Total Asset Management Total Asset Management

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Managed funds

Managed Funds: Engineered for Resilient, Diversified Wealth Creation

Our managed funds offer a practical path to long-term wealth. Through strategic diversification, investors access various asset classes and markets, helping balance risk and pursue growth.
INVESTMENT STRATEGY

Expert guidance powering lasting wealth

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At Total Asset Management, we offer managed fund solutions built by experts to help you reach your financial goals. We conduct thorough research, select assets wisely, and maintain ongoing oversight to adapt to market changes while aiming for steady growth and long-term value.

Whether you want to grow your wealth, protect your savings, or earn income, our funds make investing simple and efficient. With a mix of diverse assets and expert management, we help you navigate changing markets and identify new opportunities worldwide. Our goal is to give you a clear and balanced investment experience so you can reach your financial goals with confidence.

Understanding managed funds

Why invest in managed funds?

Managed funds give you instant diversification at a low cost, making it easy to build a balanced portfolio. By pooling your capital with others, you can access more companies, sectors, and securities than you could on your own, thereby lowering your risk. This approach gives you professional management, effortless monitoring, and a clear path to your financial goals.
Low costs
Total Asset Management managed funds are low-cost, so you keep more of your returns. CHANGE TO With Total Asset Management, our managed funds are designed to help you keep more of your investment returns by keeping costs low. We cut out unnecessary fees and use a careful approach to managing your portfolio, so more of your money can grow.
Diversification
With one investment, managed funds give instant access to a diversified portfolio of hundreds or thousands of shares and bonds. This wide exposure spreads risk across companies, sectors, and geographies, minimising the impact of volatility in any one area.
No Hassle
With a Total Asset Management Investor Account, you gain the power to buy and sell managed funds simply and efficiently. Our streamlined platform puts you in direct control, letting you adjust your portfolio quickly as your goals change. Every transaction is secure, fully transparent, and designed to keep you firmly in charge of your investments.
INVESTMENT STRATEGY

Our Approach

Managed funds with Total Asset Management combine expertise, performance, and convenience to make investing accessible and effective for every client. Our experienced team applies disciplined strategies and deep market insight to manage portfolios aligned with your objectives and risk profile. Whether you are starting your investment journey or managing a diversified, complex portfolio, we provide the guidance, tools, and oversight to help you confidently and efficiently reach your financial goals.
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Curated Fund Selection
We identify high-quality managed funds from leading providers, prioritizing strong performance, cost efficiency, and alignment with client goals.
Multi-Asset Strategies
Our managed funds span equities, fixed income, alternatives, and multi-asset portfolios, offering a comprehensive approach to diversification.
Active and Passive Options
Whether you prefer actively managed funds that aim to outperform the market or passively managed funds that track benchmarks, we offer solutions to match your strategy.
Rigorous Performance Monitoring
We continually evaluate fund performance, ensuring alignment with market conditions and your evolving financial goals.
Tailored Advice
Our advisors work with you to select funds that complement your broader portfolio and long-term objectives.
Focus on Cost Efficiency
We prioritize managed funds with competitive fee structures, ensuring that more of your money is working toward achieving your financial goals.
Global and Local Expertise
Our approach combines global market insights with local expertise, enabling us to select funds that capitalize on worldwide opportunities while addressing region-specific dynamics.

Understanding managed funds

Learn more about managed funds

Total Asset Management gives clear insights and resources to help you understand managed funds. We offer market analysis, educational materials, and expert guidance. Our goal is to give you the knowledge and tools to make confident decisions. We show how managed funds work and strengthen your long-term strategy through diversification, professional management, and transparent oversight.
Flexibility
You can buy managed fund units in fractions. This lets you invest exactly the dollar amount that fits your financial plan. As a result, managed funds become accessible to more investors, helping you start diversifying without high minimums.
Automated investing
Make regular automated investments in managed funds to build wealth over time. Set up recurring contributions to use dollar-cost averaging, buying units at varying prices as markets shift. This approach smooths volatility, reduces the risk of investing at a market peak, and supports long-term growth.
No brokerage fees
Managed funds do not incur brokerage fees, as they are not traded on a public stock exchange. Instead, investors buy and sell units directly through the fund provider, eliminating the costs typically associated with market transactions.
INVESTMENT STRATEGY

Benefits of Investing in Managed Funds with Us

Managed funds with Total Asset Management provide the perfect balance of expertise, performance, and convenience. Whether you’re a first-time investor or managing a complex portfolio, we’re here to help you achieve your financial goals.
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Simplified Investing
Save time and effort with a professionally managed portfolio that adapts to market conditions.
Access to Expertise
Benefit from the knowledge and resources of experienced fund managers. Reduced Risk: Diversification across multiple asset classes helps mitigate the impact of market volatility.
Scalable Solutions
Invest at your own pace with flexible options for every stage of your financial journey.
Consistent Performance
Our managed funds are designed to deliver reliable returns over time, balancing growth and stability to suit your financial objectives.
Comprehensive Market Access
Gain exposure to a wide range of asset classes and geographic regions, from emerging markets to established economies, all within a single investment vehicle.
Ease of Management
Invest easily, and monitor your portfolio, through the Total Asset Management Investor platform.

Our reach

Managed investing, supported at scale.

9000

CLIENT ACCOUNTS

Clients trust us to support diversified portfolios and long-term financial goals.

150

EMPLOYEES

Our teams support investors across major international offices.

7 +

BILLION DOLLARS

Assets overseen across client portfolios over the last decade.

Financial Products

Investments at your disposal.

Managed funds
INVESTMENTS

Managed funds benefiting from the expertise of seasoned investment professionals.
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Fixed Income & Bonds
INVESTMENTS

Prioritize stability and consistent returns with high-quality bonds and fixed income securities.
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Private Equity
INVESTMENTS

High-growth companies tailored for long-term value and strong returns.
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Mutual Funds & ETFs
INVESTMENTS

Diversify your investments with mutual funds and ETFs. Balanced growth and long-term success.
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Stocks & Shares
INVESTMENTS

Unlock the potential of stocks and shares tailored for long-term growth and success.
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Risk Assessment
INVESTMENTS

Risk Assessment informed decisions. Tailored for your risk tolerance and financial goals.
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Digital Assets
INVESTMENTS

Invest in cryptocurrencies and blockchain technologies diversifying your portfolio.
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