Managed Funds

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Investment Newsletter

Investment NewsletterOur managed funds & investment newsletter provides insight and discounts for the DIY investor

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RebatesAppoint Wealth Focus as your fund broker and save on your ongoing fees as well as a 100% entry fee rebate

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Features

Prime Value Growth FundBoutique Fund Managers - Little Gems?

With many investors considering re-entering the markets, we consider the opportunity of investing through boutique managed funds.

We consider whether managers with skin in the game can add value to your portfolio

Prime Value Growth FundPrime Value Growth Fund

Flexibility to allocate significantly to cash can be an advantage when you see the signs that a market is over-heating.

The GFC provided the perfect stage for Han Lee, fund manager of the Prime Value Growth Fund to show off his skills in capital preservation.

Read our March review of this award winning fund

Instreet MastINstreet Mast

The latest structured product from INstreet allows investors to access $100k exposure to a managed commodities fund for $6,350pa.

No adviser fee with Wealth Focus

Wilson HTMWilson HTM Priority Growth Fund

We consider the top performing Australian Equity Fund* and why we expect this managed fund to continue to perform

Our March article considers the benefits of this top performing fund

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