Invest in Atlas Australian Income Equity Fund via mFunds (code: AFM01)
What is an mFund?
An mFund product is an unlisted managed fund admitted for settlement under the ASX Operating Rules and available to investors through the mFund Settlement Service. The ASX rule framework supports the mFund Settlement Service by ensuring all parties, including stockbrokers, product issuers and unit registrars, are accountable for their roles and responsibilities. This rule framework underpins the high level of standards expected of services delivered by ASX.
What is the mFund Settlement Service?
The mFund Settlement Service enables you to buy and sell units in Atlas Funds Management’s unlisted Atlas Australian Equity Income Fund (mFunds) through a process similar to buying and selling shares.
You can easily buy (apply for) and sell (redeem) units in these unlisted managed funds via a participating broker and the transactions are settled using CHESS, ASX’s world-class electronic settlement system. Your holdings in these funds are held electronically and can be linked to the same Holder Identification Number (HIN) used to hold other investments transacted through ASX.
This means you can track your investments in these funds using the same systems you use for shares and other securities. So now it’s faster and more convenient than ever before to diversify your portfolio.
Benefits of investing via mFund
No paper application forms
All transactions with the fund issuer can be placed through your broker.
Single view of your investments
As with shares, mFund investments link to your Holder Identification Number (HIN), you can also see your mFund investments alongside your existing share holdings in your portfolio.
Operated by the ASX
mFund is governed by the ASX rule framework, which ensures that all parties, including stockbrokers, issuers and unit registrars are accountable for their roles and responsibilities.
Atlas Fund’s Management’s mFunds available through the mFund Settlement Service
| mFund code | Fund name | Asset class | Investment style |
| AFM01 | Atlas Australian Equity Income Fund | Australian Listed Equities | Defensive |
How to invest through mFund
Investing through mFund is easy. To help get you started, simply follow the steps below.
Step 1: Read the Atlas Australian Equity Income Fund Product Disclosure Statement and Additional Information Booklet
Step 2: Contact a participating broker
Step 3: Place an order using mFund code above (AFM01)
Following completion of the transaction, an mFund trade confirmation and CHESS statement will be sent to you.
If you don’t have an existing stockbroking account, contact a participating broker. A complete list of participating stockbrokers can be found on the ASX website.
Find out more about mFunds
• How to invest in mFunds
• Find an mFund broker
• mFund brochure
• mFund FAQs
This information is provided by Atlas Funds Management Pty Ltd (ABN 83 612 499 528 AFSL 491395). 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 Atlas Australian Equity Income Fund issued by One Managed Investment Funds Limited (ACN 117 400 987) (AFSL 297042), and consider it before making any decision about that Fund. A copy of the PDS is available upon request by phoning (02) 8277 0000 or can be downloaded at https://oneinvestment.com.au/atlas/