Managed Investments

November 11, 2019
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A behind the scenes look at Managed Investments

Have you often wondered what goes on behind the scenes in the world of managed investments; what goes through the mind of an investment manager and what makes them tick?
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WHAT IS A MANAGED INVESTMENT FUND?


TPT Wealth offer a range of different investment funds, depending on your goals. Each has different asset mixes and risk profiles. You can choose from short, medium to long term investments – whichever best suits your needs but always with unwavering focus and patience to achieve competitive results over the long term.

Cash and income funds

Capital stability and consistent investment returns


Cash and income funds (TPT At Call, TPT Select Mortgage, TPT Fixed-Term and TPT Long-Term Funds) balance stability with consistent investment returns and are more suitable for short to medium-term investors and people looking to receive an income from their investment.

TPT At Call Fund

Minimum Term: None
Minimum Balance: $1000
1 Year Performance: 1.55%

TPT Select Mortgage Fund

Minimum Term: 1 year
Minimum Balance: $25,000
1 Year Performance: 3.05%

TPT Fixed Term Fund

Minimum Term: 6 months
Minimum Balance: $5,000
1 Year Performance: 3.01%

TPT Long Term Fund

Minimum Term: 9 months
Minimum Balance: $5,000
1 Year Performance: 3.03%

Growth funds

Potential for higher average investment returns over the long term.


Growth funds (TPT Australian Share, TPT International Share, TPT Diversified Property and TPT Balanced Funds) invest in a range of assets including property as well as Australian and international shares. They balance short term ups and downs with higher average investment returns over a longer period, giving you more stability and confidence in your wealth management. These are better suited to long-term investors.

TPT Australian Share Fund

1 Year Performance: 8.32%

TPT International Share Fund

1 Year Performance: 9.24%

TPT Diversified Property Fund

1 Year Performance: 14.86%

TPT Balanced Fund

1 Year Performance: 5.04%

 

Performance is quoted per annum after fees. These rates assume reinvestment of income and applicable net-realised capital gains over 12 months.
Past performance is not a reliable indicator of future performance.

How Managed Funds work


We combine the money from many individual investors into one large pool of funds. Our fund managers then invest these funds into assets that are not often available to smaller, individual investors. Many high performing assets are only available to institutional investors and often require large sums of money to invest initially.

Why TPT Wealth?


We have a strong track record of managing investments on behalf of our clients for over 50 years. Just one of the reasons why: ‘we are the long game’. We also navigated the global financial crisis and came out the other side strongly. Throughout our history, we have had reliable and stable returns. Plus, we have a team of skilled investment specialists so you don’t need to spend time researching yourself – we do all of the hard work for you.

WHY INVEST IN A MANAGED FUND


Managed investment funds are a great option for both experienced investors and also those who are dipping their toe in the water and just starting out. They can provide you with stable investment returns at competitive rates while being a good source of income for those who are thinking about retirement. Managed investment funds invest in a diverse range of assets, so you can spread the risk, which means your investment is likely to be more stable over the longer term. You don’t need to know a lot about where to invest or what to invest in as we pride ourselves on playing the long game by calculating the most appropriate options over time.

WE'RE HERE TO HELP


1300 138 044
9-5 Monday to Friday
info@tptwealth.com.au
We reply within 1 business day

Devonport
53 Best Street
Hobart
137 Harrington Street
Launceston
Level 1, 113 Cimitiere Street

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