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Fund Features

26/04/2017 | 10:01 AM  Trump's first 100 days in office may have acted as a fillip for global equity returns, but this most unconventional of US presidents will now need to roll up his sleeves and deliver.

26/04/2017 | 9:38 AM  Following the first round of the French Presidential elections, the 7 May vote is now between Emmanuel Macron and Marine Le Pen. What does it mean for investors?

21/04/2017 | 10:19 AM  Environmental, sustainability and governance investing approaches that exclude entire sectors are unpopular with asset managers and their investors.

21/04/2017 | 8:11 AM  After the fireworks of 2016, 2017 has, to date, been more like an aromatic candle in terms of market moves, according to Schroders deputy head of fixed income Stuart Dear.

20/04/2017 | 12:27 PM  Ignore climate change at your portfolio's peril, says Jeremy Grantham, founder of asset manager GMO.

20/04/2017 | 12:27 PM  High rates of growth, and the productivity that drives them, are likely distant memories from a bygone era, according to bond investment guru Bill Gross.

20/04/2017 | 12:27 PM  Schroders was unsurprised by the recent sea change around the outlook for inflation as it was driven by volatile oil prices, and the tendency to extrapolate recent experience.

19/04/2017 | 12:27 PM  Value creation is hard won by a corporate and easily lost, as Schroders deputy head of Australian equities Andrew Fleming illustrates.

18/04/2017 | 12:27 PM  As we close out the first quarter, contrary to conventional wisdom the top-performing stock markets have not been in the US, not even in a resurgent Europe, Fidelity says.

13/04/2017 | 12:27 PM  Jeremy Grantham, renowned investor and founder of GMO, explains how a growing population is putting a strain on global resources.

12/04/2017 | 12:27 PM  While investors continue to enjoy strong returns from global equities, one nagging source of discomfort is the remarkably low level of volatility displayed by markets.

10/04/2017 | 12:27 PM  The rally in cyclical "value" stocks paused for breath in February, as investors took a more cautious tone and switched their attention back to defensive areas.

07/04/2017 | 12:27 PM  More difficult market conditions in a rising interest rate environment highlight the value of active management across your portfolio, says Simon Doyle, Schroders' head of fixed income and multi-asset.

05/04/2017 | 12:27 PM  

05/04/2017 | 12:27 PM  News that BlackRock sidelined seven of its equity-fund managers didn't make many front pages, but in the small world of professional money management it was indeed a big story.

04/04/2017 | 12:27 PM  Two distinct camps are emerging in the markets: one emphasising the uncertain political outlook and the other downplaying the political impact on the wider economy.

03/04/2017 | 12:27 PM  The active versus passive fund management debate rolls on, and the outperformance of index funds will continue, says Vanguard's head of investment and equities, Asia Pacific.

29/03/2017 | 12:27 PM  The financial crisis reinforced both the danger of paying attention to short-term economic and market noise and the importance of being independently minded.

28/03/2017 | 12:27 PM  Dr Gerd Gigerenzer says fund providers need to invest in education so that savers are better equipped to deal with risk--and can make better financial decisions.

27/03/2017 | 12:27 PM  Isabel Levy of French asset manager Metropole Gestion explains how she uses fundamental industrial analysis to avoid value traps and identify the fair value of European equities.

27/03/2017 | 12:27 PM  Changes to fertility, age composition, and urbanisation will influence China's economy in the decade to come.

24/03/2017 | 12:27 PM  A director of Grant Samuel Funds Management's Epoch Global Equity Fund has defended its underperformance during 2016, hitting out at passive managers whose bull run he says "can't go on forever".

24/03/2017 | 12:27 PM  It is worth considering the maths involved in bond investing, given concerns that there'll be a bond market rout.

23/03/2017 | 12:27 PM  High active share funds--that is, those managers who take off-benchmark bets--outperform those which are low active share. So, ban closet trackers from your portfolio.

22/03/2017 | 12:27 PM  While Australian retail investors in fixed-income and bond-like sectors face headwinds in the current market environment, there are attractive opportunities in growth-focused equities.

