IN A MANAGED FUND, YOUR MONEY IS POOLED TOGETHER WITH OTHER INVESTORS.

A managed fund is one type of ‘managed investment scheme’. An investment manager buys and sells shares or other assets on your behalf. You are usually paid income or ‘distributions’ periodically.  You have no control over which assets are within the portfolio.

Managed funds are used within a portfolio to help increase value and diversify savings into different “asset classes” This is the “don’t have all your eggs in one basket” principle. Managed funds can provide you with access to investments that may not be accessible to private investors. Fund Managers have the ability to buy and sell assets within the fund on your behalfwhich can help add value to the investor’s overall portfolio.

Managed Investments can be of benefit if you are wanting to access investments and strategies that are not available through traditional avenues. We have made a conscious decision to build portfolios with a tilt towards active fund managers. That is, Fund Managers who are not just following a formula. We prefer managers who can move or change assets quickly if required. This means your money is quickly accessible to you and not locked up if you need money in a hurry.

For an obligation free chat, call us today on  03 9416 2065 or send us a quick message and we will get back to you promptly.