This article lists the 20 most popular managed funds invested in by SMSFs as of 30 June 2024. We thank Class, an SMSF administration software company, who have provided the data used in this article.
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Managed funds, as the name suggests, are an investment structure where professional fund managers select and manage the fund’s investments on behalf of their investors.
Managed funds have long appealed to people who may not have the time, inclination or expertise to invest in certain asset classes on their own behalf. And as investors pool their money, managed funds also give them access to a wider range of investments than their financial resources might otherwise give them access to.
Traditionally, managed funds were ‘unlisted’, which meant units in the fund could only be purchased by applying to the fund. In recent years, many were listed on the Australian Securities Exchange (ASX) mFunds service so units can be bought and sold through a broker. Increasingly, many are also being offered as exchange-traded funds (ETFs).
Note
Following the runaway success of exchange-traded funds (ETFs), and a shift in investor preference towards passive index funds, the ASX has decided to wind down and close its mFund platform in May 2026.
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