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Fund Features

28/09/2016 | 8:31 AM  Schroders' head of Australian equities Martin Conlon gives an update on the effect of government policy on markets and unintended distortions for some industries, in particular business duration.

26/09/2016 | 9:54 AM  Observers have noted that owning a bond with a negative yield is akin to paying someone else to hold your money, but how?

23/09/2016 | 9:10 AM  China's difficulties in modernising its economy are only more apparent now that its debt pile has risen to what would be crisis levels in other countries.

22/09/2016 | 8:28 AM  Romina Graiver, who heads up emerging market equities for fund manager William Blair, believes these could be a good fit for your portfolio--and here's why.

22/09/2016 | 8:31 AM  While the blockchain is likely to be a major 21st century investment theme, it carries the risk of being overhyped in the short term, according to Fidelity's James Hickling.

21/09/2016 | 8:08 AM  Climate factors have been underappreciated and under-priced by markets, yet this could change as the effects of climate change become more visible, BlackRock says.

20/09/2016 | 10:21 AM  Greater constraints on global capital movements may not be a bad thing as the free-market thinking of recent decades overhyped the benefits of foreign inflows.

19/09/2016 | 11:44 AM  

15/09/2016 | 10:50 AM  Australian retail investors and SMSF trustees are drastically under-exposed to global stocks, says Hamish Douglass, founder and chief investment officer of Magellan Funds Management.

13/09/2016 | 8:43 AM  Morningstar's Ross Macmillan examines a number of outstanding qualities that sets Resolution Capital apart from other managers.

07/09/2016 | 2:28 PM  Despite poor recent performance, India remains a key investment for emerging market investors. Fidelity's Medha Samant explains the position.

07/09/2016 | 2:28 PM  Last year, volatility in the Chinese stock market spilled over into global stocks. This year, the market has been more encouraging--will the rally last?

07/09/2016 | 2:28 PM  Portfolio managers from Colonial First State, Vanguard and Aberdeen give their views on emerging markets and how exposed individual investors should be.

07/09/2016 | 2:28 PM  For investors with appropriate risk profiles and research insights, Mongolian and Sri Lankan bonds offer intriguing possibilities, according to AllianceBernstein.

06/09/2016 | 2:28 PM  Not only have zero/negative interest rates failed to provide an "easing cushion" should recession come knocking, but they have destroyed capitalism's business models, Janus Capital's Bill Gross says.

16/08/2016 | 2:28 PM  The best solution to Europe's external imbalances would be for policymakers to take steps to spur domestic demand in Germany, according to Fidelity's Michael Collins.

10/08/2016 | 2:28 PM  Given there's no sign investment growth will accelerate any time soon and could slow even more, Fidelity's Michael Collins examines whether weak spending in the US could trigger a recession.

09/08/2016 | 2:28 PM  

08/08/2016 | 2:28 PM  Three fund managers have nominated corporate bonds, unconventional investment approaches and the healthcare and consumer discretionary sectors, respectively, as the most likely sources of growth for individual investors.

08/08/2016 | 2:28 PM  While economists and pro-trade bodies can rail all they like about the case for free trade, it appears a losing argument for the foreseeable future, Fidelity's Michael Collins says.

05/08/2016 | 2:28 PM  The Bank of England's four policy moves certainly constitute a decisive and comprehensive package, but will it work and what are the investment implications?

04/08/2016 | 2:28 PM  Janus Capital Group's Bill Gross expresses his distaste for bonds, most stocks and private equity, favouring "real" assets such as real estate and gold.

03/08/2016 | 2:28 PM  Investec's UK-based global equity income investor Blake Hutchins says despite the stock-market rally raising valuations, the US offers the most attractive options for income investors.

03/08/2016 | 2:28 PM  A number of issues are coming to a head in China's corporate sector, which require the government to make tough decisions about how much freedom to allow the markets and private business.

