Managed Funds

Managed funds work by pooling lots of individual investors money together and buying a large number of different assets (which may include shares, property, bonds and fixed interest). Professional fund managers decide what percentage of the fund should be invested in each asset class and also which countries, industries and companies have the best prospects for good returns.

Each investor receives “units” in the fund and the value of these units goes up or down depending on the value of the underlying investments. This type of investment is suited to those happy to outsource investment selection to professionals and especially for those with smaller amounts to invest as you achieve a much broader level of diversification than is possible by investing direct.

Please feel free to contact Roger if you would like more information with regard to the above.