Managed Fund Solutions (MFS) are designed for clients who want cost-effective diversification and professional investment management, supported by clear advice — without the complexity of building and managing a bespoke portfolio.
MFS offers two structured options — Single Fund and Multi-Fund — allowing us to recommend a solution that aligns with your investment amount, risk profile, and long-term objectives.
Single Fund Solution Straightforward investing, professionally managed.The Single Fund option provides access to a professionally managed fund aligned to your investor profile — such as conservative, balanced, or growth. Based on your goals, time horizon, and comfort with risk, we recommend a suitable fund from a carefully curated range.
Each fund is actively managed and may invest across shares, other funds, or a combination of asset types. This approach offers a clear and efficient entry point into managed investing, with built-in diversification and professional oversight.
This option is particularly well suited to investors with smaller starting amounts or those seeking simplicity.
Multi-Fund SolutionDiversification through multiple investment styles.
The Multi-Fund option combines several professionally managed funds into a single diversified portfolio. By allocating across multiple managers and investment styles, this approach aims to enhance diversification and reduce reliance on any single strategy.
This solution operates under FMA DIMS licensing, allowing the portfolio to be actively monitored and rebalanced within agreed parameters. Day-to-day management is handled on your behalf, ensuring the portfolio remains aligned with its objectives as market conditions change. With Managed Fund Solutions, you receive:- Advice-led fund selection aligned to your goals and risk profile
- Access to professionally managed investment funds
- Built-in diversification and disciplined oversight
- Ongoing monitoring and portfolio management (Multi-Fund option)
- Regular reporting and transparent performance updates
- Tax efficiency through PIE fund structures – where applicable
- Secure custody and streamlined administration