Managed Funds

Access local and global investments mainly exclusive to our diversified Managed Funds.

What are Managed Funds?

Managed Funds are professionally managed investment vehicles that allow investors to diversify across a range of asset classes. In addition, by pooling together capital with other investors, Managed Funds provide access to local and overseas investment products that are not typically available to individual investors.

Gleneagle Securities’ Managed Funds are operated by professional program managers who adhere to model portfolio guidelines, set out in freely available product disclosure statements. Our clients benefit from full transparency when trading with any of our managed investments.

How do managed funds work?

With Managed Funds, you choose which fund suits your investment objectives and risk profile. Rather than choosing specific assets, you apply to invest into units of a desired fund and benefit from the expertise of professional fund managers who make all the asset investment and diversification decisions.

when investing

Gleneagle's Managed Funds

Gleneagle offers a range of Managed Funds to suit different investor needs and full transparency with real-time information on your portfolio including:

Benefits of Managed Funds

Risks of Managed Funds

get started

Open a new Managed Funds account with us today.

Frequently Asked Questions

When providing personal information, it typically takes 48 hours to process a Managed Fund application. However, if you provide trustee information, it takes 5 – 10 working days to process a fund application.

Please refer to your Managed Fund’s PDS, as how you receive your returns is dependent on the Managed Fund you invest in. Generally, some Managed Funds pay out an income, which will be sent to your designated bank account. Other Managed Funds grow in value and returns are received upon redeeming Managed Fund Units. Note that your funds can only be paid into bank accounts that have the same name as the one registered with the Managed Fund.

Monthly reports detailing the Managed Fund’s performance will be provided to investors via email.

To redeem units in a Managed Fund, please contact your Gleneagle Advisor. Some funds have a minimum redemption requirement. Note that your funds can only be paid into bank accounts that have the same name as the one registered with the Managed Fund.

To make additional investments into a Managed Fund, please contact your Gleneagle Advisor. Note that some Managed Funds will have a minimum deposit.

Please refer to your Managed Fund’s PDS regarding where your funds are held.