We take care of fund due diligence on your behalf

Why Multi-Management?

  • Multi-management is a means of investing across a number of funds through a single investment, whilst achieving diversification.
  • This diversification reduces exposure to risk.
  • It is an affordable way to gain exposure to underlying funds, which may require higher minimum investment amounts than the Destiny Fund of Funds.
  • The multi-manager is able to negotiate better fees with the underlying managers and this benefit is passed on to the investor.
  • The fund of funds is managed specifically to suit the risk profile of the investor.
  • Switches that take place within a fund of funds are exempt from tax therefore the investor is not liable for Capital Gains Tax when those switches occur.
  • Destiny's role as multi-manager is to support advisors in order for them to spend their time providing financial advice and to allow them time to build enhanced relationships with their clients.

Fact sheets and forms