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Managed Funds

Managed funds (or managed investments) pool the money of investors with that of many other investors to access a broad range of investments. Unlike direct investments, managed funds are managed by a professional investment team with the investments purchased according to the fund's investment objective and strategy. An investment in a managed fund 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 dviersified range of investments.
2020 DIRECTINVEST will rebate 100% of the entry fee on thousands of Australian managed funds from hundreds of leading fund managers, representing a saving to investors of up to 5% on every investment. This includes major fund managers like Colonial First State, Perpetual, OnePath, MLC, BT and Macquarie and applies to all contribution types. 

Managed Funds with No Entry Fees

Save up to 5% on virtually any managed fund available in Australia. This includes the initial investment, regular savings plans and additional investments.
Find a Fund
How to invest

Master Trusts

Master trusts provides the ability to hold a range of managed fund investments through one account. Investment options include single-manager and multi-manager investment options with access to all major asset classes.
Master Trusts
Save on existing investments

Investment Bonds

Investment bonds are long term tax effective investments with tax being paid by the fund manager at the corporate tax rate whilst still giving investors the choice of choosing from a  broad range of asset classes to invest in.
Investment Bonds
Learn about investment bonds

More about Managed Funds

Learn more about managed funds, how they work, why invest, how to choose a fund and the different types of managed funds available.
Learn about managed funds
Investment basics