Education Centre - Sandhurst Trustees
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What is a managed fund?

A managed fund is a professionally managed investment portfolio. When you invest in a managed fund your money is pooled with other investors. An Investment Manager then buys and sells shares or other assets on your behalf.    

All managed funds have different investment strategies and objectives. Where one fund may seek to provide investors with regular income, others may strive for capital growth or even a blend of both.

You’ll find details about a fund’s investment strategy, objectives, features, risks and fees in its PDS. You need to read the product disclosure statement in detail before you invest in a managed fund so you understand exactly what you’re investing in.

*You must be 18 years of age or older to invest in a managed fund (unless established in trust for younger children).