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Fund Features

26/06/2017 | 8:45 AM  Jing Ning, manager of the Fidelity China Fund, shares her thoughts on A-shares and her outlook for the Chinese markets following MSCI's decision to include A-shares in its global indices.

26/06/2017 | 8:41 AM  The successful Exxon shareholder vote on climate risk disclosure may be as big of a deal as Trump's exit from the Paris agreement.

22/06/2017 | 2:34 PM  The climate of political volatility in the US holds important implications for investors and funds, particularly around Donald Trump's ability to pass legislation through Congress, says Pimco's Libby Cantrill.

20/06/2017 | 2:37 PM  Kerr Neilson, managing director of Platinum Asset Management, believes there are two types of investors: which are you?

16/06/2017 | 11:41 AM  Australian investors in managed funds received the highest returns, beating the US, UK, Europe and Asia, according to a wide-ranging global study from Morningstar.

16/06/2017 | 11:24 AM  Ten years on from the pre-crisis FTSE 100 high, Morningstar UK's Emma Wall examines how UK stocks have fared.

16/06/2017 | 10:23 AM  Morningstar's US-based vice president of research John Rekenthaler points out that every active fund has the chance to beat its costless benchmark. However, index funds are guaranteed to trail - but does this matter?

15/06/2017 | 10:50 AM  Sustainability is the calibration of fundamental risk, especially those risks beyond the short term, as Schroders' Andrew Fleming explains.

13/06/2017 | 9:07 AM  Europe has been in an earnings recession for more than five years, but the most recent reporting season showed the best growth in many years.

08/06/2017 | 8:03 AM  An increasingly positive global economic picture for 2017 means Janus Henderson is upgrading its forecast for dividends.

07/06/2017 | 11:15 AM  The PIMCO Global Credit strategy receives a Morningstar Analyst Rating of Silver due to its sizeable and highly capable credit research team.

07/06/2017 | 10:58 AM  Morningstar's Tim Wong looks at the strengths and competitive advantages of this Silver-rated strategy.

07/06/2017 | 8:05 AM  Picking the right managers makes for a fine start--but it is not the end, says Morningstar's John Rekenthaler.

06/06/2017 | 8:05 AM  Jupiter Ecology Fund manager Charlie Thomas reflects on Donald Trump's decision to withdraw the US from the Paris agreement.

06/06/2017 | 8:22 AM  Australian income portfolios may now carry much higher risk than many would expect, says Robert Mead, co-head of Asia Pacific portfolio management at PIMCO.

05/06/2017 | 4:18 PM  Even as European political volatility subsides, the US Government remains a considerable threat to financial markets, says Colleen Barbeau, director of equity portfolio management, Franklin Templeton.

05/06/2017 | 3:11 PM  

01/06/2017 | 3:11 PM  Antipodes constructs this portfolio based on three major objectives--capital preservation, inclusion of attractively priced businesses, and investment resilience.

01/06/2017 | 3:11 PM  Investors Mutual Future Leaders is a capable strategy focused on investing in Australian companies outside the top 50.

30/05/2017 | 3:11 PM  We look under the hood at the Morningstar Australian Shares Income model portfolio, which invests in S&P/ASX 200 Index constituents covered by Morningstar Equity Research.

25/05/2017 | 3:11 PM  Indian stocks rallied after the appointment of Narendra Modi as Prime Minister--but then subsequently fell. UK-based investment manager Jonathan Schiessl says now is the time to buy.

24/05/2017 | 3:11 PM  Amazon is an extreme example of why the shrill chorus defending passive investing is wrong, says Fidelity International's Tom Stevenson.

24/05/2017 | 3:11 PM  Applying principles of game theory to global investing can provide a framework for navigating through macro-thematic headwinds of geopolitical risk, says a William Blair portfolio manager.

23/05/2017 | 3:11 PM  When is it worth paying higher fund fees for active fund management? The single most important factor effecting a fund's relative performance is its price.

23/05/2017 | 3:11 PM  Morningstar's US-based vice president of research John Rekenthaler believes value investing has lost its mojo not because stock buyers are behaving any differently, but because companies are.

18/05/2017 | 3:11 PM  Last week, the Nasdaq passed 6000 for the first time. It is unsurprising that investors should be nervous.

