Using a professional to guide your investing is a major benefit as it reduces the time that you are required to spend studying the share market. A managed fund is where the funds from a number of investors, anywhere from a handful to many investors, is pooled together and is then invested under the guidance of a professional. Each investor is given a unit of ownership in the fund which can be traded and sold to others if so desired. Some of the benefits and disadvantages of managed funds may include as follows:
Benefits of Managed Funds
- The experience of a professional to guide the investing, meaning less research and attention required on the investor’s end
- Due to the accruement of a large pool of funds, the ability to tap into larger investment opportunities
- You are able to diversify your investment in shares through a number of different companies thereby reducing potential losses in the event one company fails
Disadvantages of Managed Funds
- Most managed funds partake in high risk investments such as shares, meaning that there can be substantial variation in the output of the investment
- A management fee or commission is usually payable
- You have minimal control over the way in which your funds are being invested
- Our advisers are highly experienced
- Our advisers are University qualified
- We offer strategically tailored solutions
- We place emphasis on compliance
- We disclose all fees and commissions
- We earn client confidence and respect
- We are fast, we return calls and emails
- We have state of the art technology
- We assist with application paperwork
- Our advisers work with other experts
Navado Financial Advisors Pty Ltd is a Corporate Authorised Representative of Lifespan Financial Planning. A.B.N. 23 065 921 735. AFSL 229892. This webpage (and any material or wording appearing on this webpage) is provided for information only and constitutes general financial product advice. It does not take into account your objectives, financial situation or needs and you should therefore consider the appropriateness of the advice, in light of your own objectives, financial situation or needs before acting on this webpage. When making decisions about any financial products you should obtain a copy of and consider the Product Disclosure Statement for that product before making any decision. Navado accepts no responsibility to any person who relies on the information provided on this website. We further refer you to our Disclaimer.
Date: Nov 29, 2011
Tags: financial planning, investment planning general
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Tags: financial planning, investment planning general
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Tags: financial planning, investment planning general
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Tags: financial planning, investment planning general
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If you require financial advice or the assistance of a Financial Planner, you should make an appointment with one of our Financial Planners, who can see you in our Head Office in Sydney CBD or in the comfort of your own home. Our Financial Planners service the following areas:
- Sydney
- Parramatta
- North Sydney
- Hurstville
- Liverpool
- Gordon
- Baulkham Hills
- Campbelltown
- Bondi Junction
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