Managed Funds

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Managed Funds

AMM offers a growing investment menu of Managed Funds across a range of Asset Classes.

Following a similar process to investing in Term Deposits and At Call Accounts on our marketplace, once the investment has been selected, we do the administration and paperwork for you.

View the range of providers and products below and click on their logo to be directed to their website. Before investing we recommend speaking to the Fund Manager – their contact details are available on the Rates page after login.

Managed Fund Provider		Product(s) Available through AMM Marketplace
	Alceon Debt Income Fund	Alceon Debt Income Fund
	Alexander Funds	Alexander Credit Income Fund Alexander Credit Opportunities Fund
	Alium Capital Management Pty Ltd	Alium Alpha Fund Alium Market Neutral Fund (Platform Class)
	Altor Capital	Altor AltFi Income Fund
	Alvia	Alvia High Conviction Fund
	Arnott Capital Pty Ltd	Arnott Opportunities Trust
	Artesian Corporate Bond Pty Ltd	Artesian Corporate Bond Fund
	Capital Prudential Pty Ltd	Capital Prudential Diversified Development Fund - 1 Year Income Note Capital Prudential Diversified Development Fund - 2 Year Income Note Capital Prudential Diversified Development Fund - 3 Year Income Note
	Coaster Capital Pty Ltd	Coaster Multi-Strategy Fund - Arrow Fund (Class A Units) Coaster Multi-Strategy Fund - Dorado Fund (Class B Units)
	Coolabah Capital Investments (Retail) Pty Limited	Coolabah Active Composite Bond Fund (Hedge Fund) Smarter Money Fund Assisted Investor Class Smarter Money Higher Income Fund - Assisted Investor Class Smarter Money Long-Short Credit Fund - Direct Investor Class
	Daintree Capital Management Pty Ltd	Daintree Core Income Fund Daintree High Income Fund
	DDH Graham Limited	DDH Aggressive Growth Fund DDH Australian Shares Fund DDH Balanced Growth Fund DDH Cash Fund DDH Conservative Growth Fund DDH Fixed Interest Fund DDH Preferred Income Fund DDH Selector Australian Equities Fund
	JamiesonCooteBonds Pty Ltd	CC JCB Active Bond Fund CC JCB Dynamic Alpha Fund CC JCB Global Fund Hedged CC JCB Global Fund Unhedged
	K2 Asset Management Ltd	K2 Asian Absolute Return Fund
	Katana Asset Management Ltd	Katana Australian Equity Fund
	L1 Capital	L1 Capital Catalyst Fund L1 Capital International Fund L1 Capital Long Short Fund Daily Class L1 Capital Long Short Fund Monthly Class
	La Trobe Financial Services Pty Limited	La Trobe Financial Australian Credit Fund - Fixed Term Account
	Loftus Peak	Loftus Peak Global Disruption Fund
	Mutual Limited	MCF Mutual Credit Fund
	Perpetual Limited	Perpetual Wholesale Diversified Income Fund
	Plato Investment Management	Plato Australian Shares Income Fund Class A Plato Global Shares Income Fund - Class A
	Realm Investment Management Pty Ltd	Realm High Income Fund - Ordinary Units Realm Short Term Income Fund Realm Strategic Income Fund - Enduring Units
	SGH	Morgan Stanley Global Quality Fund Morgan Stanley Global Quality Fund (Hedged) Morgan Stanley Global Sustain Fund Morgan Stanley Global Sustain Fund (Hedged) SGH ICE Fund SGH LaSalle Concentrated Global Property Fund SGH LaSalle Global Listed Property Securities Fund
	Spectrum Asset Management Limited	Spectrum Strategic Income Fund
	Spire Capital	Spire Multifamily Growth and Income Fund Founders (AUD) Hedged Class
	TCM Macro Pty Ltd	TCM Digital Asset Fund Australia
	Think Tank Group Pty Limited	Think Tank High Yield Trust Think Tank Income Trust
	Totus Capital Pty Ltd	Totus Alpha Fund
	TPT Wealth Ltd	TPT Fixed Term Fund TPT Long Term Fund TPT Select Mortgage Fund
	Trilogy Financing Pty Ltd	Trilogy Enhanced Income Fund Trilogy Monthly Income Trust
	VP Capital Pty Ltd	VP Capital Fund I

