Undiscovered Funds Series Survey

Did you know that more than 680 new managed investment schemes were registered in Australia in the last three years*?

In the same period, money invested in managed funds has grown over 12%.

New funds typically fly under the radar, with many investors looking for longer performance history and research ratings. Research on the performance of new funds varies. In 2018, Australian Fund Monitors found that funds often perform better in their early years, though their more recent data shows a more varied picture.

With this in mind, Livewire is excited to be launching its inaugural Undiscovered Funds Series, aimed at uncovering the brightest emerging talent, exploring their strategies, as well as the opportunities they are seeing in the current market.

Before we kick off, however, you’re invited to take a short survey to ensure we tackle the most critical topics.

TAKE THE SURVEY

Coming up in the Undiscovered Funds Series on Livewire

The Undiscovered Funds Series kicks off today and will feature insights from leading wealth managers and asset allocators. We’ll also be running feature interviews with eight fund managers across various asset classes to learn about their strategies and the opportunities they see.

Below is a taste of some of the content we have planned.

• A fireside chat with a leading research house looking at ‘The Lead Up’: the pivotal first years leading up to a rating.
• Scouting for talent and how leading boutiques spot market-beating managers.
• Exclusive Rules of Investing podcast with one of the best-performing young funds.
• Expert Interviews with eight emerging fund managers.
• A list of undiscovered funds in the Australian market.

Would you use undiscovered funds in your portfolio?

We’d love to hear about your views on undiscovered funds and invite you to participate in our short survey.

All participants will get access to a Special Report covering the survey findings, including which undiscovered funds other readers are using right now.

TAKE THE SURVEY 

If you are aware of or use a fund that has launched in the past three years feel free to let us know via the comments below and we will add it to our list.