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Fund Features

3/02/2012 | 8:40 AM  A combination of healthy balance sheets, slow growth prospects and cheap equity prices could drive companies to achieve growth via acquisitions.

3/02/2012 | 8:24 AM  A combination of healthy balance sheets, slow organic growth prospects and cheap equity prices could prompt companies to achieve growth via acquisitions.

2/02/2012 | 8:22 AM  ASEAN economies are expected to grow between 3 per cent and 5 per cent this year. Will their sharemarkets echo this?

1/02/2012 | 10:59 AM  

FEATURE

China in 2012

1/02/2012 | 11:00 AM  While the country faces a number of challenges, China is well-placed to confront the volatile global markets.

31/01/2012 | 11:00 AM  Morningstar co-head of fund research Tim Murphy explains the new analyst ratings for funds and the rationale behind the changes.

31/01/2012 | 4:20 PM  Morningstar announces new global analyst ratings for funds, marking an important evolution for fund research.

31/01/2012 | 9:25 AM  Corporate and composite bond strategies are likely to do better than government bonds this year.

30/01/2012 | 7:52 AM  

30/01/2012 | 7:52 AM  

30/01/2012 | 7:52 AM  The dreadful initial public offering market is becoming a bigger issue for small-cap managed funds, writes Tony Featherstone.

27/01/2012 | 7:52 AM  

25/01/2012 | 7:52 AM  City Index's Kara Ordway gives us her predictions for the Australian dollar as well as an outlook for a number of major currencies.

25/01/2012 | 7:52 AM  Bad news has already been factored into markets as some investment managers believe Australian equities are set for a comeback in 2012.

24/01/2012 | 7:52 AM  Gold is not the only precious metal that can add sparkle to your portfolio.

24/01/2012 | 7:52 AM  As long as the economy enjoys nominal growth, profits are expected to expand, setting the stage for decent equity returns.

23/01/2012 | 7:52 AM  Ask five people what "risk" means when it comes to investing, and you'll get five different answers.

20/01/2012 | 7:52 AM  

19/01/2012 | 7:52 AM  In this article, we look at how a little asset management company you've never heard of was last year's best performer.

19/01/2012 | 7:52 AM  Westpac's David Simon outlines some key investment pitfalls to steer away from this year.

19/01/2012 | 7:52 AM  Even if the euro survives this crisis intact, the market will price in doubt as the crisis evolves. Scenario planning is indispensable for investors.

18/01/2012 | 7:52 AM  It is critical investors are diversified if a second phase of a GFC develops in the new year.

17/01/2012 | 7:52 AM  There are still companies that can sustain profitability and a return on capital, according to Schroders' head of Australian equities Martin Conlon.

16/01/2012 | 7:52 AM  As chaos is here to stay, this equity market is best for long-term investors who can withstand extended volatility.

13/01/2012 | 7:52 AM  In the final part of our series, Morningstar's Ian Huntley and Daniel Needham offer contrasting views on the impact of Europe on the big four.

13/01/2012 | 7:52 AM  The link between market volatility and share prices does not necessarily extend to corporate earnings, but the key for investors is to be choosey.

12/01/2012 | 7:52 AM  Market volatility is not the only test for baby boomers as the age group faces competing generational pressures.

11/01/2012 | 7:52 AM  Despite recent setbacks, Asian countries will continue to grow at a faster rate than the rest of the world.

10/01/2012 | 7:52 AM  Consumers need to be proactive in order to find the best bank offers in the market, says Investec Bank's Gareth Bird.

10/01/2012 | 7:52 AM  In part two of our series, Morningstar's Ian Huntley and Daniel Needham debate China's dominance in 2012 and the outlook for US and Europe.

9/01/2012 | 7:52 AM  Technocrats in power in Greece and Italy face challenges that will test the political skills of non-politicians.

22/12/2011 | 7:52 AM  In part one of three interviews, Morningstar's Ian Huntley and Daniel Needham participate in a lively discussion about the direction of the markets for 2012.

22/12/2011 | 7:52 AM  A number of managers believe there are still investment opportunities despite global volatility and uncertainty

21/12/2011 | 7:52 AM  

21/12/2011 | 7:52 AM  The mining services sector is still well-positioned to capture the mining boom.

