Managed funds can be a smart way to access restricted markets and asset classes offering instant portfolio diversification and international exposure.
mFund is an innovative ASX service powered by the same CHESS settlement you use to trade shares.
Invest in and redeem units of unlisted managed funds online in moments using Bell Direct’s award-winning platform, with the same security, reliability and transparency as any other ASX trade.
Diversify your portfolio by accessing a range of usually restricted assets.
Invest in new markets, asset classes and strategies: international and domestic, sector based and strategy oriented whilst benefitting from specialist expertise of investment managers.
No paper, no application forms – use your existing trading account with Bell Direct to place fast online orders and benefit from standardised settlements through CHESS.
Track and manage your mFund investments in the same place as your share portfolio, with consolidated and easy-to-read reporting.
To find out more, you can visit ASX website or download the ASX mFund Fact Sheet.
If you are new to Bell Direct, create your Bell Direct account today to start investing in mFunds with us.
If you are an existing Bell Direct client, start trading here.
Or to contact our client support team directly:
Log in to Bell Direct to research and select funds online, then download and read the fund PDS before you invest.
When you’re ready to invest, accept the PDS and place your order online using the Trade Pad. We’ll confirm that your order has been processed and withdraw the money from your Direct Cash Account.
Once the fund manager has allocated your new units, we’ll confirm the details of your order, including the number of units and price and will transfer them to your trading account.
Our brokerage rate is set up at $30 or 0.1% (whichever is greater).
An mFund product is an unlisted managed fund admitted through the ASX and available to investors through the mFund Settlement.
mFunds units are not directly traded on ASX, instead the investment and redemption process is facilitated by the settlement system CHESS.
Managed funds pool the money of individual investors and the combined capital is invested by a fund manager across a range of asset classes. They can include sector Managed Funds, strategy oriented Managed Funds, international Managed Funds, fixed income Managed Funds and balanced Managed Funds.
The price of units is set by the fund manager.
What you need to consider before investing in mFunds:
The Bell Direct service is provided by Third Party Platform Pty Limited
trading as "Bell Direct"
(ABN 74 121 227 905) an Australian Financial Services licensee
(AFSL 314341) and a Participant of the ASX Limited Group.
does not provide investment advice. You should consider your own financial situation, particular
needs and investment objectives before acting on any of the information available on this website.