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We recently conducted a survey asking readers, “What's the biggest challenge you face when it comes to investing?” One common response was: Knowing who to invest with - and why. Learning about funds, and finding out what makes them different, is part of our role at Livewire. It’s often not until you get to meet the managers that you really get to understand their investment edge.

We wanted to replicate this for our readers, so we have launched a new series called “Fund in Focus”.

The idea is to give you access to the managers and hear how they present their value proposition. So far, we have recorded 15 presentations across a range of asset classes including Fixed Income, Global Equities and Australian Equities.

We’ve compiled these recordings for you below. Simply click on the link to launch the presentation (please read the disclaimer at the bottom of this page).

Fixed Income

Jamieson Coote Bonds – JCB: Active Bond Fund

Pendal Group: Income and Fixed Interest Funds

Global Equities (long only)

Fidelity International: Asia Fund

Avenir Capital: Avenir Global Fund

Cooper Investors: CI Global Equities Fund

Plato Investment Management: Global Shares Income Fund

Quay Global Investors: Global Listed Property Fund

Global Equities (absolute return and long/short)

Aitken Investment Management: Global High Conviction Fund

Munro Partners: Global Growth Fund

PM Capital: Global Companies Fund

Australian Equities (long only)

Eley Griffiths Group: Emerging Companies Fund

Katana Asset Management: Australian Equity Fund

Wilson Asset Management (Listed Investment Companies)

Australian Equities (absolute return and long/short)

Centennial Asset Management

Monash Investors: Absolute Investment Fund

If you’d like to learn more about a fund not listed above, please leave it in the comments below.

Disclaimer: The information contained is general in nature and should not be relied upon. Before making any investment of financial planning decisions, you should consult a licensed professional who can advise you whether the decision is appropriate for you. Contributors to this may have commercial or financial interests in the companies mentioned.


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v nr

Hi is it possible to add more alternative options

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James Marlay

Hi there, we can absolutely add more options. We have started with a selection of funds that presented at the recent Livewire Live investment forum. If the service is something that investors feel adds value to the platform then we will most definitely look to add more funds. If you have specific managers you'd like to hear from please leave a comment so we know or shoot us an email on team@livewiremarkets.com

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Warren Hohn

Anthony when it comes to a portfolio that provides Dynamic asset allocation across Australian, and International markets, and the under lying investments are changed as the investment manger reviews markets, and world events, who stands out with exceptional performance.

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Adam Easter

What a fantastic way to introduce a manager and their investment style. I prefer to watch a video introduction, rather than read 10 pages of text. When I like what I see and hear, I will then certainly devote time to doing the extra research by reading the volumes. Thanks for putting this together.

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Simrita Virk

Great initiative James...keep this directory detailed and hope this manager list grows. Regards Sim

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Balasundaram Ravindran

Would like to know more about funds operated by Clime Asset management.

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