Managed funds may be used to access investment strategies that require specialist expertise, active portfolio management or diversified exposure through a single investment vehicle.
Each fund operates under a defined mandate, investment objective and risk framework.
Managed funds are subject to market risk, manager risk, liquidity risk, strategy risk and the specific risks of the underlying assets.
Past performance is not a reliable indicator of future performance.
Professionally managed portfolios may be suitable for wholesale or professional investors who:
- Seek diversified exposure through a single investment vehicle
- Prefer professional management or thematic strategies
- Aim to allocate capital with a longer-term investment objective
- Understand the risks associated with investment mandates and market fluctuations
When reviewing selected funds, investors should consider the fund’s investment objective, asset allocation, manager experience, liquidity terms, fee structure, distribution policy and underlying asset exposure. These details can influence the fund’s risk profile, return potential and suitability within a broader portfolio.
Investors should also review the relevant fund documentation, including the investment mandate, key risks, redemption terms and any performance information available. Pooled investment structures may differ significantly in strategy, liquidity and risk, so each opportunity should be assessed against the investor’s objectives, investment timeframe and tolerance for market fluctuations.
Managed funds pool capital from multiple investors and allocate it according to the fund’s investment strategy and mandate.
Returns may be generated from asset performance, income distributions and active management decisions made by the investment manager.
Funds may follow equity, fixed income, multi-asset, income-focused or thematic approaches depending on their objective.
Portfolio decisions are made by an experienced investment manager in line with the fund’s mandate.
Liquidity depends on the fund structure. Some funds may offer periodic redemptions, while others may have defined liquidity windows or restrictions.