29 September 2026

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Why spending more in early retirement can improve lifetime income Testamentary trusts have secured the CGT exemption Meg on SMSFs: What do we think about reversionary pensions these days?Is it time to bail on Australian stocks?Testamentary trusts survived the trust tax. The drafting battle has just begun.

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Home / Actively Managed Funds

Actively Managed Funds

1-10 out of 10 results.

How passive investing is driving the decline of active fund alpha

Larry Swedroe
19 August 2026
2
1

Why have active managers struggled as passive investing has surged? Research suggests that flows into index funds and ETFs are creating structural headwinds, penalising the stock-picking strategies that once generated alpha.

History suggests the Magnificent Seven are headed for a fall

Ben Inker, John Pease
21 February 2024
5

The S&P 500 has become an increasingly concentrated index, with the returns of the top seven stocks far outpacing the average stock in the index. History suggests the next decade will see a reversal of this pattern.

Lessons when a fund manager of the year is down 25%

Graham Hand
27 April 2022
29

Every successful fund manager suffers periods of underperformance, and investors who jump from fund to fund chasing results are likely to do badly. Selecting a manager is a long-term decision but what else?

Track if your fund manager is taking the best shot

Graham Hand
6 April 2022
15

In his final letter as CEO of Amazon, Jeff Bezos implored people to avoid being normal, to nurture their distinctiveness. Fund managers should earn their active fees by building unique, active portfolios.

Four ways to invest in the same fund and save money

Graham Hand
23 March 2022
6

Why invest in an unlisted fund when the listed version of the same fund is priced at a discount? Why hold a listed version at a premium when the unlisted version is cheaper? Find the best way to invest.

To your taste: hot cross buns and hot, cross funds

Graham Hand
31 March 2021
10

What do hot cross buns and funds have in common? In both, there is no answer to which is the best, as their characteristics appeal to different people. Select the ones that suit your taste and appetite, maybe with added spice.

Active funds in Australia land some punches

Edward Glyn
31 March 2021
1

In Australia, the preference for passive funds is nowhere near as strong as it is globally. Australians added to their active funds in 2019 and 2020, and there's a type of active fund that is especially benefitting.

How do Active ETFs and managed funds differ?

Paul Gambale
23 May 2018
3

Active ETFs have many similarities with actively-managed funds, but the key differences are due to investing via an exchange versus a platform. Investors now have another option to consider.

Is passive investment outperformance merely cyclical?

David Bassanese
22 June 2017
2

Active managers on average struggle to outperform market indexes, but do they provide added protection from losses during down markets? And which index should we focus on?

Good active managers are hard to identify

Les Goldmann
31 October 2014
3

The SPIVA Australia Scorecard measures the performance of actively-managed funds compared with the relevant S&P indexes. Results from the most recent Scorecard are not pretty for active managers.

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Most viewed in recent weeks

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

David Knox
2 September 2026

Testamentary trusts have secured the CGT exemption

Treasury’s latest CGT reform draft delivers a win for testamentary trusts and deceased estates, exempting estate-derived gains from the 30% floor. However, questions on death and divorce rollovers remain unresolved.

Rachael Rofe
19 August 2026

Meg on SMSFs: What do we think about reversionary pensions these days?

Reversionary pensions have long been a staple of SMSF estate planning, but are they still the best option? Meg Heffron revisits a once-clear favourite and asks whether changing super rules have shifted the balance.

Meg Heffron
26 August 2026

Is it time to bail on Australian stocks?

For generations, Australian investors have backed banks, miners and dividends. But has that loyalty come at a cost? A look at the numbers raises an uncomfortable question about where future returns will come from.

Marcus Padley
9 September 2026

Testamentary trusts survived the trust tax. The drafting battle has just begun.

The fight over testamentary trusts looked settled. Then the draft legislation arrived. Hidden in a technical detail is a question that could force many families to rethink wills they thought were already future-proof.

Rachael Rofe
16 September 2026

How does the 4% rule stack up?

The 4% rule has long been retirement's gold standard. But after a difficult period for investors, fresh analysis suggests a more conservative approach may significantly improve the chances of making savings last.

Amy C. Arnott
26 August 2026

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