Top 10 Managed Funds in Australia for 2025
Managed Funds 2025 shows top performing Australian equity funds with growth potential. Look at funds targeting mid-cap stocks, high growth opportunities and undervalued companies for diversification and long term returns.
Each fund, including Glenmore Australian Equities and ECP AM All Cap, has a disciplined approach to investment and research driven strategies to beat the benchmark and grow steadily.
See annualised returns, hypothetical growth and sector diversification for each fund. Read about the risks, ASIC compliance and investment strategy.
Glenmore Australian Equities Fund
The Glenmore Australian Equities Fund has a strong reputation in the Australian managed funds industry for performance. With a growth focused investment strategy targeting high quality Australian listed companies the fund aims to beat the S&P/ASX All Ordinaries Accumulation Index. Below we look at the fund’s performance metrics, hypothetical returns, risks and compliance framework to give you the full picture.
Glenmore Australian Equities Fund Performance
The Glenmore Australian Equities Fund has performed well as shown by the returns. The table below shows the fund’s annualised returns as of December 31, 2024:
These figures show the fund’s ability to deliver strong returns to investors. Over the past 5 years the fund has returned 16.04% p.a. which is a great result for the fund’s investment strategy and management team.
$100,000 Investment Growth
To see how the fund’s performance translates into real dollars let’s look at a hypothetical $100,000 investment. The growth of the investment over different time periods would be:
1-Year: $100,000 would grow to $120,850 (20.85%)
3-Year: $100,000 would grow to $133,231 (10.06%)
5-Year: $100,000 would grow to $219,391 (16.04%)
These are hypothetical and assume annual compounding. Please note this example does not include fees, taxes or market volatility which will affect actual returns.
Glenmore Fund Philosophy
The Glenmore Australian Equities Fund’s investment strategy is to find companies with earnings growth. By doing thorough research and using market analysis the fund managers aim to build a portfolio that maximises returns while minimising risk. This active management has been key to the fund’s performance and has allowed it to beat many of its peers in the Australian equities market.
Risks to Consider
While the Glenmore Australian Equities Fund has performed well, investors should consider the risks of investing in equities. Some of the risks are:
Market Risks:
Investments can go down in value due to market conditions, market sentiment, geopolitical events and other external factors. Market risk is present in all equities.
Specific Investment Risks:
Individual stocks in the portfolio may underperform due to company specific issues such as poor management, industry decline or regulatory issues.
Liquidity Risks:
Some assets in the portfolio may be illiquid meaning they can’t be sold quickly without impacting the market price. This can be a problem during market volatility.
Management Risks:
The fund’s performance is dependent on the skills and decisions of the fund managers. Bad investment decisions or mistakes can hurt returns.
Investors should consider their own risk tolerance and financial goals before investing in the fund. Understanding these risks will help investors make informed decisions and set the right expectations.
Glenmore Fund Regulatory Compliance
The Glenmore Australian Equities Fund operates within the ASIC regulatory framework.
ASIC oversees the fund to ensure it meets the legal requirements so investors have transparency and protection. Key aspects of the fund’s regulatory compliance are:
Full Disclosure: The fund’s IM provides all the details on the investment strategy, fees, risks and performance. So investors have all the information they need to make an informed decision.
Auditing: Regular audits and reporting is done to ensure transparency and accountability. This ensures the fund is operating in line with regulatory requirements.
Investor Protections: ASIC ensures the fund operates fairly and in the best interests of the investors. Any disputes or complaints can be lodged through the legal channels.
Why Choose Glenmore
The Glenmore Australian Equities Fund stands out in the crowded fund market due to its performance, discipline and transparency. Here are some reasons to consider this fund:
Proven History:
The fund’s performance shows the strategy works.
Experienced Team:
The fund is managed by a team of professionals with many years of equities experience. Their experience helps them find the best opportunities.
High Growth Focus:
The fund targets companies with high earnings growth to deliver better returns for investors.
Industry Standards:
The fund is ASIC regulated so it operates transparently and fairly.
More Information on Glenmore Fund
For more information on the Glenmore Australian Equities Fund, the IM is the best place to start.
It has all the details on the fund’s objectives, strategies, risks and fees. Available on the website or contact Glenmore Asset Management.
Also, third party platforms such as FundMonitors.com and InvestSMART have performance metrics and independent reviews of the fund.
These will help you compare the Glenmore Australian Equities Fund with other funds in the market.
Industry Stats for Context
The Australian managed funds industry has grown significantly over the past few years with total funds under management now at $4.75 trillion according to the Australian Bureau of Statistics.
