Managed funds

We have a SMSF and have purchased an apartment, shares and now have a small amount of cash. Should we look at a managed fund, as we will have around $5,000 per month to invest? If so, which one would you suggest? If not, what should we be doing with this money?

A: Let’s start with the asset allocation first- cash, fixed interest, property, Australian shares, international shares.

How does your allocation work out here?

What is the balance between income and growth assets? How does this fit with your investment horizon/risk appetite?

What sort of managed fund are you thinking about?


Read Answer