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Management Fees

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Track if your fund manager is taking the best shot

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.

10 tips for choosing a managed account

Choosing the right managed account can be achieved more effectively by checking certain key features including fee structures, investment strategies, independence, performance and risk metrics.

You get what you don’t pay for

While there is a role for both active and passive investments in portfolios, the impact of relatively small reductions in management fees can compound to large amounts over a lifetime of saving.

Understanding LIC fee structures

Fee structures of LICs can vary greatly. Higher fees impact on net returns and make beating benchmarks more difficult. On the other hand, expect manager skill and outperformance to come at a higher cost.

Five ways for investors to find true value

Comparing investments based on management fees alone ignores the value the manager may bring, and may also overlook hidden costs. Investors should be aware what other charges can be imposed on their savings.

Why good active managers should outperform

In a continuation of the 'active vs passive' debate, there are many reasons why a good active manager should be worth the extra cost. What should the manager be doing to deliver results?

The numbers tell the story for index investing

The empirical evidence in the active v passive investing debate favours index in most asset classes, but there's a role for mixing the techniques if good managers can be identified - although that's not easy.

Wealth managers need a new car not a faster horse

Sit through a dozen fund manager presentations and they all start to sound the same. There's been little significant innovation in the managed funds industry in the last 15 years. Why is this and what are the consequences?

Most viewed in recent weeks

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

  • 10 April 2025

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

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