Which managed fund

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Sorted Logo Log in to your account Don't have an account? Sign up Email. Keep me signed in. Log in I've lost my password. Sorted Logo Create your free account Having a Sorted account lets you see your personal dashboard, save your tools and track your progress. First Name. Start typing…. Popular searches. For example, exchange traded funds ETFs are usually passively managed.

Related articles. Investing in managed funds When you invest in a managed fund, you hold units in the fund. Benefits A managed fund can provide you access to different companies, industries and even countries. Disadvantages There are fees involved when investing in a managed fund, as you are hiring the service of the fund manager to produce returns on your investment.

The amount of fees can vary greatly and can have a significant impact on your overall returns. Cost basis: The value of an investment, consisting of the amount of the original investment, any additional incremental investments, capitalised fees, and retained earnings from the investment.

This valuation does not take into account any unrealised gains from market valuations. Diversified option: An option that invests in multiple asset classes usually more than three. Growth fund: A managed fund that predominantly invests in growth assets. Hedge fund: A managed fund where the fund manager is authorised to use derivatives and borrowing with the aim of providing a higher return.

Outperformance or Underperformance: How well a fund has performed, as measured against an index, competitor, or other benchmarks. Outperformance means a managed fund has performed better than the index, competitor, or benchmark. Underperformance means a managed fund has performed worse than the index, competitor, or benchmark. Securities: Written undertakings to repay money, such as bonds, bills of exchange, promissory notes or share certificates.

These are usually negotiable instruments that establish ownership and payment rights. Socially Responsible Investment SRI : A type of managed fund or investment that chooses to invest solely in companies that are acting in ways that are socially and environmentally sustainable. SRI funds are becoming popular quickly, and they typically outperform index markets. An SRI fund also has non-financial aims, including attempting to improve working conditions in developing countries, and restoring the environment.

Volatility: A measurement of how much returns vary over time. The volatility of a market directly affects its level of investment risk. Wholesale fund: A managed fund where individuals pool their money to invest collectively, and distributions are made to investors pre-tax. Articles and guides. Managed funds versus index funds The benefits of index funds What is a managed fund? Withdrawals from managed investments Capital growth or regular income?

Types of Managed Funds and how they perform long-term How do rich Aussies manage their investments? Managed fund providers we research and rate. Quick Links. The information on this website does not take into account the particular financial and investment objectives, circumstances and needs of any person. Information on the website is not intended for investors in any jurisdiction in which distribution or purchase is not authorized. Performance data shown represents past performance and is no guarantee of future results.

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