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26/07/2016 | 8:11 AM  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 | 8:08 AM  While passive funds may hold several attractive attributes, such as low costs, active management is expected to mount an eventual comeback.

25/07/2016 | 8:27 AM  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 | 8:02 AM  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 | 8:16 AM  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 | 8:57 AM  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 | 8:25 AM  Schroders' Kellie Wood discusses the fixed-interest market reaction to Brexit, which included another major bond yield falling into negative territory.

18/07/2016 | 12:05 PM  Morningstar's Kathryn Young explains what sets Zurich Investments Global Thematic apart from rival global equities strategies.

18/07/2016 | 8:34 AM  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 | 2:59 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 | 2:50 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 | 8:05 AM  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 | 8:08 AM  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 | 10:00 AM  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 | 8:23 AM  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 | 9:30 AM  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 | 8:25 AM  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 | 9:06 AM  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 | 8:02 AM  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 | 10:22 AM  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 | 8:02 AM  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 | 8:02 AM  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 | 8:02 AM  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.

24/06/2016 | 8:02 AM  Schroders' Andrew Fleming explains how buying equity at very high multiples can be a dangerous game for investors to play--even for companies that grow earnings.

22/06/2016 | 8:02 AM  As the countdown to the referendum enters its final days, leading investors warn of turmoil on currency and stock markets should the UK leave the European Union.

22/06/2016 | 8:02 AM  While today's equity markets have all the makings of a scary movie, investors should embrace uncertainty and adjust expectations to regain conviction in the asset class as a source of long-term returns.

21/06/2016 | 8:02 AM  After an incredible rally across developed market equities and global bonds, the good times may be over. Should investors be selling up for cash and gold?

20/06/2016 | 8:02 AM  Investors trying to assess the impact on their fixed-income allocations, should Britain vote to leave the EU, need to take care not to confuse the "dog" with the "tail," AllianceBernstein says.

16/06/2016 | 8:02 AM  While most asset classes may be a bit on the expensive side, Schroders' Simon Stevenson believes pockets of reasonable value can still be found.

16/06/2016 | 8:02 AM  Australian small-cap stocks have won over new converts after outperforming their larger rivals, despite bearish global markets.

15/06/2016 | 8:02 AM  As emerging market pioneer Sir John Templeton once said: "If you want to have a better performance than the crowd, you must do things differently from the crowd."

09/06/2016 | 8:02 AM  Capitalism has entered a new era due to unimaginable monetary policies and negative structural transitions that pose risks to growth forecasts, Bill Gross says in his monthly investment outlook.

08/06/2016 | 8:02 AM  Following five years of devastatingly poor returns, sentiment towards commodities is starting to turn following a surge in the prices of a wide variety of products since the beginning of the year.

03/06/2016 | 8:02 AM  

03/06/2016 | 8:02 AM  With investors generally overexposed to equities through super and direct investments, a greater allocation to alternative investments can help to improve risk-adjusted returns.

02/06/2016 | 8:02 AM  If the UK votes to leave the EU on 23 June, the near-term impact on the British economy is likely to be negative and would surely come as a massive shock to global financial markets.

01/06/2016 | 8:02 AM  After falling to below $30 a barrel earlier this year, oil has broken through the $50 mark. Stephen Message from UK-based asset manager Old Mutual examines what this means for stocks.

25/05/2016 | 8:02 AM  Platinum managing director Kerr Neilson gives insights into the asset manager's approach and areas of investment focus, with a particularly keen outlook on US pharmaceuticals and Chinese technology stocks.

25/05/2016 | 8:02 AM  Corporate defaults are rising in China, as are market interest rates. While these developments may worry investors and prompt negative headlines, they may have beneficial long-term effects.

24/05/2016 | 8:02 AM  As interest rates continue to fall in Australia, investors may want to take their cue from the Reserve Bank of Australia, according to PIMCO's Robert Mead.

20/05/2016 | 8:02 AM  Jeremy Grantham from global investment management firm GMO makes an admission of a past mistake regarding resources.

