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Fund Features

16/08/2016 | 5:07 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 | 9:20 AM  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 | 4:03 PM  

08/08/2016 | 8:14 AM  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 | 9:08 AM  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 | 9:11 AM  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 | 12:01 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 | 2:11 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 | 8:26 AM  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 | 8:05 AM  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 | 12:59 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 | 8:50 AM  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 | 8:08 AM  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 | 9:37 AM  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 | 8:11 AM  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 | 8:07 AM  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 | 8:06 AM  New data show professional investors overwhelmingly believe there is a link between corporate sustainability and long-term financial performance.

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.

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.

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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%
-- -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Affluence Investment Fund 0 8.79 12.31 --
Macquarie SO AP-Macquarie OneChoice 5 11.81 10.09 12.52
Macquarie SO Super-Macquarie OneChoice 5 10.76 9.38 11.43
AMP - FAP - Property Biased (Mature) 0 6.38 8.07 8.75
AMP - FAP - Property Biased 0 6.38 8.06 8.78
AMP - FIP - Property Biased 0 6.36 8.02 8.72
AMP - FPP - Property Biased (Mature) 0 6.36 8.01 8.69
Centuria Growth Bond 4 3.86 7.92 8.47
AMP - FIP - Property Biased NEF 0 6.09 7.38 8.02
AMP - FIP - Property Biased NE/XF 0 6.09 7.38 8.02
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
SGH Australia Plus 0 18.37 19.64 --
Optimum Corp Sup-Macquarie Australian Eq 5 15.69 18.33 16.01
Optimum Pers Sup-Macquarie Australian Eq 5 15.69 18.33 16.01
Macquarie Active Plus Equities 0 16.92 16.50 16.73
Macquarie Alloc Ann-Australian Equities 5 16.98 16.48 16.01
Macquarie SO TAP-Macquarie Aust Eq 4 16.99 15.48 15.70
Macquarie AP - Australian Equity 4 16.99 15.48 15.70
Macquarie Life WS-Managed Equities 0 15.88 15.22 15.27
State Street Australian Equity 5 16.90 14.49 14.49
Macquarie S/RO-Australian Equities 4 15.26 13.91 14.03
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Regal Australian Small Companies Fund 0 10.56 53.18 --
Perpetual Pure Microcap Fund 0 30.56 51.06 --
Ophir Opportunities Class E 0 13.99 48.61 --
Ophir Opportunities 5 12.46 46.35 31.83
Ausbil MicroCap 5 15.44 36.39 30.56
Alpha Australian Small Companies 3 16.33 30.47 15.27
AMP Capital Australian Small Companies 3 17.76 30.39 19.09
UBS Australian Small Companies 4 18.97 30.35 18.65
AMP Capital Australian Small Companies A 3 17.58 30.00 18.97
AMP Capital Australian Small Companies H 3 17.40 29.60 18.47
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC Pen-Generation Global Share 5 6.79 4.52 17.58
IOOF PST-International Equities 4 5.42 4.25 15.85
Generation Wholesale Global Share 5 7.11 4.23 17.73
CFS FC Inv-Generation Global Share 5 6.84 4.23 17.48
CFS FC W PSup-Generation W Global Share 5 6.59 4.12 16.08
CFS FC W Pen-Generation W Global Share 5 7.04 4.03 17.79
CFS FC PSup-Generation Global Share 5 6.47 3.93 15.78
Antipodes Global P 4 6.25 3.92 17.39
IOOF PST-International Equities (TE) 4 5.76 3.85 17.19
CFS FC ESup-Generation Global Share 5 6.32 3.67 15.66
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 35.39 40.98 36.82
Optimum Prof Sav-RREEF Paladin Prp Secs 5 18.31 27.95 19.97
Optimum Pers Sup-RREEF Paladin Prp Secs 4 17.70 27.41 21.00
Optimum Corp Sup-RREEF Paladin Prp Secs 4 17.70 27.41 21.00
OnePath OA FR PS-Optimix Property Sec 5 24.86 27.29 20.38
ANZ ASA-Optimix Australian Property Sec 5 24.77 27.11 20.20
Morningstar Aus Property Securities 4 23.29 26.27 21.36
Folkestone Maxim A-REIT Securities 4 20.86 26.26 21.39
Optimix WS-Property Securities B 3 23.56 26.00 19.07
ANZ OA PS-Optimix Property Securities EF 4 24.22 25.97 19.13