Back from the dead – why diversified managed funds deserve a place in your client portfolios

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21 March 2024
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In this episode of Money Management's Meet the Manager, we're joined by Chris Hestelow, investment specialist at Allan Gray Australia. Hestelow discusses why diversified managed funds are a great tool for advisers looking to diversify client portfolios and can be a great complement to a managed account structure.

Tune in to discover

  • Why diversified managed funds are so appealing
  • How these funds compare with managed accounts – why you need both in client portfolios
  • Why flexibility is essential

Watch the video now to learn more about Allan Gray Australia’s Balanced Fund and its contrarian investment philosophy.  

 

Intended for advisers only and published by Money Management. Allan Gray Australia Pty Limited ABN 48 112 316 168, AFSL No. 298487 is the investment manager, and Equity Trustees Limited ABN 46 004 031 298, AFSL 240975 is the responsible entity and issuer of units in the Allan Gray Australia Balanced Fund (ARSN 615 145 974). Equity Trustees is a subsidiary of EQT Holdings Limited (ABN 22 607 797 615), a publicly listed company on the Australian Securities Exchange (ASX: EQT).
 

This information is of a general nature, doesn’t take into account the objectives, financial situation or needs of any individual and may not be appropriate for you or your client. Before acting on anything in this article, you should consider its appropriateness to you, having regard to your objectives, financial situation and needs. You should obtain and consider the relevant Product Disclosure Statement relating to any products mentioned, before deciding whether to acquire any products. Neither Allan Gray, Equity Trustees nor any of its related parties, their employees or directors, provide and warranty of accuracy or reliability in relation to such information or accepts any liability to any person who relies on it. Read the relevant disclosure documents before making any investment decision. Target Market Determinations (TMDs) for the Allan Gray products can be found at allangray.com.au/PDS-TMD-documents. Each TMD sets out who an investment in the relevant Allan Gray product might be appropriate for and the circumstances that trigger a review of the TMD. Please read the Fund’s most recent Product Disclosure Statement and Information Booklet (together PDS) before deciding to invest in the Funds. A copy is available from https://www.allangray.com.au/b/forms-documents. Past performance is not a reliable indicator of future performance, and there are risks with any investment.
 

 

 

 

 

 

 

Allan Gray
Allan Gray

At Allan Gray, our investment philosophy is simple: to take a contrarian approach, apply it consistently and invest for ...

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