18/05/2016 | 8:02 AM  Long-term investors should embrace volatility, says Morningstar Investment Management's Dan Kemp, as it offers opportunities, not risk.

18/05/2016 | 8:02 AM  Household, corporate and government debt are at unmatched levels in absolute and relative terms and poses an unprecedented threat to the world economy, Fidelity's Michael Collins says.

17/05/2016 | 8:02 AM  Schroders' Stuart Dear discusses portfolio construction and the importance of balancing defensive features to ensure the portfolio plays both a diversifying role and is defensive in its own right.

16/05/2016 | 8:02 AM  JP Morgan's chief market strategist for the UK and Europe, Stephanie Flanders, says that global recession fears are unfounded--but markets remain challenging for investors.

16/05/2016 | 8:02 AM  Investing in global equities is a quest to find the companies that have made, or can make, the leap from good to great, says Amit Lodha, portfolio manager of the Fidelity Global Equities Fund.

12/05/2016 | 8:02 AM  Schroders head of Australian equities Martin Conlon discusses how investors have been left with their highest ever weighting in bond-like equities at the time of their highest ever prices.

10/05/2016 | 8:02 AM  The new age economy--especially that of developed nations with ageing demographics--is gradually putting more and more people out of work, Bill Gross says in his monthly investment outlook.

09/05/2016 | 8:02 AM  Beneath the surface of slow overall global growth, economic and policy divergence will continue to create a plethora of tensions, volatility, risks and opportunities, according to PIMCO.

04/05/2016 | 8:02 AM  

02/05/2016 | 8:02 AM  The euro area has only papered over its problems, not solved them, and the periphery will be vulnerable the next time there is a major shock to the global economy or investor confidence.

29/04/2016 | 8:02 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 | 8:02 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 | 8:02 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 | 8:02 AM  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.

13/08/2015 | 8:02 AM  Quality fund managers across a range of asset classes can now be easily selected using Morningstar's new fund screener.

08/07/2015 | 8:02 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.


