This category is ideal for investors who are looking for simplicity and prefer to leave it to us.
These funds invest in a spread of different types of assets or markets. Our Investment Managers will decide where each fund is invested. In line with the investment policy, they can do this by direct investment or by investing in other funds.
The Key Benefits of Mutually Managed Funds are:
- They help you reduce your investment risk by spreading your money across a wider range of asset classes
- You benefit from the expertise of an investment professional who decides how much should be invested in each class
- Because your investment is spread across a mixture of funds, you will not have the full growth potential of any one fund, but on the other hand, you may not experience the same degree of loss compared to a single investment fund.
Mutually Managed Fund Selection
Our Mutually Managed Funds cover the following categories:
- Mixed Portfolio Max 100% Shares
- Mixed Portfolio 40 - 85% shares
- Mixed Portfolio 20 - 60% Shares
If you have a specific requirement you can choose a combination of ‘Mutually Managed’ and ‘Market’ funds from the range available to the product you are investing in. The choice is entirely yours. For more information on these funds click here.