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Fund Features

1/04/2015 | 3:38 PM  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 | 8:15 AM  One of Australia's most successful investors shares his insights into finding quality, high-growth companies at a good price.

30/03/2015 | 8:49 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 | 8:13 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 | 7:39 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 | 7:46 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 | 9:37 AM  Economic update for the period ending 15 March 2015.

16/03/2015 | 7:33 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 | 2:44 PM  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 | 7:36 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 | 7:40 AM  Whether or not your portfolio is diversified will depend on how you spread the money within each asset class.

9/03/2015 | 7:39 AM  When 18 months of QE fail to move Europe's growth needle, expect to see QECB2 or maybe Operation Tango.

5/03/2015 | 7:37 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 | 12:09 PM  Morningstar's Tom Whitelaw outlines the qualities behind this year's Australian Morningstar Awards 2015.

23/03/2015 | 7:47 AM  Vanguard Investments has secured to the top award in this year's Australian Morningstar Awards 2015.

24/02/2015 | 3:25 PM  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 | 7:39 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 | 2:45 PM  Economic update for the period ending 13 February 2015.

11/02/2015 | 8:31 AM  Further rate cuts are expected while the Australian dollar will remain overvalued, according to Ibbotson's Brad Bugg.

9/02/2015 | 8:41 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?

3/02/2015 | 1:52 PM  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 | 7:37 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 | 7:40 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 | 7:34 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 | 2:45 PM  Economic update for the period ending 15 January 2015.

27/01/2015 | 7:38 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 | 3:43 PM  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 | 7:32 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 | 7:33 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 | 4:15 PM  Beyond Australia's borders and within the global investment universe lies a much more diverse range of opportunities across multiple sectors.

15/01/2015 | 7:40 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 | 8:18 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 | 7:30 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 | 9:13 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 | 9:09 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 | 7:46 AM  People are living longer, and this means the cost of retirement keeps increasing.

7/01/2015 | 9:00 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 | 7:50 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 | 1:39 PM  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 | 7:55 AM  Countries in the region will continue to grapple with domestic and global economic issues with one bright spot for Australia.

24/12/2014 | 7:12 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 | 7:06 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 | 8:23 PM  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 | 8:23 PM  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 | 8:23 PM  Economic update for the period ending 12 December 2014.

15/12/2014 | 8:23 PM  PIMCO's Andrew Bosomworth takes a close look at the latest challenges facing the European Central Bank.

10/12/2014 | 8:23 PM  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 | 8:23 PM  While there are many challenges in the IPO space it remains an important part of our entire market, Morningstar's Anthony Serhan says.

8/12/2014 | 8:23 PM  As middle classes expand, the retail and leisure infrastructure develops alongside this to supply and service improvements and changes in both diet and lifestyle.

More...

