Invest in mFunds for your clients with Bell Potter Online

mFunds can be a great way to diversify your clients’ portfolios and put your business in control.

Advisors can now invest online in over 170 managed funds through their broker

Now you can invest in managed funds using the same platform as your shares, with your Bell Potter Online account and mFund.

mFund is an ASX service powered by the CHESS settlement system that allows you to buy and sell units in managed funds with the same security and reliability as any other ASX investments.

When you invest in mFunds, you get:

Fast and convenient online transactions

No paper, no application forms – use your existing trading account with Bell Potter Online to place fast online orders and benefit from standardised settlements through CHESS.

All your investments in one place

Track and manage your mFund investments in the same place as your share portfolio, with consolidated and easy-to-read reporting.

Advantages over wraps

Investors hold the asset in their name and only pay for the transaction in and out. There is no fee for holding the asset and no tax event when it is moved.

Portfolio efficiency

Advisors can construct and manage their clients’ portfolio more efficiently by accessing mFunds through their broker.

Managed funds FAQs

What is the mFund settlement service?

mFund is the settlement service provided by ASX to enable investors to buy and sell units in unlisted managed funds directly with fund managers via their Bell Direct trading account.

The service uses CHESS settlement system to automate and track the process of buying (applying for) and selling (redeeming) units in managed funds. Investors’ holdings in these funds are held electronically and can be linked to the same HIN used to hold other investments transacted through ASX, such as shares.

To find out more, download the ASX mFund Brochure and the ASX mFund fact sheet.

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

Investing in online managed funds with ASX 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 Bell Cash Trust.

To invest, follow these 3 steps:

  1. You can either login to your account and research ASX 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.

If you are ready to get started

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