Student Managed Fund

Applications are open for the Semester 1, 2020 intake into the "Student Managed Fund", which is a 12 unit offering at the undergraduate level (FINM3009 + FINM3010). Students in this course are responsible for the management of a fund comprising over $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. For Semester 1, 2020, students may apply to enrol in the fund for a single semester (6 units). However, strong priority will be given to good applications from students who are able to enrol in the fund for two semesters (12 units), and students who enrol for 6-units would not have the opportunity to take on leadership positions within the fund. The pre-requisites are 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

Students who do not meet the pre-requisites of a particular team, but who have prior training or experience that they believe provide them with the skills and understanding required of that team, may still apply by providing a short justification to this effect. 

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 30 September. 

Click here for details of the admission procedure.

Note: As detailed in the link above, students are asked to submit an investment recommendation as part of their application. This provides applicants an opportunity to showcase their potential to research and communicate a recommended course of action in an investing context. Guidelines are left deliberately broad. For example, 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. If granted an interview, students will be asked questions regarding the recommendation. The team(s) a student is applying for in conjunction with the Finance courses they have competed will be taken into consideration. For example, a student applying for the Relationship Team who has only undertaken FINM1001 will not be expected to show the same level of complexity and understanding as a student applying for the Asset Allocation and/or Active Australian Equities teams who has completed FINM3005 and FINM3008.


Updated:   13 August 2019 / Responsible Officer:  CBE Communications and Outreach / Page Contact:  College Web Team