Managed funds

Investing in managed funds is a great way to diversify your investment portfolio, and can give you access to investments not normally available to individuals. Whether you're looking to invest for the medium or long term, you can diversify your portfolio with as little as $1,000.

What is a managed fund?

A managed fund is a professionally managed investment portfolio that individual investors can buy into by purchasing 'units'. The money from investors is then pooled together and the fund manager invests in assets (cash, fixed interest, shares and property) which meet the fund’s investment objectives. The value of your units is calculated on a daily basis and changes as the market value of the assets in the fund rise and fall.

Why invest in a managed fund?

Managed funds make an attractive investment option for a number of reasons:

• You only need a minimum investment of $1,000 with a regular investment plan
• You can diversify your investments with access to different asset classes, companies, industries, sectors and countries
• Experts manage your money - the qualified investment professionals managing your money have access to information, research and robust investment processes not easily available to individuals
• It's easy to reinvest your investment earnings and take advantage of compounding. Over 20 years, this compounding effect could mean a huge difference in your investment returns
• You have the option to set up a regular investment plan, so you can grow your investment over time

Getting started

Funds generally invest in one or more of the asset classes and suit different risk profiles. A Commonwealth Financial Planner can assist you with selecting the managed fund that meets your needs. Commonwealth Financial Planners have a solid understanding of investments and financial planning.

Commonwealth Financial Planners can recommend investments from over 40 leading fund managers including Colonial First State, Perpetual, Credit Suisse and ING. Plus, you'll receive consolidated reporting across all of your investments so you'll always know exactly how they are performing.

To make an obligation-free appointment with a Commonwealth Financial Planner, call 1800 241 996 or email us.

Ready to invest now?

Alternatively, if you're ready to invest and know what you want, Colonial First State lets you select and manage your investments through one account. This means less paperwork and simple, consolidated reporting.

Colonial First State is one of Australia's leading wealth management groups, with more than A$149 billion under management globally. Find out more about Colonial First State.

Important information

• This is not advice, this provides general information only and does not take into account your individual financial circumstances or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment. Investment products are subject to investment risk including the loss of income and capital invested. Colonial First State Managed Investment Funds, FirstChoice Investments, and FirstChoice Wholesale Investments are issued by Colonial First State Investments Limited ABN 98 002 348 352 AFSL 232468. PDSs describing the products are available by contacting Investor Services on 13 13 36. You should consider the relevant PDS before making a decision about the product. The responsible entity, Colonial First State Investments Limited receives fees.
• Commonwealth Financial Planners are representatives of Commonwealth Financial Planning Limited ABN 65 003 900 169 AFSL 231139. Commonwealth Financial Planning Limited is a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.