MANAGED FUND News & Analysis

Investing is about figuring out what works for you. Managed funds solve the right problems for me.

An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.

Our analysts think these companies are undervalued and their shares appear to have the stamp of approval from highly rated managers.

The investment products allowing you to invest with small amounts, with no brokerage or additional investment fees.

Artificial intelligence can outperform human analysts. But together, they prove hard to beat.

These funds are very different but all get top marks from our research team. Some of their biggest holdings also look cheap.

Hyperion and Schroders take different investment approaches but the contrasts can inform all investors on how to view markets.

Investors need outcomes and not products and the choice between funds and ETFs should be based on personal circumstances. 

In Australia, David is ETFs valued at only 3% of the Goliath of managed funds, yet when we report ETF flows and characteristics as representing the...

When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their benchmark. \n