Teaminvest Wealth Builders
Join us for the TIP Wealth Builder weekly podcast where we bring you insights, strategies and stories to help you compound your wealth and knowledge. Whether you are a seasoned investor, or just starting out on your wealth building journey, this podcast is designed to inspire, educate and empower you.
Teaminvest Wealth Builders
What Makes a Good Fund? (Part 1): Your Guide to Smarter Fund Investing
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Choosing an investment fund isn't about chasing performance — it's about discipline, process, and alignment with long-term value investing principles.
In this episode, we break down how disciplined value investors evaluate managed funds. From understanding your investment goals to assessing active versus passive strategies, fees, benchmarks, and documentation, this discussion provides a clear, repeatable framework for fund selection.
Long-term value investors focus on process, philosophy, and whether a fund manager's approach aligns with valuation discipline and risk awareness, especially through market cycles.
Plus, download our free Fund Due Diligence Checklist to make your next fund decision even easier!
What you'll learn in this episode:
- How disciplined investors decide whether a managed fund is right for them
- The difference between active and passive funds — and when each matters
- Why benchmarks and fees need context, not headlines
- How value investors assess fund philosophy, process, and alignment
- Where to find the information that actually matters (PDS, TMD, fact sheets)
- Common red flags long-term investors learn to avoid
Key topics covered:
Value investing • Disciplined investing • Long-term investing • Managed funds • Active vs passive • Fund selection • Fees and benchmarks • Investment process
Timestamps:
00:00 – Meet Stuart James & why funds matter
02:00 – Defining your investment strategy
05:00 – Asset classes & sub-asset classes
09:00 – Active vs passive: pros and cons
13:00 – Benchmarks, performance, and fees
17:00 – Where to find essential information
22:00 – Using the Fund Due Diligence Checklist
29:00 – Next steps
🎧 Available on YouTube, Apple Podcasts and Spotify.
🎙️ Enjoyed this episode?
Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.
💡 More Teaminvest:
For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community.
Follow us on: LinkedIn | YouTube | Instagram | Facebook
📩 Join the conversation
Have thoughts or questions? Email us at marketing@tipgroup.com.au