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24/04/2014 | 8:17 AM  Fed-up voters are poised to inject nationalists and eurosceptics into the centre of European politics, according to Fidelity's Michael Collins.

23/04/2014 | 8:34 AM  The Ausbil Australian Emerging Leaders strategy can provide investors with attractive mid-cap exposure, according to Morningstar.

17/04/2014 | 2:07 PM  To make sense of a local market trading on high multiples we need to resort to the sage insights of Niccolo Machiavelli, Schroders' Andrew Fleming says.

16/04/2014 | 9:29 AM  While they may not be front of mind for many investors, there are smaller Australian property players that can provide both a quality asset and a high yield.

15/04/2014 | 3:03 PM  The latest economic update for the period to the month and three months to 29 March 2014.

15/04/2014 | 7:41 AM  US growth offers a tailwind for the region but the Federal Reserve must convince markets of its credibility as it exits quantitative easing, PIMCO says.

10/04/2014 | 8:24 AM  Six LNG projects are set to earn enough export income over the coming two decades to soon tip Australia's current account into surplus, Fidelity's Michael Collins says.

9/04/2014 | 8:20 AM  In "Go-Go" markets there is an elevated risk of corporate wrongdoing as management teams fear being left behind, as Schroders' Matthew Booker explains.

7/04/2014 | 10:16 AM  

4/04/2014 | 3:57 PM  Performance in any given year can colour views on the merits of different investment strategies, especially a year displaying dramatic divergences such as 2013.

4/04/2014 | 2:12 PM  An incentive aimed at boosting the sale of government infrastructure assets will widen the opportunities available to retail investors in search of yield.

1/04/2014 | 8:27 AM  Investors frequently employ common-sense rules of thumb that often turn out to be wrong, AMP Capital's Shane Oliver says.

31/03/2014 | 7:21 AM  Markets should not downplay the significance of the events in Russia as it may just be "spring training" for Putin's hardball tactics, Eaton Vance's Michael Cirami says.

28/03/2014 | 7:15 AM  Award-winning small-cap manager SGH ICE uses a three-step process to identify companies that deliver on both growth and performance.

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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%
84.88 15.60 8.18

