How do you choose a great investment fund in a crowded market? In this episode, Kerry Fleming and Stuart James (Head of Distribution, TIP Group) walk you through the key steps for finding, comparing, and evaluating managed funds. Learn how to define your goals, understand asset classes, decode fees, and use essential documents like the PDS and TMD to make informed choices. Plus, download our free Fund Due Diligence Checklist to make your next fund decision even easier!Key Topics Covered:Why invest in managed funds?How to clarify your investment goals and risk profileActive vs passive funds: what’s right for you?Understanding benchmarks, performance, and feesWhat to look for in PDS, TMD, fact sheets, and IMsHow to compare funds and avoid common mistakesFree Fund Due Diligence Checklist for all listenersTimestamps:00:00 – Meet Stuart James & why funds matter02:00 – Defining your investment strategy05:00 – Asset classes & sub-asset classes09:00 – Active vs passive: pros and cons13:00 – Benchmarks, performance, and fees17:00 – Where to find essential information22:00 – Using the Fund Due Diligence Checklist29:00 – Next stepsListen on:Apple PodcastsSpotifyYouTubeFollow us:LinkedInFacebookDownload:Get your free Fund Due Diligence Checklist!Join the Conversation:What’s your top priority when picking a fund? Share your thoughts on LinkedIn or Facebook!About Teaminvest:Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.🎙️ Enjoyed this episode? Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 📩 Join the conversation Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn 🔗 Support the show Love what we’re doing? Please show your love by sharing this episode with a friend.

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