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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%
24.60 -15.57 4.20

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Investors Mutual Equity Income Fund 4 -1.79 3.00 8.02
MCG Growth Fund 5 -0.22 1.29 9.20
Invesco Wholesale Diversified Growth Fund 2 -3.39 0.51 4.87
IOOF Growth with Income - -2.20 0.26 -
Perpetual Balanced Growth Fund No.2 4 -2.34 -0.08 5.43
BT Tax Effective Income WS 4 -2.31 -0.14 5.77
Perpetual Wholesale Balanced Growth Fund 4 -2.43 -0.17 5.38
Invesco Diversified Growth Fund 2 -3.77 -0.29 5.42
OnePath OA FR INV Perpetual Balanced Growth - -2.52 -0.64 -
Suncorp Balanced Fund (NEF) 4 -1.99 -0.93 4.41
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Parker Asset Enhanced Leaders Trust - 6.44 4.01 13.81
Vanguard Australian Shares High Yield Fund 4 -4.17 -2.56 10.65
AXA - Wholesale Aust'n Equity-Industrials Fd 3 -5.60 -4.00 7.65
AXA - Industrials Fund 2 -5.98 -4.89 6.41
Navra Blue Chip Aust Share Wholesale Fund 2 -5.36 -6.35 1.16
Navra Blue Chip Australian Share Retail Fund 2 -5.63 -6.81 0.74
Schroder Australian Equity Fund S 5 -8.21 -8.09 10.51
Schroder W Australian Equity Fund 5 -8.34 -8.34 10.22
BT Imputation Shares WS 4 -9.13 -8.85 6.11
GMO Australian Equity Trust 2 -8.79 -9.18 5.03
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS Wholesale Industrial Share 2 -6.38 -7.04 8.31
BT Partner Australia Share Growth 1 WS 4 -8.18 -8.57 9.96
BT Partner Australian Shares Growth 1 Retail 4 -8.64 -9.47 8.86
Advance Australian Equity Growth Fund 4 -8.67 -9.53 8.98
Arnhem Australian Equity Fund 4 -9.25 -9.91 6.11
AMP Capital Equity Fund 3 -10.01 -10.07 6.99
AMP Capital Equity Fund A 3 -10.11 -10.29 6.72
AMP Capital Wholesale Australian Share Fund A 3 -10.03 -10.40 6.73
ING Wholesale Sustainable Inv Aus Shr 4 -10.08 -10.81 7.84
BT Inv Choice - Westpac All Aust Growth Share 3 -9.60 -11.11 4.97
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
NovaPort Premier Smaller Companies Fund 5 -3.73 -0.60 21.04
NovaPort Wholesale Smaller Companies Fund 5 -3.73 -0.61 21.04
OC Premium Equity Fund 2 -13.58 -14.79 19.60
OC Dynamic Equity Fund 2 -15.32 -17.19 20.64
Aust Unity Acorn Microcap Trust 3 -10.54 -19.33 24.52
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
IFP Global Franchise Fund 5 3.67 10.58 4.98
Magellan Global Fund 5 8.19 9.80 6.22
van Eyk Blueprint Absolute International - -1.30 1.50 -
Bell Global Equities Fund 4 -4.04 -0.61 -1.43
SIM World Equities Trust 4 -3.14 -2.06 0.66
BlackRock Indexed Hedged International Equity Fund - -6.98 -2.15 -
Global Value Investors Fund 4 -6.74 -2.31 3.36
Advance International Share Index Wholesale Units 5 -7.47 -2.60 12.08
Dexia Sustainable Global Equity Fund 2 -5.57 -2.98 -2.12
Invesco Wholesale Global Matrix Fund Unhedged 3 -5.82 -3.69 -2.41
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
Cromwell Phoenix Property Securities Fund 5 0.48 9.95 16.68
ipac Strtgc Invest Srv - Aust Prprty Secs 2 7.79 9.85 5.73
EQT SGH Property Income Fund 2 -1.46 9.14 16.56
Aust Unity Property Securities Income 5 4.14 6.57 4.87
Legg Mason Property Securities Trust (Class A) 2 -3.49 3.04 6.68
APN AREIT Fund - -2.62 2.65 -
BT APN AREIT - -2.75 2.30 -
APN Property for Income Fund 5 -2.27 1.80 2.61
Charter Hall Property Securities Fund - -2.61 1.59 -
Experts' Choice Property and Infrastructure Fund 5 -4.38 1.02 6.04