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%
0.34 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT PPSI-Westpac Dynam Gr 4 15.00 20.78 16.26
BT Lifetime SE-MySuper 1960s Lifestage 0 17.42 20.36 --
BT Super for Life Growth Fund Retir 5 16.54 20.13 22.21
BT PPSI-BT WS Active Bal 4 14.53 19.91 15.40
BT PPSI-Westpac Bal Gr 3 13.69 18.61 14.25
CFS FC W Pen-BT W Active Balanced 4 12.68 18.47 17.05
Col SAP - BT Active Balanced 5 12.54 18.35 17.23
Suncorp WSmart TAP-Suncorp Trad Growth 5 12.86 18.20 17.85
Suncorp WSmart Pen-Suncorp Univ Growth 0 12.22 18.19 --
Suncorp WSmart TAP-Suncorp Univ Growth 0 12.22 18.19 --
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Lifetime SE-MySuper 1950s Lifestage 0 20.26 23.01 --
AMP Capital Australian Dynamic Markets W 4 14.03 18.52 12.93
AMP Capital Australian Dynamic Markets A 4 13.71 18.13 12.75
AMP Capital Australian Dynamic Markets H 4 13.65 17.99 12.38
IOOF Multi Series Balanced Trust 4 10.74 16.69 14.47
BT PST Balanced Returns 5 10.84 16.39 13.19
BT PPSI-BT WS Balanced Returns 4 10.93 16.28 13.34
BT Balanced Returns WS 4 10.93 16.28 13.34
ANZ A Pension - BT Wsale Balanced Return 4 10.72 16.28 13.62
BT Super Trust Investment 4 10.54 15.77 12.49
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Antares Prof Dividend Builder 4 13.39 24.24 24.22
EQT Australian Equity Income Fund 5 11.50 21.63 22.95
Investors Mutual WS Industrial Share 4 11.77 21.62 22.45
PIC Wholesale Income Builder 4 12.40 20.89 22.00
MLC Wholesale IncomeBuilderTM 4 12.40 20.89 22.01
Aberdeen Financials 4 12.66 20.17 23.91
Optimum Pers Sup-MLC Income Builder 3 12.53 20.07 21.13
Optimum Corp Sup-MLC Income Builder 3 12.53 20.07 21.13
Suncorp WSmart Pen-Tyndall Aus Share 3 9.93 20.07 18.86
Optimum All Ann-Perpetual Ind Shr 5 10.05 19.85 23.85
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Grant Samuel Tribeca Alpha Plus C 4 20.84 28.63 17.31
Grant Samuel Tribeca Alpha Plus 3 20.49 27.95 16.69
Atlantic Pacific Australian Equity 0 13.02 22.32 --
Regal Long Short Australian Equity 5 8.72 22.32 21.17
MLC MKey Pens-IncomeBuilder 5 13.23 21.67 22.78
BT PPSI-Westpac Aus Tax Eff 5 15.94 21.57 18.43
MLC MKey TAP - Income Builder 5 13.13 21.41 22.68
MLC MKey AP-Income Builder 5 13.13 21.41 22.68
MLC MKey AP FS - Income Builder 4 12.79 20.65 21.89
Hunter Hall Australian Equities 0 11.75 20.38 --
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS Wholesale Industrial Share 5 15.71 25.03 23.19
BT PPSI-Westpac Aus Gr 4 14.91 22.08 18.18
Smallco Broadcap 5 11.86 20.62 33.59
AMP FS R-AMP Equity 4 8.22 17.82 17.79
AMP Capital Equity 5 8.25 17.65 17.32
CBG Australian Equities Fund 4 10.55 17.61 19.15
Macquarie High Conviction 3 11.62 17.57 15.07
AMP Capital Equity A 4 8.11 17.34 17.02
OnePath OA AP-AMP Capital Equity EF 3 7.50 17.26 17.02
OnePath OA TAP-AMP Capital Equity EF 3 7.50 17.25 17.02
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Pure Microcap Fund 0 8.66 28.19 --
Aberdeen ex-20 Australian Equity Strat 4 15.26 24.50 16.46
Ophir Opportunities 0 3.26 20.16 --
Pengana Emerging Companies 5 9.91 19.52 19.98
Schroder Microcap 5 7.68 19.52 24.73
BT MidCap WS 3 12.21 18.41 16.41
BT MicroCap Opportunities WS 4 10.22 18.26 18.34
Aberdeen Australian Small Companies 4 8.00 18.08 17.45
Optimum Pers Sup-Pengana Emerging Co 4 9.92 18.05 18.27
Optimum Corp Sup-Pengana Emerging Co 4 9.92 18.05 18.27
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Acadian W Glb Equity LS 5 26.41 32.60 28.94
Acadian Wholesale Global Eqty Long Short 5 26.38 32.47 28.92
CFS FC Pen-Acadian Glb Equity LS 5 26.00 31.71 28.09
CFS FC Inv-Acadian Glb Equity LS 5 25.84 31.51 28.01
Crescent International Equity 0 23.85 29.30 --
OnePath OA AP-Magellan Global EF/Sel 3 27.28 28.68 23.21
OnePath OA TAP-Magellan Global EF/Sel 3 27.27 28.68 23.21
CFS FC W PSup-Acadian W Glb Equity LS 5 22.68 28.08 26.53
OnePath OA AP-Magelan Global NEF 3 26.90 27.90 22.47
OnePath OA TAP-Magellan Global NEF 3 26.89 27.90 22.47
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Legg Mason QS Investors Global Equity A 4 27.19 29.83 29.97
Arrowstreet Global Equity 5 27.04 28.98 30.49
IFP Global Franchise 5 26.05 28.29 27.06
CFS FC W Pen-PM Capital W Absolute Perf 5 31.60 27.63 37.77
CFS FC WS Inv-PM Capital W Abs Perform 5 31.62 27.60 37.81
UBS Global Quantitative Share 4 24.28 27.52 25.89
BlackRock Scientific Intl Equity Fund 4 25.56 27.03 28.15
BT PPSI-BlackRock Scientific Intl Eq 4 25.56 27.03 28.15
Macquarie SO TAP-IFP Global Franchise 5 25.43 26.83 25.64
Macquarie SO AP-IFP Global Franchise 5 25.43 26.83 25.64
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Fidelity Global Demographics 0 28.77 31.32 --
Carnegie WorldWide Equity Trust 4 29.60 30.58 26.10
T. Rowe Price Global Equity 3 23.00 28.23 24.10
OnePath OA FR Pen-T. Rowe Price Gbl Eq 4 22.86 28.09 23.76
Pinnacle Global Shares High Alpha Trust 3 24.99 28.06 25.45
OnePath OA FR IP-T. Rowe Price Global Eq 3 22.79 27.89 23.76
AMP SigSup AP-T. Rowe Price Global Eq 3 21.92 27.06 23.07
AMP FLI S2-T Rowe Price Global Equity 3 22.34 26.89 23.12
ANZ OA AP-T Rowe Price Global Equity EF 3 22.27 26.88 22.59
OnePath OA AP-T Rowe Price Global Eq EF 3 22.28 26.88 22.59
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 27.94 62.13 39.82
BT PPSI-Westpac Aus Property Secs 4 20.35 37.11 22.39
Legg Mason Property Securities Trust A 4 18.93 36.08 27.23
BT Institutional Enhanced Property Secs 4 17.89 35.52 23.22
Macquarie Enhanced Property Securities 0 17.94 35.40 23.85
Macquarie True Index Listed Property 4 17.87 35.37 23.33
Macquarie Index-Linked Property Secs 4 17.84 35.29 23.24
CFS FC W Pen-CFS W Index Prop Sec 4 17.63 35.16 23.10
Legg Mason Australian Real Income M 0 20.26 35.03 --
CFS Wholesale Indexed Property Sec 3 17.70 35.01 23.10