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
AIMS Commercial Mortgage Ord Units MCK0008AU starstarstar Mortgages
AIMS Commercial Mortgage Retail NAB0020AU starstarstar Mortgages
AIMS Commercial Mortgage Wholesale MCK0005AU starstarstarstar Mortgages
EQT Mortgage Income ETL0100AU starstarstarstar Mortgages
EQT Wholesale Mortgage Income ETL0122AU starstarstarstarstar Mortgages
Sandhurst Select Mortgage STL0002AU starstarstar Mortgages
AMP - Generations - AMP Australian Monthly Income NML0570AU starstarstar Mortgages
AMP Capital - Australian Monthly Income NML0317AU starstarstar Mortgages
AMP Capital - Wholesale Australian Monthly Income NML0316AU starstarstarstarstar Mortgages
ANZ OneAnswer - Term Allocated Pension - Challenger Howard Mortgage EF ANZ0932AU starstarstarstarstar Mortgages
ANZ OneAnswer - Term Allocated Pension - OnePath Mortgage EF ANZ0710AU starstarstar Mortgages
ANZ Super Advantage - OnePath Mortgages ANZ0956AU starstarstarstar Mortgages
AUI Mortgage Income Trust R AUS0020AU starstarstar Mortgages
Balmain (MMT) Mortgage Trust Wholesale MRN0002AU starstarstarstarstar Mortgages
BT Wrap Essentials - BT Challenger Howard Mortgage WFS0380AU starstarstar Mortgages
Col SCS - Colonial Wholesale Income Fund PRU0589AU starstarstar Mortgages
Colonial Bricks and Mortar CML0002AU starstarstar Mortgages
Colonial FirstChoice Wholesale Pension - Colonial Wholesale Income FSF0543AU starstarstarstarstar Mortgages
Colonial FirstChoice Wholesale Personal Super - Colonial Wholesale Income FSF0616AU starstarstarstar Mortgages
Colonial Rollover Super and Custom Super - Mortgage FSF0045AU starstarstar Mortgages
Colonial Wholesale Guaranteed Mortgage FSF0138AU starstarstar Mortgages
First Quest Allocated Pension - AXA Australian Income NTP starstarstarstar Mortgages
First Quest Super - AXA Wholesale Australian Income starstarstarstar Mortgages
First Quest Super - Colonial Wholesale Guaranteed Mortgage starstarstar Mortgages
Howard Mortgage HOW0001AU starstarstar Mortgages

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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.