Episode Details
Back to EpisodesOur checklist for choosing an active investment
Published 1Â year, 2Â months ago
Description
Do humans add value to investing?
Mitchell Sneddon, our Head of Funds Management at Rask, shares his checklist for choosing an active investment.
💸 Mitch’s checklist for picking an active manager/product
#1 - What are you looking for? Does active make sense here?
#2 - What are the fees?
#3 - Who is the fund manager?
#4 - What is the ETF/fund investing in?
#5 - What is the performance and track record?
Book a free chat with Mitchell Sneddon
This podcast is supported by Rask Invest. Please read the PDS, TMD & FSG before making any investment decisions.
Series resources
- Ask a question: https://bit.ly/3QtiY00
- Access Show Notes: https://bit.ly/R-notes
- Rask Community: https://bit.ly/3UkFWel
- Kate's book, Buying Happiness: https://bit.ly/kate-amazon
- Invest with Owen: https://bit.ly/R-invest
- Mortgage Broking: https://bit.ly/broke-rask
- Financial Planning: https://bit.ly/R-plan
- Property Coaching: https://bit.ly/R-P-coach
- 100-point property checklist (PDF): https://bit.ly/prop-check
- Accounting with Grey Space:
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