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Managed Funds
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Strategies
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Resources

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Managed Funds


Overview Read More Strategies Resources

Invest in Managed Funds

Articles



Michael Lannon Riding the Investment Rollercoaster
 
Back to Basics - Understanding Managed Funds

A Balanced Approach to Investing

Selecting an Investment Manager

Steps for investing in Managed Funds

The Portfolio Planning Process

The facts about fees in managed investment products

Leverage and Investing

The Benefits of Managed Investments

When Debt Becomes an Investment

FPA Understanding Investment Risk

Perpetual Structured Products

Macquarie The two R's
Eight things you need to remember about risk and return

Zurich Investments
Investing in Australian shares

Don't Panic 

Time in versus timing

Dollar Cost Averaging

BT
Ten Investing Truths

Tyndall
Greed, fear and the psychology of share market investing

Colonial First State
Things to watch for when you withdraw from your investment


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Calculators



The managed fund calculators below are intended solely for general information and educational purposes. 2020 DIRECTINVEST makes no representations or warranties of any kind, either express or implied, regarding the merits, suitability or accuracy of any of these calculators. The calculators below should not be relied on for the purposes of making a decision in relation to any financial product. You should consider obtaining advice from a fee for service financial adviser before making any financial decisions.

ASIC Managed Fund Calculator
Compare different managed funds and the impact of management costs on your rates of return.

BT Investment Calculator
How much you need to save to meet your financial goals?

CFS Regular Investment Calculator 
Illustrates how investing a regular amount each month can grow your investment portfolio.

Suncorp Investment Goal Calculator 
Check whether you are on track to reach your investment goals, considering your current savings plan and required investment period.

CFS Risk Profile Calculator
Find out what sort of investments suit your risk profile.

BT Risk Profiler
Answer 7 questions to find out your personal risk profile.
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Dictionary



Not sure what an investment term might mean? Find out with the Oxford Dictionary of Australian Investment Terms
Star Ratings
Morningstar and Standard & Poor's rated funds. Find out what the star ratings mean more info
Entry Fees
Entry fees are optional. Are you paying entry fees on existing managed funds? more info
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