The mFund Foundation Member emblem is an exclusive mark to declare the status of the Fund Managers, Unit Registrars and Administrators and Brokers who worked with ASX on the establishment of the mFund Settlement Service. These Foundation Members have been provided with this emblem to clearly demonstrate on their own websites and in their own materials their key involvement in the service.
The following are all current members of the mFund Settlement Service, including Foundation Members:
Partner: 4D Infrastructure
Type: Asset manager
About: 4D Infrastructure, a Bennelong boutique, is an asset manager investing in listed infrastructure companies across all four corners of the globe.
The team aims to identify quality infrastructure companies trading at or below fair value with sustainable, growing earnings combined with sustainable, growing dividends.
Website: www.4dinfra.com
Partner: abrdn Australia limited
Type: Investment manager
About: abrdn offers a wide range of investment solutions to meet different client needs.
abrdn provide opportunities to invest in Australia as well as around the world through our suite of local and global equities, global fixed income and diversified multi-asset products.
Partner: Allan Gray Australia
Type: Investment manager
About: When you choose Allan Gray, you are not just buying an investment, you are buying into a distinctive investment philosophy.
That philosophy is simple – to take a contrarian approach, apply it consistently and invest for the long term. We have used the same philosophy for over 12 years in Australia. Allan Gray Australia offers just three funds – our Equity Fund, Balanced Fund and Stable Fund. Our distinctive take on investing means that each of our Funds brings something different to a portfolio.
Website: www.allangray.com.au
Partner: Alpha Investment Management
Type: Fund manager
About: Alpha Investment Management is built on the extensive experience and knowledge of our Investment and Research team and offers both boutique funds management and investment management capabilities.
Alpha Fund Managers is a part of the broader Infocus Group and was established in 2007 with the specific purpose of establishing the Alpha Fund Series, which offers investors access to a suite of multi-asset class funds based on different risk profiles including Moderate, Balanced, Growth and High Growth.
Partner: Alphinity Investment Management
Type: Investment manager
About: Alphinity is a boutique Australian investment manager whose goal is to add value through an investment philosophy and process that is distinctive, rigorous and disciplined.
Their aim is to deliver consistent outperformance for investors by investing in companies with underestimated forward earnings expectations. They identify these companies using a distinctive combination of fundamental analysis and quantitative inputs.
Partner: Altrinsic Global Advisors
Type: Fund manager
About: Altrinsic Global Advisors, LLC is a focused investment boutique specializing in the identification of investment opportunities among listed global equities.
Altrinsic seeks to deliver long-term capital appreciation through portfolios that prudently express its conviction. Their offering is made up of Global, International and Emerging Markets Equity.
Website: www.altrinsic.com
Partner: Antares Capital
Type: Asset manager
About: Antares is a dedicated asset management business managing more than $30.6 billion on behalf of Australian investors, with $6.6 billion in Australian equities and more than $24.0 billion in fixed income.
The Antares Equities team is known for their extensive investment management experience and insight into the Australian market. The Antares Fixed Income team is a leading fixed interest manager, covering a wide range of Australian and International Securities.
Website: www.antarescapital.com.au
Partner: Antipodes Global Investment Partners
Type: Investment manager
About: Antipodes Partners is a global asset manager offering a pragmatic value approach.
We aspire to grow client wealth over the long-term by generating absolute returns in excess of the benchmark, at below market levels of risk. We seek to take advantage of the market’s tendency for irrational extrapolation, identify investments that offer a high margin of safety and build portfolios with a capital preservation focus.
Website: antipodespartners.com
Partner: Armytage Private Pty Ltd
Type: Investment manager
About: Armytage Private Proprietary Limited (Armytage) is a boutique investment management firm majority owned by members of its investment team and key executives.
Armytage specialises in the active management of Australian equity portfolios and currently manages strategies on behalf of a wide range of investors including charitable trusts, corporations, superannuation funds, family trusts and individuals.
Website: www.armytage.com.au
Partner: Atlas Funds Management
Type: Fund manager
About: Atlas Funds Management Pty Ltd (Atlas) is a boutique investment manager based in Sydney.
Atlas specialise in delivering defensive, income-focused funds for pension phase investors and self-managed superannuation funds (SMSFs). Atlas’ funds are designed to have a low correlation with equity markets and give investors a hedge against equity market risk.
