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 2): Moats, Risk, and Trustworthiness
What separates a good fund from a great one? In this in-depth episode, Kerry Fleming and Stuart James (Head of Distribution, TIP Group) explore the qualities that make a fund stand out: sustainable moats, robust risk management, and genuine trustworthiness. Learn how to identify high conviction managers, avoid “closet benchmark huggers,” and spot the red flags that matter most.
Find out why team stability, transparency, and communication are essential for long-term success—and get practical tips for your own fund research. Don’t forget to download our free Fund Due Diligence Checklist from the show notes! Download your Fund Due Diligence Checklist
- What is a moat for a fund—and why does it matter?
- High conviction vs. diversification: what’s the right balance?
- Why fund manager stability and resources are critical
- How to evaluate risk at the manager, style, and product level
- The importance of transparency, disclosure, and investor communication
- Practical steps for assessing trustworthiness
- Free Fund Due Diligence Checklist
Timestamps:
00:00 – Recap & intro
03:00 – Fund moats & differentiation
08:00 – High conviction, active share, and closet benchmark huggers
13:00 – Team stability & key person risk
18:00 – Fund size: too small, too big, just right
22:00 – Assessing risk: manager, style, product
29:00 – Trustworthiness: transparency & communication
36:00 – Download your free Fund Due Diligence Checklist
Listen on:
Follow us:
Download:
Download your free Fund Due Diligence Checklistp
Join the Conversation:
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.
🎙️ 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.
📩 Join the conversation
Have thoughts or questions? Email us at marketing@tipgroup.com.au or connect with us on LinkedIn
🔗 Support the show
Love what we’re doing? Please show your love by sharing this episode with a friend.