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Award-Winning Managed Funds by
Wealth Management Group

Our managed funds offer a dynamic way to grow your wealth while benefiting from the expertise of seasoned investment professionals.

Low-cost, high-quality investments

At Wealth Management Group, our managed fund solutions give clients access to expertly managed portfolios designed to deliver consistent performance and align with a wide range of financial goals.

Whether your priority is growing wealth, preserving capital, or generating income, our professionally curated funds provide a seamless and efficient way to invest with confidence.

Why invest in managed funds?

Managed funds are an easy, low-cost way for you to invest. They pool together the money invested by many people and use it to invest in many companies at once, or securities such as bonds.

Low costs
Wealth Management Group managed funds are low cost, so you keep more of your returns.
Trading Diversified
In a single investment, managed funds provide access to hundreds and sometimes thousands of shares, bonds, or both, so you spread out your investment risk.
Easy
You can buy and sell managed funds easily and quickly through a Wealth Management Group Investor Account.

Our Approach

Managed funds with Wealth Management Group provide the perfect balance of expertise, performance, and convenience. Whether you're a first-time investor or managing a complex portfolio, we're here to help you achieve your financial goals.

Curated Fund Selection
We identify high-quality managed funds from leading providers, prioritizing strong performance, cost efficiency, and alignment with client goals.
Multi-Asset Strategies
Our managed funds span equities, fixed income, alternatives, and multi-asset portfolios, offering a comprehensive approach to diversification.
Active and Passive Options
Whether you prefer actively managed funds that aim to outperform the market or passively managed funds that track benchmarks, we offer solutions to match your strategy.
Rigorous Performance Monitoring
We continually evaluate fund performance, ensuring alignment with market conditions and your evolving financial goals.
Tailored Advice
Our advisors work with you to select funds that complement your broader portfolio and long-term objectives.
Focus on Cost Efficiency
We prioritize managed funds with competitive fee structures, ensuring that more of your money is working toward achieving your financial goals.
Global and Local Expertise
Our approach combines global market insights with local expertise, enabling us to select funds that capitalize on worldwide opportunities while addressing region-specific dynamics.

Learn more about managed funds

We have plenty of insights and resources to help you understand the benefits of investing in managed funds with Wealth Management Group.

Flexibility
Managed fund units can be bought in fractions, so you can choose the exact dollar amount that you want to invest.
Regular investments
It's easy to make regular automated investments into managed funds, which over time will average out the price per unit that you pay.
No brokerage
There are no brokerage fees when you invest in managed funds because they're not listed on the stock exchange.

Benefits of Investing in Managed Funds with Us

Managed funds with Wealth Management Group provide the perfect balance of expertise, performance, and convenience. Whether you're a first-time investor or managing a complex portfolio, we're here to help you achieve your financial goals.

Simplified Investing
Save time and effort with a professionally managed portfolio that adapts to market conditions.
Access to Expertise
Benefit from the knowledge and resources of experienced fund managers. Reduced Risk: Diversification across multiple asset classes helps mitigate the impact of market volatility.
Scalable Solutions
Invest at your own pace with flexible options for every stage of your financial journey.
Consistent Performance
Our managed funds are designed to deliver reliable returns over time, balancing growth and stability to suit your financial objectives.
Comprehensive Market Access
Gain exposure to a wide range of asset classes and geographic regions, from emerging markets to established economies, all within a single investment vehicle.
Ease of Management
Invest easily, and monitor your portfolio, through the Wealth Management Group Investor platform.

Strength in numbers

9000+
Trust us to manage their portfolio and grow their wealth.
150+
Work globally between our three major offices.
9+
Worth of assets under management in the last 14 years.

Financial Products

Discover the different types of investments and services at your disposal.

Industry Leading Platform and Expert Advice

Our industry leading platform combines cutting edge technology with expert guidance to help you make confident, informed decisions. Whether you're navigating complex markets or seeking tailored solutions, our intuitive tools and seasoned professionals are here to support you every step of the way. Recognized for excellence and innovation, we deliver reliable insights and personalized advice that empower you to achieve your goals with clarity and confidence.