InvestSMART

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 · 25 Jun 2017
By ·
25 Jun 2017 · 2 min read
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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
 
 
 

Want to know more about our portfolios?
 
Find out more about InvestSMART's range of investment opportunities.
 

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Mitchell Sneddon
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Frequently Asked Questions about this Article…

The webinar covers exchanged traded funds (ETFs), listed investment companies (LICs), managed funds, and separately managed accounts (SMAs).

ETFs are investment funds traded on stock exchanges, much like stocks. They hold assets such as stocks, commodities, or bonds and generally operate with an arbitrage mechanism designed to keep trading close to its net asset value.

When evaluating fees, consider both the management fees and any performance fees. It's important to understand how these fees can impact your overall returns.

A high watermark is a benchmark used in investment funds to ensure that performance fees are only charged on new profits. It protects investors from paying fees on gains that simply recover previous losses.

Income from investment vehicles can come in the form of dividends, interest payments, or capital gains distributions, depending on the type of investment and its underlying assets.

LICs offer the potential for steady income and capital growth, but they can also involve risks such as market volatility and management performance. It's important to weigh these factors before investing.

You can find more information about InvestSMART's range of investment opportunities by visiting their website or downloading a copy of the webinar presentation.

Yes, the webinar includes a live Q&A session where you can have your questions answered by InvestSMART's Head of Portfolio Services and Analyst, Mitchell Sneddon.