Managed Investments

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.

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.

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 capable hands.

Our investment customers come first

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.

Expert investment products and knowledge

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.

Strong track record in investment management

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’re local investment managers

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.

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.

We’re here to help

With over 132 years experience and local, friendly staff we can help you find the right products to suit you. Talk to us today.
  • Devonport: 53 Best Street
    Hobart: 137 Harrington Street
    Launceston: Cimitiere House, Level 1, 113 Cimitiere Street

    Tasmanian Perpetual Trustees clients can access Estate Planning services only from the following MyState Bank branches:

    Burnie: 87 Wilson Street
    Glenorchy: 366 Main Road
    Kingston: Shop 52, Channel Court Shopping Centre
    Kings Meadows: Shop 27, Meadow Mews Plaza
    Rosny: 11 Bayfield Street
    Hobart: 144 Collins Street
  • 1300 138 044


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