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MANAGED FUNDS News & Analysis

ETFs vs. managed funds: the Australian David and Goliath
ETFs
ETFs vs. managed funds: the Australian David and Goliath
In Australia, David is ETFs valued at only 3% of the Goliath of managed funds, yet when we report ETF flows and characteristics as representing the...
Graham Hand | 22 June 2023
The cost of not backing the big market winners
Funds
The cost of not backing the big market winners
When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their...
Graham Hand | 25 May 2023
The cost of not backing the big market winners
Funds
The cost of not backing the big market winners
When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their...
Graham Hand | 25 May 2023
What investors should look for in a fund manager
Funds
What investors should look for in a fund manager
We outline what we believe investors should look for in a fund manager and examine the differing funds management models in Australia.
Michael Malseed | 23 May 2023
Why factor analysis supports Jack Bogle’s key principles
Funds
Why factor analysis supports Jack Bogle’s key principles
Vanguard's Jack Bogle was correct that costs do a better job of forecasting future net returns.
John Rekenthaler | 18 April 2023
Vanguard slipping to second place in fund flows race
ETFs
Vanguard slipping to second place in fund flows race
After 15 years, Vanguard is set to hand the top spot to iShares, thanks to active fund outflows.
Katherine Lynch | 16 December 2022
LICs ETFs and MFs: Four ways to invest in the same fund and save money
Funds
LICs ETFs and MFs: Four ways to invest in the same fund and save money
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...
Graham Hand | 23 March 2022
Vanguard wins top Morningstar award
Funds
Vanguard wins top Morningstar award
Analysts praised Vanguard's committment to putting investors first.
Morningstar.com.au | 28 February 2022
Market fall reveals your risk tolerance and loss aversion
Personal Finance
Market fall reveals your risk tolerance and loss aversion
You need to find the balance between risk tolerance and a good night's sleep.
Graham Hand | 03 February 2022
Despite the focus on ETFs, unlisted funds still dominate
Funds
Despite the focus on ETFs, unlisted funds still dominate
Give managed funds their due but which will be the long-term winner?
Graham Hand | 27 January 2022