What constitutes a strong Managed Fund
Details
How to Evaluate Funds Beyond Past Performance?
With so many managed funds available, choosing one can feel overwhelming.
Most investors rely on past returns, star ratings, or brand names — yet many still end up disappointed when markets change.
This session breaks down what truly makes a managed fund strong and gives you a clear, practical framework to evaluate funds with confidence — regardless of market conditions.
What We’ll Cover
1️⃣ Understanding Managed Funds
- What a managed fund really does
- Active management: when it adds value (and when it doesn’t)
- Common myths about fund performance
2️⃣ Core Traits of a Strong Managed Fund
- Fund manager skill vs luck
- Investment philosophy and process
- Consistency across market cycles
- Risk management and downside protection
3️⃣ Performance That Actually Matters
- Why past performance alone is misleading
- Volatility, drawdowns, and risk-adjusted returns (explained simply)
- How strong funds behave during market stress
4️⃣ Costs, Structure & Alignment
- Fees and hidden costs
- Portfolio turnover and tax efficiency
- How to assess if a fund is investor-friendly
5️⃣ Fit Within Your Portfolio
- How a strong fund complements (not duplicates) your holdings
- Diversification vs over-diversification
- Matching funds to your goals and time horizon
6️⃣ Common Investor Mistakes
- Chasing last year’s winners
- Switching funds too frequently
- Confusing complexity with quality
Who Should Attend
- Investors currently holding managed funds
- Beginners who want to invest more confidently
- Anyone considering unit trusts or mutual funds
- Those seeking clarity without jargon
No technical background required.
Format
- Educational & discussion-based
- Practical examples (Singapore context)
- Open Q&A
No hard selling. No product pitching.
The focus is education and long-term decision-making.
About the Host
Smart Money SG, a community dedicated to helping everyday Singaporeans make smarter financial decisions through clear, practical education.