22/03/2017 | 12:27 PM  Schroders' Simon Doyle illustrates how the dangers associated with social media feeds are exactly like those faced by many investors.

21/03/2017 | 12:27 PM  Want sustainable long-term returns? Morningstar UK reveals the essential components and the fund providers who are getting it right.

21/03/2017 | 12:27 PM  Asia has historically attracted a political and corporate governance discount to developed markets, but is this still justified today given recent events across the west?

20/03/2017 | 12:27 PM  Hilde Jenssen from Norwegian fund manager Skagen admits that emerging markets have disappointed investors over the past three years--but says valuations are attractive and reforms are boosting returns.

15/03/2017 | 12:27 PM  For Australian investors seeking to diversify internationally, the nearest and fastest-growing region still appears to be an attractive prospect in the Year of the Rooster.

14/03/2017 | 12:27 PM  In the face of the Trump bull market and the "animal spirits" that are currently encouraging risk, legendary bond investor Bill Gross reiterates the importance of capital preservation.

13/03/2017 | 12:27 PM  We look under the hood of Investors Mutual's small-cap strategy, which took out the top award in its category at the recent Morningstar Fund Manager of the Year Awards.

10/03/2017 | 12:27 PM  Macro-driven oscillations and violent price moves remain the order of the day in equity markets and just about every other market. However, the basic questions on financial system stability remain the same.

08/03/2017 | 12:27 PM  The Australian Equities Sector Wrap provides an essential summary of Morningstar Analyst Ratings and an overview of major observations made while undertaking the 2016 fund manager reviews.

08/03/2017 | 12:27 PM  History tells us that periods of crisis are often preceded by periods of abnormally low volatility, and complacency about risk and valuations. Are we in one such period?

07/03/2017 | 12:27 PM  Interest and demand for ethical investments is growing, and the Morningstar Sustainability Rating can help investors put their money where their values are.

06/03/2017 | 12:27 PM  Vanguard Investments Australia took out top billing at the annual Morningstar Australia's annual Fund Manager of the Year Awards, which were held in Sydney on Friday night.

03/03/2017 | 12:27 PM  

03/03/2017 | 12:27 PM  While President Trump's first speech in front of Congress was a success in many ways, it does not necessarily change the inherent difficulties of policymaking in Washington, PIMCO's Libby Cantrill says.

03/03/2017 | 12:27 PM  A high US dollar could conceivably trigger radical US policy changes that could damage the world economy and cause upheaval in investment markets, Schroders' Michael Collins says.

01/03/2017 | 12:27 PM  Schroders' Simon Stevenson believes the positive reflation environment is priced into equities and they are vulnerable to disappointment should an inflation scare develop.

01/03/2017 | 12:27 PM  Putting America First may sound like a good political sound bite in 2017 but it may not be so catchy when US companies are laying off workers and consumer prices are rising, Fidelity's Tom Stevenson says.

20/02/2017 | 12:27 PM  

13/02/2017 | 12:27 PM  Schroders deputy head of Australian equities Andrew Fleming makes four observations on where he now sees value in the market.

09/02/2017 | 12:27 PM  For now, investors must embrace the "financial methadone" of quantitative easing, Janus Capital's Bill Gross says.

08/02/2017 | 12:27 PM  A year after China woes dominated the headlines, ongoing tensions remain between heady growth and economic reform.

01/02/2017 | 12:27 PM  When value emerges in Chinese equities, it usually goes unrecognised and can create opportunities for building long-term positions in robust businesses.

31/01/2017 | 12:27 PM  Corporate executives who huckster their stocks rather than run their businesses are a bigger concern than high-frequency trading, Morningstar's John Rekenthaler says.

30/01/2017 | 12:27 PM  Long-term investors in China and wider Asian equities should not worry about President Trump, says Barings head of Asian equities Hjung Jin Lee.

30/01/2017 | 12:27 PM  Robust corporate governance and prudent capital allocation are two of the most important considerations when it comes to EM stock selection, says Fidelity's Alex Duffy.

