Managed Funds
No one investment will suit the needs of everyone. All of us have different attitudes to the returns we want and the risk we are prepared to accept on our capital to achieve those returns.
For most people, it is best to diversify risk across a range of products including a mix of income generating investments and capital growth opportunities. An easy method of achieving the right mixture is to invest in a managed fund. A managed fund pools the capital from a group of investors providing the fund manager with enough equity to purchase a selection of products within the fund. There are a range of Managed Funds including:
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Cash Management Funds
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Unlisted Property Funds
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Equity or Share Funds
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Mortgage Funds
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Life Insurance Bonds
Managed funds can have different taxation treatments, portfolio objectives and risk strategies. It is important to get good financial advice when choosing the right investment for you.
Contact Us
For a free half hour consultation to determine whether we can help you, contact us via this website or call 1300 35 88 33.
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