Managed Fund Articles

FEATURED

Investor Education · Managed Fund · 7 MIN READ

Know Thyself: The Hardest Investment Skill to Master

Ask most investors what determines their long-term returns and they’ll most likely talk about their asset allocation, the way they select their fund managers or their track records at getting macro calls right.

Simon TurnerHead of Content (CFA)

10 Aug 2026

Best Way to Invest 500K in Australia: Smart Strategies for 2026

If you're planning to invest $500,000 in Australia in 2026, the timing may be in your favour. With the Reserve Bank holding the cash rate steady at 3.6% and markets entering a phase of cautious recovery, investors are navigating a landscape shaped by stabilising inflation, firmer demand, and new appetite for resilient, income-producing assets.

Property Managed Fund

4 Aug 2026

· Exceed Capital

· 5 MIN READ

The Bigger Picture - August 2026

Most market commentaries explain major price moves after the fact with tidy causes that sound obvious only in hindsight. In my opinion, that’s not an intellectually honest approach in the current environment.

Macro Investor Education Managed Fund ETF

2 Aug 2026

· Simon Turner

· 6 MIN READ

Expensive But Compelling: The Long-Term Case for US Equities

It’s easy to turn bearish on US equities if you read the news or focus on valuations and the long list of worries markets always need to navigate.

Investor Education Macro Managed Fund ETF

2 Aug 2026

· Simon Turner

· 7 MIN READ

Best Way to Invest 500K in Australia: Smart Strategies for 2026

Property Managed Fund

4 Aug 2026

· Exceed Capital

· 5 MIN READ

The Bigger Picture - August 2026

Macro Investor Education Managed Fund ETF

2 Aug 2026

· Simon Turner

· 6 MIN READ

Expensive But Compelling: The Long-Term Case for US Equities

It’s easy to turn bearish on US equities if you read the news or focus on valuations and the long list of worries markets always need to navigate.

Investor Education Macro Managed Fund ETF

2 Aug 2026

· Simon Turner

· 7 MIN READ

Explore 100's of investment opportunities and find your next hidden gem!

Search and compare a purposely broad range of investments and connect directly with product issuers.

Explore Investments

Navigating Fixed Income Markets During a Chaotic Year

For bond investors, the first few months of 2026 have been chaotic to say the least. It has been a year in which duration, inflation sensitivity, and market structure have mattered again, often brutally.

Fixed Interest Managed Fund ETF Investor Education

22 Apr 2026

· Simon Turner

· 7 MIN READ

The Major Shift in Fund Management Isn’t What You Think

The decade-long narrative in funds management has been that passive investing is winning at the expense of active management. It’s hard to argue with that. Fees have fallen, passive fund transparency has improved, and cost-focused investors have taken advantage of the opportunity.

ETF Managed Fund Investor Education

20 Apr 2026

· Simon Turner

· 7 MIN READ

From Fees to FOMO: The Biggest Australian Equity Fund Mistakes Explained

If your portfolio has a home-town bias, you aren’t alone. Typically, Australian investors have a high allocation to domestic equities – even on an institutional level – and for a range of reasons. Think familiarity, access to franking credits and solid returns in recent times.

Managed Fund Investor Education

16 Apr 2026

· Sara Allen

· 7 MIN READ

Business as Usual: Navigating Volatility

Investors love the rush of making money. It’s a signal that they were right, and that feels good. But rarer is the investor who’s genuinely ready for the darker, less enjoyable side of investing; navigating market sell-offs. Like we’ve witnessed in the past few weeks since the US and Israel attacked Iran.

Investor Education ETF Managed Fund

14 Apr 2026

· Simon Turner

· 6 MIN READ

War, Volatility and Opportunity: Why Market Drawdowns Can Be the Best Entry Points for Long-Term Investors

Geopolitical conflict is one of the fastest ways to trigger market volatility. The recent escalation involving Iran has again reminded investors how quickly sentiment can swing when uncertainty rises.

