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Managed Funds (mFunds)

Invest in unlisted managed funds with nabtrade through the fully integrated ASX mFund Settlement Service.

Active management
 

Access professional fund managers who actively manage your investment in asset classes including shares, property and fixed income, or select a multi-asset fund that suits your risk profile and needs.

Total wealth
view
 

Get a clear picture of how your overall portfolio is performing in one place including your mFunds, shares and cash.

Integrated experience
 

Stay ahead of the pack with up-to-date portfolio and performance information, exclusive insights and fund ratings powered by Morningstar.

Overview

The mFunds service gives investors access to buy and sell unlisted managed fund units just as easily as Australian and International shares, via the nabtrade platform. All transactions with the fund issuer can be placed online – eliminating the need for any paperwork. mFunds is a convenient way to broaden investment exposure and diversify your portfolio.

Funds available on mFunds

You can access a large range of unlisted managed funds from professional fund managers including NAB Asset Management, Platinum Asset Management, PIMCO Australia and Schroder Investment Management Australia.

Benefits 

  1. Expertise - consider using mFunds to access professional fund managers specialising in various asset classes.
  2. Diversification - get exposure to a wide range of investments in different asset classes to enhance returns.
  3. Total Wealth view - as mFund units are held on your HIN, you’ll be able to track your fund’s performance alongside any direct shares and ETFs you own with nabtrade, via the Total Wealth function.
  4. Access new opportunities - access new investment opportunities such as syndicated loans and infrastructure.
  5. No paperwork - the mFund Settlement Service does not require you to complete application forms when transacting managed fund units.

Risks 

mFunds are subject to risks. While risks will be specific to the mFund product chosen, there are some generic risks associated with mFunds. These include:

  • underperformance versus a benchmark or failure to meet the fund’s investment objective
  • fees and fund operating costs that may erode performance, and 
  • liquidity risk impacting your ability to sell your mFund holdings.

You should read each mFund Product Disclosure Statement before making any investment decision.

A great brokerage rate

mFund transactions up to and including $5,000 are $14.95 (incl GST) per online transaction. For transactions over $5,000, brokerage is $19.95 (incl GST) per online transaction (up to and including $20,000). Over this amount, brokerage of 0.11% of transaction value per online transaction applies. For more details on fees and charges refer to the nabtrade Financial Services Guide.

Tools and Resources

For more information about mFunds visit the ASX mFund website. Other important and useful information can be found at the links below.

Also, you can check out our FAQs for answers to commonly asked questions.


How to invest in mFunds with nabtrade

As mFunds is fully integrated with the nabtrade platform, you can invest in mFunds directly on nabtrade.

Simply:

  • Login to nabtrade from www.nabtrade.com.au
  • Hover over “Insights Centre” then click “Managed Funds”. You’ll be able to select from a large range of mFunds to invest in.

Find out more about mFunds on nabtrade


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