Managed Funds

A managed fund is a pool of investor assets which is controlled by an investment management company and invested to generate a positive return. Investment options in managed funds vary from growth, balanced, conservative and so on. You can invest in asset classes such as shares, bonds, commodities, real estate and infrastructure. Sectors, geographies and investment styles are also available.

By investing in a managed fund you are allocated with units in the fund. The value of each unit reflects the underlying value of the fund’s assets and are usually calculated on a daily basis which is shown in the unit price. When the value of the fund’s investment rise, the unit price will increase accordingly and vice versa.

A managed fund can be traded on an exchange like the ASX, or they can be unlisted and purchased and sold directly from the investment manager or via a platform like mFunds. Listed managed funds prices will fluctuate not only based on the value of the underlying investments, but also from market forces like buyers and sellers.

Kind words from Aussies managing
their own self funded futures

  • SMSF Mate is a unique website because it has ideas about how to approach SMSFs, insurance and other financial topics that come straight from first hand experience. It's much more useful than what you find on all the other financial websites that just offer generic info that you could easily get on the ATO's website. It's also nice to know there's no financial incentive behind the information, it's legitimately there to help people understand self-managed super funds and how to get the most out of them, not to get an affiliate commission from a broker or other financial services provider. The investment product information is also incredibly useful, I've never seen this kind of functionality on any other website that let's you look at such a wide range of products, sort by what info is most interesting or important to you, and subscribe to updates for different funds and financial products all in one place. Definitely worth checking out if you own or are considering an SMSF!

    David G, Self-Employed, SMSF Owner
  • SMSF Mate provides a unique insight into superannuation and financial topics in a way that is easier to understand than conventional websites. The colloquial nature of the site makes it easy to understand and they often speak about complicated topics in lamens terms so I can wrap my head around them. The investment product information is a great way to research funds that I am interested in investing in with my SMSF and there is a lot of helpful information on the site for better structuring my investment portfolio. In comparison to other websites which offer similar information, SMSF Mate excels as the information is free to access whereas many other sites charge a subscription fee for the same thing. Overall, I think SMSF Mate is a great resource for SMSF trustees and is worth looking at for a variety of super-related topics. Thanks.

    Tim B, Business Owner, SMSF Trustee