Managed
Funds
Our Qualified Fund Managers, can help you choose the right funds to invest your money in, based on your Investor Profile.
Managed Funds
Why use our Fund Managers?
Get specialised help to create an investment strategy – our Fund Managers can help you choose the right funds to invest your money in.
Achieve your savings target – be supported to reach your savings goals.
About Managed Funds
Managed Funds are a great way for you to invest any surplus income and utilise the skills and experience of a qualified Fund Manager, who will choose the right funds to invest your money in, based on your Investor Profile.
Your money will be pooled with other investors’ money and invested in various investments. Minimum account balance is $1,000 and you can make regular deposits and withdrawals (minimum amounts apply).
Fees are based on the net asset value of your Funds and you can get the same returns as a good performing KiwiSaver fund, but your funds will not be locked in until you reach retirement age, and you are able to move your investment between the Funds at any time.
If you are saving for a large expense in 5 – 20 years’ time, this could be the perfect option for you to watch your money grow and help you reach your financial target.
Contact Futurisk to find out more and complete your Investor Profile.
Or you can work out your own risk profile at https://sorted.org.nz/tools/investor-kickstarter.