investment philosophy is international in view, through their Global Fund, and focused around prudent investment in a small number of hand-picked companies.
Website: www.petersmacgregor.com
Partner: PIMCO Australia Pty Limited
Type: Investment manager
About: PIMCO is a global investment management firm with a singular focus on preserving and enhancing investors’ assets.
They manage investments for institutions, financial advisors and individuals. PIMCO’s managed funds cover Fixed Income and Alternatives and are designed to meet a broad range of investor needs. They offer portfolio diversification and access to PIMCO’s unique investment process and world-class portfolio management expertise.
Website: www.pimco.com.au/investments/mfund
Partner: Pinnacle Fund Services Limited
Type: Investment manager
About: Pinnacle is a multi-affiliate investment management firm. Their mission is to establish, grow and support a diverse stable of world-class fund managers.
The Pinnacle group currently consists of seven specialist managers, which together manage approximately $20 billion across a range of asset classes. Pinnacle also provides distribution and other support services to a selected number of culturally-aligned investment managers.
Website: www.pinnacleinvestment.com.au
Partner: Platinum Asset Management
Type: Asset manager
About: Platinum Investment Management Limited is an Australian based fund manager which specialises in investing in International Equities.
Platinum currently manages around $22 billion with around 7% of this from investors in New Zealand, Europe, America and Asia. Their investment methodology is applied with the aim of achieving absolute returns for investors and is complemented by quarterly communication intended to keep investors abreast of their perspective and portfolio positioning.
Website: www.platinum.com.au/Our-Funds/Platinum-Global-Fund/
Partner: Plato Investment Management Limited
Type: Investment manager
About: Plato Investment Management is an Australian owned boutique equities fund manager specialising in maximising retirement income for pension phase investors and SMSFs.
Plato is a stable, research led organisation focused on and aligned to client outcomes. The firm’s strategies today encompass Global and Australian Equities that are tailored to specific investor objectives of wealth accumulation, income generation and downside protection.
Website: www.plato.com.au
Partner: Presima
Type: Fund manager
About: Presima is a boutique investment manager exclusively focused on global real estate securities, with over 10 years' experience in this asset class.
Presima generates value for its clients through its fundamental diversified bottom-up research approach and its ability to identify attractive opportunities with varying investment characteristics.
Website: www.presima.com
Partner: QuayGlobal Investors
Type: Investment manager
About: Quay Global Investors (Quay) is a boutique investment manager focused on the preservation and creation of wealth through innovative strategies in Real Estate Securities.
The founding partners have over 40 years of collective experience in direct property, equities research, investment banking and investment management across domestic and global markets, giving them a unique skill set and perspective which they bring to the management of a portfolio of global real estate securities.
Website: www.quaygi.com
Partner: Ranger International
Type: Investment manager
About: Ranger International was formed in 2010 to manage Global Equity investments for institutional investors. The Ranger Global Income & Growth Strategy is designed to deliver meaningful income and capital appreciation.
The strategy seeks to invest in quality companies with above market yields and the financial strength to grow their dividends. The Ranger International Equity Strategy seeks to invest in stable, high quality international companies which can be purchased at attractive valuations.
Website: www.ranger-international.com
Partner: RARE
Type: Investment manager
About: RARE Infrastructure was established in 2006 as an investment management company focused exclusively on Global Listed Infrastructure.
Their philosophy is to provide investors with a high quality portfolio of listed infrastructure securities managed by an experienced team of specialists. The company’s investment and risk management approach is reflected in its name – Risk Adjusted Returns to Equity (RARE), with the risk / return relationship being a prime focus.
Website: www.rareinfrastructure.com
Partner: Redpoint Investment Management
Type: Fund manager
About: Redpoint is a boutique fund manager based in Sydney. They specialise in listed asset classes including Australian equities, international equities, global infrastructure and global property.
Redpoint has brought together a significant group of seasoned investment specialists with complementary skills. The team was formed under a shared vision of how they could use their combined experiences to deliver risk efficient and cost effective investment solutions to their clients.
Website: www.redpointim.com
Partner: Schroder Investment Management Australia Limited
Type: Investment manager
About: At Schroders, asset management is the focus with the company’s goals completely aligned with those of their clients – the creation of long-term value to assist them in meeting their future financial requirements.
