Join InvestSMART's Head of Portfolio Services and Analyst, Mitchell Sneddon as he walks through how to select the right managed investment approach for you and your portfolio.
Mitchell will discuss with you how to assess listed and unlisted funds including dissecting the InvestSMART Separately Managed Accounts (SMAs).
The presentation will cover the steps to assessing an investment:
The people: How to assess the people behind a managed investment & a management team.
The process: How to cut through the generic investment spin and look at an investment
manager's process to ensure it is robust & repeatable.
The product: How to find the right structure. Managed funds, ETFs, Listed Investment Companies and Separately Managed Accounts each have positives and negatives, finding an investment with the right structure and flexibility for your investment stage is crucial.
Join in on our small group sessions and have the opportunity to have the questions answered that matter most to you.