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Managed funds and managed portfolios

Explore our managed funds and managed portfolios, offering investors a choice between ready-made managed funds or managed portfolios, tailored solutions, and access to specialist asset classes. 

Marsh makes a difference to people’s lives by working with clients to reshape investment and retirement outcomes.

Our clients range from ASX listed companies, superannuation funds, government and public sector organisations, to non-profit organisations, financial advisers, wealth managers and individual investors.

We offer a comprehensive range of investment solutions, which aim to meet diverse client needs. Whether you require ready-made managed funds or managed portfolios, tailored solutions, or access to specialist asset classes, we have solutions available to suit your needs.

Our investment philosophy serves as the foundation of our approach to help drive client success.

Supported by Marsh’s comprehensive research, insights, and solutions, we help you pursue outcomes that address today’s investment challenges and help prepare for the future with confidence.

Introduction

We offer a diverse range of investment solutions – including managed funds and managed portfolios – designed to meet the needs of a wide range of investors.

Our single sector and diversified managed funds combine our best ideas on asset allocation, manager selection, and operational efficiency. Investors can tailor a portfolio by blending our single sector funds, or selecting a diversified fund that targets their investment objectives, timeframe and risk profile.

Our managed portfolios range from tailored solutions to ready-made options, supporting diverse client investment needs and risk profiles.

Our individually managed accounts service supports financial advisers and their wholesale clients in creating tailored, resilient portfolios, backed by professional oversight and a collaborative approach.

Investment solutions to suit your needs

  • Managed funds

    Our single sector and diversified funds combine our best ideas on asset allocation, investment manager selection and operational efficiency – helping investors and advisers to build resilient portfolios.

  • Managed portfolios

    A broad range of managed portfolios – from tailored solutions to ready-made options – offering transparency, flexible design and manager choice.

  • Individually managed accounts

    A customised portfolio management service for advisers and wholesale investors seeking specialised investment solutions tailored to their individual circumstances and requirements.

Insights and research

  • Explore our latest investment insights

    Our research specialists locally and around the world share the latest insights on market outlooks and trends.

  • Strategic research and insights

    Become a member of the MercerInsight® Community today to get access to strategic research from hundreds of thought leaders around the world, including Marsh and third-party publishers.

  • Asset manager research

    MercerInsight®, in partnership with eVestment, provides data, analytics, and research on asset managers and investment strategies across public and private markets. 

  • Market commentary

    Stay up to date with the latest economic and market updates.

Login

  • Investor login

    If you are an investor in one of more of our managed funds you can access Investor Online.

  • Adviser login

    If you are an adviser with clients invested in our managed funds you can access Adviser Online. 
See our important notices

Connect with us

Contact us to find out how we can help you with your investment needs.

FAQs

Managed funds pool money from multiple investors and are managed by investment professionals. They provide access to a range of investment strategies and asset classes based on the fund’s investment objective and strategy.

Managed funds combine investments from multiple investors, while managed portfolios provide a portfolio structure where investments are managed specifically for an individual investor or client.

Managed funds may be suitable for different types of investors, including individuals, institutions and organisations. Suitability depends on investment objectives, timeframe and risk profile. Individual investors can access our managed funds through a number of platforms. Contact your financial adviser about investing.

Diversified funds invest across multiple asset classes, such as shares, property, infrastructure, alternatives, fixed interest and cash, to provide exposure to different areas of the market.

Single sector funds focus on a specific asset class or investment area and can be used as building blocks when creating a portfolio around specific needs and objectives.

Managed portfolios are professionally managed investment portfolios that can range from ready-made options to tailored solutions designed for particular investor requirements.

Yes. We provide investment solutions and support for financial advisers, including managed funds, managed portfolios and individually managed accounts for eligible clients.

Choosing an investment solution depends on factors such as your objectives, investment timeframe, risk profile and financial circumstances. Professional financial advice may help you determine an appropriate approach.