How do I invest in managed funds through CommSec?

To invest in managed funds through CommSec:

  • Login to your CommSec account and navigate to Products > Managed Funds > Find Funds
  • Search for a managed funds that meets your investment goals using our online search tool
  • Download the fund Product Disclosure Statement (PDS) from our website, or if you would like this mailed to you call us on 13 15 20, 8am to 5 pm, Sydney time, Monday to Friday.
  • When you have carefully read and considered the PDS and are ready to invest, complete the application form in the PDS and send it to the fund manager.

If you have any further questions, please contact CommSec Direct Funds on 13 15 20 between 8am and 5pm (Sydney time), Monday to Friday.

Answers others found helpful

How will I know which managed fund to choose?

While our selection of Managed Funds is a good starting point, you need to consider the PDS for each fund in the context of your personal financial situation before making any decision to invest. Keep...

What is the difference between fund managers?

Each fund manager has a unique and broad investment style. When choosing a fund manager, you should choose one that aims to meet your investment objective and risk profile.

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© Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The information on this page has been prepared without taking into account your objectives, financial situation or needs. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to their objectives, financial situation or needs, and, if necessary, seek appropriate professional advice.

CommSec does not give any representation or warranty as to the accuracy, reliability or completeness of any content on this page, including any third party sourced data, nor does it accept liability for any errors or omissions.

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