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Fund Features

29/04/2016 | 8:14 AM  Wells Fargo conducted research on how five investment styles have performed during volatile periods throughout history. Here's why they are making a case for the quality investing style.

28/04/2016 | 8:06 AM  How do investors continue to strive to find those companies that can deliver, and potentially even further enhance, their positioning during such challenging times?

27/04/2016 | 8:21 AM  In its quarterly recap, Allianz Global Investors explores the most significant events in global markets, regional economies and monetary policy, and provides quick takeaways of its global outlook.

26/04/2016 | 3:29 PM  Japan's is into its second lost decade. Have central bankers run out of policy tools? JPMorgan's London-based Talib Sheikh says investors should be wary of further easing.

26/04/2016 | 8:18 AM  Global asset manager AllianceBernstein says it remains optimistic about China's long-term prospects, but warns that short-term risks in the policy arena and property market have intensified and "now turn on a knife-edge".

21/04/2016 | 8:10 AM  Schroders' Stuart Dear explains that in a challenging return environment, being positioned defensively but with the flexibility to engage emerging opportunities remains the appropriate strategy.

20/04/2016 | 10:47 AM  China may be the biggest player in the emerging market universe, but there are far more compelling investment opportunities in Africa and South America, according to a UK-based fund manager.

19/04/2016 | 8:08 AM  The Fed has taken a wager the world can ill afford to go wrong, according to Fidelity International's Michael Collins.

15/04/2016 | 9:45 AM  The International Monetary Fund has expressed concerns about China's debt levels but Doug Turnbull of the UK-based Neptune Investment Management says the debt is concentrated and not a problem.

15/04/2016 | 8:02 AM  In a "low return" world, the avoidance of landmines is likely to be more important than identifying where returns will come from, according to Schroders' Simon Doyle.

14/04/2016 | 10:09 AM  

14/04/2016 | 8:23 AM  Complicated growth and policy environments in China and Japan have created challenges for the region, according to PIMCO.

13/04/2016 | 8:18 AM  Schroders' Andrew Fleming reflects on the fact that in the past quarter, low-cost companies with lower levels of debt often performed better than their overvalued counterparts for the first time in several years.

08/04/2016 | 8:10 AM  US-based fixed-income and alternatives manager Western Asset Management discusses the impact of China's slowdown and current investment opportunities.

07/04/2016 | 11:33 AM  Morningstar's Daniel Needham explains how to buy an equity or bond at less than its intrinsic worth in a world where the reward for risk investing is diminished.

06/04/2016 | 10:40 AM  What is the influence of workers and consumers on stock markets? Dr Amlan Roy explains the implications for asset prices and capital flows, emerging markets and sustainability.

04/04/2016 | 8:16 AM  For the European Central Bank to orchestrate a beautiful deleveraging, the economy needs the right mix of growth and inflation, according to PIMCO.

01/04/2016 | 8:01 AM  Negative interest rates are real but investors seem to think they have a Zeno-like quality that will allow them to make money, Bill Gross says in his monthly investment outlook.

01/04/2016 | 8:01 AM  Negative interest rates in Japan and Europe have added to concerns over whether the monetary authorities still have the financial firepower to slay the feared demon of deflation.

31/03/2016 | 9:35 AM  Sir John Templeton stated that: "It is impossible to produce superior performance unless you do something different from the majority." James Montier from asset manager GMO explains how.

22/03/2016 | 10:14 AM  The easy money has already been made in Japan, the UK-based Polar Capital's James Salter says, but look for those cyclical stocks with depressed prices and you can still make a profit.

22/03/2016 | 8:10 AM  China's slowing economy is battling falling exports, looming job layoffs and a potential real estate bubble. What steps can the government take?

21/03/2016 | 8:30 AM  When planning to invest offshore, the decision of whether or not to hedge your currency exposure is an important one as movements in the Aussie dollar can either erode or add value to an investment.

21/03/2016 | 8:25 AM  Schroders' Simon Doyle discusses the moderately better news on the global economy received last month, which shifted sentiment away from the idea that global recession and deflation was imminent.

18/03/2016 | 8:07 AM  Matthew Booker explains why Schroders continues to invest in companies it believes have long-term franchise value which is unappreciated by the market.

17/03/2016 | 8:09 AM  Central banks are doubling down on their greatest gamble, says Michael Collins at Fidelity Worldwide Investment.

16/03/2016 | 8:58 AM  Investment strategy of recent years has been somewhat monotonous, according to Schroders' Martin Conlon. So what is the catalyst for the trend to change?

15/03/2016 | 8:36 AM  It's the golden age that follows disruption, according to Kate Howitt, portfolio manager of Australian equities at Fidelity.

