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Invest in managed funds
with no entry fees
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| 100% entry fee rebate |
Save on existing investments |
Save up to 5% on virtually any managed fund available in Australia. This includes the initial investment, regular savings plans and additional investments.
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100% entry fee rebate on existing managed funds without changing your investment. Transfer to 2020 DIRECTINVEST with one simple form. |
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| Independent research |
Investing is easy |
Research and compare managed funds with independent fund ratings, performance data and fee information provided by Morningstar and Standard & Poor’s.
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Find a managed fund that best suit you, download the PDS and send the application form direct to the fund manager.
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What are managed funds?
Managed funds are collective investment trusts that pool the funds of investors to create a diversified portfolio, in which investors hold units entitling them to potential capital and gains and income returns. By investing in managed funds, individual investors are able to access the expertise of professional investment managers, as well as economies of scale on costs. Read more
Entry fees are optional
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. All product disclosure statements on the website are pre-populated for the entry fee rebate, so when you invest the application can be forwarded directly to the applicable fund manager to be processed. This entry fee rebate applies to the initial and all additional investments, including regular monthly contribution plans.
At 2020 DIRECTINVEST we are committed to DIY investors - doing it yourself is not the same as doing it alone. Follow the links on your left to research managed funds that best suit you, and then make and execute your own investment decisions in the most cost effective manner.
Existing investments
If you are paying entry fees on additional investments to an existing managed fund, you can qualify for the entry fee rebate without changing your fund or switching the underlying investments. Simply nominate 2020 DIRECTINVEST as your investment broker using our Fund Broker Nomination Form and we will contact the fund manager and ensure that your managed investment account is coded for 100% rebate of all future entry fees. |
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| Investment Funds | Access a range of closed-end structured products and investment funds with entry fee and upfront commission rebates.
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| Investor Education | More information on how to research and choose the best managed funds for you, including webcasts and articles.
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