Partner: Ausbil
Type: Investment manager
About: Established in April 1997, Ausbil Investment Management Limited is a leading Australian investment manager.
Ausbil is owned by its employees and New York Life Investment Management (NYLIM), a wholly-owned subsidiary of New York Life Insurance Company. Ausbil’s core business is the management of Australian Equities and encompasses a number of proprietary funds, along with a Candriam Fund and MacKay Shield Fund.
Website: www.ausbil.com.au/invest-with-us/invest-with-ausbil-via-mfund
Partner: Australian Ethical
Type: Investment manager
About: Australian Ethical is Australia’s leading ethical fund manager.
We deliver competitive financial performance to our clients and positive change to society and the environment. Since our inception in 1986, our Ethical Charter has guided all investment decisions and underpinned our business practices. Ten per cent of our profits are distributed to charitable organisations and social impact initiatives through The Australian Ethical Foundation.
Partner: Bell Asset Management
Type: Asset Manager
About: Bell Asset Management is a global equity specialist and has been managing and researching companies since 1 January 2003.
Under the leadership of Chief Investment Officer Ned Bell and his investment team, Bell strive to deliver consistent performance outcomes and superior service to clients. They believe that a portfolio of very high quality businesses will deliver above average returns over the medium to long term.
Website: www.bellasset.com.au/funds/how-to-invest-via-mfunds
Partner: Bennelong Funds Management
Type: Fund manager
About: Bennelong Funds Management develops and distributes actively managed equity funds, offering high-grade service and investment solutions to institutions, financial advisers and direct investors.
Bennelong is part of the BFM Group, an investment company that partners with boutique asset managers across the globe investing in Australian, UK, Asian and global equities; listed global infrastructure and real estate; and global emerging markets.
Partner: Bentham Asset Management Pty Limited
Type: Asset manager
About: Bentham Asset Management is a specialist global fixed interest and credit investment manager.
Bentham actively manages a number of high yielding funds with varying risk profiles. The portfolios are designed to generate income while diversifying risk in global credit markets.
Partner: Claremont Global
Type: Asset manager
About: Claremont Global - own the world's best businesses
With a concentrated portfolio of only 10 to 15 companies, we invest in some of the world’s best businesses, following our disciplined and time-tested investment process. The Claremont Global strategy was established in 2011 and has established a consistent track record of outperformance over the last decade. Our strategy currently has assets in excess of $1 billion.
We own companies with durable competitive advantages, resilient earnings, financial strength and seasoned management teams. We are disciplined about valuation and our purchases are made at a discount to our assessment of fair value, providing investors both a margin of safety and upside potential.
Website: https://www.claremontglobal.com.au/
Partner: Cooper Investors
Type: Investment Manager
About: Cooper Investors Pty Limited ("CI") is a specialist equities fund manager with funds under management of approximately A$13 billion.
We commenced operations in 2001 and we manage money for a range of clients including large pension and superannuation funds, religious institutions, Australian State Government agencies, school endowments, charities, high net worth families and retail clients. CI is 100% owned by its employees.
Website: www.cooperinvestors.com/
Partner: Cromwell Funds Management
Type: Investment manager
About: Cromwell is one of Australia’s leading property investment and funds management groups.
Cromwell Funds Management Limited is a real estate fund manager that owns, manages and invests in commercial property. Cromwell offers a comprehensive product suite offering investors exposure to high quality commercial property assets with various levels of exposure to listed and unlisted property.
Website: www.cromwell.com.au
Partner: Dexus
Type: Asset manager
About: Dexus is one of Australia’s leading fully integrated real asset groups, managing a high-quality Australasian real estate and infrastructure portfolio valued at $61.0 billion as at 30 June 2023.
They believe that the strength and quality of their relationships will always be central to their success and are deeply committed to working with their customers to provide spaces that engage and inspire.
Website: www.dexus.com/investor-centre
Partner: DSM Capital Partners
Type: Investment fund
About: DSM Capital Partners actively manages growth stock investment portfolios for a wide range of clients, including pension plans, foundations and endowments, other institutions, and individual investors.
The firm follows a disciplined investment process designed to identify quality companies presenting compelling long-term revenue and earnings growth and selling at prices that offer the potential for attractive returns.
