How do I maintain my managed fund investments?
How can I track the value of my managed fund investments?
You can track the value of your managed fund investments by navigating to ‘Add Holding’ from Portfolio > Accounts > Fund Holdings and entering your managed fund investment details. Managed fund unit prices are provided by Morningstar and the value of your investment will be included in your portfolio value.
How do I redeem units in a managed fund?
To sell or redeem units in a managed fund, contact the fund manager directly.
Once I have a managed fund account, how do I make additional investments?
To top up your investment or make regular contributions, please contact the fund manager. If you initially invested via CommSec please let the fund manager know that as a CommSec client any additional contribution fees should be rebated in the same way as the initial contribution fee.
If you have any further questions, please contact CommSec Managed Funds on 13 15 20 between 8am and 5pm (Sydney time), Monday to Friday.