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Packer & Co Investigator Trust 5 9.09 29.19 17.43
Ausbil Balanced 5 7.08 18.43 10.42
UBS Balanced Investment 4 6.35 16.77 10.01
Legg Mason Diversified Trust 4 6.63 16.72 11.20
Fiducian Growth Fund 3 5.89 16.28 8.38
Perennial Balanced Wholesale Trust 4 5.92 16.12 8.80
Perpetual Wholesale Balanced Growth 5 5.24 15.42 11.07
OnePath OA IP-UBS Balanced EF 2 5.75 15.41 8.73
Perpetual Bal Grth 2 5 5.23 15.40 11.04
Invesco WS Diversified Growth 3 6.64 15.33 11.03
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
IOOF Balanced Dimension 3 5.66 15.37 8.58
Australian Ethical Balanced Trust 2 4.80 15.13 7.56
ipac Diversified Investment Strategy 5 5 6.08 13.69 10.06
Millinium's MSF Multi-Strategy Income 5 4.67 13.41 12.04
IOOF Multi Series Balanced Trust 3 5.64 12.92 7.76
Bendigo Balanced Index - 5.41 12.33 -
Perpetual Wholesale Diversified Growth 5 4.21 11.96 9.85
Vanguard Balanced Index Fund 4 4.74 11.40 8.59
North Select Active Moderately Defensive 4 4.87 11.21 8.97
ipac life choices Active 50 - 4.87 11.21 -
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual W Share Plus L/S 5 7.53 21.19 15.40
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Naos Long Short Equity - 12.94 36.61 14.31
Smallco Broadcap 5 11.57 34.90 26.89
Ausbil Active Extension - Retail 4 10.37 25.22 10.89
Ausbil Active Extension - Wholesale 4 10.21 24.85 11.05
Bennelong Concentrated Australian Eq 5 7.88 23.40 14.60
Hyperion Australian Growth Companies 5 9.80 23.13 13.00
CBG Australian Equities Fund 4 10.32 22.26 8.86
AUI Platypus Australian Equities W 4 10.81 20.25 9.66
Arnhem Concentrated Australian Equity 4 7.63 20.08 10.82
Ausbil Australian Active Equity 4 8.54 19.64 9.78
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Smallco Investment 5 8.96 34.05 29.38
Ausbil MicroCap 4 12.14 23.23 13.51
BT MicroCap Opportunities WS 5 10.76 21.61 13.54
AMP Capital Small Companies A 3 8.75 20.14 4.15
AMP Capital Small Companies 3 8.53 20.09 4.35
AMP Capital Small Companies H 2 8.34 19.51 3.77
AMP FLI S2-UBS Aus Small Companies 2 8.39 19.31 3.44
UBS Australian Small Companies 3 7.99 19.14 4.42
OC Dynamic Equity 3 6.42 18.85 13.48
AMP FLI-UBS Aus Small Companies 2 8.09 18.74 2.92
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Templeton Global Trust Fund 4 11.03 42.76 17.05
GMO Global Equity Trust 3 13.55 41.71 15.59
AMP Capital W Global Equity Value 2 11.46 40.79 11.63
Dimensional Global Value Trust 3 11.58 38.72 13.60
OnePath OA IP-AMP Global Equity Value EF 2 12.81 37.79 9.80
OnePath OA IP-AMP Global Equity Value NE 1 12.32 36.59 8.83
BT Ptnr Intl Shares Val 1 WS 2 9.31 29.75 4.98
CFS FC Inv-Perpetual International 3 7.58 28.61 12.11
OnePath OA IP-Perpetual Intl Shares EF 2 7.74 28.44 12.02
BT Ptnr Intl Shares Val 1 Retail 1 8.65 28.13 3.76
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC WS Inv-PM Capital W Abs Perform 5 12.57 50.16 21.60
CFS FC Inv-PM Capital Absolute Perf 5 12.21 49.10 20.82
Donaldson Burston Intl Ser THS Glbl Eq 3 13.88 45.66 14.03
Orbis Global Equity (Aust Registered) 4 6.41 42.16 16.36
PM Capital Absolute Performance 3 9.45 42.05 17.32
Arrowstreet Global Equity 5 13.10 40.80 16.41
Legg Mason Batterymarch Global Equity A 3 13.91 40.26 15.90
Goldman Sachs International WS 5 8.29 37.16 15.29
OnePath OA FR IP-OP Global Share 3 9.57 37.11 13.35
UBS International Share 3 9.81 37.04 14.07
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Australian Ethical International Eq Tr 1 11.03 43.19 6.63
Perennial International Shr Wholesale 3 12.40 37.66 12.29
Perennial International Equities Trust 3 12.38 37.64 12.29
Aubrey Global Conviction Australia 3 5.65 35.49 13.17
MFS Concentrated Global Equity Trust W 5 10.42 34.32 18.06
MFS Global Equity Trust 5 9.90 33.34 18.23
OnePath OA FR IP-MFS Global Equity 5 9.64 32.65 17.70
BT Investor Choice Sust Intl 2 9.66 32.54 10.48
BT Ptnr Intl Shares Gr 1 WS 3 8.14 32.08 14.16
BT Investor Choice Sust Intl NEF 2 9.39 31.95 10.06
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 6.28 12.89 19.82
Experts' Choice Property and Infras 5 7.43 12.69 12.82
EQT SGH Property Income 3 4.50 8.92 14.54
Zurich Investments Aus Property Secs 4 1.96 8.25 13.77
AMP Capital Listed Property Trusts 4 2.90 7.41 12.14
Zurich Investments Aus Prp Secs Retail 3 1.46 7.17 12.54
AMP Capital Listed Property Trusts A 3 2.62 6.85 11.56
SG Hiscock Professional Property 4 2.65 6.75 12.58
The Property Income Plus Fund 4 2.67 6.01 11.08
OnePath OA IP-OP Property Securities EF 3 1.67 5.85 9.67