Website: dsmcapital.com/
Partner: Equity Trustees Limited
Type: Asset manager / Trustee
About: Equity Trustees was established as an independent Trustee and Executor company in 1888 and has become one of Australia’s largest independent trustee companies.
Equity Trustees’ in-house asset management team manages tailored investment portfolios for corporate, charitable and private clients. Their overarching approach is based on long-term considerations rather than short-term fluctuations. They combine in-house capabilities with the best domestic and international external managers and build portfolios that are diversified both across and within asset classes.
Website: www.eqt.com.au/
Partner: Fairview Equity Partners
Type: Fund manager
About: Fairview Equity Partners is a smaller companies Australian Equities specialist based in Melbourne.
The Fairview Equity Partners Emerging Companies Fund (ANT0002AU) aims to provide long-term capital growth and some income by investing primarily in a diverse portfolio of smaller companies listed, or expected to be listed, on the Australian Securities Exchange.
Website: www.fairviewequity.com.au
Partner: Fidante Partners Limited
Type: Investment manager
About: Fidante offers investors access to a curated range of active strategies that span traditional and alternative asset classes – both liquid and illiquid.
Investments can be tailored to the specific needs and objectives of institutional, wholesale and family office investors to optimise opportunities.
Partner: FIL Investment Management Limited
Type: Fund manager
About: A privately owned, independent company, established in 1969, we’ve been offering our equity funds in Australia for more than 15 years.
Website: www.fidelity.com.au/invest/mfund/
Partner: Firetrail Investments Pty Ltd
Type: Investment manager
About: Firetrail is an investment management boutique founded in 2018.
The firm was established with a goal to align their people with their clients. The Firetrail staff have a long successful track record of investing in equities as well as significant experience managing equity market neutral strategies.
Website: www.firetrail.com
Partner: Flinders Investment Partners
Type: Investment manager
About: Flinders Investment Partners is a boutique investment management partnership specialising in the management of listed Australian small and emerging companies.
The three founding partners bring combined experienced of 55 years to the Flinders Emerging Companies Fund – an actively managed portfolio of listed small and emerging Australian companies. Importantly, Flinders financial success is directly aligned to investors’ interests.
Website: www.flindersinvest.com.au
Partner: Franklin Templeton
Type: Asset manager
About:
Franklin Resources, Inc., is a global investment management organisation, operating as Franklin Templeton, which is headquartered in California. Franklin Resources, Inc., provides, through its subsidiaries, deep investment expertise across all asset classes - including equity, fixed income, and multi-asset solutions. Franklin Templeton provides centralised business and distribution support for all of its Specialist Investment Managers, which includes world-renowned investment managers such as Brandywine Global, Martin Currie, QS Investors, and Western Asset. These managers operate independently under their own investment process and each is considered an industry expert in their asset class.
In February 2020, Franklin Templeton announced it would be acquiring Legg Mason and this transaction successfully completed on Friday, 31 July 2020. Legg Mason Australia is now part of Franklin Resources, Inc.
Website: www.franklintempleton.com.au/
Partner: Grant Samuel Funds Management
Type: Investment Manager
About: Grant Samuel Funds Management was established in 2007 and has partnered with high calibre investment managers to deliver differentiated, quality investment strategies to help Australian investors build wealth.
Website: www.gsfm.com.au/mfunds/
Partner: Insync
Type: Fund manager
About: Established in July 2009 by Monik Kotecha, insync is an independently owned Global Equity specialist based in Sydney, Australia.
Their investment process has an intense focus on analysing data points, looking for changes in patterns and valuing businesses on a forward-looking basis.
Website: www.insyncfm.com.au
Partner: Intermede Investment Partners
Type: Fund manager
About: Intermede Investment Partners Ltd is an institutional global equity fund manager focused on a single strategy – global equity.
Based in London, Intermede's investment process focuses on companies with demonstrated long-term sustainable competitive advantage. The team's proprietary investment process has a long-term track record of delivering excellent investment results.
Website: www.intermede.co.uk
Partner: Invesco
Type: Fund manager
About: As one of the world's leading specialised, global fund managers, Invesco is focused purely on delivering strong investment returns for your clients.
They provide clients with valuable insights on market, investment and economic issues. Invesco provide a full-suite of investment products to meet clients’ specific risk/return requirements. Their offering is made up of Australian and Global Equities, Global Property, Balanced, Fixed Income, Multi-Asset and Liquid Alternatives.
