Managed Funds

 

What are Managed Funds?

A managed fund is an investment fund that is managed professionally by an expert fund manager who invests in a variety of investments from Australian & International Shares to Property and Fixed Interest.

Benefits of a Managed Fund

  • Provide access to opportunities that an individual investor would otherwise not have been able to access
  • The wide variety of managed funds available ensures that the requirements of almost every investor can be met;
  • Allows an investor to diversify their investment and reduce risk;
  • Provide access to international markets and investments; and
  • Pooling your assets with other investors through managed funds can lead to lower costs for the investor.

The Wilson HTM Wrap Service provides access to over 400 investment grade international and domestic managed funds at wholesale fee rates.

Specialty Funds

The Wilson HTM Investment Group offers a number of specialty managed funds which aim to allow investors to benefit from our Corporate Finance and Research departments' investment ideas.

Wholesale Funds

Wilson HTM Investment Group holds equity interests in a number of specialist 'boutique' funds managers via Pinnacle Investment Management Limited ('Pinnacle'). The Pinnacle's boutiques, currently Hyperion Asset Management Ltd and Plato Investment Management Ltd both provide a range of managed funds options, primarily to wholesale investors.

To take advantage of Managed Funds call 1300 655 015 or talk to your adviser today.