This is a big growth in managed funds as an investment option for Australians.
In this environment the Glenmore Australian Equities Fund has proven itself to be a top performer, delivering strong returns and attracting more investors.
It shows the value of active management and discipline in navigating the equities markets.
Conclusion on Glenmore Fund
The Glenmore Australian Equities Fund is a good option for individuals looking for Australian equities with potential for high returns.
But as with any investment, investors must do their homework and consider their financial goals and risk tolerance.
By looking at the fund’s performance, risks and regulatory framework investors can decide if the Glenmore Australian Equities Fund is right for them.
For those looking to diversify and take advantage of the Australian equities market this fund is a good option.
ECP AM All Cap Fund
The ECP AM All Cap Fund targets high growth Australian companies, both large and mid cap. It aims to beat the S&P/ASX All Ordinaries Accumulation Index.
A growth focused strategy means strong consistent returns. Active management and research helps find the best stocks, position the fund to ride the market trends and diversify investor exposure across multiple sectors.
Performance
The ECP AM All Cap Fund has performed well over different time periods. As at 31 December 2024:
1 Year: 18.73%
3 Year: 12.09%
5 Year: 14.55%
Hypothetical Growth
A hypothetical $100,000 investment in the ECP AM All Cap Fund would be approximately $118,730 in 1 year, $133,970 in 3 years and $197,506 in 5 years.
1-Year: $118,730 (18.73% return)
3-Year: $133,970 (12.09% annualized return)
5-Year: $197,506 (14.55% annualized return)
Investment Approach
ECP AM’s approach is to find growth companies with strong earnings. The fund has a diversified portfolio actively managed to get growth across all sectors. This reduces risk and takes advantage of opportunities.
Risks
Investment risks are market risk, company risk, liquidity risk and management risk. Investors should consider their risk tolerance to match their financial goals.
Regulatory
The ECP AM All Cap Fund is fully compliant with ASIC regulations, transparency, investor protection and full disclosure. Regular audits ensure high standards of governance.
In summary the ECP AM All Cap Fund delivers strong returns and broad market exposure. It’s a good option for investors looking to diversify their portfolios and navigate the Australian equities market.
What’s different about ECP AM All Cap
The ECP AM All Cap Fund is different by getting growth across different company sizes, from large established companies to mid cap opportunities. This provides broad diversification and stable and high returns in volatile markets.
Smallco Broadcap
The Smallco Broadcap Fund targets a broad range of Australian companies, both large and small cap, to beat the S&P/ASX 200 Accumulation Index with a growth-value approach.
Through active management and research the fund gets consistent returns by finding undervalued or high growth stocks. Its selective broad approach reduces risk and gets growth and diversification across key sectors.
Performance
The Smallco Broadcap Fund has performed well over different time periods, growth has been strong. As at 31 December 2024:
1-Year: 15.43%
3-Year: 10.89%
5-Year: 12.13%
Hypothetical Growth
A hypothetical $100,000 investment in the Smallco Broadcap Fund would be approximately $115,430 in 1 year, $130,890 in 3 years and $161,300 in 5 years.
1-Year: $115,430 (15.43% return)
3-Year: $130,890 (10.89% annualized return)
5-Year: $161,300 (12.13% annualized return)
Investment Approach
Smallco’s approach is to find companies with long term growth and reliable earnings. The fund has a diversified structure of stable large cap stocks and dynamic small cap opportunities to be resilient and get growth and value.
Risks
Market risk, economic risk, sector risk and liquidity risk of smaller cap stocks. Investors should consider their risk tolerance to match their long term goals for a well rounded financial plan.
Regulatory
The Smallco Broadcap Fund is fully compliant with ASIC regulations, transparency and governance. It is audited regularly and follows best practice risk management to protect investor interests at all times.
In summary the Smallco Broadcap Fund gets growth across the market, it’s a good option for investors looking for stability and upside in their portfolios.
What’s different about Smallco Broadcap
Smallco Broadcap is different by having a balanced approach, large cap stability and small cap growth. This combination gets stable long term returns and capitalise on new opportunities, gets dynamic exposure to the Australian market.
Selector High Conviction Fund
The Selector High Conviction Fund targets a concentrated list of the top Australian companies with the highest growth potential. It aims to beat the S&P/ASX 200 Index through high conviction stock picks.
The fund uses a high conviction investment approach, focusing on stocks with good fundamentals and high growth. Active management gets optimal returns by using expert research, balancing growth opportunities with minimal market risk.
