Managed Funds Service
Allowing you to utilise a range of quality managed funds
In detail
Asset Allocation
Analysing the investment profile of an investor plays an important part in asset allocation. The allocation of money across asset classes will have a significant effect on the performance of the fund. esearchsuggests that allocation among asset classes has more predictive power than the choice of individual holdings in determining portfolio return.
Fund Manager research and monitoring
Morningstar is a leading provider of independent investment research on a number of Australasian and global funds. By utilising the expert advice from Morningstar, together with on going in-house presentations by various fund managers, the Macquarie Investment Committee, operating like a board of directors in a company; meet monthly and are dedicated to recommending the best products to investors.
Regular reviews and reporting
The Macquarie Custodial Service provides a comprehensive approach to structuring and managing your investments to actively monitor and grow the portfolio. Regular six monthly reviews will ensure that the asset allocation remains intact and consistently in line with your needs.
Things to consider
We believe that investing in managed funds can help you achieve your savings goals and objectives, as well as creating greater wealth for the future over the long term. Managed Funds offer a number of benefits to investors:
Opportunity for higher returns
The performance objectives for many active fund managers is focused on generating higher returns than the market, above and beyond fees¹. • Diversification – Pooling together large amounts of money enables fund managers to diversify your investments into more than one asset. By diversifying your assets, you effectively spread your risk. If one sset goes down in value, another asset may increase in value.
Access to opportunities
As investment monies are pooled, investors are able to access a wider selection of securities within the broader market, which might otherwise have been impossible to reach.
Professional and active management
Utilising the expertise, skills and resources of an active manager is particularly beneficial for those investors that do not have the time or skill to manage their own investments. Active fund managers proactively focus on investment research, as a great deal of time and resources are committed to examining company operations and meeting with senior management and company directors.
Fund performance reporting
Regular fund performance reporting includes commentary on each fund’s portfolio investments and performance, recent trends that could affect future performance and detailed information on the portfolio’s holdings.
Potentially tax efficient
A managed fund may elect to be classified as a portfolio investment entity* (PIE). Managed Funds may be attractive as tax concessions apply to entities which qualify as PIEs.