Student Managed Fund

Student Managed Fund

A second-round call for applications has opened for the Semester 2, 2018 intake into the undergraduate "Student Managed Fund" (SMF), which involves changes to the entry requirements related to prerequisites and the potential number of course units.

Students in this course are responsible for the management of a fund comprising approximately $0.6 million, under the guidance of course convenors. This amount reflects donations made to the University, with the intent that the funds be managed by students, and be used to support the philanthropic activities within CBE. The course therefore provides a unique opportunity for deep activity based learning. The primary task of students will be to make investment recommendations to be reviewed and endorsed by an Investment Committee that includes top industry practitioners from around Australia and ANU staff. Students will also be responsible for the day-to-day functions typical of a managed fund. 

Entry to the course is competitive, with only a small number of places available. The new call for applications includes the possibility of enrolling in the fund for either 6 units (enrolment in Semester 2 2018 only) or 12 units (consecutive enrolment in Semester 2 2018 and Semester 1 2019), with preference given to 12-unit enrolments. The new call also contains adjusted pre-requisites dependent on the team within the fund you apply to enter, specifically:

-    Active Australian Equities team: Pre-requisite: FINM2003; Co-requisite FINM3005

-    Asset Allocation team: Pre-requisite: FINM2003; Co-requisite FINM3008

-    Risk and Compliance team: Pre-requisite: FINM2003

-    Relationship team: Pre-requisite: FINM1001

For more information on the eligibility criteria, pre-requisites and admission process, please see the Student Managed Fund Admission Procedure (link below). The deadline for written applications is 5pm on Monday 7 May, 2018. 

Click here for details of the admission procedure.

Note: The guidelines for the investment recommendation are deliberately broad, and the context should be determined by the student. The recommendation could be stock specific, related to asset allocation or for a particular asset class, and does not have to be specifically targeted towards the student managed fund, but may be in a context decided by the student.

Updated:   27 April 2018 / Responsible Officer:  CBE Communications and Outreach / Page Contact:  College Web Team