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20/04/2015 | 7:44 AM  Despite a growing criticism of dividend imputation, Fidelity's Kate Howitt argues that the tax initiative has brought a number of benefits to investors.

16/04/2015 | 11:21 AM  Economic update for the period ending 15 April 2015.

15/04/2015 | 8:22 AM  Want to maximise portfolio returns and minimise losses? Stick to a value approach and resist the urge to be backward-looking when it comes to performance.

15/04/2015 | 7:33 AM  PIMCO's Harley Bassman offers his thoughts on ways to enhance the effectiveness of the current policy path.

14/04/2015 | 10:38 AM  It's widely agreed that asset allocation is the largest determinant of long-term investment performance.

14/04/2015 | 10:38 AM  

13/04/2015 | 10:38 AM  As China opens up its economy, reforms aimed at state-owned enterprises will spark higher valuations, HSBC Global Asset Management predicts.

9/04/2015 | 10:38 AM  Westpac's David Simon talks about rebalancing a portfolio as investors continue to confront a number of risks.

9/04/2015 | 10:38 AM  There's a practical risk to being too diversified, and when you own too many stocks and managed funds, it becomes nearly impossible to get a good knowledgeable grasp on each holding.

7/04/2015 | 10:38 AM  The US Federal Reserve confronts a number of challenges as it normalises monetary policy, as Nikko Asset Management's Roger Bridges explains.

3/04/2015 | 10:38 AM  People are living longer and this means the cost of retirement keeps increasing.

1/04/2015 | 10:38 AM  Think risk assets deliver the greatest returns? A new paper dispels this myth and instead proves that the equities that deliver the greatest profit are the unpopular ones.

1/04/2015 | 10:38 AM  One of Australia's most successful investors shares his insights into finding quality, high-growth companies at a good price.

30/03/2015 | 10:38 AM  PIMCO expects the Eurozone to benefit from a number of cyclical tailwinds that will likely see above-trend growth and help to reverse the decline in core inflation.

26/03/2015 | 10:38 AM  Risk is not volatility - risk is the potential an investor has for loss, says Oaktree's Howard Marks. Recognising this is the first step in protecting your portfolio from losing money.

25/03/2015 | 10:38 AM  Rather than engaging in a realistic and informed conversation about future risks, the investment industry has become myopically focused on a simplistic, backward-looking measure -- volatility.

23/03/2015 | 10:38 AM  Investors should look beyond the negative headlines when it comes to China as there are plenty of opportunities for growth in both earnings and cash flows.

19/03/2015 | 10:38 AM  Economic update for the period ending 15 March 2015.

16/03/2015 | 10:38 AM  Given the failure of austerity measures and user-pay initiatives, governments may have to be forced to look at taxing wealth by stealth.

12/03/2015 | 10:38 AM  Three key forces have ensured strong growth from most European markets so far this year, explains Morningstar's Jose Garcia Zarate, but structural flaws still need to be addressed.

12/03/2015 | 10:38 AM  Morningstar research is not only useful in helping you decide which funds to buy, but can also guide you when it comes to selling funds.

10/03/2015 | 10:38 AM  Whether or not your portfolio is diversified will depend on how you spread the money within each asset class.

9/03/2015 | 10:38 AM  When 18 months of QE fail to move Europe's growth needle, expect to see QECB2 or maybe Operation Tango.

5/03/2015 | 10:38 AM  It's a big step entrusting a stranger with your money and therefore trust is a crucial factor when it comes to choosing a financial adviser.

23/03/2015 | 10:38 AM  Morningstar's Tom Whitelaw outlines the qualities behind this year's Australian Morningstar Awards 2015.

23/03/2015 | 10:38 AM  Vanguard Investments has secured to the top award in this year's Australian Morningstar Awards 2015.

24/02/2015 | 10:38 AM  The finalists for this year's overall Fund Manager of the Year Award are AMP Capital Investors, Investors Mutual and Vanguard Investments Australia.

23/02/2015 | 10:38 AM  What do you think Alexis Tsipras, the prime minister heading Greece's new government, did immediately after being sworn in? Why, antagonise as many Germans as he could, of course.

20/02/2015 | 10:38 AM  Economic update for the period ending 13 February 2015.