Website: www.invesco.com.au
Partner: J P Morgan
Type: Asset manager
About: J.P. Morgan Asset Management have dedicated asset management teams in Sydney and Melbourne working on behalf of both retail and institutional investors.
Their exceptional breadth and depth of investment expertise, commitment to providing a local service and tailoring solutions to meet the needs of our clients sets them apart. They offer clients a broad range of funds covering all major asset classes, sectors and styles – from Equities, Fixed Income and Liquidity to Alternative investments.
Website: www.jpmorganam.com.au
Partner: Janus Henderson Investors Australia Funds Management Limited
Type: Asset Manager
About: Janus Henderson is an independent asset manager that is dual-listed on the New York Stock Exchange and the Australian Securities Exchange.
Janus Henderson Australia is a subsidiary of the global asset management group Janus Henderson Group plc. Formed in 2017 from the merger between Janus Capital Group and Henderson Group plc, Janus Henderson is committed to adding value through active management. As at 31 March 2017, Janus Henderson had $433.6 billion in assets under management, more than 2,000 employees and offices in 27 cities worldwide.
Website: www.janushenderson.com/australia
Partner: Kapstream Capital
Type: Asset manager
About: Kapstream manages in excess of $14bn (as at 30 April 2019).
Since July 2015 Kapstream has operated as an autonomous ‘boutique’ subsidiary of Janus Henderson Investors, outsourcing back office, administration and retail distribution services to Fidante Partners.
They are a Global Fixed Income specialist for sophisticated investors who offers an alternative approach to fixed income. By overlaying a dynamic core with relative value strategies, they make a client’s fixed income allocation a source of meaningful returns.
Website: www.kapstream.com
Partner: La Salle Investment Management
Type: Investment manager
About: LaSalle Funds Management is the responsible entity and trustee of unlisted Australian property funds.
The primary LaSalle-managed fund in Australia is the LaSalle Australia Core Plus Fund. LaSalle is focused on delivering consistent, reliable risk-adjusted returns for institutional investors and is committed to the highest levels of corporate governance. LaSalle utilises its core property skills and extensive market knowledge to strategically and actively manage all assets across its portfolios.
Website: www.australia.lasalle.com
Partner: Lakehouse Capital
Type: Investment Manager
About:
Lakehouse Capital is a Sydney-based boutique fund manager focused on two concentrated, high conviction growth strategies. We have a signature high-conviction, low-turnover style, holding large allocations in a concentrated portfolio of elite businesses.
Website: www.lakehousecapital.com.au/mfunds/
Partner: Macquarie Investment Management
Type: Investment Manager
About: Macquarie Investment Management is a global asset manager with offices throughout Australia, Asia, Europe and the US.
Our conviction-based, long-term approach guides us in managing assets on behalf of our clients worldwide. We offer solutions across the asset class spectrum, managed by specialist in-house Macquarie investment teams and Macquarie Professional Series managers.
Macquarie Professional Series search the world to uncover differentiated investment solutions, enabling local investors to access strategies from world-class fund managers.
Website (Financial Advisers): www.macquarie.com/au/advisers/solutions/investments/managed-funds
Website: https://www.macquarieim.com/au
Partner: Martin Currie Australia
Type: Asset manager
About: Martin Currie is an active specialist equity investment manager, headquartered in Edinburgh, Scotland.
Martin Currie is an active specialist equity investment manager, headquartered in Edinburgh, Scotland. Founded in 1881, Martin Currie crafts high-conviction portfolios for client-focused solutions and has had a significant presence in Australia since 1982. Today, Martin Currie is a leading provider of income equity solutions in Australia, managing a suite of equity, multi-sector and tailored strategies.
Partner: Merlon Capital Partners Pty Ltd
Type: Fund manager
About: Merlon Capital Partners is an Australian-based boutique fund manager specialising in Equity Income strategies.
Merlon's investment approach is underpinned by fundamental research and risk management. Their team of five fundamental analysts seek out the most undervalued companies on offer amongst the S&P/ASX 200 constituents, while utilising derivatives to provide downside protection on stocks with poor short-term momentum characteristics.
Website: www.merloncapital.com.au/funds/income-fund/mfund-by-asx/
Partner: MLC
Type: Investment Manager
About: MLC provides investments, superannuation and financial advice to corporate, institutional and retail customers.
Markets can be unpredictable, but customer's financial future doesn't need to be. MLC aim to deliver reliable returns across different market environments, while managing risks and capturing new opportunities for customers. This provides customers with real choice from a range of funds across asset classes and expertise from specialist in-house investment managers.
Website: www.mlcam.com.au/investing-with-us/how-to-invest/mfund
Partner: Morningstar
Type: Investment manager
About: Morningstar Investment Management is Morningstar’s investment management business in Australia.
By combining their global expertise in investment consulting, investment management and research, they have been helping investors achieve their financial goals since we were founded in 1977. Morningstar Investment Management offer a variety of managed funds and managed accounts across Australian and International Shares, Property, Bonds, Global Infrastructure and Alternatives.
Website: morningstarinvestments.com.au/how-to-invest/mfund-page/
Partner: One Managed Investment Funds Limited
Type: Investment manager
About: Established in 2009, One Investment Group is a leading independent Australian funds management business specialising in responsible entity, trustee, corporate trustee and custodian services, as well as fund administration services.
One Investment Group specialises in a range of asset classes including Real Estate, Private Equity, Infrastructure, Equity, Mortgage and Hedge Funds.
Website: www.oneinvestment.com.au/mfund/
Partner: Orbis Investment Management
Type: Investment manager
About: Founded in 1989, Orbis has been investing globally for over 25 years. Since the firm's inception, their purpose has been straightforward – to empower their clients by enhancing their savings and wealth.
Orbis believe the best way they can do this is by applying their fundamental, long-term and contrarian investment philosophy through their Global Equity strategy.
Website: www.orbis.com
Partner: Perpetual
Type: Responsible Entity
About: A widely-recognised and respected financial services organisation, Perpetual is one of Australia’s largest wealth managers.
They are an expert adviser to high net worth individuals, families and businesses and a leading provider of corporate trustee services. Perpetual oversee $31.9 billion in funds under management, $13.3 billion in funds under advice and $644.1 billion in funds under administration (as at 31 December 2016).
Website: www.perpetual.com.au/corporate-trust/managed-fund-services/managed-funds
Partner: PIMCO Australia Pty Limited
Type: Investment manager
About: PIMCO is a global investment management firm with a singular focus on preserving and enhancing investors’ assets.
They manage investments for institutions, financial advisors and individuals. PIMCO’s managed funds cover Fixed Income and Alternatives and are designed to meet a broad range of investor needs. They offer portfolio diversification and access to PIMCO’s unique investment process and world-class portfolio management expertise.
Website: www.pimco.com.au/investments/mfund
Partner: Pinnacle Fund Services Limited
Type: Investment manager
About: Pinnacle is a multi-affiliate investment management firm. Their mission is to establish, grow and support a diverse stable of world-class fund managers.
The Pinnacle group currently consists of seven specialist managers, which together manage approximately $20 billion across a range of asset classes. Pinnacle also provides distribution and other support services to a selected number of culturally-aligned investment managers.
Website: pinnacleinvestment.com/
Partner: Platinum Asset Management
Type: Asset manager
About: Platinum Investment Management Limited is an Australian based fund manager which specialises in investing in International Equities.
Platinum currently manages around $22 billion with around 7% of this from investors in New Zealand, Europe, America and Asia. Their investment methodology is applied with the aim of achieving absolute returns for investors and is complemented by quarterly communication intended to keep investors abreast of their perspective and portfolio positioning.
Website: www.platinum.com.au/Our-Funds/Platinum-Global-Fund/
Partner: Plato Investment Management Limited
Type: Investment manager
About: Plato Investment Management is an Australian owned boutique equities fund manager specialising in maximising retirement income for pension phase investors and SMSFs.
Plato is a stable, research led organisation focused on and aligned to client outcomes. The firm’s strategies today encompass Global and Australian Equities that are tailored to specific investor objectives of wealth accumulation, income generation and downside protection.
Website: www.plato.com.au
Partner: PM Capital
Type: Investment manager
About: PM Capital is a globally-focussed fund manager with the goal of building long-term wealth with co-investors by finding and exploiting investment anomalies around the world.
It searches for simple investment themes using a focused, patient and considered approach, as PM Capital believes this produces the best environment for creating that long term wealth
Website: www.pmcapital.com.au/
Partner: QS Investors
Type: Asset manager
About: QS Investors is a quantitative asset manager that provides multi-asset class and global equity solutions.
QS Investors is a quantitative asset manager that provides multi-asset class and global equity solutions. Their approach unites intellectual and academic precision with the power of data and technology in their quest to elevate the certainty of outcomes they deliver. Formed in 1999, QS Investors is based in New York City and Boston and serves a diverse array of clients around the world.
Partner: QuayGlobal Investors
Type: Investment manager
About: Quay Global Investors (Quay) is a boutique investment manager focused on the preservation and creation of wealth through innovative strategies in Real Estate Securities.
The founding partners have over 40 years of collective experience in direct property, equities research, investment banking and investment management across domestic and global markets, giving them a unique skill set and perspective which they bring to the management of a portfolio of global real estate securities.
Website: www.quaygi.com
Partner: RARE
Type: Investment manager
About: RARE Infrastructure was established in 2006 as an investment management company focused exclusively on Global Listed Infrastructure.
Their philosophy is to provide investors with a high quality portfolio of listed infrastructure securities managed by an experienced team of specialists. The company’s investment and risk management approach is reflected in its name – Risk Adjusted Returns to Equity (RARE), with the risk / return relationship being a prime focus.
Website: www.rareinfrastructure.com
Partner: Realm Investment House
Type: Investment Manager
About: Realm Investment House is an asset management firm that has been established by an experienced team of professionals with tested investment beliefs, processes and extensive networks.
Their investment objectives and processes reflect their core values and skillset - Global Macro assessment of economic policy and investment markets and bottom-up Fixed income and credit portfolio management. Realm’s fixed income products appeal to motivated individual and institutional investors. They seek to deliver the highest quality, cost efficient and scalable managed account solutions to meet the client objectives.
Website: www.realminvestments.com.au
Partner: Schroder Investment Management Australia Limited
Type: Investment manager
About: At Schroders, asset management is the focus with the company’s goals completely aligned with those of their clients – the creation of long-term value to assist them in meeting their future financial requirements.
Schroders manage $459.6 billion on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of active strategies across Equities, Fixed Income, Multi-Asset, Alternatives and Real Estate.
Partner: SG Hiscock & Company Limited
Type: Investment manager
About: SG Hiscock & Company (SGH) is a boutique investment manager, established in August 2001 and is 100% owned by its staff.
The highly experienced principals were formerly employed at National Asset Management (NAM), a $17 billion subsidiary of National Australia Bank Limited. They offer funds across Australian Equity and Property Securities.
Partner: Smarter Money Investments
Type: Investment manager
About: Smarter Money Investments is an active manager with a proven track-record of delivering superior risk-adjusted returns in the liquid Cash and short-term Fixed Interest asset-classes,
through a fusion of bottom-up and top-down quantitative asset-pricing capabilities with relentless qualitative due diligence.
Website: smitrust.com.au/mfund
Partner: Spectrum Asset Management
Type: Asset manager
About: Spectrum Asset Management Limited (Spectrum) was founded in 2001. It is a Sydney, Australia-based fund manager specializing in investing in Corporate Debt and Income Securities.
Spectrum’s investments are managed by its principals, all highly experienced and well-credentialed in credit markets.
Website: spectruminvest.com.au/
Partner: Spheria Asset Management
Type: Fund manager
About: Spheria is a fundamental-based investment manager with a bottom-up focus specialising in small and microcap companies.
Our investment philosophy is to purchase securities where the present value of future free cash flows can be reasonably ascertained and the security is trading at discount to their intrinsic value.
Website: www.spheria.com.au
Partner: Western Asset Management
Type: Asset manager
About: Western Asset Management is one of the world’s leading fixed-income managers.
With a focus on long-term fundamental value investing that employs a top-down and bottom-up approach, the firm has nine offices around the globe and deep experience across the range of fixed-income sectors. Founded in 1971, Western Asset has been recognised for an approach emphasising team management and intensive proprietary research supported by robust risk management.
Responsible Entities or Fund Managers wishing further information about this service, please email mfund@asx.com.au.
Partner: Apex Fund Services Pty Ltd
Type: Administration service
About: Apex offers a fund administration service for fund managers and listed companies. They provide middle office, investment administration, fund accounting and unit registry (transfer agency) services.
Partner: Boardroom Pty Limited
Type: Registry service
About: Boardroom Pty Limited (Boardroom) is one of Australia's leading providers of share registry and associated professional services.
We have been providing service excellence to corporate Australia for over 30 years and have positioned ourselves as true corporate governance partners to Australian Securities Exchange (ASX), National Stock Exchange (NSX) and unlisted entities.
Website: www.boardroomlimited.com.au
Partner: Link Market Services Limited
Type: Online broker
About: Link Market Services (Link) offers a comprehensive suite of integrated services, encompassing registry, meeting, treasury and capital market services, as well as various specialist value-adding functions, delivered through its market leading subsidiaries.
Link look after the registers of some 2,000 issuers, representing over 25 million shareholders.
Website: www.linkmarketservices.com.au
Partner: One Registry Services Pty Ltd
Type: Registry service
About: One Registry Services is a leading provider of registry services for financial market participants in Australia. They offer reliable, prompt and cost effective registry solutions to unlisted companies and trusts.
One Registry Services, in addition to being a specialist provider of corporate and trust registry services, also offers a complete range of ancillary services.
Partner: OneVue Fund Services Pty Ltd
Type: Registry service
About: OneVue are your wholesale provider of SMSF, retail super and digital member based solutions. They are now the market leader in independent outsourced unit registry solutions.
OneVue’s administration and distribution capabilities today encompass both platform services and fund services. They cater to advisers, accountants, fund managers and trustees to name a few.
Website: www.onevue.com.au
Partner: State Street Global Services
Type: Unit registry
About: State Street Global Services covers core custody, fund accounting and unit pricing, unit registry, tax, investment compliance monitoring and more.
These products and services, combined with our expertise and local knowledge, bring transparency to the investment process and enable the owners or managers of invested assets to measure, evaluate and objectively interpret their investment performance.
Website: www.statestreet.com
*does not include in-house unit registries. For further information on unit registries and administrators, please email mFund@asx.com.au
Partner: ANZ
Type: Online broker
About: ANZ Share Investing gives you access to a wide range of shares and other securities, no matter how experienced you are.
We have the product range and investment opportunities, as well as the right platform for every trader.
Website: www.anz.com.au/personal/investing-super/online-share-investing/
Partner: Amscot
Type: Online broker
About: Amscot Stockbroking is the execution-only subsidiary of State One Stockbroking Ltd, a full trading, clearing and settlement participant of the ASX.
Amscot offers clients the ability to trade online using state-of-the-art trading tools, as well as offering a dedicated phone desk.
Partner: EL & C Baillieu Limited
Type: Full-service broker
About: EL&C Baillieu provide stockbroking services for Australian and international equities, derivatives and managed products.
They provide high quality research generated by their in-house research team, as well as comprehensive global and domestic research provided by their partner, Credit Suisse.
Website: www.baillieu.com.au
Offices: Adelaide, Bendigo, Brisbane, Geelong, Newcastle, Melbourne, Perth, Sydney
Partner: Bell Direct
Type: Online broker
About: As Australia’s newest online broker, Bell Direct brings real value and innovation to traders and investors with no complicated pricing plans, no catches and no complexity.
Just simple, easy to use, great service for online broking at an affordable price.
Partner: Bell Potter
Type: Online broker
About: Catering specifically for financial intermediaries and professional advisers, Bell Potter Online offer a highly personalised service with flexibility to suit clients’ needs.
Website: www.bellpotteronline.com.au
Partner: Bell Potter Securities
Type: Full-service broker
About: Bell Potter Securities is a leading Australian provider of stockbroking, investment and financial advisory services.
Through their Intermediary Services, clients share a partnership with an experienced team of direct equity advisers who offer a range of trading, advisory and research services.
Website: www.bellpotter.com.au/topnavigation/private-clients/mfunds.aspx?id=2527
Partner: Bendigo Invest Direct
Type: Online broker
About: Bendigo Invest Direct is Bendigo Bank’s easy-to-use, affordable share trading platform.
BID, clients decide whether they are a Classic, Premium or Platinum by the level of trading activity they undertake on a monthly basis.
