MB Fund celebration offer last day!

Dear MB reader,

2019 was an outstanding year of returns for MB Fund Portfolios, highlighted by our Growth fund up 17.8%; placing it in the top 4 growth Super funds in Australia.

Over the 2.5 years of the fund, it has consistently outperformed the median super offering in Australia:

((1) The above returns are after investment fees but before administration fees. Administration fees vary depending on the account type and the amount invested. Past performance is not an indication of future performance.)

In celebration of this, we’re offering Brokerage-Free set-up for any new regular or super portfolio with the MB Fund until February 24th, 2020. The refund will be processed after being invested for 6 months.

To see what this brokerage refund would be for you, start your portfolio with the MB Fund login portal today.

How it works

Simply complete a new regular or super portfolio by February 24th, 2020 to receive a refund on all initial brokerage costs involved with purchasing shares for the portfolio. The refund will automatically be processed after the portfolio has been invested for 6 months.

Eligibility

Existing accounts: If you have an existing account that is created but not yet invested, you’re eligible for our brokerage-free offer.

Existing investors: if you already have an existing investment with MB Fund, and invest in another new portfolio (such as a new super account) you’re eligible to receive this offer.

All new investors are eligible for the offer.

Hurry

This weekend is the end of the offer! Click here.

Yours faithfully,

David Llewellyn Smith, Chief Strategist and Leith van Onselen, Chief Economist, MB Fund

David Llewellyn-Smith

Comments

  1. Even StevenMEMBER

    Very tempted to make the switch from AustralianSuper. The fees on MB Fund (for me) are still just over 1% p.a. versus around 0.5% p.a. for AustralianSuper for comparable growth mix.

    Do I think your combined brainpower is worth the additional 0.5% cost each year? Perhaps. Probably.

    The offer is a good one. I might pull the trigger next time… particularly on a larger balance which will reduce p.a. cost.

    • Hi ES – Fees are an important consideration when choosing a fund, all things being equal when markets are rising.
      We don’t aim to be the cheapest in the market, but in addition to the combined brainpower we consider our offer good value for the added features not usually afforded to the major offerings.
      Features like the ethical / portfolio tailoring available by holding assets directly as an investor along with the absolute transparency of what you own and why.
      Perhaps these features are taken a touch for granted in rising markets, but when markets turn, my experience is that investors who know exactly where their money is invested are more prepared and informed (and less stressed!).