Managed Funds

Managed funds work best as part of a considered strategy, not as a standalone decision.

We view managed funds as a way to access professional investment management and diversification within a single, well-structured vehicle. With thousands of funds available across a wide range of asset classes and strategies, selecting the right ones requires careful research and a clear understanding of your goals.

Used thoughtfully within a broader strategy, managed funds can provide access to specialist expertise and support portfolio diversification. We help you determine which funds are appropriate for your circumstances and how best to integrate them into your portfolio.

Is this right for you?

Managed funds may suit you if you are seeking:

Access to professional investment management and specialist expertise

Diversified exposure across a range of asset classes and markets

A structured and disciplined approach to portfolio construction

Professional guidance in selecting and managing funds that align with your goals

How managed funds can be used in your portfolio

Managed funds are commonly used to help you:

  • Gain diversified exposure across a range of asset classes and markets
  • Access specialist investment managers and strategies
  • Complement other investments such as direct shares or ETFs
  • Support long-term investment objectives through professional oversight

How we help

Our managed funds service supports you across the full lifecycle of advice and management, including:

  • Assessing whether managed funds are appropriate for your objectives and risk profile
  • Advising on suitable fund types and strategies aligned with your overall portfolio
  • Providing guidance on fund selection across a broad range of asset classes and managers
  • Managing implementation and ongoing administration
  • Integrating managed funds with other investments, including superannuation and direct holdings
  • Ongoing monitoring and review as markets and your circumstances change

Next Step

Whether you are new to managed funds or looking to review your existing holdings, our advisers are ready to help.