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 4.88 10.01 --
Macquarie SO AP-Macquarie OneChoice 5 4.58 9.38 11.81
Macquarie SO Super-Macquarie OneChoice 5 4.15 8.95 10.85
Suncorp WSmart Pen-Suncorp Univ Growth 0 5.21 7.51 --
Suncorp WSmart TAP-Suncorp Univ Growth 0 5.21 7.51 --
Legg Mason Growth Trust 4 -6.94 6.85 15.16
Suncorp WSmart Bus-Suncorp Univ Growth 0 4.51 6.81 --
Suncorp WSmart Per-Suncorp Univ Growth 0 4.51 6.81 --
CBUS Super Inc Stream Growth 0 3.78 6.68 11.04
Legg Mason Balanced Trust 4 -5.30 6.59 13.56
Australian Large Blend
Fund Name Morningstar
6m% 1y% 3y%
Meme Australian Share 0 11.34 31.54 --
SGH Australia Plus 0 5.58 17.46 --
Optimum Corp Sup-Macquarie Australian Eq 5 2.42 14.67 15.18
Optimum Pers Sup-Macquarie Australian Eq 5 2.42 14.67 15.18
Third Link Growth 5 3.30 14.22 14.33
Grant Samuel Tribeca Alpha Plus C 5 1.72 13.11 19.60
Grant Samuel Tribeca Alpha Plus 5 1.51 13.00 19.13
Macquarie Alloc Ann-Australian Equities 4 3.26 12.79 14.52
Macquarie Active Plus Equities 0 2.92 12.78 15.77
AllianceBernstein Managed Volatility Eq 0 6.08 12.03 --
Australian Large Growth
Fund Name Morningstar
6m% 1y% 3y%
Bennelong Concentrated Australian Eq 5 2.33 22.95 17.82
Suncorp WSmart Pen-Hyperion Aust Growth 0 0.83 16.92 --
CVW WF-Hyperion Australian Shares(Pen) 0 0.66 16.56 --
Henderson High Conviction Australian Eq 3 -0.06 16.29 12.71
Hyperion Australian Growth Companies 5 0.20 15.74 14.56
SGH20 Professional Investor 4 4.37 14.74 10.21
SGH20 4 4.37 14.74 10.21
CVW WF-Hyperion Australian Shares(Super) 0 0.59 14.66 --
Macquarie High Conviction 5 2.79 14.64 18.06
Suncorp WSmart Per-Hyperion Aust Growth 0 -0.16 13.95 --
Australian Mid/Small Blend
Fund Name Morningstar
6m% 1y% 3y%
Regal Australian Small Companies Fund 0 4.11 61.73 --
Ophir Opportunities Class E 0 2.96 46.09 --
Perpetual Pure Microcap Fund 0 21.34 44.61 --
Ophir Opportunities 5 1.71 43.87 32.70
Alpha Australian Small Companies 3 3.25 27.68 15.17
Ausbil MicroCap 5 2.01 27.56 30.11
AMP Capital Australian Small Companies 3 3.53 25.84 19.16
AMP Capital Australian Small Companies A 3 3.37 25.45 19.03
AMP Capital Australian Small Companies H 3 3.21 25.07 18.53
AMP FLI S2-UBS Aus Small Companies 3 3.02 24.59 18.22
World Large Blend
Fund Name Morningstar
6m% 1y% 3y%
Evans and Partners International Fund 0 6.98 12.88 --
Vontobel Global Equity Fund 0 1.46 11.93 --
Stewart Investors Worldwide Sus-Class A 0 7.50 11.83 --
Stewart Investors W Wrldwide Sustainabty 4 7.56 11.75 14.75
Stewart Investors W Worldwide Leaders 4 7.35 11.73 14.94
CFS FC W Pen-CFS W Worldwide Leaders 4 7.33 11.69 14.91
CFS FC Inv-Stewart Inv Wldwide Sus 0 7.45 11.31 --
CFS FC W PSup-CFS W Worldwide Leaders 5 6.82 10.92 13.64
CFS FC Pen-CFS Worldwide Leaders 4 6.88 10.75 13.92
IFP Global Franchise 5 3.40 10.73 18.51
World Large Growth
Fund Name Morningstar
6m% 1y% 3y%
IOOF PST-International Equities 4 2.51 7.86 17.50
Antipodes Global P 4 2.80 7.37 19.64
IOOF PST-International Equities (TE) 4 2.85 7.31 19.43
CFS FC Pen-Generation Global Share 5 0.35 6.60 18.46
Generation Wholesale Global Share 5 0.50 6.31 18.63
CFS FC Inv-Generation Global Share 5 0.18 6.21 18.34
CFS FC W Pen-Generation W Global Share 5 0.50 6.15 18.71
CFS FC W PSup-Generation W Global Share 5 0.69 6.09 16.91
CFS FC PSup-Generation Global Share 5 0.52 5.80 16.56
CFS FC ESup-Generation Global Share 4 0.45 5.59 16.46
Australian Real Estate
Fund Name Morningstar
6m% 1y% 3y%
AUI Property Securities Fund Growth 0 25.06 38.15 31.58
Optimum Pers Sup-RREEF Paladin Prp Secs 4 14.10 28.62 18.70
Optimum Corp Sup-RREEF Paladin Prp Secs 4 14.10 28.62 18.70
OnePath OA FR PS-Optimix Property Sec 5 20.20 27.34 18.57
ANZ ASA-Optimix Australian Property Sec 5 20.10 27.15 18.39
Cromwell Phoenix Property Securities 5 14.20 26.24 20.51
Macquarie Life WS-Property Securities 0 14.15 26.24 17.60
Macquarie Life Mas-Property Securities 4 14.15 26.21 17.58
ANZ OA PS-Optimix Property Securities EF 4 19.58 26.02 17.34
Folkestone Maxim A-REIT Securities 5 14.45 25.93 19.32