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
Generation Dimensional Wld Allc 70/30 Trust ALL0030AU starstarstarstar Multisector Growth
Generation Investors Mutual Australian ALL0006AU starstarstar Equity Australia Large Value
Generation iShares Hedged International Equities Index ALL0020AU starstarstarstar Equity World - Currency Hedged
Generation iShares Wholesale AUSLst PrptIdx ALL0026AU starstarstar Equity Australia Real Estate
Generation iShares Wholesale Australian Bond Index ALL0025AU starstarstar Bonds - Australia
Generation iShares Wholesale Australian Equities Index ALL0019AU starstarstarstar Equity Australia Large Blend
Generation Life Sectoral Blend ALL0014AU starstarstar Multisector Growth
Generation Macquarie Treasury ALL0004AU starstarstarstarstar Australian Cash
Generation Magellan Global ALL0005AU starstarstar Equity World Large Blend
Generation MLC Property Securities ALL0018AU starstarstarstar Equity Australia Real Estate
Generation Perpetual Wholesale Etcl SRI ALL0023AU starstarstarstar Equity Australia Large Value
Generation Perpt Wholesale International ALL0012AU starstarstar Equity World Large Value
Generation PIMCO Wholesale Australian Bond ALL0016AU starstarstarstar Bonds - Australia

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
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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.