25/01/2017 | 12:27 PM  In the face of extreme uncertainty, particularly since the latter stages of 2016, the value of taking a longer-term approach versus trying to time the market is paramount.

24/01/2017 | 12:27 PM  As President Donald Trump settles into the White House, we reflect on the major macroeconomic developments of 2016, how they may play out in 2017 and how investors should respond--or not.

24/01/2017 | 12:27 PM  This year could be the one when errors catch up with European policymakers and expose the most likely fate of the Eurozone--a breakup of some description.

13/08/2015 | 12:27 PM  Quality fund managers across a range of asset classes can now be easily selected using Morningstar's new fund screener.

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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
Rating
Net Assets
$mil
1 y% 3y%
-- -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Foundation Assertive 4 8.05 16.62 8.24
BT Super for Life Growth Fund Retir 5 9.19 15.90 10.31
IOOF Profile 75 3 7.01 15.68 7.99
Col SAP-Credit Suisse Capital Growth 5 6.23 15.16 8.60
Legg Mason Martin Currie Divers Gr Tr 5 7.26 14.87 9.63
ANZ A Pension - Citigroup Diversified Tr 5 6.86 14.73 9.99
Col SAP - Colonial Growth Fund 5 7.11 14.71 9.69
Invesco WS Diversified Growth-Class A 4 7.72 14.61 8.45
North Multi Manager Active Growth 5 7.24 14.54 8.64
CFS FC W Pen-FirstChoice W M-Index Bal 5 6.42 14.51 8.40
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Dimensional Australian Value Trust 2 15.81 36.93 9.33
Col SAP - Maple BA/Advance Imputation 3 16.45 29.85 8.71
Legg Mason Martin Currie Select Opps A 3 13.37 27.13 10.16
Maple-Brown Abbott Australian Equity 3 15.61 27.13 7.65
Col SPS - Maple Brown/Advance Imputation 3 15.09 27.08 7.74
Strategic Australian Equity 3 12.68 26.94 7.92
CFS FC W Pen-Maple-Brown Abb W Aus Shr 3 16.61 26.67 8.18
Maple-Brown Abbott Aus Shr Wholesale 3 15.22 26.27 6.95
Maple-Brown Abbott Sharemarket W 3 15.10 26.02 7.22
AMP Capital W Australian Equity Value 3 13.60 25.79 7.50
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Col SAP - Schroder Australian Equity 4 13.06 29.55 7.46
MLC MK Pen-Schroder WS Aus Eq Fund 2 13.12 27.50 5.92
MLC MK TAP-Schroders WS Aus Equity 3 12.97 27.25 5.78
MLC MKey AP - Schroders Ws Aus Equity 3 12.97 27.25 5.78
CVW WF-Schroder Equity Opps (Pen) 0 9.17 27.01 --
BT Integrity Core Australian Share 4 13.77 26.76 6.97
Col SPS - Schroder Australian Equity Opt 4 11.89 26.52 6.58
CFS FC W Pen-Lazard W Select Aus Equity 3 13.35 26.38 7.17
CFS FC W Pen-Schroder W Aus Equity 4 13.60 26.30 6.85
OnePath OA TAP-Schroders Aus Equity EF 3 10.74 26.13 5.38
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Ausbil 130/30 Focus - Retail 4 11.90 26.64 7.82
Ausbil 130/30 Focus - Wholesale 4 12.14 26.18 7.84
BT Ptnr Aus Share Gr 1 WS 4 12.06 24.73 5.10
BT PPSI-BT WS Ptnr Aus Shr Gr 1 4 12.06 24.73 5.60
Col SAP - CFS Ws Indexed Australian Sh 4 10.73 24.18 9.16
Col SAP - Ausbil Australian Share 5 11.33 23.63 8.57
BT Ptnr Aus Share Gr 1 Retail 3 11.50 23.50 4.00
