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10/02/2016 | 8:10 AM  Despite being a year of "transition" for the market, investing on fundamentals will yield better results through cycles than merely pursuing stocks based on earnings momentum.

08/02/2016 | 8:19 AM  Markets have made a volatile start to the year but AllianceBernstein continues to see moderate global growth and low inflation, and believes pace of growth should pick up slightly.

04/02/2016 | 11:20 AM  

04/02/2016 | 8:22 AM  Despite recent market events, not that much has actually changed in China. It's more a case of the "chickens coming home to roost". Elsewhere in Asia, it could be an opportunity to pick up equity bargains.

01/02/2016 | 8:20 AM  High levels of volatility expected to continue as markets adjust to slowing growth in China, lower oil prices and weak industrial activity.

29/01/2016 | 8:08 AM  An ongoing liberalisation of China's currency and capital account is under threat as the renminbi falls, capital outflows intensify and foreign reserves dwindle.

28/01/2016 | 8:04 AM  Schroders' head of fixed income and multi-asset Simon Doyle argues that until risk premia rebuild, investors will need to continue to exercise caution in 2016.

27/01/2016 | 12:13 PM  Global equity markets have sold off at the start of 2016 due to concerns of slower Chinese economic growth and subdued commodity prices.

27/01/2016 | 10:03 AM  Alpha is often described as the extra profit delivered by fund managers on top of market returns. Understanding alpha can help you make better investment decisions.

27/01/2016 | 8:08 AM  There are plenty of developments already in train that could prove watersheds for the world economy and global markets, Fidelity's Michael Collins says.

22/01/2016 | 9:06 AM  Short-term volatility is manageable with a long-term investment horizon, especially if we believe China's economic policymakers are pragmatic and are headed in the right direction.

22/01/2016 | 8:23 AM  Even if Japan never was in technical recession in 2015, the fact is that Abe's radical economic remedies or "three arrows" are failing to revive Japan.

21/01/2016 | 8:30 AM  In hindsight, 2015 was nirvana for the unsophisticated investor. However, Schroders' Matthew Booker sees the Australian share market entering a treacherous period.

20/01/2016 | 9:00 AM  Sentiment towards Australian equities has been unduly negative, says Fidelity's John Lo, and alongside Korea, Australia is providing an unexpected boost to portfolio returns.

20/01/2016 | 8:17 AM  T. Rowe Price sees the potential for an uptick in Australia's economic growth in 2016 and anticipates this improvement to be similarly reflected in Australian equity market returns.

19/01/2016 | 8:23 AM  Emerging markets remain a challenging call principally because of ongoing macro headwinds that suggest little growth improvement for 2016.

18/01/2016 | 11:47 AM  Demographics may not rule absolutely but they're likely to dominate investment markets and returns for the next few decades, Janus Capital's Bill Gross says.

18/01/2016 | 8:20 AM  Which markets will thrive next year and which will struggle? Morningstar UK's head of investment strategy Andy Brunner gives his predictions for the major economies.

12/01/2016 | 8:26 AM  Fear of Missing Out (FoMO) can, and has, overshadowed economic value for some time, as momentum has ruled. It will not always be this way, Schroder's Martin Conlon says.

08/01/2016 | 10:02 AM  Investors seeking a balanced perspective on risk and opportunity in China should set aside outdated perceptions of the country as a manufacturing juggernaut, AllianceBernstein says.

06/01/2016 | 9:44 AM  Many companies in Japan are bowing to pressure from the government, regulators and shareholders, and are starting to improve.

04/01/2016 | 3:06 PM  AllianceBernstein offers some insights into what investors can expect this year from global and regional economies, Asian fixed-income and equities markets, and Australian equities.

15/12/2015 | 8:14 AM  Careful analysis will remain crucial in 2016 as innovation stocks augment their leadership in the face of the many disruptive forces that are changing the shape of global equity markets.

15/12/2015 | 8:14 AM  While the cash rate will likely remain low and may fall further, income opportunities in the Australian capital securities space have improved significantly, PIMCO's Robert Mead says.

15/12/2015 | 8:14 AM  The most recent AGM season reminded investors what it's like to "choke on the bones" after several stocks had the metaphorical marrow sucked out of them.

