With $202 million in funds under management and significant management responsibilities in trust assets, Reed Funds Management Limited understands the importance of building investment products that work for our clients, and our advisers’. Our success is built on a strong following of financial advisers and our ability to create mutual relationships built on trust. Our commitment is to provide advisers with the right level of service to nurture their clients through investment.
Investment Offers
Currently RFML manages one retail core product, Reed Property Trust, an unlisted unit trust that primarily invests in a range of income-earning commercial property based assets, consisting of direct property, listed and unlisted property trusts, equities and cash.
Training and Presentations
A priority of RFML is to ensure that advisers are aware of our products and have an understanding of their core principles, the markets they reside in and investment strategies. That’s why we conduct regular training and presentations and attend key adviser seminars.
Printed Material
To ensure our advisers receive the most current information available we provide a number of printed materials and publications.
The following materials are available to all advisers:
- Transfer Forms
- Financial Services Guide
- Annual Report
- Quarterly Performance Report
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