Investment management
made easy
Managed funds
mFunds are unlisted managed funds that have been admitted for settlement by the ASX. They are designed to reduce paperwork and make the process of buying into managed funds more accessible to investors.
Professional management
mFunds are professionally managed, which means that it's someone's job to make decisions about buying and selling individual shares within the fund. They complete research and analysis so that they can make informed decisions on behalf of their investors.
Diversification
When you buy into an mFund you're buying instant diversification. With one transaction you are buying a spread of securities, often across multiple assets classes, so you can enjoy the benefits of diversification without the pressure of selecting individual investments.
Details at a glance
May be suitable if you:
- are looking for broad diversification at low cost
- want your investments to be professionally managed
- are happy delegating investment decisions about individual shares
Minimum initial investment:Depends on individual mFund |
Brokerage starting from:$29.95 |
mFunds and ETFs
ETFs are in some ways quite similar to mFunds. mFunds are investment funds that may hold multiple assets such as shares and commodities. Like ETFs they don't need your active trading input.
The key difference is that mFunds are tyically actively managed by a fund manager. In contrast, ETFs are usually passively managed and tend to follow an index or the value of a commodity. mFunds are also not listed or tradeable via the stock exchange, the role of the ASX is only to provide a settlement service.
Other ways to invest
Exchange Traded Funds (ETFs)
Buy the market, instantly diversify and enjoy a simple and relatively low-cost way to build your investment portfolio.
IPOs
Access newly-listed companies and securities such as hybrids through Initial Public Offerings.
Interest Rate Securities
Bring lower-risk stability and a potentially more reliable source of income to your investment portfolio.
Key considerations
Benefits
- Diversification
With a single purchase, mFunds can diversify your investment portfolio. - Streamlined transactions
mFunds aren't listed, but like ordinary shares, they're transacted easily through ANZ Share Investing. - Transparency
Your holdings in these mFunds are held electronically and are linked to the same Holder Identification Number (HIN) used to hold other investments transacted through ASX.
Risks
- Underperformance
Your chosen mFund can underperform the market or fall in value. - Tax and fees
mFunds might have fees and operating costs, which can also have an impact on your overall after-tax return. - Asset risk and specialised funds
Specialised funds may contain exposures to higher risk assets with a greater capacity for loss.
How to apply
- Apply for an ANZ Share Investing account
- Verify your identity
- Deposit funds in your account
- Start trading!
Details to have handy
- Current Australian driver’s licence, and
- Australian birth certificate or Australian citizenship certificate, or
- Australian passport (current or one that has expired within the last two years) or current foreign passport including the signature page.
Not opening an individual account? Complete the application and we'll let you know what documentation you need to provide.
Why choose us?
- Flexible trading platforms that let you trade on the go
- Powerful trading tools, advanced charting and trusted research
- Trade with your own funds or borrow from ANZ
- Seamless integration with ANZ Internet Banking and ANZ Investment Lending
- Immediately trade sale proceeds prior to settlement
- Earn Qantas Pointsdisclaimer when you trade
Contact us
The ANZ Share Investing service is provided by CMC Markets Stockbroking Limited ABN 69 081 002 851 AFSL 246381 (CMC Markets Stockbroking), a Participant of the Australian Securities Exchange (ASX Group), Sydney Stock Exchange (SSX) and Chi-X Australia (Chi-X) at the request of Australia and New Zealand Banking Group Limited ABN 11 005 357 522 (ANZ). Disclosure documents relating to ANZ Share Investing products and services are available on anzshareinvesting.com.au or by calling us on 1300 658 355. ANZ is the issuer of the ANZ Cash Investment Account and ANZ V2 PLUS Account. The obligations of CMC Markets Stockbroking are not guaranteed by ANZ. CMC Markets Stockbroking and ANZ are not representatives of each other.
The ANZ Share Investment Loan is provided by Australia and New Zealand Banking Group Limited ABN 11 005 357 522, AFSL 234527 ("ANZ").
An ANZ Share Investment Loan is subject to investment risks, including possible losses in income, capital invested and additional liability for the loan. We therefore strongly advise you talk to your financial planner, tax adviser and/or stockbroker and ensure you understand the risks, the specific tax implications as well as the legal and financial ramifications of a share investment loan.
ANZ does not give personal advice about the ANZ Share Investment Loan or it's tax implications. This information is of a general nature and has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of the information, having regard to your objectives, financial situation and needs. ANZ recommends that you read the ANZ Share Investment Loan Product Disclosure Statement and the ANZ Investment Lending Terms and Conditions which are available at anzshareinvesting.com.au or by calling the Client Services Team on 1800 639 330 between 8.00am and 6.00pm (Sydney/Melbourne time) during ASX trading days before deciding whether to acquire, or to continue to hold the product.
All ANZ Share Investment Loan applications are subject to ANZ’s credit approval criteria. Fees and charges apply and are available here or by calling the Client Services Team on 1800 639 330 between 8.00am and 6.00pm (Sydney/Melbourne time) during ASX trading days.