This article lists the 20 most popular managed funds invested in by SMSFs as of 30 June 2024. We are grateful to 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 assets and asset classes 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. These days, many are listed on the ASX mFunds service so units can be bought and sold through a broker. (ASX mFunds are not to be confused with exchange-traded funds (ETFs), although many fund managers also offer ETFs.)
Learn more about mFunds and how ETFs compare to traditional managed funds.
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