14/03/2016 | 8:24 AM  The finance-based economic system, which like the sun has provided life and productive growth for a long time, is running out of fuel, Janus Capital's Bill Gross says.

11/03/2016 | 8:06 AM  While hedge funds many have got a bad rap in the press following the GFC, they can still provide investors with positive returns in most market conditions and protect capital in difficult markets.

07/03/2016 | 8:58 AM  Hyperion Asset Management has received the top award as Morningstar's Australian Fund Manager of the Year.

07/03/2016 | 8:06 AM  Hyperion Asset Management has taken out the top gong at the Morningstar Awards 2016 after generating an "extremely impressive" long-term track record for investors.

03/03/2016 | 11:42 AM  

03/03/2016 | 8:29 AM  Growth is indeed very difficult to find these days, but Asia is a good place to look for it. And within Asia, the consumption theme is one of the most investable that can be found.

29/02/2016 | 8:29 AM  The finalists for Morningstar's overall Fund Manager of the Year Award are Bennelong Australian Equity Partners, Hyperion Asset Management, and Vanguard Investments Australia.

22/02/2016 | 8:49 AM  Tech stocks have sold off heavily in the US in recent times and this could represent a good opportunity for Australian investors to diversify their portfolios.

18/02/2016 | 8:03 AM  Schroders' head of fixed income and multi-asset Simon Doyle reiterates comments the asset manager has been making for some time--that it expects another tough year.

17/02/2016 | 8:15 AM  At a time when many economies are struggling, investors can be thankful the US consumer is poised to drive the world economy in coming years, Fidelity's Michael Collins says.

15/02/2016 | 8:17 AM  Australian small-cap stocks had a good year in 2015 but whether the year ahead delivers the same result depends a great deal on the performance of the big banks and miners.

15/02/2016 | 8:12 AM  Amid all the turmoil of recent months, some pleasing events have occurred that investors may have overlooked amid all the pessimistic tidings, Fidelity's Michael Collins says.

12/02/2016 | 8:01 AM  Don't go near high-risk markets--stay safe and plain vanilla, Janus Capital Group's Bill Gross says. It's not guaranteed but a more prosperous outcome should be somewhere around the corner if you do.

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.

