Managed Funds are an effective way to gain indirect exposure to a range of assets classes, allowing a dedicated fund manager to invest on your behalf.
Whether you’re interested in allocating a portion of your portfolio to international equities to compliment a more aggressive profile, or allocating to Australian fixed interest securities for a more defensive stance, managed funds offer exposure to these asset classes without imposing the burden of carrying out the required research on economic and sovereign risk, sector performance, as well as listed equity and financial instrument options that span a vast, global investment universe.
Managed Funds also offer exposure to financial instruments normally out of reach for the majority of retail investors, such as Commonwealth Government Bonds and Commercial Paper, which normally have high minimum investment limits.
Alto advisers draw on recognized, quality independent research to advise you on the most appropriate managed fund investments to compliment your overall investment strategy.
If you would like to review your overall portfolio strategy and asset allocation, why not speak with your Alto Capital adviser today. If you do not have an adviser, please feel free to call us on +61 8 9223 9888, or complete the form on this page and we will be in touch.