Performance
The Selector High Conviction Fund has performed well over different time periods, growth has been strong. As at 31 December 2024:
1-Year: 20.45%
3-Year: 14.36%
5-Year: 16.90%
Hypothetical Growth
A hypothetical $100,000 investment in the Selector High Conviction Fund would be approximately $120,450 in 1 year, $136,360 in 3 years and $169,000 in 5 years.
1-Year: $120,450 (20.45% return)
3-Year: $136,360 (14.36% annualized return)
5-Year: $169,000 (16.90% annualized return)
Investment Approach
The Selector High Conviction Fund finds companies with high growth potential. The concentrated portfolio has high conviction stocks for long term growth, to beat broader market indices through active management to get maximum returns.
Risks
Investment risk includes market risk, concentrated portfolio risk, liquidity risk and operational risk of underlying companies. Investors should consider their risk tolerance to match the fund’s high conviction approach and review their financial goals.
Regulatory
The Selector High Conviction Fund is fully compliant with ASIC regulations, transparency and investor protection. Audited regularly to ensure high integrity and financial accountability, to build investor trust.
In summary the Selector High Conviction Fund gets targeted high return investment in the Australian equity market. It’s a good option for investors with higher risk tolerance looking for concentrated growth in specific sectors.
What’s different about Selector High Conviction
Selector High Conviction is different by having a concentrated portfolio, fewer and higher quality investment opportunities. This approach gets big growth and big returns even in a volatile market.
Forager Australian Value
The Forager Australian Value Fund finds undervalued Australian stocks trading below their intrinsic value. It targets mispriced companies with growth potential to beat the S&P/ASX 100 Index.
Using a bottom up approach the fund uses detailed research and stock screening to find opportunities in undervalued sectors. Active management adjusts the portfolio to take advantage of market inefficiencies to get optimal returns and risk management.
Performance
The Forager Australian Value Fund has performed well, beating the benchmark over different time periods. As at 31 December 2024:
1-Year: 15.50%
3-Year: 11.72%
5-Year: 13.20%
Hypothetical Growth
A hypothetical $100,000 investment in the Forager Australian Value Fund would be approximately $115,500 in 1 year, $137,200 in 3 years and $179,671 in 5 years.
1-Year: $115,500 (15.50% return)
3-Year: $137,200 (11.72% annualized return)
5-Year: $179,671 (13.20% annualized return)
Investment Approach
Forager uses a disciplined value investing approach, finding undervalued companies with long term capital growth potential. The approach gets high quality investments with a margin of safety and minimizes risk to get better returns.
Risks
Key risks are market risk, stock specific risk, underperformance risk and liquidity risk. Investors should consider their risk tolerance to match their financial goals and investment time frame.
Regulatory
Forager Australian Value Fund is fully compliant with ASIC regulations, transparency, fair dealing and investor protection. Audited regularly and detailed reporting is standard to maintain high accountability and investor trust.
In summary the Forager Australian Value Fund gets strong capital growth by finding undervalued stocks. The value approach is good for long term investors looking to take advantage of market inefficiencies.
What’s different about Forager Australian Value
Forager Australian Value finds hidden opportunities in undervalued stocks. The disciplined value investing approach is flexible and looks at market mispricing while being conservative.
Hyperion Australian Growth
Hyperion Australian Growth gets long term capital growth by investing in Australian companies with strong earnings potential. It beats the S&P/ASX 300 Index using a rigorous selection process.
The strategy focuses on growth mid to large cap businesses to get diversification. Active management with thorough research takes advantage of opportunities in growing sectors and emerging trends to get growth.
Performance
Hyperion Australian Growth has performed well, growing over different time periods. As at 31 December 2024:
1-Year: 16.22%
3-Year: 13.50%
5-Year: 15.45%
Hypothetical Growth
A $100,000 investment in the Hyperion Australian Growth Fund would be:
1-Year: $116,220 (16.22% return)
3-Year: $135,000 (13.50% annualized return)
5-Year: $154,500 (15.45% annualized return)
Investment Approach
Hyperion’s investment approach is to find companies with strong growth potential, great management and market leadership. By getting long term sustainable growth the fund gets diversification across industries to get high stable returns.
Risks
Like all investments the Hyperion Australian Growth Fund has risks including market risk, sector risk and economic risk. Investors should consider their risk profile to match their investment goals and time frame.
Regulatory
Hyperion Australian Growth is fully compliant with all Australian regulations and subject to ASIC guidelines. This means transparency, investor protection and good corporate governance.