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%
4.14 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Legg Mason Growth Trust 4 -6.94 6.85 15.16
Affluence Investment Fund 0 2.18 6.69 --
Legg Mason Balanced Trust 4 -5.30 6.59 13.56
AMP - FAP - Property Biased (Mature) 4 4.79 4.33 8.16
AMP - FAP - Property Biased 4 4.78 4.33 8.19
AMP - FIP - Property Biased 4 4.76 4.28 8.13
AMP - FPP - Property Biased (Mature) 4 4.76 4.28 8.10
AMP - FIP - Property Biased NEF 3 4.42 3.58 7.42
AMP - FIP - Property Biased NE/XF 3 4.42 3.58 7.42
AustralianSuper Pension Conservative Bal 5 3.59 2.57 9.26
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Investors Mutual Concentrated Aus Share 5 10.55 4.12 11.14
MLC Inv Port-MIF Industrial 3 -12.05 1.48 9.88
MLC Sup Rollover Port-MIF Industrial 4 -11.26 1.31 11.83
MLC Account-Based Pen-MIF Industrials A 3 -11.26 1.31 11.83
MLC Sup & Rollover Bd-MIF Industrials 4 -11.26 1.31 11.83
Optimum Pers Sup-Perpetual WS Eth SRI 5 8.68 1.11 10.65
Optimum Corp Sup-Perpetual WS Eth SRI 5 8.68 1.11 10.65
MLC Inv Bond-MIF Industrials Fund EF 3 -12.25 1.03 9.38
MLC Inv Bond-MIF Indls DEF 3 -12.40 0.67 9.00
MLC PersSuper-MIF Industrials Fund DEF 3 -11.61 0.51 10.93
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
VF High Conviction Fund 0 3.43 12.54 --
Meme Australian Share 0 -- 9.22 --
SGH Australia Plus 0 10.15 6.99 --
Optimum Corp Sup-Macquarie Australian Eq 5 14.85 4.96 12.01
Optimum Pers Sup-Macquarie Australian Eq 5 14.85 4.96 12.01
Third Link Growth 0 9.99 3.83 12.32
Macquarie Alloc Ann-Australian Equities 4 11.02 3.76 11.24
Macquarie Life WS-Managed Equities 0 9.77 3.63 11.00
Macquarie Active Plus Equities 0 11.36 3.58 12.19
Macquarie SO TAP-Macquarie Aust Eq 4 10.15 2.96 10.97
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Bennelong Concentrated Australian Eq 5 13.79 9.24 16.85
Macquarie High Conviction 5 12.77 6.58 14.07
Henderson High Conviction Australian Eq 2 8.16 6.08 7.75
CVW WF-Hyperion Australian Shares(Pen) 0 13.67 3.75 --
IOOF WealthBuilder High Conviction Shrs 0 5.36 3.63 5.05
Smallco Broadcap 5 5.65 3.26 18.31
Hyperion Australian Growth Companies 5 13.75 3.21 12.58
CVW WF-Hyperion Australian Shares(Super) 0 12.32 3.02 --
Suncorp WSmart Per-Hyperion Aust Growth 0 11.33 2.64 --
SGH20 Professional Investor 4 9.44 1.93 6.05
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Regal Australian Small Companies Fund 0 22.83 58.74 --
Ophir Opportunities Class E 0 24.19 35.96 --
Ophir Opportunities 5 22.93 34.29 27.54
Perpetual Pure Microcap Fund 0 34.93 30.52 --
Ausbil MicroCap 5 14.66 27.29 23.94
Smallco Investment 5 9.78 17.19 20.94
Schroder WS Plus Australian Smaller Co 0 18.01 16.62 --
Alpha Australian Small Companies 3 13.56 15.43 7.70
DS Capital Growth Fund 0 9.20 15.04 19.02
UBS Microcap Fund 0 12.73 13.92 --
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
ANZ OA TAP-Magellan Global EF 4 -- 1.76 19.59
OA Frontier PS-Magellan Global 5 -3.60 0.91 17.77
CFS FC W PSup-Acadian W Glb Equity LS 5 -3.67 0.66 21.38
OA Frontier AP-Magellan Global 5 -4.04 0.63 19.82
ANZ A Pension - Magellan Global (AAP) 4 -4.06 0.60 19.78
Suncorp WSmart Per-GS Epoch Gl Eq SY Unh 4 -1.25 0.51 17.76
OnePath OA TAP-Magellan Global EF/Sel 4 -3.55 0.50 19.21
OnePath OA AP-Magellan Global EF/Sel 4 -3.56 0.50 19.21
Grant Samuel Epoch Gbl Eq Shldr Yld Uhgd 5 -1.34 0.35 18.07
CFS FC W Pen-Acadian W Glb Equity LS 5 -4.10 0.27 23.40
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
IFP Global Franchise 5 0.33 5.86 21.01
Macquarie SO TAP-IFP Global Franchise 5 -0.12 4.79 19.65
Macquarie SO AP-IFP Global Franchise 5 -0.12 4.79 19.65
ANZ OA TAP-BlackRock Sci Intl Equity EF 5 6.35 4.69 23.16
Macquarie SO Super-IFP Global Franchise 5 -0.43 4.46 18.05
Magellan High Conviction 0 2.12 4.28 --
Analytic Global Managed Volatility 3 0.91 3.04 17.12
ANZ OA TAP-BlackRock Sci Intl Equity NE 3 -- 2.49 21.68
OnePath OA FR PS-OP Global Shares 5 -2.58 2.41 19.73
OnePath OA FR Pen-OP Global Shares 5 -2.84 2.37 21.68
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
ANZ OA TAP-MFS Global Equity EF 4 -- 2.50 19.83
IOOF PST-International Equities 3 -1.46 2.43 20.49
CFS FC Pen-Generation Global Share 5 1.86 2.37 22.14
CFS FC W PSup-Generation W Global Share 5 1.14 2.21 20.15
CFS FC Inv-Generation Global Share 5 1.52 2.07 22.02
Generation Wholesale Global Share 5 1.25 2.06 22.31
CFS FC W Pen-Generation W Global Share 5 1.11 1.92 22.39
CFS FC ESup-Generation Global Share 4 1.02 1.86 19.68
CFS FC PSup-Generation Global Share 5 1.14 1.81 19.80
Specialist Global Shares Fund 4 -1.80 1.74 16.73
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
Macquarie S/RO-APN Property for Income 3 17.09 20.19 10.90
Macquarie SO TAP-APN Prp for Income 3 13.29 17.56 10.52
Macquarie AP-APN Property for Income 3 13.29 17.56 10.52
Optimum Pers Sup-RREEF Paladin Prp Secs 4 17.80 16.21 16.88
Optimum Corp Sup-RREEF Paladin Prp Secs 4 17.80 16.21 16.88
AUI Property Securities Fund Growth 0 21.68 15.87 28.16
Freehold Australian Property 0 11.07 14.45 --
Optimum Corp Sup-CFS Property Securities 3 12.61 13.64 16.12
Optimum Pers Sup-CFS Property Securities 3 12.61 13.64 16.12
Freehold AREITs & Listed Infrastructure 0 10.84 13.61 --