managed funds

Thematic ETFs underperform their index peers, preying on your behavioural biases

We investigate the drivers and outlook for Quality investing, and present 2 funds, 2 ETFs and 3 stocks that provide exposure to this factor

Murdoch is joined by Nick Thomson, the Portfolio Manager at Lakehouse Capital Global Growth Fund.

When reporting on 12 month investment returns, the starting point is as important as the finish line, a fact investors should not ignore.

Shares can be an effective source of income for portfolios, but it can come from more than just dividends.

Ahead of Livewire’s Undiscovered Funds Series I look at the growth in the Australian managed funds industry and data on new market entrants.

It's fair to say there are a lot of similarities between popular investment products like LICs, unlisted managed funds and ETFs. But each have unique characteristics...

In a recent edition of Schroders’ The Value Perspective podcast, Tom Slater, the co-manager of Baillie Gifford’s highly successful Scottish Mortgage Investment Trust,...

While electric vehicles continue to dominate the headlines and garner attention in clean energy circles, biofuels are increasingly becoming an important alternative...

After years of being caricatured as the spoilsport of the financial world, environmental, social and governance investing is at last enjoying its moment in the sun....

Investors rejoice, equity markets are showing sustained signs of normality after the rollercoaster ride of last year, according to Epoch Investment Partners managing...

Like many of us, Rob became serious about investing for the love of his family. Rob’s initial goal was to ensure he and his wife had enough income to support a...

One widely cited investment statistic is that 90% of portfolio performance comes from asset allocation. The stat originates from a 1986 research paper, Determinants...

In a previous wire, Lucerne’s Anthony Murphy and Michael Houghton warned that rising inflation and a reversal of excessive valuations could take the steam out of risk...

Record low interest rates are doing strange things to markets. They’ve driven 12 consecutive monthly gains in Australian shares as investors buy YAAP (Yield At Any...

Ivan from South Australia has had an on-again, off-again relationship with the share market. After getting burnt as a teenager during the 1969-1970 nickel boom, the...

Throughout Livewire’s 100 Top-Rated Fund Series, the country’s best fund managers have shared their views on the highs and lows of the investment landscape. From...

Trying to find the right managed fund can be tough, tiresome, if ultimately rewarding, work. After all, this land of only 25.4 million people boasts 897 Australian...

As a steward of money, our fundamental goal is to ensure that the purchasing power of that money can be both preserved and grown. Therein lies the challenge. There...

The AREIT sector has had a strong come back since falling 35% in March 2020. For the six month period to the end of September, the sector rallied 29%, outperforming...