Underlying fund managers
Providing you access to leading Australian and international investment managers
Watch the video to learn more about our three ready-made Investment Options
This approved list comprises sector-specific Underlying Managed Funds (UMFs) spanning major asset classes (e.g. equities, property, fixed income).
We manage each of these Investment Options as a ‘blend’. This is done to achieve balanced and growth orientated diversification across multiple sectors to create long-term investment portfolios. This category also includes an equities based Socially Responsible Investment Option.
These are ‘ready-made’ Investment Options for those who want the convenience of long-term ‘set-and-forget’ investing and not to be overly involved with the ongoing management of their Bond’s investment mix. They may also suit those who choose not to engage a Financial Adviser.
Watch the video to learn more about our full range of Investment Options
THREE INVESTMENT CATEGORIES
1. Futurity Blended
Featuring three 'ready-made' investment options for those who want the convenience of long-term 'set-and-forget' investing. These are constructed and managed by Futurity as a blended mix of multiple underlying managed funds selected from an extensive Approved Manager List.
2. Diversified
In this category, we have hand-picked eight multi-sector, diversified investment options to choose from. Each option invests into a single underlying fund. These are also ‘ready-made’ options with each of the relevant fund’s managers investing to create a diversified portfolio of assets.
3. Sector-specific
Choose from 11 investment options that we invest into sector-specific asset classes. Each option invests into a single underlying fund. You might take a sector-specific approach if you want to construct and manage your own Bond’s individual investment mix.
Futurity Blended
Featuring three 'ready-made' investment options offering the convenience of long-term... 'set-and-forget' investing.
These investment options are constructed and managed by Futurity as a blended mix of multiple underlying managed funds. All selected from an extensive Approved Manager List.
Diversified
In this category, we have hand-picked eight multi-sector, diversified investment options to choose from. Each... option invests into a single underlying fund.
These are ‘ready-made’ options with each of the fund’s managers investing to create a diversified portfolio of assets.
Sector-specific
Choose from 11 investment options that we invest into sector-specific asset classes. Each option invests into a... single underlying fund.
You might take a sector-specific approach if you want to construct and manage your own Bond’s individual investment mix.
22 different investment options offers choice and flexibility to suit your circumstances
Our menu includes both active and passive investment styles to help meet your objectives.
Active investments are those that ‘actively’ try to outperform their fund’s underlying performance benchmark. Passive investments aim to replicate the performance of an index. Within both styles we offer a socially responsible option.