Investing
How it works
What is a managed fund?
A managed fund is an investment arrangement that allows you to pool your money with that of other investors. By doing so it may enable you to access investment opportunities you might not otherwise be able to access as an individual investor.
Each fund is managed by professional investment managers who make investment decisions on behalf of the Funds according to the stated investment strategy and strategic asset allocation.
When you invest in a managed fund you are allocated units in the Funds. The number of units you are allocated will depend on the amount invested and unit price applicable at the time of your investment. The value of your units will then vary in line with the movement in the value of the underlying assets of the Fund.
Who can invest in ME Investment Funds?
- Individuals (aged 18 years or over)
- Partnerships
- Companies
- Incorporated bodies or Associations
- Trust or Superannuation Funds
Investors must be Australian residents for tax purposes. Applications by non-resident investors cannot be accepted.
If you change your residency status and you are no longer an Australian resident for tax purposes, you will need to withdraw your holding from ME Investment Funds.
Seeking Financial Advice
Whilst this website and the ME Investment Funds Product Disclosure Statement are designed to provide you with an understanding on the main features and benefits of investing, we recommend you seek financial advice regarding your own personal circumstances before making any investment in ME Investment Funds.
You can contact a dedicated ME Investment Funds Financial Adviser on 1300 138 848 or complete the online contact form if you have any questions about this product. This initial conversation is at no charge to you and is available without obligation.
Last updated on 27th April 2012
