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Fund Features

21/11/2014 | 9:29 AM  There are a number of risks investors need to consider in bond investing.

21/11/2014 | 3:02 PM  Will Japan's technical recession impact the profitability of the country's companies and lead to wider concerns about global growth?

19/11/2014 | 4:25 PM  Economic update for the period ending 14 November 2014.

18/11/2014 | 8:54 AM  Given issues such as recent volatility, rising global debt levels and the threat of European deflation, there are steps investors can take to safeguard their portfolios.

17/11/2014 | 7:34 AM  Not all emerging markets have the same prospects. Those that have performed well over the past decade may not necessarily outperform over the next 10 years

12/11/2014 | 7:35 AM  Recent Morningstar research looks at whether the source of fund managers' excess returns has been stock-picking or sector selection.

11/11/2014 | 7:18 AM  Greece has been in recession for six years now but is finally on track to turn things around, according to US Global Investors.

7/11/2014 | 7:43 AM  A top-performing investment manager shares some of the major lessons he has learned since first starting out in the industry.

6/11/2014 | 7:30 AM  The latest research from Morningstar provides a good idea of how closely large fund managers resemble the market index.

5/11/2014 | 7:37 AM  PIMCO's Daniel Ivascyn discusses the principles that frame the global bond manager's approach to actively managing risk and delivering returns for clients.

28/10/2014 | 8:55 AM  Bentham Asset Management principal and portfolio manager Richard Quin provides investors with some insights into fixed-income investment and the role that short-duration credit can play in a portfolio.

28/10/2014 | 7:13 AM  What common mistakes should investors avoid? Here are a few key behavioural finance lessons worth heeding.

27/10/2014 | 8:55 AM  Relations between China and Japan remain tense. How can the two countries avoid war and re-establish business and political bonds?

23/10/2014 | 7:33 AM  The US central bank must tread lightly as monetary policy among central banks around the world begins to diverge.

22/10/2014 | 8:22 AM  Voted among the 50 most influential people in finance today, author and former banker Satyajit Das looks at three emerging risks for investors.

21/10/2014 | 7:46 AM  Sustainable, market-driven growth will transform China's economy from a tiger into a slower but steady elephant.

17/10/2014 | 8:15 AM  With its product range widened, investors can get exposure to Morningstar's fund manager of the year through a number of ways.

16/10/2014 | 10:01 AM  Will Australia's relatively high housing prices start to level off or could there be a bursting of a potential bubble?

15/10/2014 | 9:24 AM  Economic update for the period ending 1 October 2014.

15/10/2014 | 8:20 AM  A portfolio of "terrific value" can still be achieved despite the stretched valuations at the smaller end of the Australian equities market.

14/10/2014 | 8:20 AM  The longer-term growth potential of emerging-market economies is underpinned by their young and growing labour forces, and the higher levels of investment that they can attract.

10/10/2014 | 8:20 AM  Four key themes will support growth for Australian companies but the key is to be selective, Perennial's Grant Oshry says.

9/10/2014 | 8:20 AM  While investors have benefited from a "beautiful accidental bias" in Australian equities, the next top-performing stocks will be linked to themes outside the local market.

9/10/2014 | 8:20 AM  Can credible structural reform be implemented to remove impediments to the country's economic growth and awaken Japan Inc?

8/10/2014 | 8:20 AM  While the decision to sell a fund is dependent on the individual, there are a number of factors investors should consider before cutting ties with their investment manager.

7/10/2014 | 8:20 AM  For those Australian investors looking to broaden their international equities exposure, there is one strategy that not only provides exposure to the Asian region but which outclasses its peers.

7/10/2014 | 8:20 AM  Credit investors adopt a different approach to equity investors when assessing a quality business, according to PIMCO's Tracy Chin.

3/10/2014 | 8:20 AM  Emerging nations have become much stronger financially but investors need to be discriminating and seek out those regions and companies that offer the most potential for growth.

3/10/2014 | 8:20 AM  Morningstar's Anthony Serhan examines differences in valuations between the two asset classes and suggests how investors should approach these markets.

2/10/2014 | 8:20 AM  Morningstar fund research analyst Alex Prineas equips investors with what they need to know when it comes to getting quality exposure to emerging markets.

2/10/2014 | 8:20 AM  While Australia's franking credit system enhances yield opportunities for investors, there are some equity strategies that aim to improve the income component of global investing.

2/10/2014 | 8:20 AM  One of Australia's most successful global investors shares his views on topics ranging from China and the United States to corruption in Africa and investment mistakes.

1/10/2014 | 8:20 AM  Investing in emerging markets has become increasingly intertwined with investing in developed market global equities.

1/10/2014 | 8:20 AM  Energy cost advantages and improved productivity among American workers means investors who own shares in "great American companies" will continue to profit from those "business blessings".

1/10/2014 | 8:20 AM  Morningstar's Tim Murphy talks about the recent portfolio manager changes at the global bond manager and why investors should not panic.

