Managed Funds

A managed fund is a pooled investment. Investors combine their money with other investors, and this pool of funds is managed by a fund manager.

Managed Funds

Fund name APIR Morningstar
rating
Sector
Alexander Credit Opportunities Fund OMF0005AU starstarstarstarstar Diversified Credit
All Star KFM Income VEN0007AU starstarstarstar Multi-Strategy Income
Allan Gray Australia Equity A ETL0060AU starstarstar Equity Australia Mid/Small Value
Allan Gray Australia Equity B ETL0349AU starstarstar Equity Australia Mid/Small Value
Allan Gray Australia Stable ETL0273AU starstarstarstarstar Multisector Moderate
Alpha Australian Blue Chip Equities ETL0091AU starstarstarstar Equity Australia Large Growth
Alpha Australian Small Companies ETL0092AU starstarstar Equity Australia Mid/Small Blend
Alpha Diversified Income ETL0329AU starstarstar Multi-Strategy Income
Alpha Enhanced Yield ETL0093AU starstarstar Multi-Strategy Income
Alpha Property Securities ETL0095AU starstarstar Equity Australia Real Estate
Apostle Dundas Global Equity ETL0344AU starstarstar Equity World Large Growth
Apostle Dundas Global Equity Class C ETL0438AU starstarstarstar Equity World Large Growth
Armytage Australian Equity Income ETL0148AU starstarstarstar Equity Australia Derivative Income
Armytage Strategic Opportunities Return TGP0005AU starstarstarstar Equity Australia Derivative Income
Armytage Strategic Opportunities Wholesale ETL0139AU starstarstarstarstar Equity Australia Derivative Income
Atlantic Pacific Australian Equity OMF0003AU starstarstar Equity Australia Large Blend
AXA IM Sustainable Equity ETL0171AU starstarstarstar Equity World Large Blend
BNY Mellon Standish Global Bond Fund ETL0306AU starstarstar Bonds - Global
C WorldWide Global Equity Trust ARO0006AU starstarstar Equity World Large Growth
Colchester Global Government Bond A ETL0409AU starstarstar Bonds - Global
Cooper Investors Global Equities Fund (Hedged) CIP0001AU starstarstarstar Equity World - Currency Hedged
Cooper Investors Global Equities Fund (Unhedged) CIP0003AU starstarstarstar Equity World Large Blend
EQT Core International Equity ETL0107AU starstarstar Equity World Large Blend
EQT Flagship Common No 2 ETL0068AU starstarstar Equity Australia Large Blend
EQT Growth ETL0103AU starstarstar Multisector Growth

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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART cannot make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

Helpful information

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Instead of owning the underlying securities, investors buy units in the managed fund and will receive distributions according to the amount of units they hold.
Managed funds allow individuals to invest in assets or asset classes that may normally be difficult for an individual to access on their own, for example international markets. Additionally, they have diversification benefits and the fund is managed by a professional fund manager.

Managed funds are either listed or unlisted. Listed managed funds trade on the share market. This means they can be bought or sold on the share market. Investors can access them by buying units through their broker. Unlisted managed funds are not traded on a share market. To purchase (or sell) units in an unlisted managed fund, you must buy (or sell) directly through the fund manager. 

A managed fund is a pooled investment. Investors combine their money with other investors, and this pool of funds is managed by a fund manager. Investors will own units in the managed fund but not the underlying securities.