Managed Funds

Meet our fund managers

We have searched the Australian funds management market to find fund managers who can bring a range of top tier managed funds directly to you. Click on the logos below to find out more about each individual manager.

Invest online with confidence

RaboDirect has carefully selected the funds on our investment platform to provide you with access to well recognised, diversified managed funds from reputable fund managers with established track records.

A robust fund selection process

Our fund selection process is overseen by the RaboDirect Investment Committee. It is based on information provided by external independent research and due diligence conducted by professional researchers and asset consultants.

In the selection of funds we offer, our aim is to:

• Provide you with a diversified selection of quality fund managers and managed funds.

• Introduce you to teams of investment professionals and managed funds that provide exposure to global investment strategies and investments.

• Use independent research and due diligence to develop a diversified menu of asset classes and investment strategies for you to choose from.

Funds that attract both investment grade and independent ratings

The fund managers and managed funds we select must meet minimum 'Investment Grade' ratings, along with at least two separate independent ratings from experts such as professional researchers or consultants.

Offering balance, choice and diversity

So you have balance, choice and diversity in your choice of managed funds, both the fund managers and managed funds represented on our RaboDirect platform must meet specific standards and maintain a minimum diversification across asset classes – that is, a ‘top down’ investment approach.

We also insist that the philosophy of diversification is applied across the investment strategies of the managed funds we select. – that is, a ‘bottom up’ investment approach.

The RaboDirect fund manager selection criteria

All the fund managers and associated investment professionals represented on our platform must meet our rigorous selection criteria. So, we only includes fund managers that:

• are well established and credentialled, with responsibility for managing a broad suite of funds diversified both by asset classes and investment strategies

• are recognised for their expertise in a particular sector, asset class or investment strategy and can deliver operational or administrative excellence

• show that they can meet their long term investment objectives

• have sufficient funds under management and display a capacity for further growth

• have a clear track record in managing the investment strategy

• meet all industry and regulatory standards and appropriate licensing requirements.

The RaboDirect managed fund selection criteria

As well applying strict assessment criteria to the fund managers, we also have a specific approach to evaluating the managed funds we offer. So, we only include funds that:

• are big enough to meet our customers’ needs, while still having the capacity for further growth
• have an educated, experienced and fully equipped investment team
• have a history of managing the investment strategy that underpins the fund – always with the proviso that past performance is not a guarantee of future performance
• meet administrative and operational criteria to ensure that we can deliver fast, accurate service on our investment platform.

About the RaboDirect Investment Committee

The RaboDirect Investment Committee is there to uphold the RaboDirect selection philosophy.

The Committee is there to safeguard the content, guidelines and procedures of our selection criteria, along with the process for selecting, adding, removing or placing 'on hold' fund managers and/or managed funds that RaboDirect provides access to. In other words, the Committee is there to protect and uphold the interests of all RaboDirect customers.

The role of the Investment Committee is to ensure that, to the best of our knowledge, RaboDirect is providing you with managed funds that meet our selection criteria.

We cannot, however, verify the quality of the fund managers and/or managed funds or guarantee that they will provide investment returns. The decision to invest should be taken by you as an individual with reference to your own unique circumstances, and with independent professional advice if you feel you need it.