01/08/2016 | 2:28 PM  In this world of weak growth, extremely low bond yields and coercive central bank policies, Brexit is only one of many forces contributing to ongoing volatility.

29/07/2016 | 2:28 PM  Near-unprecedented levels of global market volatility highlight the need for individual investors to be smarter in diversifying across asset classes, says Scott Fletcher, director of client investment strategies, Russell Investments.

29/07/2016 | 2:28 PM  Australia's "unbalanced rebalancing," combined with investors' increasing focus on stable retirement income, bodes well for a healthy dose of bonds in Australian investors' portfolios in the years to come.

29/07/2016 | 2:28 PM  Many SMSFs are highly inefficient, with an overexposure to cash, property and domestic equities providing insufficient diversification, increasing risk and hampering performance.

28/07/2016 | 2:28 PM  The US stock market looks fairly valued as a whole, admits JP Morgan's Dennis Ruhl--but there are some sectors which will deliver further growth.

28/07/2016 | 2:28 PM  While the Australian stock market is well positioned for financial year 2017, there are still plenty of economic headwinds and protecting capital should be the top priority.

28/07/2016 | 2:28 PM  In a low-yield, high-volatility environment, it is important for investors to review their existing fixed-income allocation to assess whether they're able to both minimise risks and profit from relevant opportunities.

27/07/2016 | 2:28 PM  New data show professional investors overwhelmingly believe there is a link between corporate sustainability and long-term financial performance.

26/07/2016 | 2:28 PM  Global equities currently look attractive on a relative valuation basis and there are Morningstar Medal-rated global small-cap funds that can act as great portfolio diversifiers.

26/07/2016 | 2:28 PM  While passive funds may hold several attractive attributes, such as low costs, active management is expected to mount an eventual comeback.

25/07/2016 | 2:28 PM  Corporate credit bond funds can provide investors' portfolios with diversity and an additional return on top of that provided by cash, though not without some additional risk.

22/07/2016 | 2:28 PM  The concept of "radical uncertainty" is particularly useful in describing the challenges we all face in a world of rising polarisation, populism and politicisation, according to PIMCO's Joachim Fels.

21/07/2016 | 2:28 PM  Schroders' Martin Conlon provides insights into the initial effects of Brexit on the equity market and stresses that economic reality and rationality can often take longer than anticipated to reassert itself.

20/07/2016 | 2:28 PM  Morningstar's view on an Italian exit from the European Union is similar to its view on the United Kingdom's departure: It doesn't make economic sense.

19/07/2016 | 2:28 PM  Schroders' Kellie Wood discusses the fixed-interest market reaction to Brexit, which included another major bond yield falling into negative territory.

18/07/2016 | 2:28 PM  Morningstar's Kathryn Young explains what sets Zurich Investments Global Thematic apart from rival global equities strategies.

18/07/2016 | 2:28 PM  The past 10 years have hosted an incredible amount of tech-based innovation but, almost unbelievably, such dynamism has been accompanied by slower productivity growth.

15/07/2016 | 2:28 PM  Morningstar's Kathryn Young explains what makes Platinum International a standout strategy and the rationale behind the fund's Gold rating.

15/07/2016 | 2:28 PM  Morningstar's Tim Wong explains why the Magellan Global Equities was upgraded to Gold and why there is more to the strategy than Hamish Douglass.

15/07/2016 | 2:28 PM  The UK decision to the leave the EU just foreshadows the disruption the continent faces in coming years--commotion that would have occurred irrespective of the British decision, Fidelity's Michael Collins says.

14/07/2016 | 2:28 PM  Worry for now about the return "of" your money, not the return "on" it, Janus Capital Group's Bill Gross tells investors in his most recent monthly outlook.

13/07/2016 | 2:28 PM  Britain's vote to leave the European Union seems to tie in with a feeling across the Western world--a rebellion against globalisation and those in power.

13/07/2016 | 2:28 PM  Simon Doyle discusses the impact of Brexit on the Schroders Real Return portfolio and stresses the importance of correctly balancing return objectives with risk objectives.

