Investing in Managed Funds

A Managed Fund is a pool of investment funds from multiple investors, these funds are looked after by the seleted manager who will then invest the money according to the style of investment and asset allocation used by each managed fund.

There are many manager styles but three of the most common are Value, Growth, and Index.


Vanguard Plain Talk Booklet - Managed Funds Vanguard Plain Talk Booklet - Equities Vanguard Plain Talk Booklet - ETF Vanguard Plain Talk Booklet - Indexing
(Click to Open - Source is Vanguard Investments Plain Talk Booklets)


Managed Fund Research

Below in the Box, you will find research reports for each group (or sub group) of managed funds, each file is a one page summary of the managed fund, and includes such details as performance, underlying investments, consitency, and investment style details.


Documents relevant to the website are held within the Box.com cloud service as shown above.

Please be aware that most are PDF documents and will require a PDF reader to be installed on your computer, if you do not already have one.