In summary the Hyperion Australian Growth is a good investment for long term capital growth, getting growth in Australia’s growing sectors and a well managed and diversified portfolio.
What’s different about Hyperion Australian Growth
Hyperion Australian Growth finds companies with great growth potential across industries. The disciplined research driven approach means adaptability and stable returns despite market volatility.
First Sentier Wholesale Geared Share Fund
First Sentier Wholesale Geared Share Fund uses gearing to get growth by investing in Australian equities and aims to beat the S&P/ASX 200 Accumulation Index over the long term.
Active management and thorough market analysis finds growth opportunities. Gearing increases equity exposure to get high returns in uptrends and diversification across major Australian industries.
Performance
First Sentier Wholesale Geared Share Fund has performed well over different time periods. As at 31 December 2024:
1-Year: 27.45%
3-Year: 15.62%
5-Year: 17.18%
Hypothetical Growth
A $100,000 investment in the First Sentier Wholesale Geared Share Fund would be:
1-Year: $127,450 (27.45% return)
3-Year: $154,470 (15.62% annualized return)
5-Year: $222,815 (17.18% annualized return)
Investment Approach
The fund takes advantage of high growth stocks and diversifies risk. Gearing gets higher returns, targets companies with strong fundamentals and market positioning.
Risks
Investments in the fund are higher risk due to market risk, gearing risk and company risk. Borrowing increases exposure to losses in downturns so you need to assess risk suitability.
Regulatory
First Sentier Wholesale Geared Share Fund is ASIC compliant, means transparency, investor protection and full disclosure. Strict compliance practices including regular audits means trust and operational integrity.
In summary the First Sentier Wholesale Geared Share Fund is a high growth opportunity for those who can handle higher risk. Gearing gets you more equity exposure to get big long term gains.
What’s different about First Sentier Wholesale Geared
This fund’s gearing gets you more returns by using your capital effectively. Active management and diversification means resilience and opportunities in all market conditions.
Hyperion Australian Growth Companies Fund
Hyperion Australian Growth Companies Fund is a high growth Australian equities fund that focuses on finding innovative and market leading companies. It aims to beat the S&P/ASX 300 Total Return Index.
The fund is a long term growth fund, prioritises quality companies with sustainable competitive advantage. This approach uses intensive research and active management to get strong consistent performance and diversification across sectors for stability.
Performance
Hyperion Australian Growth Companies Fund has performed well. As at 31 December 2024:
1-Year: 20.31%
3-Year: 13.45%
5-Year: 15.89%
Hypothetical Growth
A $100,000 investment in the Hyperion Australian Growth Companies Fund would be:
1-Year: $120,310 (20.31% return)
3-Year: $143,550 (13.45% annualized return)
5-Year: $209,007 (15.89% annualized return)
Investment Approach
Hyperion looks for companies with earnings growth, scalable business models and market leadership. We prioritise quality over quantity and invest in a concentrated portfolio to capture value and reduce exposure to underperforming sectors.
Risks
Key risks are market risk, over concentration in certain sectors or companies, liquidity risk and reliance on financial forecasts. Investors should match investments to their risk profile and long term goals.
Regulatory
Hyperion Australian Growth Companies Fund is ASIC compliant, means investor confidence through transparency and disclosure. Independent audits is key to maintaining high standards of accountability.
This means the fund operates with integrity, protects investor interests and meets strict compliance requirements. Regulatory rigour supports long term growth and relationships with stakeholders.
What’s different about Hyperion
Hyperion Australian Growth Companies Fund gets you a concentrated portfolio of high performing growth companies. Focused on long term innovation and market leadership means stability and big returns for investors.
First Sentier ex-20 Australian Share Fund
First Sentier ex-20 Australian Share Fund targets high performing Australian companies outside the ASX 20 Index, gives you exposure to quality mid and large cap stocks across multiple sectors.
Using a disciplined research driven approach the fund aims for consistent long term returns. It finds under appreciated growth opportunities and manages risk. Active stock selection gets you strong performance and sector diversification for portfolio resilience.
Performance
First Sentier ex-20 Australian Share Fund has performed well over multiple periods. As at 31 December 2024:
1-Year: 15.42%
3-Year: 11.68%
5-Year: 13.97%
Hypothetical Growth
A $100,000 investment in the First Sentier ex-20 Australian Share Fund would be:
1-Year: $115,420 (15.42% return)
3-Year: $139,055 (11.68% annualized return)
5-Year: $189,035 (13.97% annualized return)
Investment Approach
The fund focuses on quality and growth, companies with strong fundamentals and scalable business models. Excluding ASX 20 stocks means we can find value in under researched areas and get optimal portfolio balance.
