Stocks Special Reports LICs Hybrids Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Hybrids Technical Analysis SMSFs Learn Fund Times Ask the Analyst China Wrap
About

Fund Features

24/05/2013 | 9:08 AM  Infrastructure investments have good earning resilience and characteristics that offer inflation protection.

22/05/2013 | 7:42 AM  A policy of devaluation to attain prosperity is ultimately flawed, especially when all major nations implement similar policies, according to Satyajit Das.

21/05/2013 | 8:49 AM  Performance periods refer to the month and three months to 17 May 2013.

21/05/2013 | 7:25 AM  While the experiences of Australian fund investors have improved over recent years, concerns around disclosure and tax remain.

20/05/2013 | 2:28 PM  What opportunities are there in fixed income as interest rates in Australia continue to ease?

20/05/2013 | 7:20 AM  Japan's Prime Minister Shinzo Abe is hoping his brand of economics will end the country's time as the textbook model of how asset bubbles can debilitate an economy.

17/05/2013 | 9:54 AM  

17/05/2013 | 9:01 AM  

14/05/2013 | 8:19 AM  A broad exposure to emerging markets is the best way to mitigate risks and harness greater returns.

13/05/2013 | 7:22 AM  Investors can learn a lot about their investment strategy through Westfield's track record, strong earnings growth and clear strategic plans.

9/05/2013 | 7:47 AM  In a sector dominated by highly speculative companies, investors can use a number of criteria that identify those small stocks poised for sustainable growth.

7/05/2013 | 7:23 AM  Investors can expect some sort of haircut to their investment holdings following central bank action, Pimco's Bill Gross says.

6/05/2013 | 8:16 AM  ASIC has released a health check for investors following research from the regulator that found a lack of knowledge around capital-protected products.

3/05/2013 | 7:19 AM  Can the market sustain current levels given global uncertainty and the absence of an uptick in economic activity?

1/05/2013 | 8:52 AM  While the past five years have been difficult for investors, some basic but critical investment rules mean they need not despair.

30/04/2013 | 8:20 AM  Maximising superannuation contributions is a crucial part of an end-of-financial-year strategy.

30/04/2013 | 7:24 AM  The virtual currency created a worldwide buzz following the crisis in Cyprus, but is it a legitimate form of currency?

29/04/2013 | 2:54 PM  Performance periods refer to the month and three months to 29 March 2013.

29/04/2013 | 1:14 PM  Powerful structural trends are supporting developed stocks, even if the macroeconomic news from the advanced world is bleak.

26/04/2013 | 7:38 AM  Small-cap fund managers have uncovered a number of smaller companies that are poised for growth.

24/04/2013 | 11:40 AM  

24/04/2013 | 7:25 AM  A prudent approach to gearing strategies can enhance portfolio returns in a post-GFC world.

24/04/2013 | 8:52 AM  Leadership changes, slower growth rates and concerns around inflation are shaping Asia's outlook.

23/04/2013 | 10:50 AM  There are a number of practical tips investors can take advantage of this financial year that will minimise their tax and maximise their income.

22/04/2013 | 7:30 AM  The equity market continues to confront a number of challenges, however, companies can still generate good returns on investment even in the face of challenging conditions.

18/04/2013 | 7:44 AM  There are some solid performers in Morningstar's latest survey on the managed funds sector despite jittery markets.

17/04/2013 | 11:21 AM  Recent price movements in the price of gold emphasise that the concept of gold as a general insurance policy against systemic risks is dangerous, especially today.

15/04/2013 | 9:37 AM  The government hasn't ruled out making further super changes to the budget, so anyone planning changes to their own strategies should try to implement these before May.

12/04/2013 | 11:08 AM  There is definitely a growing risk that the eurozone as a whole, and particular countries such as Italy, are beginning to see similar problems to Japan.

