onePlan Financial Planning
Financial Planner, Investment Strategy, Financial Strategies
Managed funds work by pooling lots of individual investors’ money together and buying a large number of different assets (which may include shares, property, bonds and fixed interest).
Professional fund managers decide what percentage of the fund should be invested in each asset class, and also which countries, industries and companies have the best prospects for good returns.
Each investor then receives “units” in the fund, with each unit representing a mix of all the underlying assets.
There is a wide range of different types of managed funds available – some offer access to one or two asset classes, and others offer a mix of everything.
Some managed funds also allow you to mix the actual fund managers that select and maintain the underlying investments.
The specific investment style and process of each fund is outlined in its Product Disclosure Statement (PDS).
Managed funds are an ideal option for people who are:
New to investing
Happy to outsource the selection of investments to professional manager/s
Have a small initial amount to invest (with the option to make regular additional contributions)
Seeking investment diversification to minimise risk.
At onePlan we design and manage portfolios with your individual requirements and objectives in mind. This means your investments are handled in the most efficient manner possible and ensures your goals are met.
Contact us today for specialist assistance with investments!
, Financial Strategies
, Investment Strategy
, Personalised Financial Services