CMA Features	BANK OF QUEENSLAND	MACQUARIE	ANZ
		Available for existing CMA Accounts only
Product Issuer
Product Name	Bank of Queensland Money Market Deposit Account (managed by DDH Graham Ltd).	Macquarie CMA	ANZ V2 PLUS
Interest Frequency	Calculated daily; paid monthly or quarterly; semi-annually on request	Calculated daily, paid monthly	Calculated daily, paid quarterly
Indicative Time to Set Up New Accounts*	2-5 days	2-5 days	2-5 days
Direct Debits (1)	Yes	No	No
Direct Credits (2)	Yes	Yes	Yes
Data Feeds	BGL; COIN; ClassSuper; Myob/Banklink; Praemium; SuperMate; Xero; Xplan/Visiplan	BGL; COIN; ClassSuper; Myob/Banklink; Praemium; SuperMate; Xero; Xplan/Visiplan	BGL; COIN; ClassSuper; Myob/Banklink; Praemium; SuperMate; Xero; Xplan/Visiplan
Accounts AMM Can Link To	124001	182512 182222 183334 184446 182755 182799 182500 186200	012141 013141 014141 015141 016141 015941 017141 012941

Primary Photographic ID	Primary NON-Photographic ID	Secondary ID	Additional ID Documents - can only be used with Primary Photo ID
Australian passport (current or expired less than 2 years) Note: Rabo and BOQ do not accept expired passports	Birth Certificate issued by Births, Deaths & Marriages (Please provide evidence of name change where required)	Tax Assessment Notice in clients name with their residential address (less than 12 months) - P.O. Box not accepted	Other Australian Bank Passbook (current)
Foreign passport (must be current and accompanied by evidence of Australian residency) Note: BOQ and Westpac do not accept this	Australian Citizenship Certificate	Government Benefits Notice in clients name with their residential address (less than 12 months old) - P.O. Box not accepted	Other Australian Bank Statement in clients name with their residential address - P.O. Box not accepted (less than 3 months old). Note: ANZ & ANZ Share Trading, AMP & Adelaide do not accept
Australian driver licence or learner permit (current)	Foreign Citizenship Certificate (see Exceptions 2)	Utility bill in clients name with their residential address (less than 3 months old) - P.O. Box not accepted Note: ANZ & ANZ Share Trading do not accept	Medicare Card (current)
One of the following photographic ID (current): Card issued under State or Territory for the purpose of providing a persons age Foreign National ID Card issued by a foreign government, the UN or agency of the UN - (see Exceptions 1)	Foreign Birth Certificate (see Exceptions 3)	Local Government rates notice in clients name with their residential address - P.O. Box not accepted (less than 3 months old) Note: ANZ & ANZ Share Trading do not accept
	One of the following current Centrelink pension cards: Note: Rabo Bank do not accept any of these cards Health Care Card (see Exceptions 4) Commonwealth Seniors Health Card (see Exceptions 5) Pensioner Concession Card Interim Concession Card (see Exceptions 6)	Notice issued by approved Australian Aged Care facility (less than 12 months old). Include name, residential address and registration number - P.O. Box not accepted Note: Subject to individual financial institution approval/signoff.

