Managed Funds

We have access to a full range of Australia’s leading fund managers.

To put it simply Managed funds pool the money of individual investors who share common investment goals. Professional fund managers use the pool money to buy securities, such as shares, property, fixed interest and cash, that are in line with the fund’s financial objective. Because they offer instant diversification and expert management, managed funds are an excellent way to help start building an investment portfolio or a retirement nest egg.

When you invest in a managed fund, you purchase units in that fund. Since your money is pooled with that of numerous investors, you’re able to invest in a wider range of investments than you could buy on your own. The fund manager takes care of all the research & reporting as well as figuring out when to buy or sell individual investments.