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?
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
You benefit from our investment experience
Invest in assets not available to individuals
Spread your investment risk with diversified investment
Easy and convenient investment management
Maximise your investment returns
We’re here to help
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