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
Altrinsic Global Equities Trust ANT0005AU starstarstar Equity World Large Value
Antares Personal Australian Shares NFS0013AU starstarstar Equity Australia Large Blend
Antares Personal Elite Opportunities Shares PPL0116AU starstarstarstar Equity Australia Large Blend
Antares Personal High Growth Shares PPL0108AU starstarstarstar Equity Australia Large Blend
Antares Prof Australian Equities PPL0110AU starstarstarstar Equity Australia Large Blend
Antares Prof Australian Shares PPL0104AU starstarstar Equity Australia Large Blend
Antares Prof Dividend Builder PPL0002AU starstarstar Equity Australia Large Value
Antares Prof Elite Opportunities PPL0115AU starstarstarstar Equity Australia Large Blend
Antares Prof High Growth Shares PPL0106AU starstarstarstarstar Equity Australia Large Blend
Antares Prof Listed Property NFS0209AU starstarstarstar Equity Australia Real Estate
Intermede Global Equity Fund PPL0036AU starstarstarstarstar Equity World Large Blend
Redpoint Global Infrastructure Fund PPL0031AU starstarstar Infrastructure - Global
Antares Prof Long/Short Equity PPL0006AU starstarstar Hedge Funds - Australia
Antares Prof Premier Fixed Income PPL0114AU starstarstarstar Bonds - Australia
Aviva Investors Personal Australian Fixed Interest NFS0061AU starstarstar Bonds - Australia
Aviva Investors Wholesale Australian Fixed Interest NFS0207AU starstarstarstar Bonds - Australia
Aviva Investors Wholesale Small Companies starstarstar Equity Australia Mid/Small Growth

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.