Schroders manage $459.6 billion on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of active strategies across Equities, Fixed Income, Multi-Asset, Alternatives and Real Estate.
Website: www.schroders.com/en/au/individuals/investing-with-us/mfunds/
Partner: Select Asset Management Limited
Type: Fund manager
About: Select Fund Services (Select FS) is a leading Australian provider of fiduciary and distribution services to preeminent fund managers.
Select FS is a wholly owned subsidiary of OneVue, whose fund services division has funds under administration of more than $200 billion. Their current client base includes well regarded fund managers in Equity, Fixed Income and of course, Alternative investments.
Partner: SG Hiscock & Company Limited
Type: Investment manager
About: SG Hiscock & Company (SGH) is a boutique investment manager, established in August 2001 and is 100% owned by its staff.
The highly experienced principals were formerly employed at National Asset Management (NAM), a $17 billion subsidiary of National Australia Bank Limited. They offer funds across Australian Equity and Property Securities.
Partner: Smarter Money Investments
Type: Investment manager
About: Smarter Money Investments is an active manager with a proven track-record of delivering superior risk-adjusted returns in the liquid Cash and short-term Fixed Interest asset-classes,
through a fusion of bottom-up and top-down quantitative asset-pricing capabilities with relentless qualitative due diligence.
Website: smitrust.com.au/mfund
Partner: Spectrum Asset Management
Type: Asset manager
About: Spectrum Asset Management Limited (Spectrum) was founded in 2001. It is a Sydney, Australia-based fund manager specializing in investing in Corporate Debt and Income Securities.
Spectrum’s investments are managed by its principals, all highly experienced and well-credentialed in credit markets.
Website: www.spectruminvest.com.au/index.php/our-funds/mfunds-2/
Partner: Spheria Asset Management
Type: Fund manager
About: Spheria is a fundamental-based investment manager with a bottom-up focus specialising in small and microcap companies.
Our investment philosophy is to purchase securities where the present value of future free cash flows can be reasonably ascertained and the security is trading at discount to their intrinsic value.
Website: www.spheria.com.au
Partner: Spire Capital
Type: Fund manager
About: Spire Capital is an independent, boutique funds management company.
They focus on providing retail access to global investment opportunities across Listed Equities, Real Estate and Private Debt, which have previously only been available to institutional investors. Spire Capital are thematic in their selection of asset classes and opportunities; looking for ideas and strategies which they believe can add significant outperformance and diversification to a portfolio.
Website: www.spirecapital.com.au
Partner: Tempo Asset Management
Type: Asset manager
About: Tempo employs an innovative, top-down approach to re-thinking global equity market benchmarks and exploiting market premia to produce better returns for investors over time.
Tempo Asset Management offers bespoke portfolios for institutional clients and a flagship retail offering, the Tempo Global Equity, through its responsible entity Fidante Partners.
Website: www.tempoam.com.au
Partner: UBS Global Asset Management
Type: Investment manager
About: UBS Australia provides services in Investment Banking, Equities, Fixed Income and Currencies to corporates, institutions, governments and individuals.
The strength of UBS's global reach and expertise, combined with local insight and credentials create a powerful partnership. UBS’ extensive experience and understanding of origination, research, distribution, trading, risk and operations management enables them to comprehensively deliver innovative client focused solutions.
Website: www.ubs.com/au
Partner: Western Asset Management
Type: Asset manager
About: Western Asset is one of the world's leading Fixed Income managers, with US$459.8 billion of assets under management as of June 2016.
Their objective is to meet or exceed investors' performance objectives within their tolerances for risk. Western Asset seek to diversify investments and add value across interest rate duration, yield curve, sector allocation, security selection, country and currency strategies.
Website: www.leggmason.com.au/en/pdf/product_brochures/legg-mason-mfunds-brochure.pdf
Responsible Entities or Fund Managers wishing further information about this service, please email mfund@asx.com.au.
Partner: Boardroom Pty Limited
Type: Registry service
About: Boardroom Pty Limited (Boardroom) is one of Australia's leading providers of share registry and associated professional services.
