Stocks Special Reports LICs Credit Technical Analysis Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Technical Analysis SMSFs Learn

Fund Features

24/06/2016 | 8:17 AM  Schroders' Andrew Fleming explains how buying equity at very high multiples can be a dangerous game for investors to play--even for companies that grow earnings.

22/06/2016 | 12:17 PM  As the countdown to the referendum enters its final days, leading investors warn of turmoil on currency and stock markets should the UK leave the European Union.

22/06/2016 | 8:14 AM  While today's equity markets have all the makings of a scary movie, investors should embrace uncertainty and adjust expectations to regain conviction in the asset class as a source of long-term returns.

21/06/2016 | 8:36 AM  After an incredible rally across developed market equities and global bonds, the good times may be over. Should investors be selling up for cash and gold?

20/06/2016 | 2:14 PM  Investors trying to assess the impact on their fixed-income allocations, should Britain vote to leave the EU, need to take care not to confuse the "dog" with the "tail," AllianceBernstein says.

16/06/2016 | 11:15 AM  While most asset classes may be a bit on the expensive side, Schroders' Simon Stevenson believes pockets of reasonable value can still be found.

16/06/2016 | 9:36 AM  Australian small-cap stocks have won over new converts after outperforming their larger rivals, despite bearish global markets.

15/06/2016 | 12:03 PM  As emerging market pioneer Sir John Templeton once said: "If you want to have a better performance than the crowd, you must do things differently from the crowd."

09/06/2016 | 8:36 AM  Capitalism has entered a new era due to unimaginable monetary policies and negative structural transitions that pose risks to growth forecasts, Bill Gross says in his monthly investment outlook.

08/06/2016 | 8:33 AM  Following five years of devastatingly poor returns, sentiment towards commodities is starting to turn following a surge in the prices of a wide variety of products since the beginning of the year.

03/06/2016 | 4:09 PM  

03/06/2016 | 8:08 AM  With investors generally overexposed to equities through super and direct investments, a greater allocation to alternative investments can help to improve risk-adjusted returns.

02/06/2016 | 8:08 AM  If the UK votes to leave the EU on 23 June, the near-term impact on the British economy is likely to be negative and would surely come as a massive shock to global financial markets.

01/06/2016 | 9:51 AM  After falling to below $30 a barrel earlier this year, oil has broken through the $50 mark. Stephen Message from UK-based asset manager Old Mutual examines what this means for stocks.

25/05/2016 | 11:57 AM  Platinum managing director Kerr Neilson gives insights into the asset manager's approach and areas of investment focus, with a particularly keen outlook on US pharmaceuticals and Chinese technology stocks.

25/05/2016 | 8:20 AM  Corporate defaults are rising in China, as are market interest rates. While these developments may worry investors and prompt negative headlines, they may have beneficial long-term effects.

24/05/2016 | 8:22 AM  As interest rates continue to fall in Australia, investors may want to take their cue from the Reserve Bank of Australia, according to PIMCO's Robert Mead.

20/05/2016 | 8:27 AM  Jeremy Grantham from global investment management firm GMO makes an admission of a past mistake regarding resources.

18/05/2016 | 2:28 PM  Long-term investors should embrace volatility, says Morningstar Investment Management's Dan Kemp, as it offers opportunities, not risk.

18/05/2016 | 8:35 AM  Household, corporate and government debt are at unmatched levels in absolute and relative terms and poses an unprecedented threat to the world economy, Fidelity's Michael Collins says.

17/05/2016 | 8:05 AM  Schroders' Stuart Dear discusses portfolio construction and the importance of balancing defensive features to ensure the portfolio plays both a diversifying role and is defensive in its own right.

16/05/2016 | 9:05 AM  JP Morgan's chief market strategist for the UK and Europe, Stephanie Flanders, says that global recession fears are unfounded--but markets remain challenging for investors.

16/05/2016 | 8:36 AM  Investing in global equities is a quest to find the companies that have made, or can make, the leap from good to great, says Amit Lodha, portfolio manager of the Fidelity Global Equities Fund.

12/05/2016 | 8:29 AM  Schroders head of Australian equities Martin Conlon discusses how investors have been left with their highest ever weighting in bond-like equities at the time of their highest ever prices.

10/05/2016 | 8:06 AM  The new age economy--especially that of developed nations with ageing demographics--is gradually putting more and more people out of work, Bill Gross says in his monthly investment outlook.

09/05/2016 | 8:24 AM  Beneath the surface of slow overall global growth, economic and policy divergence will continue to create a plethora of tensions, volatility, risks and opportunities, according to PIMCO.

