What is a Managed Fund?
Managed Funds help individual investors, like you, reap the benefits from diversification and choices that are normally only available to wholesale investors.
How does it work?
This type of investment works through multiple investors pooling their money to invest in a portfolio of assets – together. This is what we refer to as a ‘fund’. Your fund is then managed by a Professional Fund Manager – giving you peace of mind in your financial decision each and every day.
So, what do you actually invest in? Well that depends on you! Managed Funds are as unique as you are. They can be formed from shares, property, fixed interest cash, or a combination of these assets.
Is it for me?
As with shares (and all types of investments) not all Managed Funds are created equal. This is why it’s important to seek the advice of an experienced MyState Financial Planner.
We’ll help you tailor a Managed Fund to your goals, lifestyle and circumstances. Whether you’re after a big leap, or a small step – we’re here to help you make the most of your fund.
What are the benefits?
- Expert management
- Broad diversification
With the help of a professional, Managed Fund can be incredibly lucrative – leaving you with more money to spend in your day to day, while your savings continue to grow.
As an example, if a fund does well and the value rises to $2, your investment would then be worth a whopping $20,000.
Although it’s important to keep in mind that things can go the other way, too. If the unit price drops to 90 cents, your investment would then be worth $9,000.
Overall, Managed Funds can be a real cost-effective method for investors just like you. They can help you make the most of tax-advantaged income, capital growth, asset class and geographic diversification.
Got a grasp of the exciting future a Managed Fund might give you? Great. Now’s the time to speak to a professional.
Due to their complicated nature, it’s best to speak to a MyState Financial Planner before making any big decisions. We can recommend a Managed Fund portfolio to suit your lifestyle – whether you’re fresh out of uni and making that first big investment on your own, or a seasoned investor with a few more years under your belt.
No matter your age or financial stage, we can help.