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Fund Features

22/10/2014 | 8:22 AM  Voted among the 50 most influential people in finance today, author and former banker Satyajit Das looks at three emerging risks for investors.

21/10/2014 | 7:46 AM  Sustainable, market-driven growth will transform China's economy from a tiger into a slower but steady elephant.

17/10/2014 | 8:15 AM  With its product range widened, investors can get exposure to Morningstar's fund manager of the year through a number of ways.

16/10/2014 | 10:01 AM  Will Australia's relatively high housing prices start to level off or could there be a bursting of a potential bubble?

15/10/2014 | 9:24 AM  Economic update for the period ending 1 October 2014.

15/10/2014 | 8:20 AM  A portfolio of "terrific value" can still be achieved despite the stretched valuations at the smaller end of the Australian equities market.

14/10/2014 | 8:20 AM  The longer-term growth potential of emerging-market economies is underpinned by their young and growing labour forces, and the higher levels of investment that they can attract.

10/10/2014 | 8:20 AM  Four key themes will support growth for Australian companies but the key is to be selective, Perennial's Grant Oshry says.

9/10/2014 | 8:20 AM  While investors have benefited from a "beautiful accidental bias" in Australian equities, the next top-performing stocks will be linked to themes outside the local market.

9/10/2014 | 8:20 AM  Can credible structural reform be implemented to remove impediments to the country's economic growth and awaken Japan Inc?

8/10/2014 | 8:20 AM  While the decision to sell a fund is dependent on the individual, there are a number of factors investors should consider before cutting ties with their investment manager.

7/10/2014 | 8:20 AM  For those Australian investors looking to broaden their international equities exposure, there is one strategy that not only provides exposure to the Asian region but which outclasses its peers.

7/10/2014 | 8:20 AM  Credit investors adopt a different approach to equity investors when assessing a quality business, according to PIMCO's Tracy Chin.

3/10/2014 | 8:20 AM  Emerging nations have become much stronger financially but investors need to be discriminating and seek out those regions and companies that offer the most potential for growth.

3/10/2014 | 8:20 AM  Morningstar's Anthony Serhan examines differences in valuations between the two asset classes and suggests how investors should approach these markets.

2/10/2014 | 8:20 AM  Morningstar fund research analyst Alex Prineas equips investors with what they need to know when it comes to getting quality exposure to emerging markets.

2/10/2014 | 8:20 AM  While Australia's franking credit system enhances yield opportunities for investors, there are some equity strategies that aim to improve the income component of global investing.

2/10/2014 | 8:20 AM  One of Australia's most successful global investors shares his views on topics ranging from China and the United States to corruption in Africa and investment mistakes.

1/10/2014 | 8:20 AM  Investing in emerging markets has become increasingly intertwined with investing in developed market global equities.

1/10/2014 | 8:20 AM  Energy cost advantages and improved productivity among American workers means investors who own shares in "great American companies" will continue to profit from those "business blessings".

1/10/2014 | 8:20 AM  Morningstar's Tim Murphy talks about the recent portfolio manager changes at the global bond manager and why investors should not panic.

30/09/2014 | 8:20 AM  The Pengana Emerging Companies Fund outperformed the Small Ordinaries and Small Industrials indices recently on the back of some strong performances by some of the strategy's larger holdings.

30/09/2014 | 8:20 AM  Morningstar has revised its ratings on two PIMCO funds following the recent departure of the bond manager's founder Bill Gross.

30/09/2014 | 8:20 AM  Australian investors need to understand the important role that currency plays in their portfolios given the significant impact that comes from sharp swings in currency values.

29/09/2014 | 8:20 AM  Morningstar's Kathryn Young pinpoints the advantages of investing across the globe, including growth and diversification benefits.

29/09/2014 | 8:20 AM  Specific investment strategies give investors easy access to global companies.

29/09/2014 | 8:20 AM  FIIG Securities' Elizabeth Moran provides investors with important steps for assessing a bond, using a recent issue from a global mining giant as an example.

26/09/2014 | 8:20 AM  Coffee, lunar cycles and the musical power of Pink Floyd can help investors understand a new framework for looking at emerging markets, as Investec Asset Management's Michael Power illustrates.

25/09/2014 | 8:20 AM  Australian industrial stocks that derive the bulk of their earnings offshore reported a handsome lift in earnings in the recent reporting season and two particular stocks are well-positioned to continue this trend.

25/09/2014 | 8:20 AM  A decade of research shows how culture and trust seep into economic decisions, according to the US-based Kellogg School of Management.

24/09/2014 | 8:20 AM  Investors may have heard the share market is overvalued and that a major sell-off is just around the corner, but BT Investment Management's Stuart Eliot disagrees.

