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Investment Opportunities > Managed Funds

AUSTRALIAN MANAGED FUNDS

Managed investments or managed funds provides investors many potential benefits:
  • Access to a range of investments and opportunities that are either not normally available to or affordable for individual investors.
  • A single managed fund can invest across a wide range of asset classes and hold large number of investments providing diversification.
  • Low minimum investments of as little as $2,000 provides you with exposure to a diversified range of investments.
 

KEY BENEFITS

DIVERSIFICATION

PROFESSIONAL MANAGEMENT

LOW INITIAL INVESTMENT

POOLED INVESTING

   

MANAGED FUNDS EDUCATION

Managed funds pool the money of investors with that of many other investors to access a broad range of investments.

 
 

 

Investment Master Trusts Initial Investment
Colonial First State FirstChoice Investments $5,000
MLC MasterKey Investment Service $5,000
Perpetual WealthFocus Investment Advantage $2,000

 

IMPORTANT INFORMATION: REMOVAL OF MORNINGSTAR DATA 1 JULY 2015

 

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MORNINGSTAR RATINGS



 

 

Fund data and ratings supplied by:

© 2015 Morningstar, Inc. All rights reserved. Neither Morningstar nor its affiliates nor their content providers guarantee the above data or content to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd ABN 95 090 665 544, AFSL 240892 a subsidiary of Morningstar, Inc. and the information provided is without reference to your objectives, financial situation or needs. Refer to the Financial Services Guide for more information at www.morningstar.com.au/fsg.pdf, and read the Fund’s Product Disclosure Statement.

Investments

Australian shares
International shares
Property
Fixed income
Cash

 

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Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
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