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What are Discretionary Managed Funds?

Discretionary Managed Funds are funds that are managed by professional investment managers who specialise in managing individual investment portfolios for investors. The investment manager will take responsibility for making all of the decisions about the investments in your portfolio at their discretion based on your investment objectives and pre-determined risk profile.

This form of investment might well appeal to those who perhaps don’t have the time or the knowledge to run their own portfolios and are unsure how to create a balanced spread of asset classes and review them regularly. The investor hands over control of their investments to a third party who looks after the day- to- day management of the funds invested.


Choosing the right fund for you

If you would like to find out more about Discretionary Managed Funds please get in touch with us. We can help you navigate the numerous funds that are available and suggest a fund that is best suited to your needs and risk profile.

Please note – the value of your investment in a Discretionary Managed Fund may go down as well as up.