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How managed funds work

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1. Open a trading account.

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2. A Commonwealth Financial Planner can help you choose what investments might be right for you. Your first appointment is free.

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3. The fund units you hold allow you access to different assets.

4. Invest for capital growth or regular income.

 
 
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Why invest in managed funds?

Professional and experienced fund managers.

You decide how much risk to take on.

Access sophisticated assets not always available to individual investors.

Choose different fund managers, asset classes, companies, industries, sectors and countries.

Related products

Commonwealth Direct Investment Account

The perfect place to grow funds after selling a property or cashing in a share portfolio. Provides full access to your funds when you need them.

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Protected Loan

This flexible loan facility allows individuals and self-managed super funds to borrow to purchase shares in two payments.

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Term deposits

Enjoy the security of an interest rate guaranteed not to change for the nominated term, so you know exactly what your investment’s worth.

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Things you should know

This document contains factual information only. It is not intended to imply any recommendation or opinion about a financial product. You should consider talking to a financial planner before making a financial decision. Use of the word We refers to Commonwealth Financial Planning. This document has been prepared by Commonwealth Financial Planning Limited ABN 65 003 900 169, AFSL 231139, (Commonwealth Financial Planning) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Commonwealth Financial Planners are representatives of Commonwealth Financial Planning. 

Information in this document is based on current regulatory requirements and laws as at September 2016, which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Commonwealth Financial Planning, its related entities, agents and employees for any loss arising from reliance on this document.