23/09/2014 | 8:20 AM  Should investors rethink their portfolio weightings given expectations that the Australian dollar has further to fall?

24/09/2014 | 8:20 AM  Morningstar's Anthony Serhan outlines what the government's Financial System Inquiry will mean for investors.

22/09/2014 | 8:20 AM  In investing, uncertainty takes many forms. Here's your guide to understanding some of the most important ones.

19/09/2014 | 8:20 AM  Economic update for the period ending 16 September 2014.

19/09/2014 | 8:20 AM  Facing entrenched structural issues, the eurozone's days of robust growth are likely over, but there are some reasons for hope, according to Morningstar's Bob Johnson.

18/09/2014 | 8:20 AM  Warren Buffett continues to hold a big lead ahead of hedge funds. Scott Keller from US-based advice business Truepoint Wealth Counsel explores why this is the case.

16/09/2014 | 8:20 AM  Behavioural finance has discovered a number of traps within investing that even professional investors fall into.

11/09/2014 | 8:20 AM  Confused by financial industry jargon? Morningstar has put together a glossary of key investment terms.

9/09/2014 | 8:20 AM  Fidelity's Paul Taylor has kept a long-term focus on investing in quality companies despite the extreme highs and lows witnessed in the market.

9/09/2014 | 8:20 AM  The European Central Bank has taken measures to ward off deflation and boost growth in the eurozone. Will these interest-rate cuts be effective?

2/09/2014 | 8:20 AM  PIMCO believes the best opportunities to exploit the current policy environment are in peripheral bonds, particularly Spanish and Italian government bonds.

4/09/2014 | 8:20 AM  For investors, it is important to assess how macroeconomic forces will affect the Australian corporate sector and identify which credits are better-placed to navigate the challenges that lie ahead.

3/09/2014 | 8:20 AM  Cash gives you the option to invest in an undervalued investment, when the other "Trumans" are heading for the exits and wearing significant losses on their overpriced investment, Schroders' Marcus Burns says.

1/09/2014 | 8:20 AM  Despite the noise, now is not the time to doubt Europe. Why? The simple answer is that geopolitical concerns are masking underlying company improvement.

20/08/2014 | 8:20 AM  There are a number of companies set to grow 15 times the rate of their local market despite modest trend growth rates around the world, according to global bond manager PIMCO.

26/08/2014 | 8:20 AM  If inflation continues to rise and deposit rates remain low, investors should consider a number of options that will give them an inflation hedge.

25/08/2014 | 8:20 AM  Could current market challenges morph into a shock as damaging as the collapse of Lehman Brothers in 2008? Fidelity's Michael Collins outlines what you should and perhaps shouldn't worry about.

19/08/2014 | 8:20 AM  Economic update for the period ending 15 August 2014.

18/08/2014 | 8:20 AM  It's much more difficult for investors to allocate savings to good long-term opportunities when share prices are very high than when they are low.

11/08/2014 | 8:20 AM  

11/08/2014 | 8:20 AM  Elevated geopolitical risks continue to remain on investors' radar screens but financial markets seem to be in a parallel universe, MLC Investments' Brian Parker says.

4/08/2014 | 8:20 AM  Equity Trustees' George Boubouras believes investor appetite for yield is intensifying and that global policy settings will support growth in the year ahead.

1/08/2014 | 8:20 AM  Morningstar's Tim Murphy talks about an effective investment tool that helps investors achieve a diversified portfolio.

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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%
0.79 9.05 16.92

