Managed Account

The aim of managed investment accounts is to provide investment results that outperform the market.

This is achieved by using tactics such as ‘dollar cost averaging’, which can be used to reduce risk, and may potentially increase returns. Managed accounts also improve diversification in your portfolio by utilising a number of stock-selection strategies, including ‘value’, ‘growth’ and ‘income’.

When managed accounts are employed, investors benefit from the expertise of highly-skilled fund managers. This approach is more flexible than using funds or stocks that can only be purchased through an investment broker. Plus, managed account providers also offer tax benefits that may not normally apply if you purchase these assets yourself.

Managed investment accounts are simply managed portfolios of stocks and bonds. In contrast to managed stock exchanges, which offer an opportunity to invest in a narrow range of securities, managed accounts give you access to the expertise of a professional manager who can monitor your entire portfolio.

This is a more flexible option than using managed funds because managed accounts are managed on an individual basis, rather than being managed according to a particular fund or category.

Managed accounts are often used for the following purposes:

– Investment performance

– Diversification

– Minimising taxes

– Portfolio flexibility/control

– Professional management and advice