Undiscovered Funds Series Survey
Livewire is launching a series dedicated to unearthing some of Australia's up-and-coming funds. We'd love to hear your views on new funds.
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.
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.
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My passion is equity research, portfolio construction, and investment education. There are some powerful processes that can help all investors identify great opportunities and outperform the market, and I want to bring them to life and share them with you.
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Livewire gives readers access to information and educational content provided by financial services professionals and companies ("Livewire Contributors"). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.
My passion is equity research, portfolio construction, and investment education. There are some powerful processes that can help all investors identify great opportunities and outperform the market, and I want to bring them to life and share them...
Expertise
My passion is equity research, portfolio construction, and investment education. There are some powerful processes that can help all investors identify great opportunities and outperform the market, and I want to bring them to life and share them...
Expertise
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