Managed investment funds, also known as managed investment schemes, combine the money from many individual investors into one large pool of funds. This gives our fund managers more buying power to invest in assets often not available to individual investors. Managed investment funds make it easy to become an investor as you don’t need to know a lot about where to invest or what to invest in to get started.
A managed investment fund from Tasmanian Perpetual Trustees offers a range of different funds to choose from, so you can select the investment that best suits your needs. Cash and income funds balance stability with consistent investment returns, and are more suitable for short to medium-term investors and people looking to derive an income from their investment. Growth funds invest in a range of assets including property and Australian and international shares, and balance short term volatility with higher average investment returns over a longer period. Growth funds are better suited to long-term investors.
Note: a managed investment fund is not a bank account or a term deposit and has a different risk profile. You should consider this fact when deciding to invest. Further details will be outlined in the relevant product disclosure statement.
Benefits of a managed investment fund
Joining a managed investment fund gives you access to a range of asset classes and sectors without requiring you to invest directly, and this has a number of distinct advantages.
Our funds are managed by a team of skilled investment specialists, so you don’t need to spend time researching company information yourself, finding out where to invest or what to invest to acquire the knowledge needed to analyse that investment information.
Many high performing assets are only available to institutional investors such as Tasmanian Perpetual Trustees, and often require large sums of money to invest initially. By joining a managed investment fund you’ll still benefit from the performance of those assets despite being an individual investor.
If you were to manage your own investment portfolio, it may only be feasible for you to invest in a limited number of assets. This can mean investment returns are more easily affected by the individual performance of any of those assets. But because a managed investment fund invests in a diverse range of assets, you can spread the risk, which means your investment is likely to be more stable.
Our investment management services mean we will take care of everything for you, including the administration and management of your investment account, and research and analysis of investment assets. This means you can invest with confidence.
If you choose to reinvest your distributions, your investment will naturally increase over time. But it also means you’ll also be earning interest on your investment returns. This is similar to compound interest, and it’s a powerful way to increase your investment over the longer term. This is particularly effective when you make regular contributions to your investment, for example monthly deposits from your salary.
Why invest with Tasmanian Perpetual Trustees?
Managed investment funds at Tasmanian Perpetual Trustees can provide you with stable investment returns at competitive rates, whether you’re an experienced investor or just starting out. With our long history and strong track record you can have confidence that your money is in safe hands.
Tasmanian Perpetual Trustees is known for its highly personalised service and strong customer focus. Whatever your investment goals are, we can help you achieve them, and give you all the support you need along the way.
We offer a range of managed investment products at competitive rates, with a particular focus on cash and income funds. You’ll benefit from the combined experience of our team of investment fund managers.
We’ve been managing investments on behalf of customers for over 35 years, and currently have over One billion dollars in investment funds under management.
We’ve been working with Tasmania’s families for more than a century, and this longstanding tradition underpins our commitment to the Tasmanian community. We’re a strong supporter of initiatives that benefit Tasmanians and contribute positively to our state.