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Investing via mFund

mFund

Benefits of investing via mFund

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No paper application forms

All transactions with the fund issuer can be placed through a broker.

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Single view of your investment

As with shares, mFund investments link to your Holder Identification Number (HIN). You can also see your mFund investments, and monitor the progress of transactions, alongside your existing trading portfolio.

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Operated by the ASX

mFund is supported by the ASX rule framework, which seeks to ensure all parties, including stockbrokers, issuers and unit registrars are accountable for their roles and responsibilities.

 Risks associated with investing via mFund

If you invest in one of our managed funds via mFund, the processes for the ASX and the broker used will impact the time your application and withdrawal requests are received by us. You should contact your broker for their cut-off times.

Furthermore, there are some risks associated with the ASX’s systems and brokers. For example, the ASX’s systems could fail, or there could be errors or irregularities. The ASX may suspend or revoke the admission of a managed fund to mFund.

Why invest with MLC Asset Management

Expertise

Our investment solutions are managed by some of the best investment talent from across the world, giving investors confidence their investments are in good hands.

Diversification

We connect investors with investment solutions across a broad range of asset classes and investment styles, to help investors easily diversify or manage risk.

Access

By investing in a managed fund an investor can access wholesale investment opportunities, markets and diversification not usually available to individual investors directly.

Our managed funds available via mFund

mFund code
Managed fund
Investment manager
Asset class
Investment style
ANT01  Antares Income Fund NabInvest Capital Partners (Antares Fixed Income) Diversified income Defensive
AGA01  Altrinsic Global Equities Trust Altrinsic Global Advisors, LLC Global shares Value
FEP01  Fairview Equity Partners Emerging Companies Fund Fairview Equity Partners

Australian shares (small companies) Growth
INT01  Intermede Global Equities Fund Intermede Investment Partners Global shares Growth
PRE01 Presima Global Property Securities Concentrated Fund Presima Inc Global listed property Core
MLC01 MLC Wholesale Inflation Plus - Conservative Portfolio MLC Multi-asset Diversified
MLC02 MLC Wholesale Inflation Plus - Moderate Portfolio MLC Multi-asset Diversified
MLC03 MLC Wholesale Inflation Plus - Assertive Portfolio MLC Multi-asset Diversified
Antares Dividend Builder

How to invest through mFund

1

Read the PDS and Product Guide

2

Contact a participating broker

3

Instruct a broker to place an order

4

mFund confirmation and CHESS statement sent to the investor

If you don’t have an existing stockbroking account, you can contact a participating broker, such as nabtrade, today. A complete list of participating stockbrokers can be found on the ASX website.
 

 

Need more information?

Contact Client Services on 1300 738 355, 8:30am to 5:30pm EST, Monday to Friday, or email info@mlcam.com.au

This information is provided by Antares Capital Partners (ABN 85 066 081 114) (AFSL 234483) (ACP) and MLC Investments Limited (ABN 30 002 641 661) (MLCI), of 105–153 Miller Street, North Sydney 2000, each a part of the IOOF group of companies (comprising IOOF Holdings Ltd ABN 49 100 103 722 and its related bodies corporate) (‘IOOF Group’). ACP and MLCI may use the services of IOOF Group companies where it makes good business sense to do so and will benefit customers. Amounts paid for these services are always negotiated on an arm's length basis.

This information may constitute general advice. It has been prepared without taking account of individual objectives, financial situation or needs and because of that you should, before acting on the advice, consider the appropriateness of the advice having regard to your personal objectives, financial situation and needs.

You should obtain a Product Disclosure Statement (PDS) relating to the Altrinsic Global Equities Trust, Antares Income Fund, Fairview
Equity Partners Emerging Companies Fund, Intermede Global Equities Fund, and Presima Global Property Securities Concentrated Fund issued by ACP; and relating to the MLC Wholesale Inflation Plus Portfolios issued by MLC Investments Limited (ABN 80 008 515 633), and consider it in each case, before making any decision about that Fund. A copy of the relevant PDS is available upon request by phoning 1300 738 355 or info@mlcam.com.au An investment in a financial product offered by ACP or MLCI is is subject to investment risk, including possible delays in repayment of capital and loss of income and principal invested. The capital value, payment of income and performance of any such product is not guaranteed and neither ACP, MLCI nor any other member of the IOOF Group guarantees the repayment of capital, payment of income or the performance of any such product.