What separates a good fund from a great one? In this in-depth episode, Kerry Fleming and Stuart James (Head of Distribution, TIP Group) explore the qualities that make a fund stand out: sustainable moats, robust risk management, and genuine trustworthiness. Learn how to identify high conviction managers, avoid “closet benchmark huggers,” and spot the red flags that matter most.Find out why team stability, transparency, and communication are essential for long-term success—and get practical tips for your own fund research. Don’t forget to download our free Fund Due Diligence Checklist from the show notes! Download your  Fund Due Diligence ChecklistWhat is a moat for a fund—and why does it matter?High conviction vs. diversification: what’s the right balance?Why fund manager stability and resources are criticalHow to evaluate risk at the manager, style, and product levelThe importance of transparency, disclosure, and investor communicationPractical steps for assessing trustworthinessFree  Fund Due Diligence ChecklistTimestamps:00:00 – Recap & intro03:00 – Fund moats & differentiation08:00 – High conviction, active share, and closet benchmark huggers13:00 – Team stability & key person risk18:00 – Fund size: too small, too big, just right22:00 – Assessing risk: manager, style, product29:00 – Trustworthiness: transparency & communication36:00 – Download your free  Fund Due Diligence ChecklistListen on:Apple PodcastsSpotifyYouTubeFollow us:LinkedInFacebookDownload:Download your free  Fund Due Diligence ChecklistpJoin 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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