31 July 2026

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The strange effect of the 30% minimum capital gains tax Does your will qualify for the discretionary testamentary trust exemption?Ranking three common retirement strategies Are you making these SMSF mistakes?Why Australian shares are falling behind the world

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Home / Actively Managed Funds

Actively Managed Funds

1-9 out of 9 results.

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

The strange effect of the 30% minimum capital gains tax

The 30% minimum tax on capital gains sits at the heart of the budget's proposed reforms. Yet the mechanics reveal anomalies that introduce unexpected distortions that raise questions about its design.

Tony Dillon
1 July 2026

Does your will qualify for the discretionary testamentary trust exemption?

Treasury has confirmed the exemption many families were hoping for. But buried in the fine print are two conditions that could leave some wills on the wrong side of the exemption, despite years of careful planning.

Rachael Rofe
15 July 2026

Ranking three common retirement strategies

The defining challenge of retirement isn't just about building wealth, it's about converting your lifetime savings into sustainable income. A holistic understanding of different strategies can improve long-term outcomes.

Mark LaMonica CFA
8 July 2026

Are you making these SMSF mistakes?

After four decades advising investors, there are a few common mistakes I've seen SMSF investors make. From holding too much cash and chasing yield to overtrading and trusting tips. Are these errors costing you?

Marcus Padley
22 July 2026

Why Australian shares are falling behind the world

Australia’s market boasts a long record of outperformance, but recent results tell a different story. Is the ASX’s lagging performance a temporary setback or evidence that structural forces will keep global markets ahead?

Mark LaMonica CFA
1 July 2026

Australia has saved $4.5 trillion for retirement. Here's what matters more

Most Australians approaching retirement can tell you the exact dollar value of their super account. But success depends on more than a sizeable balance. Here's four key questions to ask yourself at the start of the financial year.

Dwayne Fernandes
8 July 2026

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