Investing Made Simple, Without Cutting Corners
Not every investor wants to be actively involved in portfolio decisions. Some people simply want their money working hard for them, diversified, professionally managed, and aligned to their goals, while they get on with living their lives.
That is exactly what Managed Fund Solutions (MFS) delivers.
MFS is BeaconPoint’s fund-based investment service, combining access to high-quality managed funds with the guidance of a trusted adviser who understands your full financial picture. You benefit from institutional-grade diversification and professional fund management, while we handle the ongoing oversight and ensure your investment remains suited to your needs.
Two Solutions, One Standard of Advice
MFS is structured to accommodate investors at different stages and scales, with two distinct pathways depending on your situation.
Single Fund Solutions, for the emerging investor
For clients who are beginning to build their investment portfolio, a Single Fund Solution provides an efficient, cost-effective entry point into professionally managed investing. A single, carefully selected fund can deliver meaningful diversification across asset classes and geographies, giving your money broad market exposure through one straightforward vehicle.
We select the fund that best aligns with your risk profile, whether you are looking for capital growth over the long term, a balance of growth and income, or a more conservative approach that prioritises capital protection. The result is a simple, clean investment that does not require you to watch the markets or second-guess your decisions.
Multi-Fund Solutions, for the established investor
For clients with larger portfolios, a Multi-Fund Solution offers a more sophisticated approach. By combining a carefully chosen mix of funds across asset classes, geographies, and investment styles, we construct a portfolio that is genuinely diversified at a deeper level, reducing concentration risk and improving the overall risk-adjusted profile of your investment.
Each fund in the portfolio is selected with purpose. Together, they form a coherent strategy tailored to your specific goals, risk tolerance, and time horizon. As your circumstances change or as market conditions shift, we review the fund mix and provide clear recommendations to keep your portfolio on track.
Aligned to You, Not to a Product
One of the most important things to understand about MFS is that BeaconPoint does not favour any particular fund manager or product provider. We are independently owned, which means our fund recommendations are driven entirely by what suits you, not by commercial relationships or distribution agreements.
We conduct our research independently and draw from a wide range of fund options across the market. Whether you need growth, income, or a balanced approach, we will recommend the solution that genuinely fits, and explain exactly why in plain language.
Ongoing Advice, Not a One-Off Transaction
Investment needs change. Life changes. Markets change. MFS is not a product you buy and forget; it is an ongoing advisory relationship.
We review your investment regularly, assess whether your current fund or fund combination remains appropriate, and provide clear guidance when adjustments are warranted. You always know where your money is, how it is performing, and what we think you should do next.
Who MFS Is Right For
MFS suits investors who want a professionally managed, well-diversified investment without the responsibility of day-to-day decision-making. It is ideal if you are starting to invest seriously, consolidating existing savings, or looking for a straightforward solution that delivers real results, backed by independent advice you can trust.
Whether you are investing a modest lump sum or managing a more substantial portfolio, there is an MFS solution designed for you.
Let’s Find the Right Fit for You
A conversation costs nothing, and it could make a meaningful difference to your financial future.
Book a Free Consultation or call us on 09 929 9916.
BeaconPoint Private Wealth — Your wealth, our guidance.