💸 Managed Funds 101: management teams, investment fees, performance & our criteria

As the name suggests, a managed fund is a pool of money managed by a professional fund manager. Managed funds can be a convenient and efficient way to invest because one investment can open the door to a diversified portfolio of investments.

In this episode, we’re exploring the basics of managed funds and how they work, why people might choose to invest in managed funds over ETFs, our selection criteria for choosing a managed fund and some examples of managed funds in Australia.

This episode is part of our Beginners Investing Month series on The Australian Finance Podcast. Just look for the episodes with the 💸 during August 2023!

🎟️ We're going on the road from August - October 2023; get your tickets here!

📚 Enjoyed this episode? You'll love Kate's upcoming book, Buying Happiness, which you can preorder on Booktopia or Amazon.

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Access the show notes for The Australian Finance Podcast: www.raskmedia.com.au/podcasts/australian-finance-podcast

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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. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.

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