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Managed funds



There are many investment vehicles in today's market. The managed fund (also known as a managed investment scheme) is one example. If you decide to invest in a managed investment scheme, remember to first check our tips to find one that best suits your needs.

To invest in the scheme you can buy units through a financial planner or the fund manager/responsible entity (who must be a licensed securities dealer).


TIP!Use our managed funds calculator to see the effect of: fees, regular contributions, changing funds and different investment options.



Investing in Managed fundsWhat are managed funds or investment schemes?
Why invest in managed investment schemesInvesting in managed investment schemes
Keeping trackCategories of managed funds
Selling/redeemingInvesting in a mortgage scheme


Things to know



Nine tips for choosing a managed schemeBorrowing to invest
How to get company informationTax and social security
Unit pricesTimeshares
Mezzanine investingAvoiding scams
Illegal schemes



TIP!As products in managed investment schemes can be complex, remember to get advice from a licensed financial adviser.

More about Getting advice


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