Managed Funds

In Focus

The big edge in small caps

Managed funds have found a way to push back against the trend towards passive by swimming in the diminutive end of the ASX, where expertise and capacity for research can pay off.

Baby boomers reshaping investment landscape

There will be radical changes to the way money is invested over the next three-to-five years, according to AMP Capital, which is preparing to launch a dynamic asset allocation strategy into the retail market by year-end. Baby boomers are driving change because they’re tired of traditional managed funds which fail to meet their needs, said […]

Planner shortfall a factor in poor super decisions

Financial illiteracy and a shortfall of financial advisers are compounding an already tricky superannuation landscape, according to new research conducted by Griffith University. It found that Australia’s compulsory superannuation system may be the primary driver behind a tremendous growth in the managed fund industry, but the change to an employee-nominated system may also be leading […]
On Practice

A gem of a plan

Mark Story discovers how a financial planner helped a successful businesswoman sort out her personal business. If necessity is truly the mother of invention, then it was divorce that led Louise Mat­thews on a path to personal wealth creation in the early 1990s. Her ex-husband had typically done the investing, so she had no real […]