We have been providing service excellence to corporate Australia for over 30 years and have positioned ourselves as true corporate governance partners to Australian Securities Exchange (ASX), National Stock Exchange (NSX) and unlisted entities.
Website: www.boardroomlimited.com.au
Partner: Equity Trustees Limited
Type: Entity service / Trustee
About: Equity Trustees was established as an independent Trustee and Executor company in 1888 and has become one of Australia’s largest independent trustee companies.
Equity Trustees provides Responsible Entity services for international and local Fund Managers as well as operational compliance services and a range of specialised Corporate Trustee services.
Website: www.eqt.com.au
Partner: Fidante Partners Limited
Type: Investment manager
About: Fidante Partners is an investment management company that partners with specialist asset management firms to deliver compelling opportunities to an international investor base.
Fidante's skills in strategy development and distribution combined with deep experience of specialist asset management firms, enables the asset management teams to focus on what they do best – manage investment portfolios. As at March 2017, Fidante had approximately $48.4 billion of funds under management.
Partner: FundBPO Pty Ltd
Type: Administration service
About: MainstreamBPO group is a specialist fund administrator for the financial services industry. They are independent and focus solely on third party administration.
Clients can choose to outsource all – or a part – of the fund’s administration to them. Their speciality is end-to-end administration where clients choose the start and end points.
Partner: Link Market Services Limited
Type: Online broker
About: Link Market Services (Link) offers a comprehensive suite of integrated services, encompassing registry, meeting, treasury and capital market services, as well as various specialist value-adding functions, delivered through its market leading subsidiaries.
Link look after the registers of some 2,000 issuers, representing over 25 million shareholders.
Website: www.linkmarketservices.com.au
Partner: One Registry Services Pty Ltd
Type: Registry service
About: One Registry Services is a leading provider of registry services for financial market participants in Australia. They offer reliable, prompt and cost effective registry solutions to unlisted companies and trusts.
One Registry Services, in addition to being a specialist provider of corporate and trust registry services, also offers a complete range of ancillary services.
Partner: OneVue Fund Services Pty Ltd
Type: Registry service
About: OneVue are your wholesale provider of SMSF, retail super and digital member based solutions. They are now the market leader in independent outsourced unit registry solutions.
OneVue’s administration and distribution capabilities today encompass both platform services and fund services. They cater to advisers, accountants, fund managers and trustees to name a few.
Website: www.onevue.com.au
Partner: Registry Direct
Type: Registry service
About: Founded in in 2014, Registry Direct is one of Australia’s fastest growing Software as a Service companies. They focus on making client’s lives easier, whether a registry manager, shareholder or adviser.
Recognised for their service, Registry Direct work closely with their customers to transition or establish their registries.
Website: www.registrydirect.com.au
Partner: Amscot
Type: Online broker
About: Amscot Stockbroking is the execution-only subsidiary of State One Stockbroking Ltd, a full trading, clearing and settlement participant of the ASX.
Amscot offers clients the ability to trade online using state-of-the-art trading tools, as well as offering a dedicated phone desk.
Partner: Baillieu Holst Ltd
Type: Full-service broker
About: Baillieu Holst provide stockbroking services for Australian and international equities, derivatives and managed products.
They provide high quality research generated by their in-house research team, as well as comprehensive global and domestic research provided by their partner, Credit Suisse.
Website: www.baillieuholst.com.au
Offices: Adelaide, Bendigo, Brisbane, Geelong, Newcastle, Melbourne, Perth, Sydney
Partner: Bell Direct
Type: Online broker
About: As Australia’s newest online broker, Bell Direct brings real value and innovation to traders and investors with no complicated pricing plans, no catches and no complexity.
Just simple, easy to use, great service for online broking at an affordable price.
Partner: Bell Potter
Type: Online broker
About: Catering specifically for financial intermediaries and professional advisers, Bell Potter Online offer a highly personalised service with flexibility to suit clients’ needs.
Website: www.bellpotteronline.com.au
Partner: Bell Potter Securities
Type: Full-service broker
About: Bell Potter Securities is a leading Australian provider of stockbroking, investment and financial advisory services.
Through their Intermediary Services, clients share a partnership with an experienced team of direct equity advisers who offer a range of trading, advisory and research services.
