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Managed Funds

Compare managed funds from a range of providers

- Last updated on 28 May 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

managed-funds

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

managed-funds

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

managed-funds

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.

managed-funds

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.