Wealth Creation
Who might invest in a managed fund?
People invest in managed funds for many different reasons. Investing in managed funds is a great way to reach your financial goals such as children's education expenses, retirement, a house deposit, major holidays, other medium or longer-term investment needs.
If you wish to invest in a managed fund, including a superannuation fund, you need to take account of your risk profile and your expected timeframe for investing. This will determine the appropriate mix of asset classes. Most managed funds offer a selection of options that allow you to choose an investment mix that meets your risk and return requirements.
One advantage of managed funds is ease of management. A professional and experienced fund manager takes care of all the investment and management decisions. With direct investments, you are responsible for all these decisions yourself.
The terms and conditions of managed fund investments are contained their particular Product Disclosure Statement (PDS). You should read the PDS before making a decision to invest. If you decide to invest you’ll need to complete the investment application form that accompanies the PDS.