Managed Funds
Compare managed funds from a range of providers
- Last updated on 16 Nov 2024
To help you make a choice about Managed Funds, here are some options you can consider. These are some examples of what’s available in the marketplace from selected providers
Microequities High Income Microcap Fund
Managed Fund
Minimum investment of $50,000
Invests in a hand picked concentrated portfolio of undervalued ASX listed Microcaps with proven business models that can fund and sustain high long term dividend payments.
Monthly liquidity; no gearing or derivatives (cash & long equities only).
Microequities’ management owns 25% of total FUM across all investment funds.
For wholesale and sophisticated investors only as defined by the Corporations Act 2001.
High yield and capital growth through value microcap investing
Microequities Deep Value Microcap
Managed Fund
Minimum investment of $100,000
Invests in a concentrated portfolio of 20-40 hand picked highly undervalued and profitable ASX listed Microcaps.
Monthly liquidity; no gearing or derivatives (cash & long equities only).
Microequities’ management owns over 10% of total FUM across all investment funds.
For wholesale investors looking for long term capital growth
Vanguard MSCI Australian Large Companies Index ETF
Managed Fund
Vanguard’s investment approach provides investors with an efficient way to capture long-term market performance.
The Fund invests in a diversified portfolio of securities, which means the Fund is less exposed to the performance fluctuations of individual securities.
The Fund has low ongoing fees as we strive to minimise the costs of managing and operating the Fund.
The Vanguard MSCI Australian Large Companies Index ETF seeks to track the return of the MSCI Australian Shares Large Cap Index before taking into account fees, expenses and tax.
BlackRock iShares S&P/ASX 20
Managed Fund
Focused exposure to Australian blue chips
Low cost exposure to the 20 largest Australian stocks
Use to customise your domestic stock allocation and target large caps
The fund aims to provide investors with the performance of an index, before fees and expenses, composed of the 20 largest Australian securities listed on the ASX.
