Buy, hold and sell units in unlisted managed funds through a
process similar to buying and selling shares.
If you have thought about diversifying your portfolio into a
range of asset classes, it may be worth considering unlisted
managed funds. With more opportunities on offer, it's a great way
to make the most of your savings.
Managed funds are a popular and relatively easy way for
individuals to invest. One transaction can allow you to access a
range of underlying investments, diversify across different asset
classes and market sectors, and enter into investments that may
otherwise be out of reach.
Why choose mFunds?
Diversification
Managed fund products allow you to access a diversified
portfolio made up of different asset classes and industry sectors.
This can reduce your level of investment risk by minimising the
impact of poor performance by a particular industry or industry
sector.
Potential wealth generation
A well-chosen managed fund, used individually or in conjunction
with other investments, can create a portfolio to assist your
efforts to generate wealth.
Cost-effective investment
Investing in a managed fund is as affordable as investing in
shares. You can start investing with a relatively small amount, and
add to it cost effectively over time.
No additional paperwork required
You can trade mFunds with your existing Bell Potter account,
without any additional paperwork or application forms.
All your invesments in one place
You can manage your mFund investments in the same place as your
other shares, ETFs and hybrids, with consolidated reporting, giving
you a holistic view of your portfolio.
Easily track your investments
The service uses CHESS, ASX's world-class electronic
settlement system. Your holdings in mFunds are held electronically
and can be linked to the same Holder Identification Number (HIN)
used to hold other investments transacted through ASX, such as
shares.
What's the process?
BUYING
Step 1: Contact your Adviser
Get in touch with your Bell Potter adviser to discuss the funds
you are interested in buying.
Step 2: Review mFund information
Read the mFund Product Disclosure Statement (PDS) and managed
fund profile documents.
Step 3: Instruct your Adviser
Your buy order and payment for new units in your chosen mFund
are sent.
Step 4: Your mFunds units are issued
Your new mFund units are transferred to your CHESS holdings and
viewable in your Bell Potter portfolio.
Step 5: mFund confirmation & statement
You receive a welcome pack and an updated CHESS statement.
SELLING
Step 1: Contact your Adviser
Get in touch with your Bell Potter adviser to discuss the funds
you are interested in selling.
Step 2: Instruct your Adviser
Your sell order to redeem units from your mFund is sent.
Step 3: Cash
mFund units are cancelled and the money is sent to your
account.
Step 4: mFund confirmation & statement
You receive a sale confirmation and an updated CHESS
statement.
The mFund Settlement Service
Learn more
Contact your Bell Potter adviser or call 1300 0 BELLS(23557) to
start buying and selling units in mFunds today.
The
mFund website provides information relating to mFunds,
including prices, fees, performance and minimum investment amounts.
You are also able to access the mFund's Product Disclosure
Statements (PDS) and profiles, which you must read before making an
investment decision.
Bell Potter is an mFund Foundation Member.
