Teaminvest Wealth Builders
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Teaminvest Wealth Builders
What Makes a Good Fund? (Part 1): Your Guide to Smarter Fund Investing
How do you choose a great investment fund in a crowded market? In this episode, Kerry Fleming and Stuart James (Head of Distribution, TIP Group) walk you through the key steps for finding, comparing, and evaluating managed funds. Learn how to define your goals, understand asset classes, decode fees, and use essential documents like the PDS and TMD to make informed choices. Plus, download our free Fund Due Diligence Checklist to make your next fund decision even easier!
Key Topics Covered:
- Why invest in managed funds?
- How to clarify your investment goals and risk profile
- Active vs passive funds: what’s right for you?
- Understanding benchmarks, performance, and fees
- What to look for in PDS, TMD, fact sheets, and IMs
- How to compare funds and avoid common mistakes
- Free Fund Due Diligence Checklist for all listeners
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
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Get your free Fund Due Diligence Checklist!
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What’s your top priority when picking a fund? Share your thoughts on LinkedIn or Facebook!
About Teaminvest:
Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.
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