Compare Managed Funds
What are managed funds?
A managed fund is an investment where your money is pooled together with other people’s money and is invested in a common investment goal by the fund manager. Managed funds are also known as ‘managed investments’ or ‘managed trusts’, because they are a type of trust where the fund manager holds and controls the money on your behalf.
Managed funds are either listed (traded on the share market) or unlisted (bought and sold directly through the fund manager). Listed funds are valued according to supply and demand, whereas unlisted funds are valued weekly by the fund manager.
Learn more about managed funds and how they work in this article.
How to compare managed funds
To help you compare managed funds and choose between the thousands of managed investment schemes on the market, CANSTAR releases annual star ratings reports about the different categories of managed funds.
Compare managed funds using the comparison tool at the top of this page.
In general, the main things you should consider when comparing managed funds are:
- Your risk profile – conservative, balanced, growth, or aggressive/high growth
- What type of managed fund you want to invest in – actively managed, passively managed, ethical investment, or bear funds
- Asset classes you want your fund to invest in – shares, cash securities, property trusts, fixed interest investments, agriculture or agribusiness schemes, film schemes, timeshare schemes, or mortgage schemes
- Fees and costs
- The withdrawal process for your exit strategy
- Long-term performance
Learn more about what to look for in a managed fund.
Written by: TJ Ryan