Perth - Smart Investor Session #2

Selecting the right managed investment approach involves assessing the people behind the investment, understanding the investment manager's process, and choosing the right product structure that aligns with your investment stage.

To assess the people behind a managed investment, consider their experience, track record, and the management team's ability to execute their investment strategy effectively.

Look for a robust and repeatable investment process that cuts through generic investment spin. This ensures that the manager can consistently deliver on their investment strategy.

Managed funds, ETFs, and Listed Investment Companies each have unique structures and benefits. It's important to find the right structure that offers the flexibility you need for your investment stage.

Separately Managed Accounts (SMAs) are a type of managed investment where your portfolio is managed according to a specific strategy. They offer transparency and flexibility, allowing you to see the individual securities you own.

Choosing the right investment structure is crucial because it affects the flexibility, costs, and tax implications of your investment, which can impact your overall returns.

You can join InvestSMART's small group sessions by registering for the event. These sessions provide an opportunity to have your investment questions answered by experts.

The InvestSMART presentation will cover how to assess the people, process, and product of managed investments, including a detailed look at listed and unlisted funds and Separately Managed Accounts.