What is the difference between Managed Accounts, Direct Equities & Managed Funds?

HomeLearning CentreVideos & Webinars

What is the difference between Managed Accounts, Direct Equities & Managed Funds?

A managed account is a really diversified investment portfolio where every investment is owned by you, through a platform, but managed by an entire investment team that is working around the clock to monitor markets and make changes to your investments, when opportunities present.

When you invest in a managed fund, your money is pooled together with other investors.

A fund manager then buys and sells assets, such as shares or bonds, on your behalf. You don't own the underlying investments, you own 'units' in the fund. The value of the units in the fund will rise and fall with the value of the underlying assets.

Direct equities is when you invest directly in shares in a company, which may be via the Australian stock exchange. You own the shares.

So what's the difference?


9 Sep

Investing in Property

If you're looking into investing into property, regardless if it's residential or commercial, there's plenty to weigh up.


READ MORE READ MORE
18 Aug

Planning For Your Retirement

To have the retirement of your dreams, you must plan ahead. The bonus is, the sooner you start thinking about your retirement life, the better opportunity you have of making those dreams a reality.


READ MORE READ MORE
16 Feb

Protection For Every Stage Of Life


READ MORE READ MORE