11/07/2016 | 2:28 PM  While global equities may be attractive on a relative valuation basis, it's important not to blindly follow a benchmark, Morningstar Investment Management's Brad Bugg says.

06/07/2016 | 2:28 PM  

06/07/2016 | 2:28 PM  The engine of global growth, the US economy, has been growing steadily since 2009--but there are now signs of a slowdown.

04/07/2016 | 2:28 PM  Morningstar Investment Management's Andrew Lill explains the benefits of long-term, valuation-driven asset allocation, while also elaborating on his team's definition of "risk".

01/07/2016 | 2:28 PM  The UK-based AXA Wealth's head of investing Adrian Lowcock says there are opportunities in emerging markets, but private investors need to tread carefully.

30/06/2016 | 2:28 PM  Hamish Douglass, chief executive officer, Magellan Financial Group, explains why he believes we are at an odd point in history with the Brexit vote, ineffectual central bank policies and volatile currencies.

30/06/2016 | 2:28 PM  Against the murky post-Brexit backdrop, it will be useful for Australian investors to understand the exposure of local-rated strategies to the UK and European share markets.

30/06/2016 | 2:28 PM  While it might be tempting to assume other Asian bond markets should be avoided until China's prospects improve, it would be a mistake to underestimate the variety of opportunity available in the region.

27/06/2016 | 2:28 PM  If authorities do opt for money printing, then along with free trade and the unhindered flow of capital, the GFC would have damaged another hallmark of modern-day, liberal-democratic capitalism.

13/08/2015 | 2:28 PM  Quality fund managers across a range of asset classes can now be easily selected using Morningstar's new fund screener.

08/07/2015 | 2:28 PM  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.


