We rate managed funds under three profiles:
Wealth Builder
- Starting out or saving for future need
- Looking for a low entry level or opening balance
- Fund must offer a regular investment plan option
Seasoned Investor
- Looking to directly invest part of their portfolio
- Looking to invest part of their portfolio
- Has a higher minimum investment amount
- Regular investment plan is not mandatory
Regular Income
- Income distributions
- Looking for an investment to supplement their income
- Fund that provides regular returns to the investor
- Regular withdrawal plan is required
Our ratings do not rate based on performance. While there are funds that will outperform the market or their benchmark, past performance does not guarantee future performance and we are not able to identify future top performers. Rather we have focused on the price and features of the products.
Australia | New Zealand
A managed fund involves pooling together money from different investors towards a common investment goal.
The financial landscape constantly motivates investors to review and question their overall strategy. 
Generally speaking there are three or four common risk profiles. Before investing any of your hard earned money, it's wise to establish the kind of investor you are, be it conservative, balanced, growth or high growth.
High fees will eat away at your investment so it pays to be aware of what all those charges are. We explain the most common fees for managed investments.
Managed funds allow investors to access professional funds management for an investment of only a few thousand dollars. Of the funds we rated, the minimum investment for the majority of products ranged from $1,000 to $20,000.
Investors may be seeking capital growth on their investment or a periodic income stream, and managed investments can cater for both objectives.
Investors can withdraw from their investment from as little as $500 to $10,000 at any time. Unlike a bank account where you can use an ATM, you must make a withdrawal request.