1. A person who is enrolled on the roll of the Supreme Court of a State or Territory, or the High Court of Australia, as a legal practitioner (however described);	9. An agent of the Australian Postal Corporation who is in charge of an office supplying postal services to the public;
2. A judge of a court in Australia;	10. A permanent employee of the Australian Postal Corporation with 2 or more years of continuous service who is employed in an office supplying postal services to the public;
3. A magistrate in Australia;	11. An Australian consular officer or an Australian diplomatic officer (within the meaning of the Consular Fees Act 1955) - position can be held overseas;
4. A chief executive officer of a Commonwealth court;	12. A finance company officer with 2 or more continuous years of service with one or more finance companies (for the purposes of the Statutory Declaration Regulations 1993);
5. A registrar or deputy registrar of a court;	13. An officer with, or authorised representative of, a holder of an Australian financial services licence, having 2 or more continuous years of service with one or more licensees;
6. A Justice of the Peace;	14. A member of the Institute of Chartered Accountants in Australia, CPA Australia or the National Institute of Accountants;
7. A notary public (for the purposes of the Statutory Declaration Regulations 1993) in Australia or overseas;	15. A pharmacist;
8. A police officer;	16. Employee of the Australian Trade Commission (AUSTRADE) who is overseas: (a) in a country or place outside Australia; and (b) authorised under paragraph 3(d) of the consular Fees Act 1955; and (c) exercising his or her function in that place.

Transfer Method	Description	ANZ	Bankwest/ BWAMI	BOQ/ DDH GRAHAM	Commonwealth Bank	Macquarie
Direct Debits	Your can instruct AMM to direct debit funds from a nominated linked account into your Cash Management Account. There is a three day hold on any direct debited funds before they become available to invest. The funds will earn interest in your Cash Management Account during these three days.
Direct Credits	You can instruct AMM to make electronic transfers back to a linked account as nominated on the AMM Account Application form.

Primary Photographic ID	Primary NON-Photographic ID	Secondary ID	Additional ID Documents - can only be used with Primary Photo ID
Australian passport (current or expired less than 2 years) Note: Rabo and BOQ do not accept expired passports	Birth Certificate issued by Births, Deaths & Marriages (Please provide evidence of name change where required)	Tax Assessment Notice in clients name with their residential address (less than 12 months) - P.O. Box not accepted	Other Australian Bank Passbook (current)
Foreign passport (must be current and accompanied by evidence of Australian residency) Note: BOQ and Westpac do not accept this	Australian Citizenship Certificate	Government Benefits Notice in clients name with their residential address (less than 12 months old) - P.O. Box not accepted	Other Australian Bank Statement in clients name with their residential address - P.O. Box not accepted (less than 3 months old). Note: ANZ & ANZ Share Trading, AMP & Adelaide do not accept
Australian driver licence or learner permit (current)	Foreign Citizenship Certificate (see Exceptions 2)	Utility bill in clients name with their residential address (less than 3 months old) - P.O. Box not accepted Note: ANZ & ANZ Share Trading do not accept	Medicare Card (current)
One of the following photographic ID (current): Card issued under State or Territory for the purpose of providing a persons age Foreign National ID Card issued by a foreign government, the UN or agency of the UN - (see Exceptions 1)	Foreign Birth Certificate (see Exceptions 3)	Local Government rates notice in clients name with their residential address - P.O. Box not accepted (less than 3 months old) Note: ANZ & ANZ Share Trading do not accept
	One of the following current Centrelink pension cards: Note: Rabo Bank do not accept any of these cards Health Care Card (see Exceptions 4) Commonwealth Seniors Health Card (see Exceptions 5) Pensioner Concession Card Interim Concession Card (see Exceptions 6)	Notice issued by approved Australian Aged Care facility (less than 12 months old). Include name, residential address and registration number - P.O. Box not accepted Note: Subject to individual financial institution approval/signoff.

Managed Funds

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Managed Funds

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Cash Management Account Features Comparison

Certified Identification for Individuals

Certified Identification Requirements for Other Entity Types

Authorised Persons

Exceptions for Certified Individuals and Entities

Funds Transfer Options to/from your Cash Management Account (CMA)

Certified Identification for Individuals

Certified Identification for Individuals

Certified Identification Requirements for Other Entity Types