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Packer & Co Investigator Trust 5 8.60 18.47 21.98
Netwealth Index Opportunities Growth - 4.54 11.46 -
Legg Mason Diversified Trust 4 4.06 10.96 17.21
UBS Balanced Investment 4 4.24 10.86 15.13
ClearView Mgd Inv Diversified Growth 3 5.77 10.79 13.98
AMP Capital Future Directions Balanced 4 4.85 10.68 13.58
BlackRock Scientific Div Growth Fund 5 4.21 10.67 15.14
BT PPSI-BlackRock Scientific Div Gr 5 4.21 10.67 15.14
Vanguard Growth Index 5 4.61 10.57 14.37
Ausbil Balanced 5 3.14 10.44 15.77
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BlackRock Global Allocation Aus D 5 5.25 12.02 14.18
BlackRock Global Allocation Aus S 5 5.16 11.82 13.97
BlackRock P Invs Gbl Allocation Aus C 5 5.07 11.64 13.80
UBS Tactical Beta Fund - Balanced - 4.52 10.71 -
IOOF Multi Series Balanced Trust 4 4.63 10.54 12.61
BT WE BlackRock Global Allocation 4 5.11 10.18 12.69
AMP Capital Multi-Asset A 2 5.75 10.13 9.47
ipac Diversified Investment Strategy 5 5 3.80 10.11 13.64
Capital Emerging Markets Total Opp (Aus) - 6.45 9.93 -
IOOF Balanced Dimension 3 3.88 9.76 13.62
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual W Share Plus L/S 5 5.21 13.13 21.79
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Smallco Broadcap 5 2.93 14.84 34.35
AMP Capital WS Australian Share 5 5.17 11.06 16.80
AMP Capital WS Australian Share A 4 4.92 10.59 16.36
AMP Capital Equity 4 2.56 8.44 16.32
AMP Capital Equity A 4 2.42 8.16 16.01
OnePath WS-Sustainable Inv Aus Shares 4 1.13 7.87 16.00
CFS Wholesale Industrial Share 4 3.63 7.69 19.27
Lifeplan NextGen-AUI Platypus 125 AusEq - -1.08 7.46 -
Hyperion Australian Growth Companies 5 -2.45 7.11 20.82
Ausbil Australian Active Equity 4 -1.39 7.03 16.05
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Pure Microcap Fund - 14.03 32.47 -
TBF Small Cap Value Growth - 6.58 14.85 -
OC Dynamic Equity 3 6.33 13.15 25.47
CFS FC W Inv-CFS W Small Companies Core 4 3.45 12.74 16.36
Fiducian Australian Smaller Co Shares 4 5.38 11.82 17.67
Aberdeen Australian Small Companies 4 5.12 10.91 14.53
NovaPort Premier Smaller Companies 5 4.23 8.62 22.00
OC Premium Small Companies 3 0.78 7.66 21.86
NovaPort Smaller Companies 4 3.69 7.51 20.75
NovaPort WS Smaller Companies 4 3.34 7.04 19.92
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Acadian Wholesale Global Eqty Long Short 5 10.43 25.79 23.24
CFS FC Inv-Acadian Glb Equity LS 4 10.06 24.92 22.42
OA Frontier IP-Arrowstreet Glb Eq Hdg Tr 4 8.17 22.52 22.31
OnePath Arrowstreet Global Eq Hdg Tr EF 2 7.69 21.48 21.27
OnePath Arrowstreet Global Eq Hdg Tr NEF 1 7.28 20.50 20.24
Crescent International Equity - 11.51 20.09 -
GMO Global Equity Trust 4 5.73 20.06 21.43
Grant Samuel Epoch Gbl Eq Shldr Yld Uhgd 4 8.14 19.57 19.63
AMP Capital W Global Equity Value 2 7.06 19.33 22.62
Schroder Global Value 3 7.77 18.77 20.89
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
River and Mercantile Wholesale Global Eq - 34.96 47.64 -
Legg Mason Batterymarch Global Equity A 4 11.02 26.46 24.59
Invesco WS Global Matrix Unhedged 3 8.34 23.46 21.91
BT PPSI-BlackRock Scientific Intl Eq 4 10.67 22.50 23.87
BT International Share WS 4 8.40 21.29 23.43
BT PPSI-BT WS Intl Shares 4 8.40 21.29 23.43
AMP Capital Enhanced Index Intl Share 4 8.99 21.11 23.39
AMP Capital Res Inv Leaders Intl Shr 4 8.65 20.97 21.38
BT Class Inv International 4 8.23 20.88 22.86
AMP Capital Res Inv Leaders Intl Shr A 4 8.56 20.77 21.17
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Fidelity Global Demographics - 9.92 23.51 -
Carnegie WorldWide Equity Trust 3 9.18 21.96 20.75
Perennial International Shr Wholesale 3 7.93 21.31 22.63
Perennial International Equities Trust 3 7.94 21.29 22.63
Zurich Investments Gbl Thematic Shr Pool 4 10.04 19.13 18.58
MFS Concentrated Global Equity Trust W 5 6.93 18.07 25.41
AMP Capital W Global Equity Growth 2 10.40 18.06 18.88
BT Institutional Intl Sustain Share - 6.85 18.04 18.70
Zurich Investments Gbl Thematic Shr 3 9.53 18.02 17.45
AMP Capital Global Gr Opportunities 3 9.25 17.75 17.47
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 19.76 27.29 35.65
Experts' Choice Property and Infras 5 7.04 15.00 18.48
EQT SGH Property Income 3 8.97 13.88 19.15
Legg Mason Property Securities Trust A 4 12.24 13.82 23.38
The Property Income Plus Fund 4 10.04 12.99 18.56
Zurich Investments Aus Property Secs 5 10.80 12.98 21.87
SG Hiscock Professional Property 4 10.02 12.94 19.76
Fiducian Property Securities 4 10.86 12.84 19.80
AMP Capital Listed Property Trusts 4 9.38 12.55 20.23
Advance Property Securities W 4 10.94 12.50 18.89