Providing insurance & financial advice for more than 40 years
(02) 8268 2900

Managed Funds

Managed Funds – Our experience empowers us to balance risk with reward at a level you’re comfortable with and to focus solely on your return on investment.

Invest in a fund designed to deliver regular, stable income, or focus on capital growth – the choice is yours.


Not everyone has the time and resources to build a diverse investment portfolio and keep a close eye on it – that’s why you need an experienced Managed Funds specialist. Whether you want to invest for a couple of years, five years or 10 years, managing funds requires attention to detail, knowledge and experience.


Allowing you to pool your money with other investors so you can all invest in assets that might otherwise be out of your reach, there are various types of Managed Fund available. Some focus on one particular asset class, such as property, while others invest in a combination of assets – across shares, property, bonds and cash.


The attraction of managed funds is diversification. That is, if you want to invest in shares but only have $1000, you’ll really only be able to invest in one company – leaving you overly exposed to the fortunes of that business. But invest that money in a share fund and you’ll gain an interest in 10, 20 or even 50 Australian or international companies.


An accredited Insurance Advisory Service specialist can help you choose the right managed fund for your needs. With significant industry experience and relationships across many management teams, we are skilled at identifying team’s tat are stable and reliable. Make an appointment today for a complimentary, no-obligation consultation and benefit from our breadth of knowledge and product reach today.


To find out more call (02) 8268 2900 and speak to one of our Advisors, obligation free.

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