Managed Fund Shares Investor Education

9 Apr 2026

· Jarrad Stuart

· 5 MIN READ

How to Build a Reliable Income Portfolio

Once upon a time, income investors might simply have used a select group of dividend-paying equities and bonds to cover their needs. Today’s income portfolio looks vastly different – though equities and bonds still play a role. Investors learnt the hard way long ago.

Fixed Interest Managed Fund ETF Investor Education

8 Apr 2026

· Sara Allen

· 8 MIN READ

Emerging Markets in a Fractured World: Positioning for Returns After the Iran War Shock

Emerging markets (EMs) entered 2026 with strong structural momentum behind them, but the escalation of conflict in Iran has introduced a new layer of geopolitical risk that’s reshaping capital flows, commodity dynamics, and currency regimes.

Macro Managed Fund ETF Investor Education

1 Apr 2026

· Simon Turner

· 7 MIN READ

Gates, Suspensions and Redemption Risk Explained

Imagine needing to withdraw your investment from a fund and being unable to. This is the exact dilemma that investors all over the world have faced. For some, it has been temporary. For others, their money has never been recovered.

Managed Fund Investor Education

26 Mar 2026

· Sara Allen

· 6 MIN READ

The Five Ways Smart Investors Sidestep the Biggest Mortgage Fund Risks

When investors think about consistent income and risk management, mortgage funds are usually not front of mind. After all, their association with residential mortgage-backed securities can deter investors who remain cautious following the US subprime crisis that triggered the GFC. Those investors should bear in mind that Australia’s far more tightly regulated market offers protection against many of the same issues.

Managed Fund Investor Education

19 Mar 2026

· Sara Allen

· 7 MIN READ

Software risk or renaissance?

Artificial intelligence (AI) is driving a structural shift across the technology landscape. This transition has sparked recent fear regarding the long-term viability of traditional software vendors and their established business models. Much of this fear stems from the perceived disruptive threat of AI challengers and the falling cost of software development.

Technology Managed Fund Investor Education

17 Mar 2026

· Adrian Lu

· 6 MIN READ

Fee Stacks: The Silent Killer of Private Market Returns

If you’ve ever opened a performance report from one of your investments and then been disappointed by the actual dollar amount hitting your bank account, you’ll be very familiar with the concept that fees erode returns.

Private Assets Managed Fund Investor Education

12 Mar 2026

· Sara Allen

· 8 MIN READ

Sequencing Risk: Why Average Returns Don’t Matter

Investors are generally taught to focus on average returns as a gauge of investment success. This makes intuitive sense to most. Over the long run, developed market equities have delivered average returns of around 10% p.a. That solid result has reinforced the advice: stay invested, reinvest your dividends and compounding will do the heavy lifting for you.

Investor Education Managed Fund ETF

9 Mar 2026

· Simon Turner

· 6 MIN READ

The Value of Unlisted Property Funds in Investment Portfolios

John Di Monda, CEO and Fund Manager at GDA Group explains why unlisted property funds can provide a stable, income-generating, and low-volatility component within a diversified investment portfolio. Understanding the differences between unlisted and listed property funds can also highlight how unlisted property funds can be a more compelling opportunity for long-term investors.

Property Managed Fund Asset Allocation

Watch now

Navigation Opportunity in Current Global Equities Markets

12:41

25 Nov 2025

Navigation Opportunity in Current Global Equities Markets

In this presentation Nick & Jarrad, Portfolio Managers at Sharpbridge explore how global equity markets can offer diversified growth opportunities and resilience amid shifting economic cycles.

Shares Asset Allocation Managed Fund

Watch now

Professional Partnerships: A Rare, Defensive Asset Class Now Open to Investors

17:31

25 Nov 2025

Professional Partnerships: A Rare, Defensive Asset Class Now Open to Investors

Luke Moore, CEO at Oreana Investments explains that their Professional Partners Fund provides access to established, profitable professional services businesses — an asset class with high barriers to entry and strong defensive characteristics. Drawing on Oreana’s proven track record and institutional expertise, the Fund is now selectively open to outside investors for the first time.

Managed Fund Private Assets Alternative Investment

Watch now

Articles