How to choose the right investment vehicle - SMAs vs Managed Funds
This webinar will explore the main things you need to consider when you are looking at investing in managed funds or separately managed accounts, with a specific look at InvestSMART’s portfolios.
Join InvestSMART's Head of Portfolio Services and Analyst, Mitchell Sneddon for a live Q&A as he unpacks the differences between separately managed accounts (SMAs) and managed funds.
Topics covered will include:
- How each investment vehicle operates
- The differences between and benefits of each investment vehicle
- What are InvestSMART’s portfolios and how can they help you
- And have your questions answered
Frequently Asked Questions about this Article…
The main difference between SMAs and managed funds lies in how they operate. SMAs provide investors with direct ownership of the underlying securities, offering more transparency and control. In contrast, managed funds pool investors' money to buy securities, which means investors own units in the fund rather than the individual securities.
Separately managed accounts (SMAs) work by allowing investors to own individual securities directly. This means you have more control over your investment portfolio, including the ability to customize it according to your preferences and tax situation.
Managed funds offer the benefit of professional management, where experienced fund managers make investment decisions on your behalf. They also provide diversification, as your money is pooled with other investors to buy a wide range of securities, reducing the risk of individual investments.
InvestSMART's portfolios are designed to help everyday investors by providing a range of investment options that are professionally managed. They offer transparency, ease of access, and the potential for diversification, making it easier for investors to achieve their financial goals.
When choosing between SMAs and managed funds, consider factors such as your investment goals, the level of control you desire, tax implications, and the fees associated with each option. It's important to align your choice with your personal financial situation and investment strategy.
Yes, during the InvestSMART webinar, you can participate in a live Q&A session with Mitchell Sneddon, Head of Portfolio Services and Analyst, to have your questions about SMAs and managed funds answered.
The InvestSMART webinar will cover topics such as how each investment vehicle operates, the differences and benefits of SMAs and managed funds, and how InvestSMART's portfolios can assist you in your investment journey.
Transparency is important in investment vehicles like SMAs because it allows investors to see exactly what securities they own, providing greater control and understanding of their investment portfolio. This can lead to more informed decision-making and better alignment with personal financial goals.
Call 1300 880 160
Start a chat
Schedule a call
