Investment companies offer a variety of managed fund products to clients. These are designed to
meet the different risk, return and investment horizon preferences of individual investors. In
addition, some cater for interests in specific investment classes, while others offer multiclass
products such as diversified funds. You need to research recent innovations in this area. You also
need to obtain detailed information from a major Australian fund manager in relation to its retail
managed funds, this information is usually available on the company websites. Once you have this
information, your assignment is to write a report that firstly explains recent innovations in this area,
then details the range of products available from your chosen Australian fund manager, the
investment strategies of each, the past performance of each, and the particular characteristics of
each (e.g. entry, exit and ongoing fees, minimum deposit requirements, ability to switch) and how
these funds rate in comparison to similar funds. Finally, based on your analysis comment on how you
would allocate a $30 000 investment portfolio across these funds and why.
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