Access a range of asset classes and market sectors through a single managed fund transaction.
Managed funds are professionally managed pools of funds invested in various asset classes including shares, property and cash. You can purchase units in these funds, and the value of these units changes depending on the value of the fund as a whole.
Minimum initial investments range from $1,000 to $5,000, dependent on the specific fund. For full details, you need to refer to the product disclosure statement (PDS) issued by each fund manager. Learn more
Entry fees rebated
Whilst you could go direct to a fund manager, if you apply through us any entry fees payable on our preferred managed fund managers will be rebated.
To apply – select from our preferred fund managers listed and complete the application form in their PDS. Send your completed application and if you’re not a client already, a copy of your certified identification.
Preferred fund managers
BT Financial Group PDS
Clime Australian Value Fund PDS
Colonial First State PDS
Hunter Hall Application Form
Hunter Hall Australian Value Trust PDS
Hunter Hall Global Deep Green Trust PDS
Hunter Hall Global Equities Trust PDS
Hunter Hall Supplementary PDS
Hunter Hall Value Growth Trust PDS
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