Risks
Market risk, sector concentration, liquidity risk and economic risk. Investors should consider these in relation to their risk profile and financial goals.
Regulatory
First Sentier ex-20 Australian Share Fund is ASIC compliant, transparency and investor protection. Regular audits and strict disclosure means compliance with industry standards.
In summary the First Sentier ex-20 Australian Share Fund is a different investment opportunity, solid returns and portfolio diversification through many Australian companies.
What’s different about First Sentier ex-20
Excluding ASX 20 companies means the fund can find high opportunity in smaller and mid cap stocks. The strategy provides diversification and growth with minimal overlap to major market indices.
Bennelong Australian Equities Fund
Bennelong Australian Equities Fund aims to deliver growth by investing in quality Australian companies across multiple sectors. It will outperform the S&P/ASX 300 Accumulation Index through stock selection.
The fund uses a quality approach, detailed research and active management to find high potential companies, get consistent returns and diversify risk within the Australian equities market for investor stability.
Performance
Bennelong Australian Equities Fund has strong returns over varying periods. As at 31 December 2024:
1-Year: 15.34%
3-Year: 11.27%
5-Year: 13.62%
Hypothetical Growth
A $100,000 investment in the Bennelong Australian Equities Fund would be:
1-Year: $115,340 (15.34%)
3-Year: $137,533 (11.27%)
5-Year: $189,817 (13.62%)
Investment Approach
Quality over quantity, companies with long term growth, competitive advantage and strong balance sheet. Active management to align the portfolio to market and emerging opportunities.
Risks
Main risks are market risk, industry risk, company risk and regulatory risk. Potential investors should consider their financial goals and risk profile to see if the fund is right for them.
Regulatory
Bennelong Australian Equities Fund is fully ASIC compliant, transparency and ethical governance. Audits are rigorous so investors can have confidence in the fund.
In summary the Bennelong Australian Equities Fund is for those who want long term growth in the Australian equities market. Proven performance and quality stock selection makes it a good choice for growth investors.
What’s different about Bennelong Australian Equities Fund
This fund is stands out for its focus on high-quality companies with competitive advantage. Methodical research driven investment process to get steady returns and reduce risk of market volatility.
FAQs
How do I pick the best fund for my investment goals in 2025?
Pick the best fund by identifying your investment goals, risk profile and time horizon. Research the fund’s performance, fees and strategy to see if it aligns with your financial goals.
Talk to a financial advisor to narrow down your choices. Look for a diversified fund that meets your asset allocation and track record requirements and suits your risk profile and expected returns.
What are the fees for managed funds in Australia?
Managed funds in Australia have management fees, performance fees and entry/exit fees. Management fees are between 0.5% to 2% p.a. depending on the fund complexity and size.
Additional fees may include brokerage fees for transactions and fund administration and reporting fees. Check the fund’s PDS for the full list of fees.
How have Australian managed funds performed to 2025?
Australian managed funds have performed differently over time, a mix of long term growth and short term volatility. They have delivered strong growth in bull markets and occasional downturns in recessions.
In 2025 many funds are focused on stable growth, recovering from recent market disruptions. Investors have seen good returns in equity funds but market volatility is still affecting short term performance across sectors.
What’s the difference between managed funds and ETFs in 2025?
Managed funds are actively managed by professionals for investors. ETFs passively track an index. Managed funds have higher fees than ETFs.
Managed funds offer more flexibility with active management strategies, good for investors who want growth through expert decisions. ETFs have lower fees and a passive cost effective way to invest.
Are managed funds in Australia regulated and by whom?
Yes, managed funds in Australia are regulated by the Australian Securities and Investments Commission (ASIC). ASIC ensures fund managers are transparent and look after investors’ interests.
ASIC requires fund managers to comply with Australian laws and product disclosure must be clear. This protects investors from misleading behaviour and transparency in all managed fund dealings.
What are the tax implications of investing in managed funds in Australia in 2025?
Tax implications for managed funds include capital gains tax (CGT), income tax on distributions and franking credits on dividends. Income from the fund is taxed at your marginal tax rate.
Franking credits reduce tax liabilities especially if there are Australian stocks in the fund. Investors must report capital gains and distributions from fund sales in their annual tax returns to comply with Australian tax laws.
How do I measure the risk of a managed fund?
