Rather than an advisor who manages just your finances, a managed fund pools money from a group of people and puts the collective amount into a portfolio. With funds in the millions of dollars, it can access more options and assets and provide greater diversity. If you don’t want the hassle of regularly tracking your investments, or don’t feel confident making these decisions, it could be a great strategy.

General Advice warning:
Pearl Funds Management, an authorised representative AFS Rep No 001254808 of Banyan Securities Pty Ltd AFSL 484139
The information presented by us is general in nature and does not take into account your personal goals and objectives. It does not represent financial product advice. You should always seek independent legal and financial advice before making a decision in relation to a financial product. Read the Product Disclosure Statement (PDS) before making a decision. You should consider your own circumstances, needs and financial objectives before making a decision.

Megan Graham
24 February 2015