04/05/2016 | 11:52 AM  

02/05/2016 | 8:34 AM  The euro area has only papered over its problems, not solved them, and the periphery will be vulnerable the next time there is a major shock to the global economy or investor confidence.

29/04/2016 | 8:14 AM  Wells Fargo conducted research on how five investment styles have performed during volatile periods throughout history. Here's why they are making a case for the quality investing style.

28/04/2016 | 8:06 AM  How do investors continue to strive to find those companies that can deliver, and potentially even further enhance, their positioning during such challenging times?

27/04/2016 | 8:21 AM  In its quarterly recap, Allianz Global Investors explores the most significant events in global markets, regional economies and monetary policy, and provides quick takeaways of its global outlook.

26/04/2016 | 3:29 PM  Japan's is into its second lost decade. Have central bankers run out of policy tools? JPMorgan's London-based Talib Sheikh says investors should be wary of further easing.

26/04/2016 | 8:18 AM  Global asset manager AllianceBernstein says it remains optimistic about China's long-term prospects, but warns that short-term risks in the policy arena and property market have intensified and "now turn on a knife-edge".

21/04/2016 | 8:10 AM  Schroders' Stuart Dear explains that in a challenging return environment, being positioned defensively but with the flexibility to engage emerging opportunities remains the appropriate strategy.

20/04/2016 | 10:47 AM  China may be the biggest player in the emerging market universe, but there are far more compelling investment opportunities in Africa and South America, according to a UK-based fund manager.

19/04/2016 | 8:08 AM  The Fed has taken a wager the world can ill afford to go wrong, according to Fidelity International's Michael Collins.

15/04/2016 | 9:45 AM  The International Monetary Fund has expressed concerns about China's debt levels but Doug Turnbull of the UK-based Neptune Investment Management says the debt is concentrated and not a problem.

15/04/2016 | 8:02 AM  In a "low return" world, the avoidance of landmines is likely to be more important than identifying where returns will come from, according to Schroders' Simon Doyle.

14/04/2016 | 10:09 AM  

14/04/2016 | 8:23 AM  Complicated growth and policy environments in China and Japan have created challenges for the region, according to PIMCO.

13/04/2016 | 8:18 AM  Schroders' Andrew Fleming reflects on the fact that in the past quarter, low-cost companies with lower levels of debt often performed better than their overvalued counterparts for the first time in several years.

08/04/2016 | 8:10 AM  US-based fixed-income and alternatives manager Western Asset Management discusses the impact of China's slowdown and current investment opportunities.

07/04/2016 | 11:33 AM  Morningstar's Daniel Needham explains how to buy an equity or bond at less than its intrinsic worth in a world where the reward for risk investing is diminished.

06/04/2016 | 10:40 AM  What is the influence of workers and consumers on stock markets? Dr Amlan Roy explains the implications for asset prices and capital flows, emerging markets and sustainability.

04/04/2016 | 8:16 AM  For the European Central Bank to orchestrate a beautiful deleveraging, the economy needs the right mix of growth and inflation, according to PIMCO.

01/04/2016 | 8:01 AM  Negative interest rates are real but investors seem to think they have a Zeno-like quality that will allow them to make money, Bill Gross says in his monthly investment outlook.

01/04/2016 | 8:01 AM  Negative interest rates in Japan and Europe have added to concerns over whether the monetary authorities still have the financial firepower to slay the feared demon of deflation.

31/03/2016 | 9:35 AM  Sir John Templeton stated that: "It is impossible to produce superior performance unless you do something different from the majority." James Montier from asset manager GMO explains how.

22/03/2016 | 10:14 AM  The easy money has already been made in Japan, the UK-based Polar Capital's James Salter says, but look for those cyclical stocks with depressed prices and you can still make a profit.

22/03/2016 | 8:10 AM  China's slowing economy is battling falling exports, looming job layoffs and a potential real estate bubble. What steps can the government take?

21/03/2016 | 8:30 AM  When planning to invest offshore, the decision of whether or not to hedge your currency exposure is an important one as movements in the Aussie dollar can either erode or add value to an investment.

21/03/2016 | 8:25 AM  Schroders' Simon Doyle discusses the moderately better news on the global economy received last month, which shifted sentiment away from the idea that global recession and deflation was imminent.

18/03/2016 | 8:07 AM  Matthew Booker explains why Schroders continues to invest in companies it believes have long-term franchise value which is unappreciated by the market.

17/03/2016 | 8:09 AM  Central banks are doubling down on their greatest gamble, says Michael Collins at Fidelity Worldwide Investment.

16/03/2016 | 8:58 AM  Investment strategy of recent years has been somewhat monotonous, according to Schroders' Martin Conlon. So what is the catalyst for the trend to change?