To measure a fund’s risk review its historical performance, volatility measures and asset allocation. Funds with higher equity exposure or aggressive strategies are riskier.
Research the fund manager’s strategy and understand the sectors or markets the fund is in. Always match the fund’s risk profile to your risk tolerance, considering your long term goals and financial situation.
What sectors are Australian managed funds investing in 2025?
In 2025 many Australian managed funds are investing in high growth sectors like technology, healthcare, clean energy and real estate. These industries are driven by innovation, sustainability trends and long term demographic changes.
Funds are also looking into emerging sectors like cybersecurity, renewable energy and infrastructure to capture growth from global trends and government investments.
Can I invest in international assets through Australian managed funds?
Yes, many Australian managed funds offer access to international assets including global equities, fixed income and alternative investments. These funds provide geographic diversification for Australian investors.
Investors can choose funds with global or region specific strategies that target international markets. Funds that offer access to developed and emerging market assets can provide diversification and potentially better returns through global growth.
What is the minimum investment for managed funds in Australia?
The minimum investment varies but is typically $500 to $5,000 for regular investments. Some funds offer dollar cost averaging through monthly contributions.
Larger investments may be required for direct investments while other funds offer tailored investment strategies with more flexibility. Always check the PDS for specific entry criteria and investment levels.
How do managed funds compare to direct stock investing in 2025?
Managed funds offer diversified exposure across multiple assets, reducing the risk of individual stock movements. Fund managers make investment decisions based on research.
Direct stock investing can provide higher returns through market timing and individual stock selection but comes with higher risk due to limited diversification. Managed funds make investing simple through professional management.
What are the benefits of managed funds over other investments?
Managed funds offer professional management, diversification and strategic decision making, so you don’t need to do your own research. They’re perfect for investors looking for a passive long term investment strategy.
Compared to direct investing or ETFs managed funds offer more tailored strategies. They’re great for those who want asset allocation expertise without having to manage every trade personally, so perfect for less active investors.
How are returns from managed investment funds paid to investors?
Returns from managed funds are paid through regular income (e.g. dividends or interest) and capital gains distributions. These payouts are based on the performance of the underlying assets.
Distributions can be paid quarterly, semi-annually or annually and can be reinvested or withdrawn. Investors will also receive a tax statement showing the income earned and any deductions or credits.
What does a fund manager do in a managed investment fund?
A fund manager is responsible for overseeing the investment strategy, selecting the assets and ensuring the fund stays within its objectives. They make decisions based on market conditions to maximise returns.
Fund managers monitor market conditions, research and adjust the portfolio to meet the fund’s goals. Their expertise and direction guide the fund’s performance and risk management.
Are there ethical or sustainable managed funds in Australia in 2025?
Yes many Australian managed funds in 2025 are designed to meet ethical and sustainability criteria. These funds consider environmental, social and governance (ESG) factors when investing.
Investors looking for sustainable practices can choose from ESG compliant funds that focus on industries such as renewable energy, sustainable agriculture and green technology aligned to long term ethical growth.
How have managed funds performed in recent events up to 2025?
Recent events such as global market volatility and pandemic induced disruptions have affected managed funds by creating market turmoil. Some funds suffered short term losses but recovered through active management.
Funds that invested in resilient industries such as technology or healthcare performed better while those that were exposed to hospitality and travel were more impacted. Long term growth strategies are helping with recovery by 2025.
How can you withdraw from a managed investment fund?
Liquidity options for managed funds vary but typically include monthly or quarterly redemptions. Withdrawal amounts will depend on the fund’s redemption policy and structure.
Some managed funds may have restrictions on how often you can redeem, with lock in periods or withdrawal fees. Check the fund’s PDS for specific liquidity conditions before you invest.
How do I check on my managed fund investments?
You can check on your managed fund’s performance through fund updates, monthly or quarterly. Many funds have online portals to track returns, distributions and portfolio value.
Also review annual statements for detailed performance metrics, compare the fund’s performance to industry benchmarks and stay up to date with news. Most funds also offer direct access to performance tracking tools for investors.
What’s next for the managed funds industry in Australia beyond 2025?
The managed funds industry in Australia will continue to grow beyond 2025 with innovations in sustainable investing, more bespoke funds and digital platforms.
Funds that focus on global diversification, emerging technologies and ESG will be more prominent. Better regulation and technology will mean greater transparency so investors can access products tailored to their needs.
Originally Published:
https://www.starinvestment.com.au/top-10-managed-funds-australia-2025/
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