ANU Student Managed Fund

ANU Student Managed Fund The ANU Student Managed Fund (SMF) is administrated by RSFAS.

It enables students to assume responsibility for the management of real money of approximately $900,000, while simultaneously earning course credit.

Ever wondered how the ANU Student Managed Fund turns research into real investment recommendations? The ANU Student Man...
14/09/2026

Ever wondered how the ANU Student Managed Fund turns research into real investment recommendations?

The ANU Student Managed Fund is a for-credit course where students manage over $0.9 million in investments and develop research-backed recommendations aligned with the University’s Socially Responsible Investment Policy.

Join us for an inside look at how SMF members analyse companies, develop investment theses, and prepare recommendations for the Investment Advisory Committee.

You’ll hear directly about the student experience, the research process, and the frameworks used throughout the Fund.


Date: Wednesday, 23 September�
Time: 5:00–6:30pm�
Location: Marie Reay Room 3.05

Register here: https://docs.google.com/forms/d/e/1FAIpQLSdCs9dEn-io_zj58od36AKNzSABVhaX1GFZyRUtXsiJLkWjjA/viewform?usp=dialog

Come along to our Application Workshop on Monday, 21 September, 6.00 - 7.00PM to learn more about how the Fund operates,...
10/09/2026

Come along to our Application Workshop on Monday, 21 September, 6.00 - 7.00PM to learn more about how the Fund operates, the different teams you can be a part of, and what your application should look like. This is the perfect chance to ask questions, meet current members, and determine what part of the fund you belong in.

If you would like to attend, please register using the form below:
🔗: https://forms.cloud.microsoft/Pages/ResponsePage.aspx?id=XHJ941yrJEaa5fBTPkhkN_fmKpG2IcRHsEOdXTlTtjBUQlpaNzBXSFFJRDMyMDVHUVE5VUtXVDc5WC4u

Applications close Tuesday, 6 October - don’t miss the opportunity to get prepared and apply with confidence!

Stay updated on the SMF’s journey by following up on Facebook, Instagram and LinkedIn

Facebook: https://www.facebook.com/smfANU
Instagram: https://www.instagram.com/anu_SMF
LinkedIn: https://www.linkedin.com/company/anu-smf

Learn more about the Student Managed Fund:
🔗: https://rsfas.anu.edu.au/study/student-managed-fund

Meet the Relationship Team (RT) — a close-knit group of 4 students responsible for raising awareness of the ANU Student ...
03/09/2026

Meet the Relationship Team (RT) — a close-knit group of 4 students responsible for raising awareness of the ANU Student Managed Fund (SMF) and building meaningful connections with the University and beyond.

Our team manages the Fund's branding and communications across social media, coordinates external engagement initiatives, and strengthens relationships with alumni, and industry professionals.

We support outreach by organising guest speaker sessions, promoting events, and engaging directly with the student community to boost awareness of the Fund's activities and opportunities. We work closely with other SMF teams and stakeholders to keep our messaging consistent and uphold the Fund's strong reputation within the ANU community.

While relationship management is at our core, we also love getting creative — designing campaigns, producing engaging content, and finding new ways to connect with students and stakeholders. Through this work, RT plays a vital role in building the Fund's profile and impact.

Stay updated on the SMF's journey by following us on Facebook and LinkedIn!


Link in bio!

Meet the Risk and Compliance (R&C) Team: The Risk & Compliance (R&C) team are a group of hardworking and analytical stu...
01/09/2026

Meet the Risk and Compliance (R&C) Team:

The Risk & Compliance (R&C) team are a group of hardworking and analytical students responsible for monitoring and reporting on the Fund’s portfolio performance, assessing portfolio risks, and maintaining and updating the Portfolio Attribution (PA) Model. The team also ensures investments align with the SMF’s Socially Responsible Investment (SRI) policy, which extends from the broader ANU SRI framework with additional Fund-specific constraints. R&C collaborates with the AAE and AA teams to ensure ESG (Environmental, Social, and Governance) considerations are integrated into investment decisions.

Additionally, R&C is responsible for the Fund’s Behaviour Bias Risk Management Framework and regularly undertakes red-teaming to identify and mitigate risks stemming from behavioural bias. The team also leads the Breach Management process, where potential SRI policy violations are identified, investigated, and escalated to the Fund Convenor and CIO for resolution.

Stay updated on the SMF’s journey by following up on Facebook and LinkedIn!
Facebook: https://www.facebook.com/smfANU
LinkedIn: https://www.linkedin.com/company/anu-smf

Learn more about the Student Managed Fund:
Link: https://rsfas.anu.edu.au/study/student-managed-fund

Meet the Asset Allocation (AA) Team: The Asset Allocation (AA) team is a group of driven and analytical students respon...
31/08/2026

Meet the Asset Allocation (AA) Team:

The Asset Allocation (AA) team is a group of driven and analytical students responsible for managing approximately 55% of the ANU Student Managed Fund's portfolio. Working across equities, fixed income and cash, the team determines the optimal asset mix to maximise long-term risk returns trade off.

The AA team plays a pivotal role in positioning the SMF for sustainable performance across market cycles, using rigorous macroeconomic analysis and scenario forecasting to keep the portfolio well-diversified and resilient.