17/05/2017 | 3:11 PM  Jeremy Grantham, co-founder of asset manager GMO, has suggested the possibility that the conditions that have supported a Ben Graham style of value investing may be impaired.

17/05/2017 | 3:11 PM  Schroders sees compressed risk premiums in bond markets and believes patience rather than exuberance is the preferred approach.

10/05/2017 | 3:11 PM  Tim Wong explains why PIMCO Australian Bond is Morningstar's most highly rated fixed-interest strategy in this market.

09/05/2017 | 3:11 PM  Charlie Munger's quip is typically insightful and relevant to many of the ructions currently facing the Australian economy and a number of the key sectors within it.

05/05/2017 | 3:11 PM  

05/05/2017 | 3:11 PM  The Trump Bump is in danger of morphing into a Trump Slump if the new President doesn't start to deliver, says Fidelity International's Tom Stevenson.

03/05/2017 | 3:11 PM  Providing tensions ease on the Korean peninsula, investors who are appropriately positioned may witness a bullish year ahead for Asian equities.

01/05/2017 | 3:11 PM  Long-term investors in Australian shares will continue to find value, but the time for risk-taking on more speculative plays has passed, says Martin Conlon, head of Australian equities, Schroders.

26/04/2017 | 3:11 PM  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 | 3:11 PM  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 | 3:11 PM  Environmental, sustainability and governance investing approaches that exclude entire sectors are unpopular with asset managers and their investors.

21/04/2017 | 3:11 PM  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 | 3:11 PM  Ignore climate change at your portfolio's peril, says Jeremy Grantham, founder of asset manager GMO.

20/04/2017 | 3:11 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 | 3:11 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 | 3:11 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 | 3:11 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 | 3:11 PM  Jeremy Grantham, renowned investor and founder of GMO, explains how a growing population is putting a strain on global resources.

12/04/2017 | 3:11 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 | 3:11 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 | 3:11 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 | 3:11 PM  

05/04/2017 | 3:11 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 | 3:11 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 | 3:11 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 | 3:11 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 | 3:11 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.

More...

