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Managed Investment Schemes Advice

Managed Funds Investment Advice

Equity investment is a popular growth strategy but trading at individual levels may prove costly and risky due to relatively low expertise and market information. There are some key issues related to direct equity investments like
  • Stock Selection is a complex process requiring expertise
  • Portfolio requires on going management requiring time and research
  • Marching investment selection with risk profile
  • Performance measurement and benchmarking
Managed funds on the other hand pool the money of several individuals and provide following benefits:

Diversification

Managed funds invest in a range of investments that help them to reduce risk and volatility. Most of the funds invest in 50 to 200 different securities across different industries, classes, and geographies which is difficult to do in the case of individual investments.

Professional Oversight

Individuals can not hire professional managers having knowledge, experience, and training to make informed decisions. On the other hand, managed funds can hire such specialists as finance advisors and provide the best possible returns with peace of mind. Managed funds do the hard work and make it easy for the investors by doing the research and selection of investments

Ease of Investment

The investor can buy or sell the units and realise the growth while getting the income in the form of dividend or interest.

Dividend Reinvestment

Dividend and interest income can be re-invested immediately and efficiently to purchase investments.

However, there are few things to consider while investing in managed investment funds such as following:

Fund Fees

There is entry, exit and on-going fees. Some funds may waive off entry fee but charge higher than average fee. There are different models of fee and need careful comparison Performance Comparison

Performance Comparison:

Although past performance is no guarantee of future returns but still performance comparison can provide a glimpse into quality of fund managers We will help you in finding an appropriate fund for you Want to start investing, Book a time with your personal adviser

It should be noted that all investments carry inherent risks. We, MASU and the product issuers cannot guarantee the performance of any funds or the absence of financial losses.
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Warning – Any investment information and general advice displayed or given on this website does not take into account any person’s personal objectives financial situation. You should act on the general advice having regard to the fact.