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Managed Fund

A managed fund is a professionally managed investment portfolio that individual investors can invest in rather than holding the underlying investment directly. Each investment account has specific investment objectives. This is usually based around the different asset classes (cash, fixed interest and property). The money you invest is used to buy eligible assets in line with the investment objectives of the Investment Account you choose in the Credit Fund.

 

Benefits of Managed Funds

  • It's easy to diversify your investments - you have exposure to a larger number of assets, which are diversified across borrowers, regions and states, industry sectors and security types.

  • Experts manage your money - as qualified investment professionals, we manage your money and have access to information, research and investment processes not easily available to you as an individual.

  • Easy to reinvest and top up the investment - and take advantage of compounding. Over time, this compounding effect can mean a huge difference in your investment returns. You can also choose small monthly or weekly amounts and top up on the day you get paid - a strategy also known as 'pay yourself first'.

  • Invest for income - the returns you get from a managed fund usually come in forms of income (paid to you as a 'distribution').

  • Low entry-level: You can start investing with as little as $1,000 (different management fund has different minimum amount)- Investing in real property often involves large sums of money, and sometimes a large loan. Our Credit Fund allows you to access real property loans at a fraction of the usual cost. This is because you share these costs with other members of the Credit Fund.