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
Advance Asian Shares Multi-blend ADV0082AU starstarstar Equity Asia Pacific w/o Japan
Advance Asian Shares Multi-blend Wholesale ADV0083AU starstarstarstar Equity Asia Pacific w/o Japan
Advance Australia Shares Multi-blend Wholesale ADV0045AU starstarstar Equity Australia Large Blend
Advance Australian Fixed Interest Multi-blend Wholesale ADV0084AU starstarstar Bonds - Australia
Advance Balanced Multi-blend Wholesale ADV0050AU starstarstar Multisector Growth
Advance Defensive Multi-blend Wholesale ADV0049AU starstarstar Multisector Moderate
Advance Global Property Wholesale ADV0135AU starstarstarstar Equity Global Real Estate
Advance Growth Multi-blend Wholesale ADV0085AU starstarstar Multisector Aggressive
Advance High Growth Multi-blend Wholesale ADV0087AU starstarstar Multisector Aggressive
Advance International Fixed Interest Multi-blend Wholesale ADV0067AU starstarstarstar Bonds - Global
Advance International Shares Multi-blend Wholesale ADV0053AU starstarstar Equity World Large Blend
Advance Moderate Multi-blend Wholesale ADV0091AU starstarstar Multisector Balanced
Advance Property Securities ADV0101AU starstarstar Equity Australia Real Estate
Advance Property Securities Multi-blend ADV0094AU starstarstarstar Equity Global Real Estate
Advance Property Securities Multi-blend Wholesale ADV0095AU starstarstarstar Equity Global Real Estate
Advance Property Securities Wholesale ADV0052AU starstarstarstar Equity Australia Real Estate
BT Australian Shares Index Wholesale ADV0062AU starstarstar Equity Australia Large Blend
BT International Fixed Interest Index Wholesale ADV0058AU starstarstarstar Bonds - Global
BT International Shares Index Wholesale ADV0056AU starstarstarstar Equity World Large Blend
BT Property Securities Index Wholesale ADV0060AU starstarstar Equity Australia Real Estate
Advance Australia Smaller Companies Wholesale (Closed) ADV0075AU starstarstar Equity Australia Mid/Small Growth
Advance Global Alpha Wholesale (Closed) ADV0117AU starstarstar Alternative Strategies ? Diversified
Advance International Shares Core Wholesale (Closed) ADV0068AU starstarstar Equity World Large Blend

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.