Managed investment funds pool money on behalf of many investors, specialist investment managers then manage these funds. Most managed investments are structured as unit trusts. When you invest, you are allocated a number of units based on the amount you invest and the current unit price.

Managed funds often vary significantly from each other in terms of the types of investments they hold and their investment strategy. Many funds specialise in one type of investment, such as Australian shares, international shares, cash or property. Others, generally called diversified funds, invest across a range of asset classes.

There are many ways in which managed funds can fit into an investment strategy. They can be used to invest in asset classes that are difficult to invest in directly, sch as international shares and commercial property. Abdicating decision making to a manager offers the opportunity for the investment to be far more passive than direct investment in shares or property. Managed funds also give investors the opportunity to invest small amounts at a time in a diversified range of assets.

Whether managed funds are accessed directly through a fund manager or through a financial advisor, in most cases there is a portion of the management fee set aside to pay commissions. By accessing managed funds through Rebate Financial Services, subject to some conditions, you will lower the net cost of the manager by becoming eligible for cash rebates 3 times per year.

If you have current investments in a managed fund(s) simply nominate Rebate Financial Services as your advisor/broker using the form provided below. For new investments fill out a prospectus and send it to our office, we will add our dealer details and forward it to the fund manager on your behalf. Either way, by investing with Rebate Financial Services you will minimise fees, generally to $0, on new investments and potentially reduce ongoing costs because, subject to your account generating at least $20 per month in trailing fees, we will rebate you 50% of the trailling commission paid, three times a year.