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Podcast: Australian Investors Podcast
Episode: Step by step guide to selecting a managed fund
Description: 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...