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Managed Funds
If you wish to invest funds outside the superannuation system, consider a managed fund. A managed fund is an investment vehicle that allows a number of individual investors to pool their investment money. This pooling allows investors to benefit from professional funds management and enables investment into markets which may otherwise be difficult to access.
Generally most managed funds will provide income and/or growth. Popular income-producing funds include cash management trusts and mortgage trusts (which may guarantee your capital and offer attractive income rates with monthly or quarterly income payments). Other funds providing both income and capital growth include property funds, equity funds and balanced funds which invest in a range of diversified investments.
Most managed funds have a regular savings plan option.
- the ability to diversify your portfolio
- a professionally managed investment without the administrative and time consuming hassles of investing directly in investment markets
Unit Pricing Discretions:
ASIC Class Order 05/26, “Constitutional provisions about the consideration to acquire interests”, permits the use of discretions that are associated with unit pricing activities undertaken by National Mutual Funds Management Ltd, Australian Financial Services Licence number 234652. You may view these discretions by clicking on the link below.
Unit Pricing Discretion.xls
Unit Pricing Discretion Register.doc
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