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How to invest in mFund

Investing via the ASX mFund Settlement Service is a simple and transparent process

How to buy an mFund

View the full range of mFunds available via our mFund Research Tool

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.