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Features
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Unique qualities of managed funds
Managed funds offer small investors the opportunity to
invest in the ‘big end of town'. You can achieve a diversified portfolio with a
relatively small investment. Take Andrea's situation. She has never invested
before but has a small amount she'd like to invest long-term.
Compare how Andrea's investment fares in two different
scenarios
| If Andrea invests in a managed fund ... | If Andrea pursues other options ... | |
|---|---|---|
|
She can get started with a
diversified portfolio for as little as $2,000
|
 |
Her choices are a limited number
of shares or cash
|
|
She has the potential to achieve
high returns with less risk in the long term
|
 |
She has the potential to achieve
high returns but at more risk, or smaller returns at less risk
|
|
She can achieve a diversified
portfolio
|
 |
She may find it difficult to
achieve a diversified portfolio
|
|
Her investments may be protected
through diversification
|
 |
Her investments may be more
exposed to risk
|
|
Experts will look after her
investment
|
 |
She will have to do her own
research and fund management
|
|
A managed fund may enable her to
tap into global property and international shares
|
 |
Some investment opportunities may
be out of her reach
|
|
Her fund may have a regular
savings plan attached
|
 |
Her assets may not be easy to top
up
|
| Find out more about investment |
| Download a copy of 'Investing made easy' (PDF
1.73MB). Find a financial adviser using BT's Adviser Referral Program. Learn about BT's managed funds. |