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Managed funds case studies

Saving for your kids

Dean and Jenny set up a managed fund with a regular savings plan to pay for their new-born daughter’s future education. By having a clear goal and investment timeframe they aim to be better placed to achieve their savings objective.

Borrow to invest (or gearing)

I want my money to work hard for me Sarah wanted to save for a home deposit. Sarah considered taking out a margin loan (borrowing to invest) as a possible strategy.

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Copyright © 2010 all rights reserved Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State) is the issuer of interests in FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Pension, FirstChoice Wholesale Pension and FirstChoice Employer Super from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and interests in the Rollover & Superannuation Fund and the Personal Pension Plan from the Colonial First State Rollover & Superannuation Fund ABN 88 854 638 840 and interests in the Colonial First State Pooled Superannuation Trust ABN 51 982 884 624. FirstRate Term Deposits, FirstRate Saver and FirstChoice Margin Lending (made available through Colonial First State’s FirstChoice Investments and FirstChoice Wholesale Investments) are products of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (CBA), administered by Colonial First State. For FirstChoice Personal Super, FirstChoice Wholesale Personal Super, FirstChoice Employer Super, FirstChoice Pension and FirstChoice Wholesale Pension, FirstRate Saver and FirstRate Term Deposits are held with CBA by the super fund on behalf of those members who take up this option.