ClearView Pension Plan Aus Shares Gr 4 8.39 22.94 7.61
ClearView RO Bond Aus Shares Growth 3 7.96 22.30 6.80
ClearView Super & RO Aus Shares Growth 3 8.10 22.20 6.99
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Celeste W Aus Small Co 3 3.08 31.01 8.09
Celeste Australian Small Companies 3 1.84 30.24 6.74
CFS FC Pen-Celeste Aus Small Co 2 2.71 30.17 6.99
CFS FC W Inv-Celeste W Aus Small Co 3 2.00 29.95 6.45
CFS FC Inv-Celeste Aus Small Co 3 1.64 28.97 5.68
CFS FC W PSup-Celeste W Aus Small Co 3 2.66 27.26 7.08
CFS FC PSup-Celeste Aus Small Co 2 2.37 26.60 6.50
Perpetual Pure Microcap Fund 5 -1.77 24.40 26.67
OC Micro-Cap 4 -1.18 21.86 15.00
NovaPort Wholesale Microcap 4 1.34 20.76 8.66
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Dimensional Global Value Trust 3 12.79 22.40 10.32
Platinum Unhedged Fund 5 13.74 21.75 11.15
Realindex Global Share-Class A 3 11.07 19.38 10.88
CFS FC W Pen-Realindex W Glb Share 3 10.96 19.13 10.65
CFS FC W Inv-Realindex W Global Share 3 10.96 19.09 10.68
Pan-Tribal Global Equity Fund 0 7.33 18.97 --
Strategic International Equity 4 11.08 18.73 10.28
CFS FC Pen-Realindex Glb Share 3 10.50 18.14 9.73
CFS FC Inv-Realindex Glb Share 2 10.49 18.08 9.75
CFS FC W PSup-Realindex W Glb Share 3 9.89 17.56 9.96
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Forager International Shares 5 12.68 28.14 13.89
Orbis Global Equity Fund Retail Class 0 8.89 22.26 --
Asteron Wealth Bond Sup - Int'l Fund 4 12.60 21.08 14.08
Asteron DA Wealthbond - International 4 12.60 21.08 14.08
Asteron Sup Performance - Int'l Fund 4 12.61 21.05 14.12
Asteron DA Performance - International 4 12.61 21.05 14.12
PM Capital Global Companies 2 20.83 20.74 12.41
CFS FC W Pen-PM Capital W Glb Companies 4 19.47 19.93 13.97
CFS FC W Inv-PM Capital W Glb Companies 3 19.56 19.92 13.76
Platinum International Brands Fund 3 10.21 19.31 8.94
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Antipodes Global Fund - Long Only I 4 10.57 24.51 17.87
Antipodes Global Fund - Long Only P 0 10.29 23.65 --
Antipodes Global Fund - Class P 5 9.48 21.48 18.05
Generation Wholesale Global Share 5 10.19 20.69 17.59
CFS FC W Pen-Generation W Global Share 5 10.16 20.56 17.62
CFS FC Inv-Generation Global Share 5 9.96 20.12 17.38
CFS FC Pen-Generation Global Share 5 9.93 20.03 17.46
CFS FC W PSup-Generation W Global Share 5 9.01 18.53 15.86
CFS FC PSup-Generation Global Share 5 8.92 18.28 15.64
CFS FC ESup-Generation Global Share 5 8.96 18.16 15.49
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
OnePath OA PS-Optimix Property Sec EF 4 3.43 17.95 17.87
Optimix Super-Property Securities EF 4 3.39 17.85 17.77
OnePath OA PS-Optimix Property Sec NE 4 3.11 17.20 17.12
Optimix Super-Property Securities NE 4 3.07 17.10 17.03
Optimix AP-Property Securities EF 4 4.08 16.30 17.07
Optimix TAP-Property Securities EF 4 4.08 16.29 17.07
OnePath OA TAP-Optimix Property Sec EF 4 4.08 16.29 17.06
OnePath OA AP-Optimix Property Secs EF 4 4.08 16.29 17.07
OnePath OA FR PS-Optimix Property Sec 5 2.89 16.21 18.88
ANZ ASA-Optimix Australian Property Sec 5 2.81 16.03 18.69