| Types of managed funds |
| Capital protected |
Investments that include a capital guarantee of the initial investment amount, usually up to a set percentage (often 100%) |
| Education savings plans |
Investment products designed to be used for saving for the future education expenses of children.
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| Ethical investment funds |
Integrate personal values with investment decisions while keeping track on individual investment goals.
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Geared investment funds
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Rather than borrowing to invest, the fund borrows on your behalf which means you don't have to increase your personal borrowing. |
| Hedge funds |
Managed funds investing in a broad range of assets while profiting from both rising and falling markets.
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| Index funds |
Fund investing in all or part of a market in order to replicate the performance of the relevant index
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| Investment bonds |
Tax paid investments on a long-term basis, with a minimum holding of 10 years.
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Managed accounts
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Accounts linked to a broad range of managed funds while joining the flexibility of owing direct equities.
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Property trusts
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Access investments in listed and unlisted property trusts owned directly or by a securitised offering.
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Sustainable investment funds
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An investment approach designed to maximise investment returns by analysing sustainable investment opportunities.
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Sophisticated investor offers
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Investment offerings that have traditionally only been available to institutional investors.
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