PortabilityAt any time, you can terminate the fee arrangement with us and manage the securities yourself. You will have no capital gains tax (CGT)...

Instead of owning the underlying securities, investors buy units in the managed fund and will receive distributions according to the amount of unit...

Managed funds allow individuals to invest in assets or asset classes that may normally be difficult for an individual to access on their own, for e...

Managed funds are either listed or unlisted. Listed managed funds trade on the share market. This means they can be bought or sold on the share mar...

A managed fund is a pooled investment. Investors combine their money with other investors, and this pool of funds is managed by a fund manager. Inv...

The Standard Risk Measure (SRM) is a guide developed by the Financial Services Council (FSC) and The Association of Superannuation Funds of Austral...

An Exchange Traded Fund, or ETF, is a type of managed fund where the underlying securities comprising this fund mimic an Index. Indices are created...

Yes, when setting up an investment or at any point during your investment you are able to set up a direct debit regular contribution plan for a min...

Yes. You can invest in as many or as few of the portfolios as you like. You can allocate a specific weight to each model and choose to have it reba...

Under our Professionally Managed Accounts, you will gain the following benefits:1. Professionally managed investment portfolio: An investment portf...