Managed funds
A disciplined approach to portfolio construction is central to long-term wealth creation. Our managed fund strategies provide investors with access to high-conviction ideas across global equities, emerging markets, and fixed-income, delivered through a valuation-led framework.
What are managed funds?
A managed fund combines the capital of multiple investors into a professionally managed portfolio, aligned with a defined investment mandate. This structure offers:
- Diversification at the portfolio level, reducing exposure to single-asset risk
- Access to institutional grade research and risk management
- Active capital allocation that adapts to economic and market cycles
- Efficiency, with investors benefiting from scale and professional execution
Compare managed funds
Our various types of managed funds provide diversified access across global equities,
emerging growth markets, and credit. Each reflects our pragmatic value philosophy and aims
to deliver risk-aware, long-term returns.
Broad exposure to international businesses with sustainable earnings
Valuation discipline and downside protection embedded in every decision
A long-term orientation underpins every allocation decision
Targeted growth opportunities in Asia, China, and frontier
markets
Focus on idiosyncratic opportunities and innovation-led growth
Local insights applied within a global investment context
Diversified exposure across investment-grade, high yield, and sovereign credit
Designed to deliver stable income streams and portfolio diversification
Active credit selection guided by disciplined risk management
How to choose the best managed funds in Australia
Selecting the best managed funds in Australia means aligning with your objectives, time horizon, and risk tolerance, not just past performance.
Key factors to consider include:
- Objectives: Growth, income, or capital preservation
- Track record: Consistency through market cycles
- Experience: Depth of research and proven allocation capability
- Risk profile: Volatility aligned with your comfort level
- Transparency: Clear reporting and fee structures
How to invest in managed funds
Investing with Antipodes is straightforward. Whether you are an individual, adviser, or
institutional client, our funds can be accessed through:
- Major investment platforms
- Direct application via our online portal
- Your financial adviser or broker
Frequently asked questions
ETFs vs managed funds: What is the difference?
ETFs trade intraday on an exchange. Managed funds are traded directly with the issuer at end-of-day NAV. Each structure has distinct liquidity and tax considerations.
Do managed funds pay dividends?
Yes. Most funds distribute income quarterly or semi-annually, depending on the mandate.
What are the risks of managed funds?
Like all investments, managed funds carry risk. These may include market volatility,
liquidity risk, and manager-specific risks. Our approach focuses on mitigating downside
while compounding capital sensibly over time.
How are managed funds taxed in Australia?
Investors are typically taxed on distributions and realised gains. An annual tax statement is provided to support reporting.
Are managed funds worth it?
Managed funds can be a valuable option for investors seeking access to professional expertise, diversification, and disciplined investment strategies, especially if you don’t have the time or resources to manage a portfolio yourself. They can be particularly worthwhile for long-term goals and navigating complex market conditions.