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Step by step guide to selecting a managed fund
In this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Daryl Wilson from Affluence Funds Management and discusses:
1. Strategic Asset Allocation – How to build a portfolio aligned with your goals, when to adjust your asset class exposure, and using allocation ranges effectively.
2. Tactical Asset Allocation – Should you be style agnostic (e.g. value vs growth vs momentum)? How do you assess whether an asset class offers real value—or is a value trap?
3. Assessing Fund Managers – Comparing established vs new funds, looking beyond performance numbers, aligning managers’ interests with your own, and knowing when to switch managers.)
If you love learning about multi-asset investing, fund manager analysis, and small cap opportunities, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics covered
- Overview of Affluence Funds Management
- Special Situations and Small Cap Value
- Portfolio Construction 101
- Adapting Asset Allocation Over Time
- Strategic vs Tactical Allocation Explained
- Value vs Growth Style Bias
- How to Assess Value and Avoid Value Traps
- Global Outlook & Contrarian View
- Market Sentiment and “Smart Money” Behaviour
- Fund Manager Selection Framework
- Manager Due Diligence Process
- Fund Structure Preferences
- Views on Portfolio Concentration
- When to Sell or Redeem a Manager
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #FundManagers #AustralianInvestorsPodcast
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By RaskIn this Australian Investors Podcast episode, your host Mitchell Sneddon sits down with Daryl Wilson from Affluence Funds Management and discusses:
1. Strategic Asset Allocation – How to build a portfolio aligned with your goals, when to adjust your asset class exposure, and using allocation ranges effectively.
2. Tactical Asset Allocation – Should you be style agnostic (e.g. value vs growth vs momentum)? How do you assess whether an asset class offers real value—or is a value trap?
3. Assessing Fund Managers – Comparing established vs new funds, looking beyond performance numbers, aligning managers’ interests with your own, and knowing when to switch managers.)
If you love learning about multi-asset investing, fund manager analysis, and small cap opportunities, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube!
Follow us on Instagram and TikTok for more investing insights.
Topics covered
- Overview of Affluence Funds Management
- Special Situations and Small Cap Value
- Portfolio Construction 101
- Adapting Asset Allocation Over Time
- Strategic vs Tactical Allocation Explained
- Value vs Growth Style Bias
- How to Assess Value and Avoid Value Traps
- Global Outlook & Contrarian View
- Market Sentiment and “Smart Money” Behaviour
- Fund Manager Selection Framework
- Manager Due Diligence Process
- Fund Structure Preferences
- Views on Portfolio Concentration
- When to Sell or Redeem a Manager
~~ Rask Resources ~~
🔗 Explore all Rask services – https://bit.ly/R-services
📋 Get Financial Planning – https://bit.ly/R-plan
📈 Start investing with Rask – https://bit.ly/R-invest
📜 Access Show Notes – https://bit.ly/R-notes
❓ Ask a question – just select the Investor Podcast – https://bit.ly/R-quest
📲 Follow us on social media:
Instagram: @rask.invest
TikTok: @rask.invest
DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it.
If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg.
#Investing #FundManagers #AustralianInvestorsPodcast
Learn more about your ad choices. Visit megaphone.fm/adchoices
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