Website: www.bendigobank.com.au/personal/investing/share-trading/
Partner: BOQ Trading
Type: Online broker
About: With BOQ Trading, clients can trade shares using an intuitive and advanced trading platform. The BOQ Trading service is provided through the CMC Markets Stockbroking platform.
Partner: Burrell
Type: Full-service broker
About: Burrell is a longstanding, privately-owned Queensland company providing full stockbroking, wealth management, superannuation and advisory services to private clients, Not-for-Profit and other investment organisations.
As a boutique firm, they offer personalised client service, superior control over trades, independent advice and true market insight.
Website: www.burrell.com.au/the-mfund-settlement-service.html
Offices: Brisbane, Bundaberg, Hobart, Ipswich, Southport, Sunshine Coast
Partner: CMC Markets Stockbroking Limited
Type: Online broker
About: CMC Markets Stockbroking has built on over 17 years of experience to offer an innovative, feature-rich platform and market-leading service.
With intermediary specific broking solutions, they will work with clients to tailor a solution that meets their needs.
Partner: Desktopbroker
Type: Online broker
About: Desktop Broker has been designed with the specific needs of the financial adviser in mind.
Their aim is to add value through continuing product integration, efficient execution, clearing and settlement operations and specialised client service.
Partner: ebroking
Type: Online broker
About: EBROKING is a share trading platform established by ESUPERFUND for its clients.
In the past clients of ESUPERFUND were required to execute all CHESS Sponsored Share Trades through CommSec. ESUPERFUND now offers clients the ability to use EBROKING as an alternative trading platform.
Website: www.esuperfund.com.au/trading/australian-shares/ebroking/mfunds
Partner: HSBC Online Share Trading
Type: Online broker
About: HSBC, in partnership with Bell Financial Group Ltd, offers the HSBC Online Share Trading service.
The platform provides real broker research, exclusive trading tools designed to generate new trading ideas and smart widgets that serve up live news, announcements and quotes relevant to a client’s portfolio.
Website: www.hsbc.com.au/investments/products/managed-funds/
Partner: Leveraged
Type: Margin Lender
About: Leveraged offers innovative solutions and exceptional customer service.
Many investment professionals choose us over the competition to provide the framework to incorporate gearing into their clients’ wealth creation strategies.
Website: www.leveraged.com.au
Partner: Macquarie Online Trading
Type: Online broker
About: Macquarie Online Trading is a simple and secure online trading platform, integrated with Macquarie’s Cash Management Account (CMA).
The trading platform forms part of the broader suite of wealth products offered by Macquarie Group, covering advisory and capital markets, trading and hedging, funds management, asset finance, financing, research and retail.
Website: www.macquarie.com.au/onlinetrading
Partner: nabtrade
Type: Online broker
About: nabtrade is the National Australia Bank Limited’s Online Trading Platform.
nabtrade can help clients spot opportunities and trade with confidence with access to the latest research, investing insights, recommendations and trading tools.
Partner: St George
Type: Online broker
About: St George Directshares provides investors with access to a wide range of investments including Australian shares, international shares, exchange traded funds, options and warrants.
Website: www.stgeorge.com.au/personal/investments/directshares-online-broking
Partner: State One Stockbroking Ltd
Type: Full-service broker
About: State One offers a range of services including client advisory broking services for individuals (including SMSFs), institutional broking,
corporate fundraisings, seed capital, sponsoring IPOs, managing equity placements, margin lending against equity portfolios from many providers and execution-only (no advice) broking under the Amscot brand.
Website: www.stateone.com.au/retail/mfundoverview.aspx
Offices: Perth, Sydney
Partner: Suncorp
Type: Online broker
About: Suncorp Share Trade, Suncorp’s Online Share Trading platform, offers powerful online trading tools, as well as a comprehensive range of education and analysis resources.
Investing in shares on the Australian Securities Exchange has never been so simple. The service is provided through CMC Markets Stockbroking Limited.
Website: www.sharetrade.com.au/mfunds
Partner: UBS
Type: Full-service broker
About: UBS is a global firm providing financial services to private, corporate and institutional clients.
It is present in all major financial centres and has offices in over 50 countries. In Australia, UBS offers wealth management, investment banking and asset management services.
Website: www.ubs.com/au
To learn more click on a logo to visit a foundation member's website or view all mFunds.