15/03/2016 | 8:36 AM  It's the golden age that follows disruption, according to Kate Howitt, portfolio manager of Australian equities at Fidelity.

13/08/2015 | 7:42 AM  Quality fund managers across a range of asset classes can now be easily selected using Morningstar's new fund screener.

08/07/2015 | 7:42 AM  Even a well-diversified portfolio can reveal surprises. Find out if your portfolio is too concentrated in a sector, asset class or even a stock.


Fund Styles

Large Value

About this style

These Funds own mostly larger-sized companies the fund manager believes are overlooked by the market and trading relatively cheaply

Fund Example Morningstar
Net Assets
1 y% 3y%
3.16 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
6m% 1y% 3y%
Affluence Investment Fund 0 5.90 9.09 --
Legg Mason Growth Trust 4 -6.94 6.85 15.16
Legg Mason Balanced Trust 4 -5.30 6.59 13.56
AMP - FAP - Property Biased (Mature) 3 4.40 6.27 8.32
AMP - FAP - Property Biased 3 4.40 6.27 8.35
AMP - FIP - Property Biased 3 4.38 6.22 8.29
AMP - FPP - Property Biased (Mature) 3 4.37 6.22 8.26
Macquarie SO AP-Macquarie OneChoice 5 6.16 5.97 11.10
Macquarie SO Super-Macquarie OneChoice 4 5.63 5.74 10.14
Centuria Growth Bond 5 1.78 5.69 8.59
Australian Large Blend
Fund Name Morningstar
6m% 1y% 3y%
Meme Australian Share 0 15.53 23.07 --
SGH Australia Plus 0 10.03 12.55 --
Optimum Corp Sup-Macquarie Australian Eq 5 8.31 12.19 15.13
Optimum Pers Sup-Macquarie Australian Eq 5 8.31 12.19 15.13
Macquarie Active Plus Equities 0 10.89 11.14 15.97
Macquarie Alloc Ann-Australian Equities 4 10.54 11.12 14.79
Third Link Growth 5 9.45 10.91 14.34
Grant Samuel Tribeca Alpha Plus 5 7.03 10.89 19.65
Grant Samuel Tribeca Alpha Plus C 5 7.01 10.82 20.03
Macquarie Life WS-Managed Equities 0 9.45 10.31 14.28
Australian Mid/Small Blend
Fund Name Morningstar
6m% 1y% 3y%
Regal Australian Small Companies Fund 0 10.86 55.79 --
Ophir Opportunities Class E 0 12.84 39.08 --
Perpetual Pure Microcap Fund 0 26.35 37.73 --
Ophir Opportunities 5 11.22 36.75 31.74
Ausbil MicroCap 5 11.04 24.88 29.19
Smallco Investment 4 5.02 21.36 19.83
Alpha Australian Small Companies 3 9.93 20.86 13.21
DS Capital Growth Fund 5 7.56 19.14 20.17
UBS Microcap Fund 0 8.83 18.82 --
AMP Capital Australian Small Companies 3 8.77 18.04 17.33
World Large Growth
Fund Name Morningstar
6m% 1y% 3y%
CFS FC Pen-Generation Global Share 5 2.19 8.51 21.41
Generation Wholesale Global Share 5 2.28 8.22 21.58
CFS FC Inv-Generation Global Share 5 2.01 8.21 21.29
CFS FC W Pen-Generation W Global Share 5 2.29 8.04 21.66
CFS FC W PSup-Generation W Global Share 5 2.17 7.63 19.50
IOOF PST-International Equities 4 4.24 7.51 19.42
CFS FC ESup-Generation Global Share 4 1.98 7.34 19.07
CFS FC PSup-Generation Global Share 4 1.94 7.25 19.11
Antipodes Global P 4 4.66 6.97 21.66
IOOF PST-International Equities (TE) 4 4.78 6.93 21.50
Australian Real Estate
Fund Name Morningstar
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 28.21 23.95 28.18
Optimum Prof Sav-RREEF Paladin Prp Secs 5 12.94 20.21 16.14
Optimum Pers Sup-RREEF Paladin Prp Secs 4 14.02 19.69 16.81
Optimum Corp Sup-RREEF Paladin Prp Secs 4 14.02 19.69 16.81
OnePath OA FR PS-Optimix Property Sec 5 20.97 19.02 16.71
ANZ ASA-Optimix Australian Property Sec 4 20.87 18.84 16.53
Macquarie S/RO-APN Property for Income 2 13.50 18.59 10.52
ANZ OA PS-Optimix Property Securities EF 4 20.33 17.78 15.50
Freehold Australian Property 0 12.97 17.74 --
Col SAP - Multi Mgr Property Securities 4 16.62 17.62 17.46