Underlying fund managers

Providing you access to leading Australian and international investment managers

A range of investment approaches to suit your needs

Our menu is structured with three investment categories – and within these you have further choice of actively managed and indexed investment styles


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.

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      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. 


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          Investment Strategy

          Understanding investment management styles

          Our menu includes both active and passive investment styles to help meet your objectives. Active investments are those that ‘actively’ try to out-perform their fund’s underlying performance benchmark, while passive investments aim to replicate the performance of an index. Within both styles, we offer a socially responsible option.
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