Managed Fund Articles

Stay ahead of the game with critical insights, market explorations, and new perspectives. Unbiased and independent. Now that’s refreshing!

Home  >  articles  >  managed fund

Explore Articles

Latest
Investor Education
Shares
Macro
Asset Allocation
Investment Themes
Property
Expert Perspectives
Fixed Interest
Commodities
ESG
Managed Fund
Private Assets
Make The Efficient Frontier Your Portfolio’s North Star

INVESTOR EDUCATIONMANAGED FUNDETF

Wed 20 Aug 2025
Make The Efficient Frontier Your Portfolio’s North Star
Are you aiming for the type of enduring wealth accumulation that’s built upon optimising your long-term, risk-adjusted returns?
How the US Tech Capex Boom Could Play Out

INVESTMENT THEMESMANAGED FUNDETF

Mon 18 Aug 2025
How the US Tech Capex Boom Could Play Out
Tired of hearing about AI being the main investment game in town? That’s understandable. Since ChatGPT’s launch in 2022, the market has been somewhat obsessed with all things AI.
How to Tap into Asia’s Superior Growth Prospects Without Taking on Unnecessary Risk

INVESTMENT THEMESMANAGED FUNDETF

Wed 13 Aug 2025
How to Tap into Asia’s Superior Growth Prospects Without Taking on Unnecessary Risk
While most Western economies are growing at a modest rate, Asia stands out in a global context for its superior structural economic growth drivers. For Australian investors, the region offers both opportunity and complexity, especially when balancing the potentially strong returns with the region’s unique risks…
The ChatGPT Effect & What Australian Investors Should Do About It

INVESTOR EDUCATIONMANAGED FUNDETF

Mon 11 Aug 2025
The ChatGPT Effect & What Australian Investors Should Do About It
When Bank of America CEO Brian Moynihan proudly declared he’d slashed his company’s workforce by nearly 90,000 over the past fifteen years and that he wasn’t done yet, he wasn’t just reflecting on a company-specific trend. He was eluding to a structural shift unfolding across the global economy.
Six Money-Making Secrets from Australia’s Wealthiest Investors

INVESTOR EDUCATIONETFMANAGED FUND

Wed 30 July 2025
Six Money-Making Secrets from Australia’s Wealthiest Investors
Australia’s family offices, known for their ability to make money while protecting their capital, have been repositioning their portfolios of late.
Harnessing Currency to Enhance Your Portfolio Returns

ALTERNATIVE INVESTMENTCURRENCY, CRYPTO AND ICOMANAGED FUNDETFINVESTOR EDUCATION

Mon 28 July 2025
Harnessing Currency to Enhance Your Portfolio Returns
As the world adjusts to the knock-on effects of Trump’s new tariffs, currency markets are playing an increasingly pivotal role in driving portfolio outcomes. Whilst currency exposure is often an after-thought for Australian investors, it can be a powerful lever for both risk management and performance enhancement. In short, now’s the time to ensure currency is your portfolio’s friend rather than its foe…
Achieving true diversification with managed funds

MANAGED FUNDINVESTOR EDUCATION

Thu 24 July 2025
Achieving true diversification with managed funds
Diversification isn’t just spreading money across assets—it means including investments that behave differently during downturns. Investors often hold shares, property and bonds. But when markets fall, many of those assets can dive together. To build a more resilient portfolio, a range of differentiated investments more commonly available through unlisted managed funds can offer distinct benefits:
Profiting from the Great Era of Managed Fund Fee Compression

INVESTOR EDUCATIONETFMANAGED FUND

Wed 23 July 2025
Profiting from the Great Era of Managed Fund Fee Compression
Long gone are the days when investors would happily pay a 2% p.a. management fee + a 20% performance fee to their fund managers. Fee compression has been a major theme across both the managed fund and ETF sectors for many years now. This shift has been driven by the rise of passive investing, the democratisation of financial technology, and growing investor awareness of the long-term eroding impact of fees.
Smart Investing Toolbox: New InvestmentMarkets Features Make Finding the Right Funds Easier Than Ever

INVESTOR EDUCATIONMANAGED FUNDETF

Mon 21 July 2025
Smart Investing Toolbox: New InvestmentMarkets Features Make Finding the Right Funds Easier Than Ever
With more investors understanding the importance of high quality information which helps them identify the right funds and ETFs for their portfolios, the InvestmentMarkets (IM) platform is evolving. Morningstar performance data has been added to the platform for a large portion of the listed funds, while fund comparison functionality has also been added.
The ‘Never Been Better’ Emerging Markets Opportunity

MANAGED FUNDETFINVESTMENT THEMESINVESTOR EDUCATION

Wed 16 July 2025
The ‘Never Been Better’ Emerging Markets Opportunity
According to VanEck’s Eric Fine, the emerging markets (EM) opportunity has ‘never been better’. Those are strong words worthy of delving deeper.
Avoid the Herd for Outsized Returns

MANAGED FUNDETFINVESTOR EDUCATION

Wed 9 July 2025
Avoid the Herd for Outsized Returns
As an investor, following the crowd often feels like the safest strategy, especially when markets are volatile or the headlines are dire. But history has repeatedly shown that following the herd is one of the most reliable ways to underperform over the long term.
Cracks in the System: Learning from the Collapse of Shield, First Guardian & Australian Fiduciaries

FIXED INTERESTMANAGED FUNDINVESTOR EDUCATION

Thu 3 July 2025
Cracks in the System: Learning from the Collapse of Shield, First Guardian & Australian Fiduciaries
Most investors think of fixed income investing as being a lower risk asset class. Yet surprisingly, three major fixed income managed funds have recently collapsed. It’s been a stark reminder that even at ‘safe’ end of the investment risk spectrum, vigilance, transparency, and governance should be regarded as non-negotiable.

Related Videos

Subscribe to our newsletter

Elevate your investment game with our exclusive weekly newsletter, curated for astute investors like you. Dive into deep market insights and uncover a purposely broad range of unfiltered opportunities. Join a community that thrives on informed choices. Don't just follow the market—lead it.