11/02/2015 | 10:38 AM  Further rate cuts are expected while the Australian dollar will remain overvalued, according to Ibbotson's Brad Bugg.

9/02/2015 | 10:38 AM  Both India and China were held back by headwinds last year, with economic growth that fell short of expectations. But what should we expect for 2015?

4/02/2015 | 10:38 AM  

3/02/2015 | 10:38 AM  Investors across all KiwiSaver categories were rewarded in 2014, as both income and growth assets performed positively. However, the recent market strength is unlikely to be sustained in the future.

3/02/2015 | 10:38 AM  With reporting season just around the corner, Nikko Asset Management's head of Australian equities Brad Potter gives his take on what to expect from the local share market.

2/02/2015 | 10:38 AM  Because the markets and the financial sector are ultimately the servants of the real economy, growth is challenged and stunted, according to Janus' Bill Gross.

29/01/2015 | 10:38 AM  MLC's Brian Parker gives the European Central Bank an "A" for effort following the release of its recent quantitative easing package.

27/01/2015 | 10:38 AM  Economic update for the period ending 15 January 2015.

27/01/2015 | 10:38 AM  Recent sales numbers from global supermarket chain Aldi continue to place competitive pressure on Australia's big players, Woolworths and Coles.

22/01/2015 | 10:38 AM  Expensive asset valuations and lower-than-expected inflation following the oil price fall will be the key investment themes for 2015, according to Morningstar.

21/01/2015 | 10:38 AM  Schroders' head of Australian equities Martin Conlon expounds on the issues of cyclicality in markets and the risks of going against the grain.

16/01/2015 | 10:38 AM  High economic growth rates will remain a key attraction of many emerging markets in 2015, according to Mark Mobius of the Templeton Emerging Markets Group.

15/01/2015 | 10:38 AM  Beyond Australia's borders and within the global investment universe lies a much more diverse range of opportunities across multiple sectors.

15/01/2015 | 10:38 AM  Could the International Monetary Fund, European Central Bank and European Union accept the economic policies of a Syriza-led Greek government?

14/01/2015 | 10:38 AM  Fed tightening, interest rates and the housing market. Morningstar economist Bob Johnson gives a round-up of the last 12 months and lets investors know what to expect from the US economy going forward.

13/01/2015 | 10:38 AM  Europe faces the threat of deflation in the New Year, but the region faces a positive outlook following robust measures from the European Central Bank.

12/01/2015 | 10:38 AM  What are the key themes investors should be aware of over the next 12 months? We identify the red flags and opportunities facing investors in 2015.

12/01/2015 | 10:38 AM  What are the chances of a hard landing for the Chinese economy in 2015? And will the falling oil price continue to batter the Brazilian and Russian economies?

8/01/2015 | 10:38 AM  People are living longer, and this means the cost of retirement keeps increasing.

7/01/2015 | 10:38 AM  By including different kinds of investments in your portfolio, you can ensure that when one particular investment falls, your entire portfolio doesn't necessarily fall along with it.

6/01/2015 | 10:38 AM  Investors should be wary of adopting a short-term view of markets as such an approach can only be categorised as speculation.

5/01/2015 | 10:38 AM  Investors may soon be able to access low-cost and automated advice through "robo-advisers", according to trends in the United States.

5/01/2015 | 10:38 AM  Countries in the region will continue to grapple with domestic and global economic issues with one bright spot for Australia.

24/12/2014 | 10:38 AM  Here are some blunders that investors tend to make when constructing their portfolio. Deal with them and you have a strong chance of lowering the volatility of your portfolio and enhancing returns.

22/12/2014 | 10:38 AM  Germany now faces its greatest dilemma: Should it remain true to its economic ideals and be the cause of the break-up of the monetary union?

18/12/2014 | 10:38 AM  The sharp decline in oil prices reinforces the importance of purchasing stocks at a reasonable margin of safety, Morningstar's Matt Coffina says

18/12/2014 | 10:38 AM  Young investors who were emotionally overexposed to risk in 2007-09 feel blindsided and have since retreated to the sidelines, where they may stay for an extended period.

17/12/2014 | 10:38 AM  Economic update for the period ending 12 December 2014.

