Gleneagle Managed Funds
What are Managed Funds?
Managed Funds are professionally managed investment vehicles that allow investors to diversify across a range of asset classes. In addition, by pooling together capital with other investors, Managed Funds provide access to local and overseas investment products that are not typically available to individual investors.
Gleneagle Securities’ Managed Funds are operated by professional program managers who adhere to model portfolio guidelines, set out in freely available product disclosure statements. Our clients benefit from full transparency when trading with any of our managed investments.
How do Managed Funds work?
With Managed Funds, you choose which fund suits your investment objectives and risk profile. Rather than choosing specific assets, you apply to invest into units of a desired fund and benefit from the expertise of professional fund managers who make all the asset investment and diversification decisions.
When investing in a Managed Fund:
- Our clients can select from a range of model portfolios or combine multiple portfolios in one individual account.
- Apply for units in a fund that meet your financial objectives and risk tolerance. Clients do not own the underlying assets, but rather own units in the fund.
- Clients receive earnings from invested units in the form of monthly income payments
Gleneagle offers full transparency with real time portfolio information on clients’ Managed Funds including:
- Current portfolio holdings
- Profit and loss
- Detailed portfolio analysis
- Open positions
- Closed positions
Want to Find Out More About Gleneagle's Managed Funds?
Gleneagle offers a range of Managed Funds that will suit the needs of different types of investors.
Gleneagle Securities provides diversification opportunities through our Managed Funds products. By pooling together funds, clients gain access to local and overseas investments that aren’t typically open to the individual investor.
Enjoy full transparency when trading with one of our managed investments. Rather than receiving periodic updates (monthly or quarterly), clients of Gleneagle’s managed investments are able to view live results at any time.
Professional Funds Managers
Clients benefit from professional fund managers who not only have the skills and experience required to handle investment selection and risk management, but also industry relationships that give them access to investments abroad.
Managed Funds’ assets are subject to market movements, which can be rapid and are dependent on local and global economic, political, industrial or social factors.
Asset Class Risk
Assets Managed Funds invest in are subject to their own risks. Funds that invest in international equities markets, for example, may have their investment value affected by foreign exchange fluctuations.
Managed Funds that offer greater returns to investors generally involve greater risk and there is the possibility of sustaining losses up to the entirety of your investment.
Ready to invest in a Managed Fund with Gleneagle?
Contact Gleneagle Securities Advisors to open an account and get full product walkthroughs.