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Types of managed funds

Managed funds can differ in their asset allocation strategy or how their assets are invested in order to achieve their investment objective. For example, a managed Australian share fund will invest in shares listed on the Australian Stock Exchange while a diversified balanced fund will invest in shares, property, cash and fixed interest investments.

Select a specialist sector fund page below for more information:

 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.
Ethical investment funds Integrate personal values with investment decisions while keeping track on individual investment goals.
Geared investment funds
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.
Index funds Fund investing in all or part of a market in order to replicate the performance of the relevant index
Investment bonds Tax paid investments on a long-term basis, with a minimum holding of 10 years.
Managed accounts
Accounts linked to a broad range of managed funds while joining the flexibility of owing direct equities.
Property trusts
Access investments in listed and unlisted property trusts owned directly or by a securitised offering.
Sustainable investment funds
An investment approach designed to maximise investment returns by analysing sustainable investment opportunities.
Sophisticated investor offers
Investment offerings that have traditionally only been available to institutional investors.
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