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: