In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Daryl Wilson from Affluence Funds Management and discusses:
1. Strategic Asset Allocation – How to build a portfolio aligned with your goals, when to adjust your asset class exposure, and using allocation ranges effectively.
2. Tactical Asset Allocation – Should you be style agnostic (e.g. value vs growth vs momentum)? How do you assess whether an asset class offers real value—or is a value trap?
3. Assessing Fund Managers – Comparing established vs new funds, looking beyond performance numbers, aligning managers’ interests with your own, and knowing when to switch managers.)
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Topics covered
- Overview of Affluence Funds Management
- Special Situations and Small Cap Value
- Portfolio Construction 101
- Adapting Asset Allocation Over Time
- Strategic vs Tactical Allocation Explained
- Value vs Growth Style Bias
- How to Assess Value and Avoid Value Traps
- Global Outlook & Contrarian View
- Market Sentiment and “Smart Money” Behaviour
- Fund Manager Selection Framework
- Manager Due Diligence Process
- Fund Structure Preferences
- Views on Portfolio Concentration
- When to Sell or Redeem a Manager
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
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