What are my investment options

What are my investment options?

The Flexible Trust Account deed contains wide investment powers. This provides a large selection of assets from which a personalised portfolio can be structured. Acceptable assets include:

  • Cash 
  • Bonds
  • Shares
  • Unit trusts, Investment trusts, ETF’s
  • Insurance policies

 

The responsibility for investment and custody of trust monies lies with the scheme trustees.
Managed Wealth Ltd at no time handles trust monies.