University of Technology Sydney

25625 UTS Student Managed Fund

There are course requisites for this subject. See access conditions.



Enrolment in the subject requires a student to have completed at least 24 credit points within a Finance major.

The enrolment period will commence between December - January for the Autumn session and May - June for the Spring session.

Further information about the program and application process is available at UTS Anchor Investment Fund.


This subject provides high-achieving students with advanced training in equity research and portfolio management in the context of a real investment fund. The subject challenges students to apply their training and investment knowledge to manage a live portfolio of Australian securities, providing a unique internship-like experience of the functioning of the funds management industry.

Under the supervision of an Investment Advisory Committee (consisting of the subject coordinator, UTS staff, and industry practitioners), students are responsible for formulating investment recommendations and for pitching their ideas to the committee. Students are also required to assist in the construction, monitoring and management of the fund, providing students with an appreciation of the day-to-day operations of a real investment fund. For example, how trade ideas are generated and approved, how trades are executed, and how investment performance is measured and managed.

Detailed subject description.

Access conditions

Note: The requisite information presented in this subject description covers only academic requisites. Full details of all enforced rules, covering both academic and admission requisites, are available at access conditions and My Student Admin.