14/12/2015 | 8:54 AM  The founder of the Eley Griffiths Group gives investors an idea of what to look for should they wish to dip their toes into small-cap waters.

14/12/2015 | 8:16 AM  The best way for Australian investors to navigate uncertainty in 2016 will be to avoid becoming complacent about any aspect of the economy, monetary policy or local and global financial markets.

11/12/2015 | 8:14 AM  It is not just companies that directly deal with the growing society of over 65s that are benefitting from Japan's ageing population.

10/12/2015 | 9:10 AM  Japan was tipped as the hot market for 2015 and it has lived up to predictions. So how much further does the Nikkei have to rally?

08/12/2015 | 8:50 AM  Australian Foundation Investment Company managing director Ross Barker discusses how he and his team go about assessing stocks with long-term prospects.

07/12/2015 | 8:26 AM  Japan has entered it seventh recession in 20 years. Many are saying this is a sign Abenomics has failed. But how concerned should investors in Japanese equities be?

04/12/2015 | 8:27 AM  China's weak import data reflect slackening domestic demand but talk of recession is overdone, given much of the decline in imports is attributable to lower prices.

01/12/2015 | 9:03 AM  Given their solid forward earnings growth prospects and policy tailwinds, European and Japanese equities look favourable, BlackRock's Stephen Miller says.

01/12/2015 | 8:10 AM  Decent opportunities from a valuation perspective can be found among companies that are unpopular due more to perception than reality, Schroders' Matthew Booker says.

30/11/2015 | 8:43 AM  If you want insurance against equity market losses, as well as a regular income stream, then bonds deliver the goods.

30/11/2015 | 8:29 AM  To look only at economic solutions is to miss the underlying ill in emerging countries--it is politics that's the core problem, Fidelity's Michael Collins says.

25/11/2015 | 10:39 AM  Valuation is critical as it drives both risk and return, and buying the wrong asset at the wrong time can have devastating consequences.

25/11/2015 | 8:18 AM  Few would argue with the theoretical advantages that infrastructure spending brings, but it's the "done well" qualification that always proves hard to fulfil.

24/11/2015 | 9:18 AM  Emerging markets veteran Hugh Young of Aberdeen admits that 2015 has been hard for investors but says stocks are cheap and there are gains to made over the long term.

19/11/2015 | 8:23 AM  Within Asia there have been negative returns across the board this year. The relative winners were The Philippines and India. Indonesia and Malaysia saw the largest falls.

18/11/2015 | 9:36 AM  Emerging economies have struggled in recent years, but their increased productivity, stronger population growth, and rising middle classes represent an important growth opportunity for the future.

18/11/2015 | 8:40 AM  Aided by an environment which encourages rampant speculation over organic investment, the landscape continues to degenerate into a correlated global trade on interest rates.

17/11/2015 | 9:18 AM  While markets may be constantly changing the traits of good-quality companies remain the same, Celeste Funds Management's Frank Villante says.

16/11/2015 | 2:18 PM  Even after the upside surprise in 2015, AllianceBernstein still expects a deteriorating trend to resume in 2016.

11/11/2015 | 8:14 AM  Market-timers are circus clowns minus the funny suits. Even when they dodge the bear market, they inevitably miss the ensuing bull, according to Morningstar's John Rekenthaler.

10/11/2015 | 8:41 AM  It is important to be selective when investing in China, says Aberdeen's Nicholas Yeo, as volatility is here to stay.

10/11/2015 | 8:18 AM  Risk budgeting can help investors understand the risks in their portfolios and how they may or may not be rewarded, as well as help avoid mistakes.

06/11/2015 | 12:00 PM  

05/11/2015 | 8:23 AM  It will become harder for companies to make profits in economies which are increasingly characterised by four phenomena, while technology erodes job security and incomes.

03/11/2015 | 10:58 AM  Chinese GDP growth may have slowed but the fundamentals are still supportive of equity markets, says Barings head of multi-asset Khiem Do.

03/11/2015 | 8:22 AM  Through 2015 the US equity fund sector has lost the momentum that had sustained its long bull run from March 2009.