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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%
0.75 12.99 17.77

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Packer & Co Investigator Trust 5 8.22 16.36 21.73
BT PPSI-BT WS Active Bal 4 7.79 11.11 12.65
Netwealth Index Opportunities Growth - 6.36 10.78 -
BT PPSI-Westpac Dynam Gr 3 7.32 10.56 13.41
SSgA Passive Balanced Trust 4 5.51 10.36 13.36
ClearView Mgd Inv Diversified Growth 3 6.00 10.33 13.47
Vanguard Growth Index 5 5.55 10.27 13.90
Generate KiwiSaver Growth Fund - 7.10 10.18 -
BlackRock Scientific Div Growth Fund 5 5.40 10.07 14.42
BT PPSI-BlackRock Scientific Div Gr 5 5.40 10.07 14.42
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT PPSI-Westpac Diversified Growth 4 7.71 10.85 11.52
Vanguard Balanced Index Fund 5 5.23 9.57 11.55
BT PPSI-BT WS Balanced Returns 3 5.13 8.32 10.84
SUMMIT Select - Active Mod Defensive 4 4.30 8.29 11.76
ClearView Mgd Inv Prudent 3 4.86 8.28 10.06
North Index Moderately Defensive 4 4.31 8.14 10.90
CFS FC Inv-FirstChoice Moderate 3 4.49 8.04 10.54
ClearView Mgd Inv Diversified Balanced 2 4.65 7.97 10.28
Sandhurst BMF-Bendigo Balanced 3 4.06 7.61 11.25
Russell Diversified 50 C 3 3.96 7.55 10.55
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual W Share Plus L/S 5 6.72 14.11 21.10
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Smallco Broadcap 5 6.97 13.70 32.19
CFS Wholesale Industrial Share 4 7.81 10.81 18.92
BT PPSI-Westpac Aus Gr 4 8.47 10.31 14.75
AMP Capital Equity 4 5.38 9.15 15.25
AMP Capital Equity A 4 5.23 8.87 14.94
Hyperion Australian Growth Companies 5 1.76 8.14 18.85
OnePath WS-Sustainable Inv Aus Shares 4 2.94 6.98 14.47
CFS FC W Inv-CFS W Concentrated Aus Shr 3 4.50 6.66 13.15
Ausbil Australian Active Equity 4 1.34 5.98 14.34
Goldman Sachs Investment Fund 4 0.23 5.67 13.61
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Pure Microcap Fund - 11.60 24.45 -
Aberdeen Australian Small Companies 4 7.40 11.33 14.17
OC Dynamic Equity 3 5.87 10.38 22.56
CFS FC W Inv-CFS W Small Companies Core 4 5.33 8.33 13.54
NovaPort Premier Smaller Companies 5 5.53 8.20 20.70
NovaPort Smaller Companies 4 4.98 7.08 19.46
AMP Capital Small Companies A 3 0.90 6.87 8.54
Fiducian Australian Smaller Co Shares 4 4.68 6.59 15.40
NovaPort WS Smaller Companies 4 4.66 6.40 18.48
TBF Small Cap Value Growth - 6.64 6.34 -
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Acadian Wholesale Global Eqty Long Short 5 9.84 23.34 23.65
CFS FC Inv-Acadian Glb Equity LS 4 9.45 22.49 22.81
OA Frontier IP-Arrowstreet Glb Eq Hdg Tr 4 9.95 19.40 21.61
OnePath Arrowstreet Global Eq Hdg Tr EF 2 9.56 18.50 20.63
Crescent International Equity - 11.18 18.01 -
OnePath Arrowstreet Global Eq Hdg Tr NEF 1 9.05 17.45 19.57
Grant Samuel Epoch Gbl Eq Shldr Yld Uhgd 4 5.42 16.10 20.27
OA Frontier IP-Magellan Global 3 7.83 15.86 18.60
Schroder Global Value 3 6.62 15.54 20.35
AMP Capital W Global Equity Value 3 5.90 15.48 21.74
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
River and Mercantile Wholesale Global Eq - 48.56 54.66 -
Legg Mason Batterymarch Global Equity A 4 10.82 22.62 24.62
Invesco WS Global Matrix Unhedged 3 9.08 21.32 22.10
BT PPSI-BlackRock Scientific Intl Eq 4 10.95 19.72 23.67
OnePath OA IP-OP Global Share EF 3 9.45 18.26 21.11
AMP Capital Enhanced Index Intl Share 4 8.05 17.97 22.96
BT International Share WS 4 7.54 17.69 22.64
BT PPSI-BT WS Intl Shares 4 7.54 17.69 22.64
Vanguard International Shares Index 4 7.93 17.57 22.18
SSgA International Equity Index Trust 4 7.96 17.54 22.16
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT PPSI-BT WS Ptnr Intl Shr Gr 1 4 33.33 39.65 28.95
Carnegie WorldWide Equity Trust 3 13.63 23.11 20.69
Fidelity Global Demographics - 11.18 22.07 -
Perennial International Equities Trust 3 11.52 21.37 22.31
Perennial International Shr Wholesale 3 11.49 21.35 22.30
IOOF/Perennial Flex International 3 11.14 20.58 21.53
Perennial Global Shares High Alpha Trust 4 11.64 19.92 20.75
Generation Wholesale Global Share 4 9.78 18.59 23.49
MFS Concentrated Global Equity Trust W 5 8.56 18.21 25.01
T. Rowe Price Global Equity 3 11.25 18.09 19.84
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 23.08 36.53 34.73
BT PPSI-Westpac Aus Property Secs 4 14.29 18.06 19.44
Legg Mason Property Securities Trust A 4 12.41 16.88 23.75
Macquarie Enhanced Property Securities - 11.62 16.78 20.55
SG Hiscock Professional Property 4 11.08 16.77 20.53
Macquarie True Index Listed Property 4 11.59 16.72 20.11
Ironbark Paladin Property Securities 3 12.07 16.67 19.79
BlackRock Indexed Aus Listed Property 4 11.47 16.59 20.14
SSgA Australian Listed Property Index 3 11.48 16.45 19.88
Zurich Investments Aus Property Secs 5 11.81 16.42 22.48