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
AMS Balanced Fund DAM0026AU starstarstarstarstar Multisector Growth
AMS Moderately Conservative Fund DAM0025AU starstarstarstarstar Multisector Balanced
Ironbark GaveKal Asian Opportunities HFL0014AU starstarstarstar Alternative Strategies
Ironbark Global (ex-Aus) Property Securities MGL0010AU starstarstar Equity Global Real Estate
Ironbark Global Property Securities MGL0011AU starstarstar Equity Global Real Estate
Ironbark Karara Australian Share PAT0001AU starstarstar Equity Australia Large Blend
Ironbark Karara Australian Small Companies PAT0002AU starstarstar Equity Australia Mid/Small Blend
Ironbark Paladin Property Securities PAL0002AU starstarstarstar Equity Australia Real Estate
Omega Global Listed Infrastructure WHT0051AU starstarstar Infrastructure - Global

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.