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Master Trusts

Investment Opportunities > Managed Funds > Master Trusts Print this page [ A ] [ A ] [ A ]

Master Trusts


Master Trusts are an investment vehicle that enables individual investors to channel money into one or more underlying investments, most commonly wholesale pooled funds operated by professional investment managers. Master Trusts usually allow access to a selection of fund managers and investment markets while consolidating investments into one fund.

Some key benefits of Master Trusts include
  • Wide range of investments
  • Ease of administration- one access point for your investments
  • Consolidated reporting
  • Control over your own investment- most Master Trusts have easy switching facilities


Fund NameFee RebateInitial InvestmentExpected Close Date
AMP Flexible Lifetime - Investments 4.0% (100%)$1,500Ongoing
BT Investment Funds 4.0% (100%)$5,000Ongoing
Colonial First State FirstChoice Investments 4.0% (100%)$5,000Ongoing
ING OneAnswer Investments 4.0% (100%)$5,000Ongoing
IOOF Pursuit Core Investment 4.0% (100%)$2,000Ongoing
MLC MasterKey Investment Service 5.0% (100%)$5,000Ongoing
Perpetual WealthFocus Investments 4.5% (100%)$2,000Ongoing
 
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