15/12/2014 | 10:38 AM  PIMCO's Andrew Bosomworth takes a close look at the latest challenges facing the European Central Bank.

10/12/2014 | 10:38 AM  In this article, some of the key drivers behind the Morningstar Gold Medal-winning and market-beating BT Smaller Companies strategy are revealed.

9/12/2014 | 10:38 AM  While there are many challenges in the IPO space it remains an important part of our entire market, Morningstar's Anthony Serhan says.

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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%
0.06 -- --

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 16.46 23.63 21.13
BT PPSI-Westpac Dynam Gr 4 18.37 22.65 15.98
BT PPSI-BT WS Active Bal 4 17.26 21.89 15.20
BT Lifetime SE-MySuper 1960s Lifestage 0 8.24 21.53 --
Col SAP - BT Active Balanced 5 15.33 21.40 16.92
CFS FC W Pen-BT W Active Balanced 5 15.03 20.42 16.66
Suncorp WSmart TAP-Suncorp Trad Growth 5 15.11 20.34 17.25
BT PPSI-Westpac Bal Gr 3 16.63 20.22 14.07
Suncorp WSmart Pen-Suncorp Univ Growth 0 13.49 20.07 --
Suncorp WSmart TAP-Suncorp Univ Growth 0 13.49 20.07 --
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Lifetime SE-MySuper 1950s Lifestage 0 6.53 23.89 --
AMP Capital Australian Dynamic Markets W 4 14.25 19.66 13.23
AMP Capital Australian Dynamic Markets A 4 13.60 18.91 12.93
AMP Capital Australian Dynamic Markets H 4 13.52 18.76 12.54
BT PST Balanced Returns 5 13.37 18.18 13.06
BT PPSI-BT WS Balanced Returns 4 13.47 18.06 13.20
BT Balanced Returns WS 4 13.47 18.06 13.20
ANZ A Pension - BT Wsale Balanced Return 4 13.12 18.02 13.47
BT Super Trust Investment 4 13.06 17.54 12.35
BT Lifetime FP-BT Balanced Returns 3 13.12 17.45 12.46
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Antares Prof Dividend Builder 5 20.04 24.04 23.17
Investors Mutual WS Industrial Share 5 17.41 22.38 21.74
Optimum Prof AP-Perpetual Ind Shr 5 17.57 22.12 23.49
Col SAP - Perpetual Industrial Share 4 18.75 21.94 23.80
Investors Mutual Concentrated Aus Share 4 14.79 21.82 18.75
PIC Wholesale Income Builder 4 18.94 21.81 21.37
MLC Wholesale IncomeBuilderTM 4 18.93 21.81 21.39
EQT Australian Equity Income Fund 4 18.95 20.92 21.84
Optimum Prof Sav-Perpetual WS Ind Shr 5 17.96 20.85 22.48
Optimum PST-Perpetual Ind Shr 5 17.96 20.85 22.48
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Grant Samuel Tribeca Alpha Plus C 5 25.81 30.61 18.16
Grant Samuel Tribeca Alpha Plus 4 25.48 29.91 17.59
AllianceBernstein Managed Volatility Eq 0 19.45 26.59 --
MLC MKey Pens-IncomeBuilder 5 19.42 22.62 22.16
MLC MKey TAP - Income Builder 5 19.32 22.36 22.06
MLC MKey AP-Income Builder 5 19.32 22.36 22.06
BT PPSI-Westpac Aus Tax Eff 5 22.80 21.96 18.23
MLC MKey AP FS - Income Builder 4 18.95 21.58 21.27
Hunter Hall Australian Equities 0 20.34 21.18 --
MLC MKey Bus Sup - Income Builder 5 17.95 20.93 20.12
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS Wholesale Industrial Share 5 22.37 26.81 22.21
BT PPSI-Westpac Aus Gr 4 21.22 22.85 18.07
Macquarie High Conviction 3 18.79 19.42 15.60
Smallco Broadcap 5 15.51 18.90 31.79
Bennelong Concentrated Australian Eq 5 24.62 18.37 20.04