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
Net Assets
1 y% 3y%
-- -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
6m% 1y% 3y%
Affluence Investment Fund 0 10.16 14.03 --
Macquarie SO AP-Macquarie OneChoice 5 10.51 13.75 12.25
Macquarie SO Super-Macquarie OneChoice 5 9.49 12.58 11.16
CBUS Super Income Stream Growth 0 9.08 10.88 10.66
Care Pension Balanced 0 10.91 10.78 10.83
Centuria Growth Bond 5 7.64 10.46 8.42
Macquarie Trustees Choice Balanced NTP 5 8.23 9.93 9.98
Energy Super MySuper 0 8.49 9.54 --
Energy Super Balanced 5 8.49 9.54 9.04
Care Pension Sustainable Balanced 0 9.56 9.35 10.20
Australian Large Value
Fund Name Morningstar
6m% 1y% 3y%
Investors Mutual Concentrated Aus Share 5 15.62 22.41 14.18
Perpetual Wholesale Ethical SRI 5 14.99 18.25 12.51
Suncorp WSmart Pen-Perpetual Wsale Ethic 0 13.86 18.24 --
Perpetual WFTAP-Perpetual Ethical SRI 5 14.85 18.20 12.54
Perpetual WFP-Perpetual Ethical SRI 5 14.85 18.20 12.54
Perpetual WFIA-Perpetual Ethical SRI 5 14.35 16.90 11.26
Perpetual WFS-Perpetual Ethical SRI 5 13.53 16.50 11.34
MLC MK Pen-Perpetual WS Ethical SRI 5 15.14 16.32 13.00
MLC MK TAP-Perpetual WS Ethical SRI 5 15.12 16.28 12.92
MLC MKey AP - Perpetual Ws Ethical SRI 5 15.12 16.28 12.92
Australian Large Blend
Fund Name Morningstar
6m% 1y% 3y%
Optimum Corp Sup-Macquarie Australian Eq 5 14.57 25.50 14.13
Optimum Pers Sup-Macquarie Australian Eq 5 14.57 25.50 14.13
SGH Australia Plus 0 16.43 24.68 --
Macquarie Active Plus Equities 0 15.67 23.41 14.58
Macquarie Alloc Ann-Australian Equities 4 15.62 23.20 13.99
Macquarie SO TAP-Macquarie Aust Eq 4 15.59 22.16 13.68
Macquarie AP - Australian Equity 4 15.59 22.16 13.68
Con Temple - Partnership Aust Sh Pens 5 17.96 21.42 11.32
Suncorp WSmart TAP-Ibbotson Aus Shr Act 5 18.89 21.32 12.09
Suncorp WSmart Pen-Ibbotson Aus Shr Act 5 18.89 21.32 12.09
Australian Large Growth
Fund Name Morningstar
6m% 1y% 3y%
Bennelong Concentrated Australian Eq 5 14.90 28.13 17.21
Suncorp WSmart Pen-Hyperion Aust Growth 0 14.71 27.89 --
CVW WF-Hyperion Australian Shares(Pen) 0 14.72 27.51 --
Hyperion Australian Growth Companies 5 14.69 27.31 13.85
Lincoln Wholesale Australian Growth 3 13.20 26.44 12.64
Lincoln Retail Australian Growth 3 12.76 25.46 11.77
CVW WF-Hyperion Australian Shares(Super) 0 13.07 24.56 --
Macquarie High Conviction 5 14.14 23.90 16.17
Suncorp WSmart Per-Hyperion Aust Growth 0 12.68 22.86 --
Suncorp WSmart Bus-Hyperion Aust Growth 0 12.68 22.86 --
Australian Mid/Small Blend
Fund Name Morningstar
6m% 1y% 3y%
Perpetual Pure Microcap Fund 0 35.81 66.36 --
Regal Australian Small Companies Fund 0 21.37 52.55 --
Ophir Opportunities Class E 0 18.73 45.92 --
Ophir High Conviction 0 16.60 44.29 --
Ophir Opportunities 5 18.08 43.69 27.63
Ausbil MicroCap 5 17.01 34.87 26.80
Pengana Emerging Companies 4 18.74 32.82 17.84
Schroder Microcap 5 21.95 32.41 18.21
UBS Microcap Fund 0 24.17 32.33 --
BT MicroCap Opportunities WS 5 23.70 32.19 23.03
World Large Growth
Fund Name Morningstar
6m% 1y% 3y%
CFS FC Pen-Generation Global Share 5 9.35 11.39 18.64
Generation Wholesale Global Share 5 9.69 11.08 18.80
CFS FC Inv-Generation Global Share 5 9.40 11.08 18.54
CFS FC W Pen-Generation W Global Share 5 9.59 10.83 18.85
CFS FC W PSup-Generation W Global Share 5 8.88 10.12 17.02
CFS FC PSup-Generation Global Share 5 8.74 9.99 16.72
CFS FC ESup-Generation Global Share 5 8.56 9.70 16.57
Antipodes Global Fund - Long Only I 4 12.33 9.39 18.10
Antipodes Global P 4 9.99 8.96 19.63
Perpetual WFTAP-Walter Scot Glbl Eq Hdgd 1 9.74 8.46 9.17
Australian Real Estate
Fund Name Morningstar
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 25.17 46.59 36.29
Optimum Pers Sup-RREEF Paladin Prp Secs 4 13.55 30.87 20.36
Optimum Corp Sup-RREEF Paladin Prp Secs 4 13.55 30.87 20.36
OnePath OA FR PS-Optimix Property Sec 5 20.11 30.59 20.05
ANZ ASA-Optimix Australian Property Sec 5 20.02 30.40 19.87
OnePath OA PS-Optimix Property Sec EF 4 17.87 30.36 18.43
Optimix Super-Property Securities EF 4 17.81 30.24 18.32
Folkestone Maxim A-REIT Securities 5 16.95 29.73 20.66
Optimix WS-Property Securities B 3 18.71 29.66 18.49
OnePath OA PS-Optimix Property Sec NE 3 17.49 29.53 17.67