Our checklist for choosing an active investment
Do humans add value to investing?
Mitchell Sneddon, our Head of Funds Management at Rask, shares his checklist for choosing an active investment.
💸 Mitch’s checklist for picking an active manager/product
#1 - What are you looking for? Does active make sense here?
#2 - What are the fees?
#3 - Who is the fund manager?
#4 - What is the ETF/fund investing in?
#5 - What is the performance and track record?
Book a free chat with Mitchell Sneddon
This podcast is supported by Rask Invest. Please read the PDS, TMD & FSG before making any investment decisions.
Series resources
- Ask a question: https://bit.ly/3QtiY00
- Access Show Notes: https://bit.ly/R-notes
- Rask Community: https://bit.ly/3UkFWel
- Kate's book, Buying Happiness: https://bit.ly/kate-amazon
- Invest with Owen: https://bit.ly/R-invest
- Mortgage Broking: https://bit.ly/broke-rask
- Financial Planning: https://bit.ly/R-plan
- Property Coaching: https://bit.ly/R-P-coach
- 100-point property checklist (PDF): https://bit.ly/prop-check
- Accounting with Grey Space: http://bit.ly/3DG5lWS
- Business Coaching: https://bit.ly/o-coach
Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices