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| Managed Funds | | | Managed investments are appropriate for investors who:
- Do not want the hassle of managing their investments or haven’t got the time to do so.
- Want to gain access to markets which they could not otherwise take advantage of.
- Lack the ability or confidence to make their own investment decisions.
- Want to put a savings programme in place, but want to avoid the high costs associated with many of the traditional superannuation based savings schemes.
- Want to diversify their investments into overseas markets.
The role of a managed fund is to make it possible for investors to gain the benefits of investing in a market, without needing to know anything about that market, without the hassles of administering a diverse investment portfolio, and without the need for large amounts of capital.
There are literally hundreds of investments available in New Zealand and many thousands available globally, covering every conceivable investment market. The single common thread that connects them all is the basic characteristic that someone else is managing a pool of funds of many small investors.
Managed investments are not intended for those wanting to trade or speculate in the sharemarket. Fund managers also tend to take a longer-term view of their investment strategy and are more concerned with balancing risk and return rather than pursuing short-term opportunities. | | | | LINKS | | | | Directory of New Zealand Fund Managers | | AMP New Zealand | | ASB Bank | | AXA | | Bank of New Zealand | | BT Funds Management | | Calan Health Care | | Challenger | | Equitable | | Fisher Funds Management | | Guardian Trust | | ING | | National Bank | | Sovereign | | Tower | | Westpac | | | | General Links | | FundSource | | Good Returns | | Investment Advisers (Disclosure) Act 1996 | | Advisers who receive funds on behalf of clients are required to make certain disclosures. | | | | Tradeview |
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