Stay updated on the SMF’s journey by following up on Facebook and LinkedIn!
Facebook: https://www.facebook.com/smfANU
LinkedIn: https://www.linkedin.com/company/anu-smf

Learn more about the Student Managed Fund:
Link: https://rsfas.anu.edu.au/study/student-managed-fund

Meet the Active Australian Equities (AAE) Team: The AAE team manages approximately 45% of the ANU Student Managed Fund, ...
28/08/2026

Meet the Active Australian Equities (AAE) Team:

The AAE team manages approximately 45% of the ANU Student Managed Fund, researching ASX 200 companies to identify high-conviction investment opportunities. Analysts combine fundamental research, financial modelling and market analysis to assess current holdings and pitch new investment ideas to the Investment Advisory Committee. Through this process, students gain practical experience applying finance theory to real-world investment decisions while contributing to the Fund’s long-term objectives.

Follow the ANU Student Managed Fund for more updates!

Facebook: https://www.facebook.com/smfANU
Instagram: https://www.instagram.com/anu_SMF
LinkedIn: https://www.linkedin.com/company/anu-smf
Learn more: https://rsfas.anu.edu.au/study/student-managed-fund

The Chief Investment Officer sits at the head of the student team, providing leadership and overseeing cross-team collab...
27/08/2026

The Chief Investment Officer sits at the head of the student team, providing leadership and overseeing cross-team collaboration to ensure the smooth operation of the whole Fund. Acting as the last checkpoint before recommendations reach the Convenors for feedback and the Investment Advisory Committee for endorsement, the CIO ensures every proposal has been rigorously vetted and reflects the Fund's broader strategy and objectives. As part of these internal responsibilities, the CIO also works alongside Convenors to shape the agenda for team meetings, while representing the SMF to external parties — such as engaging with industry practitioners and marketing events.

The role extends well beyond leading the student team: the CIO oversees day-to-day Fund operations and acts as the main point of contact between the student team and Course Convenors.

It's a role that demands equal parts leadership, judgement, and organisation. By tying together the efforts of every sub-team, the CIO keeps the Fund running smoothly, drives it toward its goals, and upholds the standard of professionalism the SMF is known for.



Stay updated on the SMF’s journey by following up on Facebook and LinkedIn!

Facebook: https://www.facebook.com/smfANU

Instagram: https://www.instagram.com/anu_SMF

LinkedIn: https://www.linkedin.com/company/anu-smf



Learn more about the Student Managed Fund:

Link: https://rsfas.anu.edu.au/study/student-managed-fund

The ANU Student Managed Fund will be hosting an On-Campus Residents Information Session. This is your chance to learn ho...
24/08/2026

The ANU Student Managed Fund will be hosting an On-Campus Residents Information Session. This is your chance to learn how we manage real investments right here at ANU!

Come along to hear about how the Student Managed Fund works, meet our teams, and chat with current members and analysts. Whether you're curious about finance or looking to get involved, this is the perfect opportunity to find out more.

Join us on Tuesday 25th August from 1pm-1.30pm in the Burgmann Chapel Room.

A huge thank you to everyone who stopped by the ANU Student Managed Fund (SMF) stall at the Welcome to CBE & Info Market...
18/08/2026

A huge thank you to everyone who stopped by the ANU Student Managed Fund (SMF) stall at the Welcome to CBE & Info Market event! It was a pleasure meeting so many enthusiastic students and sharing what the SMF has to offer.

We're excited to see what this semester has in store and look forward to another rewarding semester with the SMF.

Want to learn more about the SMF? Visit our website via the link in our bio.

Stay connected and follow our journey on Facebook, Instagram, and LinkedIn.
Facebook: https://www.facebook.com/smfANU
LinkedIn: https://www.linkedin.com/company/anu-smf

We are excited to share the latest portfolio snapshot from the ANU Student Managed Fund (SMF). As of 23 July 2026, the F...
18/08/2026

We are excited to share the latest portfolio snapshot from the ANU Student Managed Fund (SMF).

As of 23 July 2026, the Fund's total Assets Under Management (AUM) stood at $911,378.64, with an annualised return of +8.42% since inception.

Our portfolio is managed across two teams:

▪ Active Australian Equities (AAE): Responsible for selection and ongoing management of securities within the ASX200, currently comprising 45% of the total portfolio.
▪ Asset Allocation (AA): Manages a diversified portfolio of domestic and international ETFs across equities, fixed income, and cash, representing 55% of the total portfolio.

AAE Portfolio Holdings:

▪ Ansell Limited (ANN)
▪ Computershare Ltd (CPU)
▪ CSL Limited (CSL)
▪ iShares Core S&P/ASX 200 ETF (IOZ)
▪ Lendlease (LLC)
▪ Orora Limited (ORA)
▪ Reliance Worldwide Corporation (RWC)
▪ Suncorp Group Limited (SUN)
▪ Worley Limited (WOR)

AA Portfolio Holdings:
▪ Betashares Australian High-Interest Cash ETF (AAA)
▪ iShares MSCI Emerging Markets ETF (IEM)
▪ iShares Core S&P/ASX 200 ETF (IOZ)
▪ Vanguard Australian Government Bond Index ETF (VGB)
▪ Vanguard MSCI Intl Shares (Hedged) ETF (VGAD)
▪ Vanguard MSCI Intl Shares ETF (VGS)

Stay updated on the SMF's journey by following us on Facebook, Instagram and LinkedIn: Links in bio



Facebook: https://www.facebook.com/smfANU
Instagram: https://www.instagram.com/anu_SMF
LinkedIn: https://www.linkedin.com/company/anu-smf

Learn more about the Student Managed Fund:
Link: https://rsfas.anu.edu.au/study/student-managed-fund

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Canberra, ACT

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