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%
2.51 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Super for Life Growth Fund Retir 5 11.80 14.74 11.13
Optimum Corp Sup-BlackRock Sci Div Gr 4 9.42 12.52 7.51
Optimum Pers Sup-BlackRock Sci Div Gr 4 9.42 12.52 7.51
Partners Group Global Multi-Asset 0 8.14 11.95 --
CFS FC W Pen-FirstChoice W M-Index Bal 5 6.81 11.93 7.82
CBUS Super Income Stream Growth 0 7.81 11.89 10.40
AustralianSuper Pension Balanced 5 8.45 11.82 10.28
Foundation Assertive 4 6.58 11.78 7.60
Optimum Corp Sup-Standard Pacific Hi Gr 3 9.84 11.76 7.75
Asteron OPS-BlackRock Balanced 4 9.45 11.70 7.12
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Access Schroder Australian Equity 3 10.62 24.83 2.87
Legg Mason Martin Currie Core Equity M 4 10.00 24.00 6.92
All Star IAM Australian Share 1 10.95 22.50 -1.17
Suncorp Workforce Pers Australian Shr 3 17.58 22.27 7.17
Suncorp Workforce Corp Australian Shr 3 17.58 22.27 7.17
Optimum Corp Sup-Macquarie Australian Eq 5 15.54 21.94 14.63
Optimum Pers Sup-Macquarie Australian Eq 5 15.54 21.94 14.63
Optimum Prof AP-Vanguard Aus Shr Indx 5 14.74 20.35 8.37
CFS FC W Pen-Lazard W Select Aus Equity 4 9.81 20.09 7.38
Macquarie Life WS-Aus Enhanced Eq 0 11.75 20.07 9.87
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Ptnr Aus Share Gr 1 WS 4 7.73 16.95 4.23
BT PPSI-BT WS Ptnr Aus Shr Gr 1 4 7.73 16.95 4.72
Optimum Corp Sup-Ausbil Australia Act Eq 5 13.32 16.75 7.50
Optimum Pers Sup-Ausbil Australia Act Eq 5 13.32 16.75 7.50
BT Ptnr Aus Share Gr 1 Retail 3 7.17 15.78 3.12
Advance Australia Equity Growth 2 7.18 15.71 2.44
ClearView Pension Plan Aus Shares Gr 4 6.15 15.57 6.76
Ausbil 130/30 Focus - Retail 5 9.54 15.53 7.53
Ausbil 130/30 Focus - Institutional 5 9.75 15.38 7.59
BT Lifetime PS-BT Ptnr Aus Share Gr 1 4 7.44 15.38 4.05
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Celeste W Aus Small Co 3 7.80 25.62 8.49
CFS FC Pen-Celeste Aus Small Co 2 7.39 24.77 7.15
CFS FC W Inv-Celeste W Aus Small Co 3 6.46 24.19 6.90
Celeste Australian Small Companies 3 6.29 24.04 7.09
CFS FC Inv-Celeste Aus Small Co 3 6.07 23.26 6.13
CFS FC W PSup-Celeste W Aus Small Co 3 6.86 22.53 7.44
CFS FC PSup-Celeste Aus Small Co 2 6.58 21.90 6.86
ANZ Smart Choice Super-BT Smaller Comp 4 10.57 16.76 9.08
BT Wholesale MicroCap Opportunities 5 3.36 14.78 17.54
Spheria Australian Microcap 0 2.99 14.29 --
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Platinum Unhedged Fund 5 19.13 25.92 14.07
Platinum Global Fund 0 15.26 19.06 --
Acadian Wholesale Global Eqty Long Short 4 8.77 17.45 18.52
CFS FC W Pen-Acadian W Glb Equity LS 5 8.77 17.41 18.56
Barrow Hanley Global Equity Trust 0 13.16 17.27 --
Strategic International Equity 4 10.86 17.21 11.03
Realindex RAFI® Global Share-Class A 3 10.65 16.98 11.59
CFS FC W Pen-Realindex RAFI® W Glb Shr 4 10.55 16.75 11.37
Realindex RAFI® Wholesale Global Shr 3 10.54 16.70 11.39
CFS FC Pen-Acadian Glb Equity LS 4 8.44 16.68 17.77
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Forager International Shares 4 14.34 24.70 15.13
Platinum International Brands Fund 4 19.74 23.95 13.02
Macquarie Alloc Ann-World Equities 4 13.31 21.42 10.95
Macquarie SO TAP-Macquarie World Eq 4 13.31 21.42 10.95
Macquarie SO AP - World Equities 4 13.31 21.42 10.95
Macquarie S/RO-World Equities 4 12.98 20.62 10.37
Orbis Global Equity Fund Retail Class 0 11.72 20.07 --
Nanuk New World 0 17.41 19.91 --
Pre Select International Equity 2 16.00 19.74 12.16
Montgomery Global Fund 0 13.24 19.74 --
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Antipodes Global Fund - Long Only I 4 14.37 22.66 19.47
Antipodes Global Fund - Long Only P 0 14.17 21.93 --
Generation Wholesale Global Share 5 18.87 21.41 21.29
CFS FC W Pen-Generation W Global Share 5 18.82 21.29 21.32
CFS FC Inv-Generation Global Share 5 18.65 20.89 21.08
CFS FC Pen-Generation Global Share 5 18.61 20.79 21.16
BetaShares CPS - Global Growth Fund 0 18.96 20.15 --
Loftus Peak Global Disruption 2 21.78 19.25 13.97
CFS FC W PSup-Generation W Global Share 5 16.43 18.97 19.02
CFS FC PSup-Generation Global Share 5 16.43 18.80 18.83
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
Suncorp WSmart TAP-RREEF Paladin Prp Sec 4 -2.06 13.93 17.62
Suncorp WSmart Pen-RREEF Paladin Prp Sec 4 -2.06 13.93 17.62
Crescent Diversified Property 5 17.64 12.71 15.49
Suncorp WSmart Per-RREEF Paladin Prp Sec 4 -1.78 12.14 16.02
Suncorp WSmart Bus-RREEF Paladin Prp Sec 4 -1.78 12.14 16.02
Experts' Choice Property and Infras 4 13.12 11.23 11.85
Suncorp WSmart Pen-Vanguard Prp Secs Idx 4 -5.79 9.81 14.69
Suncorp WSmart TAP-Vanguard Prp Secs Idx 4 -5.79 9.81 14.69
Access Macquarie Prop Securities 2 -4.09 9.41 14.78
Suncorp WSmart Per-Vanguard Prp Secs Idx 4 -5.18 8.53 13.06