Website: www.bellpotter.com.au/topnavigation/private-clients/mfunds.aspx?id=2527
Partner: Bendigo Invest Direct
Type: Online broker
About: Bendigo Invest Direct is Bendigo Bank’s easy-to-use, affordable share trading platform.
BID, clients decide whether they are a Classic, Premium or Platinum by the level of trading activity they undertake on a monthly basis.
Website: http://www.bendigobank.com.au/public/wealth/investing/share-trading
Partner: BOQ Trading
Type: Online broker
About: With BOQ Trading, clients can trade shares using an intuitive and advanced trading platform. The BOQ Trading service is provided through the CMC Markets Stockbroking platform.
Partner: Burrell
Type: Full-service broker
About: Burrell is a longstanding, privately-owned Queensland company providing full stockbroking, wealth management, superannuation and advisory services to private clients, Not-for-Profit and other investment organisations.
As a boutique firm, they offer personalised client service, superior control over trades, independent advice and true market insight.
Website: www.burrell.com.au/the-mfund-settlement-service.html
Offices: Brisbane, Bundaberg, Hobart, Ipswich, Southport, Sunshine Coast
Partner: CMC Markets Stockbroking Limited
Type: Online broker
About: CMC Markets Stockbroking has built on over 17 years of experience to offer an innovative, feature-rich platform and market-leading service.
With intermediary specific broking solutions, they will work with clients to tailor a solution that meets their needs.
Partner: Desktopbroker
Type: Online broker
About: Desktop Broker has been designed with the specific needs of the financial adviser in mind.
Their aim is to add value through continuing product integration, efficient execution, clearing and settlement operations and specialised client service.
Partner: ebroking
Type: Online broker
About: EBROKING is a share trading platform established by ESUPERFUND for its clients.
In the past clients of ESUPERFUND were required to execute all CHESS Sponsored Share Trades through CommSec. ESUPERFUND now offers clients the ability to use EBROKING as an alternative trading platform.
Website: www.esuperfund.com.au/trading/australian-shares/ebroking/mfunds
Partner: HSBC Online Share Trading
Type: Online broker
About: HSBC, in partnership with Bell Financial Group Ltd, offers the HSBC Online Share Trading service.
The platform provides real broker research, exclusive trading tools designed to generate new trading ideas and smart widgets that serve up live news, announcements and quotes relevant to a client’s portfolio.
Website: www.sharetrading.hsbc.com.au/TradeNow/ManagedFunds/
Partner: Macquarie Online Trading
Type: Online broker
About: Macquarie Online Trading is a simple and secure online trading platform, integrated with Macquarie’s Cash Management Account (CMA).
The trading platform forms part of the broader suite of wealth products offered by Macquarie Group, covering advisory and capital markets, trading and hedging, funds management, asset finance, financing, research and retail.
Website: www.macquarie.com.au/onlinetrading
Partner: nabtrade
Type: Online broker
About: nabtrade is the National Australia Bank Limited’s Online Trading Platform.
nabtrade can help clients spot opportunities and trade with confidence with access to the latest research, investing insights, recommendations and trading tools.
Partner: State One Stockbroking Ltd
Type: Full-service broker
About: State One offers a range of services including client advisory broking services for individuals (including SMSFs), institutional broking,
corporate fundraisings, seed capital, sponsoring IPOs, managing equity placements, margin lending against equity portfolios from many providers and execution-only (no advice) broking under the Amscot brand.
Website: www.stateone.com.au/retail/mfundoverview.aspx
Offices: Perth, Sydney
Partner: Suncorp
Type: Online broker
About: Suncorp Share Trade, Suncorp’s Online Share Trading platform, offers powerful online trading tools, as well as a comprehensive range of education and analysis resources.
Investing in shares on the Australian Securities Exchange has never been so simple. The service is provided through CMC Markets Stockbroking Limited.
Website: www.sharetrade.com.au/mfunds
Partner: UBS
Type: Full-service broker
About: UBS is a global firm providing financial services to private, corporate and institutional clients.
It is present in all major financial centres and has offices in over 50 countries. In Australia, UBS offers wealth management, investment banking and asset management services.
Website: www.ubs.com/au
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