AMP FS R-AMP Equity 4 14.68 17.71 18.00
AMP Gen-P Partners High Gr Aust Eq 4 15.68 17.38 15.21
AMP Capital Equity 4 14.38 17.31 17.43
BT Investor Choice Aus Gr 3 15.51 17.07 16.19
AMP FLAP-AMP Equity 3 14.36 17.06 17.34
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Aberdeen ex-20 Australian Equity Strat 4 21.65 26.83 15.97
Perpetual Pure Microcap Fund 0 9.78 25.18 --
Ausbil MicroCap 5 11.77 21.36 21.82
Aberdeen Australian Small Companies 4 15.37 21.27 17.04
BT MicroCap Opportunities WS 4 15.58 21.19 17.87
Ophir Opportunities 0 9.65 20.06 --
BT MidCap WS 4 18.62 19.85 16.86
Schroder Microcap 5 10.50 19.78 22.91
Pengana Emerging Companies 5 14.39 18.69 19.04
BT Bus Super-Aberdeen Aus Small Co 5 12.97 17.95 15.72
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Acadian W Glb Equity LS 5 26.99 40.33 27.74
Acadian Wholesale Global Eqty Long Short 5 26.95 40.19 27.73
CFS FC Pen-Acadian Glb Equity LS 5 26.58 39.38 26.90
CFS FC Inv-Acadian Glb Equity LS 5 26.41 39.13 26.82
CFS FC W PSup-Acadian W Glb Equity LS 5 23.31 34.64 25.33
CFS FC PSup-Acadian Glb Equity LS 5 23.02 33.88 24.74
Crescent International Equity 0 19.07 32.78 --
OA Frontier IP-Magellan Global 3 21.36 32.68 22.31
OA Frontier AP-Magellan Global 4 20.93 32.03 22.13
ANZ A Pension - Magellan Global (AAP) 4 20.91 31.99 22.10
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Arrowstreet Global Equity 5 23.08 36.38 28.75
Legg Mason QS Investors Global Equity A 4 22.72 36.25 28.25
CFS FC W Pen-PM Capital W Absolute Perf 5 24.34 35.25 35.30
CFS FC WS Inv-PM Capital W Abs Perform 5 24.34 35.24 35.34
BlackRock Scientific Intl Equity Fund 4 22.11 35.14 26.32
BT PPSI-BlackRock Scientific Intl Eq 4 22.11 35.14 26.32
CFS FC Pen-PM Capital Absolute Perf 5 23.90 34.31 34.43
CFS FC Inv-PM Capital Absolute Perf 5 23.87 34.31 34.42
BT PPSP-BlackRock Scientific Intl Eq 4 20.58 34.26 24.88
BT PPSS-BlackRock Scientific Intl Eq 4 21.37 34.21 25.87
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Fidelity Global Demographics 0 26.36 38.89 --
Pinnacle Global Shares High Alpha Trust 3 24.32 37.58 24.06
Carnegie WorldWide Equity Trust 4 24.99 36.47 24.23
T. Rowe Price Global Equity 3 22.13 34.77 22.65
OnePath OA FR Pen-T. Rowe Price Gbl Eq 4 21.93 34.53 22.32
OnePath OA FR IP-T. Rowe Price Global Eq 3 21.93 34.39 22.32
Pinnacle International Shr Wholesale 3 24.18 34.03 25.16
IOOF PST-International Equities (TE) 4 24.14 33.70 25.01
ANZ OA AP-T Rowe Price Global Equity EF 3 21.35 33.26 21.17
OnePath OA AP-T Rowe Price Global Eq EF 3 21.36 33.26 21.17
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 34.02 60.48 38.79
Optimum Prof AP-RREEF Paladin Prp Secs 4 22.20 36.72 22.38
BT PPSI-Westpac Aus Property Secs 4 24.16 36.36 21.75
Col SAP - CFS Ws Property Securities 3 21.77 36.27 22.21
MLC Sup Rollover Port-MIF Listed Prpty 5 23.24 35.89 20.12
MLC Sup & Rollover Bd-MIF Listed Prpty 5 23.24 35.89 20.12
MLC Account-Based Pen-MIF Listed Prpty A 4 23.24 35.89 20.12
Col SAP - BT Property Investment 4 21.52 35.80 21.60
Optimum PST-RREEF Paladin Prp Secs 5 21.96 35.40 21.93
Optimum Prof Sav-RREEF Paladin Prp Secs 5 21.96 35.40 21.93