How to choose the right investment vehicle

Things you need to know when choosing a managed investment and how to select the right one.

By Mitchell Sneddon ·
25 Jun 2017 · 2 min read

Welcome to InvestSMART

Your online financial adviser

Your online financial experts

Your online stock adviser

Insights

Our financial experts like Paul Clitheroe and Alan Kohler, provide weekly insights to help you reach your financial goals.

Capped Fees

As part of our mission to keep investing simple and you in control, we are proud to be the first company to offer capped investment fees in Australia.

Portfolio Manager

A simple way to monitor all your investments in one easy place such as ASX shares, dividends, funds & more.

Intelligent Investor Membership Trial

Our 15 day free trial gives you full access to all our articles, recommendations & tools. Upgrade and enjoy access to Intelligent Investor, Eureka Report, Insights, Research Tools and Portfolio Manager.

Insights

Our financial experts like Paul Clitheroe and Alan Kohler, provide weekly insights to help you reach your financial goals.

Capped Fees

As part of our mission to keep investing simple and you in control, we are proud to be the first company to offer capped investment fees in Australia.

Portfolio Manager

A simple way to monitor all your investments in one easy place such as ASX shares, dividends, funds & more.

Please check the following:

{{x.value}}

× {{ successMessage }}

Free Insights Membership Premium 15 Day Free Trial

Create a free account, and get access to Insights, Research Tools & Portfolio Manager. Create a Premium account, and enjoy 15 day free trial, with unlimited access to all our research & services.

Free Insights Membership Thanks for your download request

Free Insights Membership

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'Enter your SMS code' }}

A text message with your verification code was just sent to {{user.DayPhone}}

We cannot send you a code via SMS to {{user.DayPhone}}

Hi {{ user.FirstName }}, please provide your mobile number.

{{ content.trialHeading.replace('{0}', user.FirstName) }}

We'll send you a text message with a verification code to start your free {{ '0' == '1' ? 'Eureka Report' : 'Intelligent Investor' }} 15-day trial.

{{ content.upgradeHeading.replace('{0}', user.FirstName) }}

The email address you entered is registered with InvestSMART.

Please login to continue

Thank you

We have sent you an email with the details of your registration.

Email is required.

Email must be a valid email.

Password is required.

First name is required.

Last name is required.

Mobile phone number is required.

Mobile phone number is invalid.

I have read the Financial Services Guide, Privacy Policy, and agree to the Terms & Conditions.

You must accept the terms and conditions.

Already a member? Log in

Looks you are already a member. Please enter your password to proceed

You have entered an incorrect email or password

Email is required.

Email must be a valid email.

Password is required.

Remember me

Please untick this box when using a public or shared device

Not a member? Sign up

Forgotten password? Click here

Updating information

Please wait ...

Your membership to InvestSMART Group recently failed to renew.

Please make sure your payment details are up to date to continue your membership.

Having trouble renewing?

Please contact Member Services on support@investsmart.com.au or 1300 880 160

You've recently updated your payment details.

It may take a few minutes to update your subscription details, during this time you will not be able to view locked content.

If you are still having trouble viewing content after 10 minutes, try logging out of your account and logging back in.

Still having trouble viewing content?

Please contact Member Services on support@investsmart.com.au or 1300 880 160

Please click on the ACTIVATE button to activate your Eureka Report 15-day free trial

Please click on the ACTIVATE button to activate your Intelligent Investor 15-day free trial

Please click on the ACTIVATE button to finalise your membership

You have entered an incorrect email or password

Email is required.

Email must be a valid email.

Password is required.

Remember me

Please untick this box when using a public or shared device

Not a member? Sign up

Forgotten password? Click here

Upgrade Today

Card Details Edit

Compare our membership packages.

Unsuccessful registration

Registration for this event is available only to Eureka Report members. View our membership page for more information.

Registration for this event is available only to Intelligent Investor members. View our membership page for more information.

You are already registered for this event.

This event is already full.

Please select a quantity for at least one ticket.

{{ i }}

Forgotten password

Please enter your email address below to request a new password

Congratulations!

You now have access to Free InvestSMART Insights, we look forward to helping you on your financial journey.

You now have access to Free Eureka Report Insights. We look forward to helping you on your financial journey.

You now have access to Intelligent Investor Free Insights. We look forward to helping you build a market beating stock portfolio.

Looking for more…

Intelligent Investor Membership

15-day Free Trial

Indepth analysis of ASX listed shares
BUY, Hold and Sell Recommendations
Ideas Lab
Special Reports

No thanks

Looking for more…

Eureka Report Membership

15-day Free Trial

Alan Kohler’s Weekend Briefing
Interviews with CEO’s & top influencers
Money Cafe and Talking Finance
Super Advice and Q&A with Ask Alan

No thanks

This webinar will explore the main things you need to consider when you are looking at investing in exchanged traded funds, listed investment companies, managed funds or separately managed accounts.
Join InvestSMART's Head of Portfolio Services and Analyst, Mitchell Sneddon for a live Q&A as he unpacks the pros and cons of investing in these managed investments.

Topics covered will include:
•         How each investment vehicle operates
•         How we think of fees
•         What a high watermark is & why it’s important
•         How you receive income from each investment vehicle
•         And have your questions answered

Download a copy of the presentation

Want to know more about our portfolios?

Find out more about InvestSMART's range of investment opportunities.

Mitchell Sneddon

Join the Conversation...

There are comments posted so far.

If you'd like to join this conversation, please login or sign up here

How to choose the right investment vehicle

Things you need to know when choosing a managed investment and how to select the right one.

{{ twilioFailed ? 'SMS Code Failed to Send…' : 'Enter your SMS code' }}

Hi {{ user.FirstName }}, please provide your mobile number.

{{ content.trialHeading.replace('{0}', user.FirstName) }}

{{ content.upgradeHeading.replace('{0}', user.FirstName) }}

Updating information

Please wait ...

Your membership to InvestSMART Group recently failed to renew.

You've recently updated your payment details.

Please click on the ACTIVATE button to activate your Eureka Report 15-day free trial

Please click on the ACTIVATE button to activate your Intelligent Investor 15-day free trial

Please click on the ACTIVATE button to finalise your membership

Unsuccessful registration

Forgotten password

Join the Conversation...

We're here to help