The MBA Partnership Pty Ltd

Managed Funds

A managed fund is a combination of your money and other investors’ money that is pooled together and invested.  Rather than managing it yourself, investment specialists research the market, and invest on your behalf. 

The money may be invested on the group’s behalf into areas including shares, property, bonds, and fixed interest.  The fund can be invested into a single type of investment, or a wide range of investment areas.  For example, one managed fund may be invested exclusively in property, while another could be diversified into property, bonds and Australian shares. 

The investment specialists also keep track of your investment through day-to-day investment management and administration, and keep you and your adviser updated with regular information – so you can keep track of your investment without the hassle.

To read more on Managed Funds, click here to download our fact sheet.

Risk and Return

The key to managing risk and return is balance.  Your goal as an investor might be to maximise returns from your investments, but, just as in everyday life, investments carry risks.  Fortunately, there are ways to be more comfortable with the risks you take to achieve your desired returns.

To read more on Risk and Return, click here to download our fact sheet.

Don't Chase Investment Returns

Generally, investors still focus too heavily on short-term market performance.  Always consider whether you are investing in quality assets, and at a good price.

To read more on Chasing Investment Returns, click here to download our fact sheet.