02/11/2015 | 8:19 AM  For those investors genuinely interested in portfolio diversification, Morningstar has several managed fund options that are readily accessible.

30/10/2015 | 8:14 AM  Japan still has the basic problems it has had for many years, including demographic issues, very low or negative population growth, a lot of debt, and a little bit of deflation.

29/10/2015 | 8:12 AM  The Prime Minister's investment portfolio seems to reflect a healthy risk appetite with a prudent sense of balance.

27/10/2015 | 8:24 AM  While economies grapple with demographics, price distortions and delivering, investors are confronting a fourth "D," according to Fidelity's Kate Howitt.

26/10/2015 | 7:22 AM  Investors are faced with full valuations, uneven global growth and the prospect of rising rates in the US. In this environment, PIMCO suggests four simple approaches that could enhance returns and reduce risk.

23/10/2015 | 8:41 AM  The smaller end of the market is where there is mispricing and is often where the biggest opportunities can be found, according to two highly rated managers.

22/10/2015 | 10:14 AM  When you have slow underlying growth, it's sometimes tough to tell the difference between a slowdown and a recession, says BlackRock's Tony DeSpirito.

20/10/2015 | 7:06 AM  After nearly seven years of negotiations, the Trans-Pacific Partnership trade pact promises to deliver unprecedented free and fair global trade among the 12 participant nations.

19/10/2015 | 7:10 AM  Why is the Fed so nervous about raising the US cash rate when keeping it at emergency levels carries risks? The answer could well boil down to a number that haunts US policymakers.

15/10/2015 | 8:38 AM  Most of the areas that will impact the flexibility of the Australian economy lie beyond the world of central banks and finance.

13/10/2015 | 7:16 AM  Superannuation balances have still grown despite extreme events such as the global financial crisis, says Morningstar's Anthony Serhan.

13/08/2015 | 7:42 AM  Quality fund managers across a range of asset classes can now be easily selected using Morningstar's new fund screener.

08/07/2015 | 7:42 AM  Even a well-diversified portfolio can reveal surprises. Find out if your portfolio is too concentrated in a sector, asset class or even a stock.

