Posts tagged best managed funds

How to find the Best Managed Funds – Part 2

Performance

Better Performance

In the first part of this report we looked at how you pick the best quality managed funds.

In this part we are going to look at how you choose the best performing managed funds from your selection of quality funds.

Many of the research houses have useful analysis tools and a particularly good one to use is the Peer Group Ranking Report available with Morningstar. What this tool will do is rank all of your selected funds into a respective category. Let’s say you are looking for a geared Australian share fund as part of your portfolio. Morningstar will find every available fund that specialises in Australian shares and uses gearing in their investment strategy. Likewise, you may want to find a fund that invests into the largest international companies. Whatever type of fund you are looking for, Morningstar will have a category for it. Read the rest of this entry »

How to find the Best Managed Funds – Part 1

Financial Freedom through Financial Education

Financial Freedom through Financial Education

Finding the best managed funds is not difficult. It is a 2 step process. All you need to do is find the best performing funds within the best quality of fund managers. In more technical terms this is using both a qualitative and quantitative approach to selecting the best managed funds. Part 1 of this report is about the 1st step or qualitative approach to finding the best fund managers. Part 2 of the report will explain the 2nd step or quantitative approach to finding the best performing funds. Read the rest of this entry »