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Managed Funds

A managed fund pools your money with the money of other investors to form an investment fund. Specialist investment managers then invest the money in the fund on your behalf. When you invest you buy 'units' in a fund, the unit price reflects the value of the funds investments. If the value of the investments rises, the unit price rises. The benefits of investing in managed funds include

Diversification - A truly diversified portfolio across all major asset classes can be difficult for an investor to achieve. Managed funds make diversification easy.
Investment Specialists - A managed fund brings the resources and research capacity of specialist fund managers to you.
Convenient and efficient - when you invest, your fund manager will handle all the paperwork and administration, provide regular performance reporting and annual tax statements and tax guides.

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The information contained within this website is of a general nature only. Whilst every care have been taken to ensure the accuracy of the material contained herein at the time of publication neither the author or Licensee will bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein.

Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

 

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