Approved Fund List

Approved managed funds.

Managed funds that Brad Matthews Investment Strategies independently researches and rates. Each fund shown carries our highest research rating and is supported by a current factsheet, PDS and target market determination.

FUNDS
RESEARCH RATING
Highly Recommended
COLLATERAL AS AT
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Fund data, ratings and factsheets shown on this page are live. "Highly Recommended" denotes our highest independent research rating. For use by financial advisers only — not for distribution to retail investors.

Brad Matthews Investment Strategies (BMIS) provides general financial product advice and research to financial advisers and their licensees. BMIS does not provide personal advice to retail clients and does not arrange or execute transactions; the adviser remains responsible for the suitability of any advice given to their clients. This portal is for the use of financial advisers only and is not for distribution to retail investors. Past performance is not a reliable indicator of future performance. © 2026 Brad Matthews Investment Strategies.
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