Managed Funds

Access a wider range of investments

Why invest in a managed fund?

There are a number of reasons why managed funds make attractive investments.

Access to a wider range of investments

Pooling your money with other investors means you have access to investments that are not normally affordable or available to you as individual investors, such as commercial property or international shares.

Diversification

Managed funds can invest in a large number of investments across a wide range of asset classes. This results in a level of diversification that would be difficult to achieve on your own.

Funds that suit you

The large number of managed funds available across a variety of investment assets means that you should be able to find managed funds that suit your personal financial goals.

Professional management

Fund managers use a range of investment resources, processes, skills, and experience to invest and manage your money on your behalf.

Regular investment option

Most managed funds offer the convenience of a regular investing option. Regular investing makes it easier to achieve your investment goals with less time and effort and allows you to manage investment risk by dollar cost averaging into the market.

Low minimum investments

You usually don’t need a large amount of money to start a managed investment – around $2,000 to $5,000 is common. You can therefore invest small parcels of money as they become available, rather than having to wait until you have a large lump sum to invest.

Liquidity

Managed investments generally provide a higher level of liquidity – that is the ability to turn your investment into cash. If you have invested in property, for example, and you need to raise some cash, you can’t choose to sell part of your house.

Administration and reporting

Administration can be a burden that many people are not fully aware of until they begin investing, and can mean reams of paperwork to contend with. This can be reduced dramatically when using managed investments, as they generally supply consolidated reporting on your investment transactions and balances, and comprehensive income and capital gains tax information that makes reconciliation and record keeping easy for both you and your accountant.

We have access to many different platforms but the two we predominantly use are Omniport and Wealthgaurd. Both have different features and it is our role to provide you with the best option to meet your needs.




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