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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%
7.28 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Third Link Growth 5 10.57 15.65 16.09
Centuria Growth Bond 5 7.42 10.19 10.30
Suncorp WSmart TAP-Suncorp Trad Growth 5 3.04 9.37 14.58
IOOF PST-Balanced (TE) 5 3.67 9.12 13.43
Fiducian Growth Fund 4 3.67 8.95 13.95
Macquarie SO AP-Macquarie OneChoice 4 4.60 8.85 11.81
CBUS Super Inc Stream Growth 0 2.79 8.51 12.57
Macquarie Trustees Choice Balanced 5 4.40 8.48 10.21
AUI Balanced Growth Portfolio 3 2.43 8.48 10.21
Centuria Balanced 4 5.83 8.47 8.65
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Optimum Pers Sup-Perpetual WS Eth SRI 5 8.96 17.15 16.12
Optimum Corp Sup-Perpetual WS Eth SRI 5 8.96 17.15 16.12
Perpetual WFP-Perpetual Ethical SRI 5 9.67 16.05 16.83
Perpetual WFTAP-Perpetual Ethical SRI 5 9.67 16.05 16.83
Perpetual Wholesale Ethical SRI 5 9.62 16.03 16.84
MLC MK Pen-Perpetual WS Ethical SRI 5 10.02 15.82 16.96
MLC MK TAP-Perpetual WS Ethical SRI 5 10.00 15.75 16.85
MLC MKey AP - Perpetual Ws Ethical SRI 5 10.00 15.75 16.85
Perpetual WFIA-Perpetual Ethical SRI 5 9.04 14.79 15.57
MLC MKBS-Perpetual's WS Ethical SRI 5 9.09 14.46 15.75
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Cyan C3G 0 27.26 48.02 --
Meme Australian Share 0 18.14 29.13 --
Hunter Hall Australian Equities 0 14.17 22.65 --
SGH Australia Plus 0 11.26 22.11 --
Grant Samuel Tribeca Alpha Plus C 5 11.20 21.38 18.96
Grant Samuel Tribeca Alpha Plus 5 11.32 21.13 18.50
Regal Long Short Australian Equity 5 13.77 20.86 19.00
VF High Conviction Fund 0 9.07 19.86 --
Optimum Corp Sup-Macquarie Australian Eq 5 11.96 18.85 15.07
Optimum Pers Sup-Macquarie Australian Eq 5 11.96 18.85 15.07
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Bennelong Concentrated Australian Eq 5 20.16 28.84 22.14
Henderson High Conviction Australian Eq 3 16.37 22.21 11.03
Macquarie High Conviction 5 11.53 21.44 16.22
Smallco Broadcap 5 12.45 20.71 25.28
Wilson Group Priority Core 4 10.58 20.48 15.42
Lincoln Wholesale Australian Growth 3 20.45 19.15 16.50
Lincoln Retail Australian Growth 2 19.99 18.32 15.57
Hyperion Australian Growth Companies 5 15.51 17.27 18.78
Platypus Australian Equities - Wholesale 4 11.16 16.27 14.50
Platypus Australian Equities - Retail 4 10.79 15.54 13.79
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Ophir Opportunities 5 41.45 61.28 34.88
Ausbil MicroCap 5 25.04 51.16 30.23
Perpetual Pure Microcap Fund 0 19.18 37.12 --
BT MicroCap Opportunities WS 4 16.75 32.09 22.45
AMP Capital Small Companies 3 21.55 31.44 15.91
AMP FS R-UBS Aus Small Companies 4 21.08 31.29 16.19
AMP Capital Small Companies A 3 21.36 31.04 15.79
Alpha Australian Small Companies 3 23.67 30.97 10.55
AMP FLAP-UBS Aus Small Companies 3 20.83 30.76 15.71
AMP FLTP-UBS Aus Small Companies 3 20.83 30.76 15.71
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Acadian W Glb Equity LS 5 8.84 22.95 30.26
Acadian Wholesale Global Eqty Long Short 5 8.84 22.88 30.23
CFS FC Pen-Acadian Glb Equity LS 5 8.46 22.12 29.38
CFS FC Inv-Acadian Glb Equity LS 5 8.50 22.09 29.32
CFS FC W PSup-Acadian W Glb Equity LS 5 8.22 20.71 27.62
CFS FC PSup-Acadian Glb Equity LS 5 7.84 20.01 27.01
OA Frontier IP-Magellan Global 4 5.30 15.37 24.44
OA Frontier AP-Magellan Global 4 5.16 14.98 24.17
ANZ A Pension - Magellan Global (AAP) 4 5.14 14.95 24.14
OnePath OA IP-Magellan Global Tr EF/Sel 4 4.91 14.39 23.40
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
IFP Global Franchise 5 7.09 20.80 25.40
Macquarie SO TAP-IFP Global Franchise 5 6.50 19.53 24.00
Macquarie SO AP-IFP Global Franchise 5 6.50 19.53 24.00
Legg Mason QS Investors Global Equity A 5 6.19 18.93 30.26
Macquarie SO Super-IFP Global Franchise 5 5.99 18.20 21.97
Vontobel Global Equity Fund 0 11.00 17.59 --
CFS FC Inv-PM Capital Glb Companies 5 0.30 17.20 30.67
Suncorp WSmart Pen-Suncorp Global Shares 5 3.82 17.06 23.67
Suncorp WSmart TAP-Suncorp Global Shares 5 3.82 17.06 23.67
OnePath OA FR IP-OP Global Share 4 6.62 16.78 26.50
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Carnegie WorldWide Equity Trust 4 5.73 19.34 25.44
Fidelity Global Demographics 5 5.47 18.37 27.00
CFS FC Pen-Generation Global Share 5 6.22 17.98 27.37
CFS FC Inv-Generation Global Share 5 6.02 17.79 27.32
Generation Wholesale Global Share 5 5.78 17.51 27.64
CFS FC W Pen-Generation W Global Share 5 5.62 17.41 27.71
Franklin Global Growth I 4 5.88 16.93 23.33
Franklin Global Growth W 4 5.80 16.74 23.14
Antipodes Global P 3 4.45 16.27 26.36
IOOF PST-International Equities (TE) 4 4.34 15.86 26.11