Managed Fund Investments in 2021 – A year of opportunity ahead for retail investors?

14 Jan 2021

After a tumultuous year in 2020 for both experienced and new investors alike, commentators have opined unlisted managed funds are poised to grow to new horizons.

Whilst traditional investments in listed shares, term deposits and interest-bearing bank accounts will continue to play an important part of investment portfolios, unlisted property trusts and managed investment schemes in Australia have come to represent growth, security and performance. This is further emphasised by unlisted property funds withstanding the 2020 June quarter economic downturn to deliver a 14.5 per cent return over the previous 12 months, up from 13.5 per cent in the previous financial year, according to data released by Zenith Investment Partners, MSCI, the Property Funds Association and the Property Council of Australia1. With interest rates at all-time lows and an expectation that there will be no increases in the near future, investors are looking to diversify their investment strategies in pursuit of real returns.

The unlisted managed fund sector is experiencing steady growth with dynamic and innovative fund managers pivoting and taking advantage of the opportunities presented by the pandemic and economic uncertainty through the acquisition of undervalued real assets and equity investments into sectors of expected high growth such as health, technology and finance.

With inflows expected to continue into unlisted managed fund investments, it is important for fund managers to ensure that the investor experience is pleasant and seamless. This includes:

  • Delivering a smooth online application and onboarding experience including electronic AML and CRS-FATCA verification;
  • Ongoing investor support through prompt email and phone responses; and
  • Access to a dedicated secure online platform which can be used to view investments, access statements such as those related to tax and distribution payments, update personal details and banking information.

As one of the leading providers of unlisted managed fund registry services, BoardRoom’s highly skilled Unlisted Managed Fund Registry Services team is perfectly positioned to support our clients through this period of growth. If you would like to know more about BoardRoom’s Unlisted Managed Fund Registry services, please do not hesitate to contact us for more information.


  1. Unlisted property funds shielded from COVID economic downturn – https://www.zenithpartners.com.au/news/unlisted-property-funds-shielded-from-covid-economic-downturn/

Disclaimer
The information contained on this article is general in nature and does not take into account your personal situation. It is not intended as financial or investment advice and should not be construed or relied on as such. Before making any commitment of a financial nature you should seek advice from a qualified and financial or investment adviser. No material contained within this article should be construed or relied upon as providing recommendations in relation to any financial product. BoardRoom does not recommend or endorse products and does not receive remuneration based upon investment or other decisions by our email recipients, publications, newsletter or website users.

Contact BoardRoom for more information:

Madeline Doran

Senior Business Development Manager

madeline.doran@boardroomlimited.com.au
+61 2 8016 2834

Questions?