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
AB Global High Income ACM0004AU starstarstar High Yield Credit
Bentham Professional Syndicated Loan CSA0048AU starstarstar High Yield Credit
Bentham Syndicated Loan CSA0046AU starstarstarstar High Yield Credit
Bentham Wholesale High Yield CSA0102AU starstarstarstarstar High Yield Credit
DirectMoney Personal Loan OMF0022AU starstarstarstarstar High Yield Credit
Loomis Sayles Credit Opportunities IAM0004AU starstarstar High Yield Credit
Metrics Credit Diversified Australian Sr Ln starstarstar High Yield Credit
Premium Asia Income MAQ0782AU starstarstarstarstar High Yield Credit
Hastings Yield starstarstarstar High Yield Credit
Schroder Emerging Markets Bond Fund S Cl SCH0012AU starstarstarstarstar High Yield Credit
Suncorp WSmart TAP - Princ Global Strategy Income RSA0544AU starstarstar High Yield Credit

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.