11/04/2013 | 9:37 AM  

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%
111.28 52.77 1.12

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Legg Mason Diversified Trust 4 16.68 22.97 9.15
OnePath OA IP-OP Tax Effective Inc NE 2 13.18 20.12 6.56
Ausbil Balanced 5 14.69 19.26 7.71
SUMMIT Select - Active Balanced 4 12.80 18.15 8.47
Sandhurst BMF-Bendigo Growth 2 12.25 17.35 6.08
Perpetual Wholesale Balanced Growth 5 11.78 17.27 8.43
Vanguard Growth Index 5 11.86 17.11 8.11
BlackRock Income Trust 4 12.22 17.03 6.85
Experts' Choice Balanced 4 11.58 17.00 8.09
BlackRock P Invs Balanced 4 12.11 16.94 6.96
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
Millinium's MSF Multi-Strategy Income 5 11.01 20.86 -
Bendigo Balanced Index - 11.38 17.16 -
SUMMIT Select - Active Mod Defensive 4 10.40 15.74 8.69
Sandhurst BMF-Bendigo Balanced 3 10.43 15.37 6.66
National Invmt Tr Monthly Income 1 9.61 14.90 6.19
Perpetual Wholesale Diversified Growth 5 9.66 14.90 8.36
National Invmt Tr - Monthly Income NEF 1 9.45 14.54 5.81
BT PPSI-Westpac Diversified Growth 4 8.84 14.27 7.74
North Index Moderately Defensive 4 8.83 13.73 7.87
Vanguard Balanced Index Fund 4 8.97 13.60 7.60
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Antares Prof Dividend Builder 4 26.96 41.20 15.00
Aberdeen Financials 3 27.34 40.78 10.88
Millinium's MSF Dividend Income - 25.42 38.80 -
Perpetual Wholesale Ethical SRI 5 23.29 38.10 14.75
MLC Wholesale IncomeBuilderTM 3 26.95 37.75 10.94
PIC Wholesale Income Builder 4 27.08 37.61 11.03
MLC UT/MKey InvSer Income Builder 2 26.47 36.62 10.00
Perpetual WFIA-Perpetual Ethical SRI 5 22.60 36.56 13.80
Sandhurst IML Industrial Share 5 22.18 35.71 14.62
Investors Mutual WS Industrial Share 4 21.50 35.39 14.51
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Vanguard Australian Shares High Yield 5 24.17 33.88 13.35
OnePath WS-Blue Chip Imputation Trust 3 23.71 29.10 7.63
BT Partr Aus Shr Core 1 WS 2 20.69 28.62 8.22
The Trust Company Share Imputation 4 19.45 27.10 6.96
BT Prtnr Aus Shr Core 1 Ret 2 19.98 27.10 7.02
Dimensional Aust Large Company Trust 4 18.48 25.71 7.72
Schroder Australian Equity 5 16.61 25.54 9.07
Schroder WS Australian Equity 5 16.44 25.21 8.77
OnePath WS-Select Leaders 5 20.58 24.56 7.78
AMP Capital Sustainable Share 3 18.19 23.90 5.53
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Smallco Broadcap 5 27.68 46.59 22.03
CFS Wholesale Industrial Share 4 24.67 33.88 9.35
Hyperion Australian Growth Companies 5 25.39 33.11 7.11
Alphinity Concentrated Australian Share 2 21.18 28.99 8.07
Alphinity Wholesale Australian Share 3 20.78 28.88 8.19
Alphinity Australian Share 2 20.22 27.66 7.17
OnePath WS-Sustainable Inv Aus Shares 3 20.65 26.18 6.67
AMP Capital Equity 4 17.38 25.70 7.20
AMP Capital Equity A 4 17.25 25.39 6.93
CFS FC Inv-BlackRock Aus Share 2 18.89 25.13 4.54
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Smallco Investment 5 23.82 54.46 23.08
Schroder Microcap 5 16.37 38.58 20.96
NovaPort Premier Smaller Companies 5 17.88 31.60 12.90
NovaPort Smaller Companies 4 17.26 30.57 11.73
NovaPort WS Smaller Companies 4 16.75 27.84 11.74
Pengana Emerging Companies 4 19.79 24.38 11.62
OC Dynamic Equity 3 19.77 23.85 13.05
OC Premium Equity 3 17.56 23.51 13.05
Aberdeen Australian Small Companies 3 15.25 18.98 13.31
NovaPort Wholesale Microcap 4 4.51 18.80 14.70
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Templeton Global Trust Fund 3 16.83 23.50 6.11
Dimensional Global Value Trust 3 14.77 20.18 4.18
AMP Capital W Global Equity Value 2 18.09 17.12 0.34
GMO Global Equity Trust 3 14.32 16.90 5.35
AMP Capital Global Equity Value 2 18.00 16.32 -0.53
OnePath OA IP-AMP Global Equity Value EF 1 17.31 15.71 -1.14
OnePath OA IP-AMP Global Equity Value NE 1 16.86 14.77 -2.00
CFS FC Inv-Perpetual International 2 11.62 10.74 2.07
OnePath OA IP-Perpetual Intl Shares EF 2 11.52 10.50 1.93
OnePath OA IP-Perpetual Intl Shares NE 2 11.10 9.62 1.06
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Acadian Wholesale Geared Global Equity 3 35.17 35.39 15.24
PM Capital Absolute Performance 1 21.09 34.01 4.31
CFS FC Inv-Acadian Geared Global Eq 3 33.93 32.97 13.28
Magellan Global 5 16.08 22.81 13.78
CFS FC WS Inv-Magellan W Global - 15.84 22.33 -
Advance International Share Index W 4 17.98 21.96 11.97
BlackRock Indexed Hedged Intl Equity 5 17.95 21.58 11.91
CFS FC Inv-Magellan Global - 15.39 21.38 -
Orbis Global Equity (Aust Registered) 3 21.94 20.99 4.25
Acadian Global Managed Volatility Equity - 11.72 18.91 -
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
MFS Concentrated Global Equity Trust W 5 17.58 22.13 8.35
MFS Global Equity Trust 5 17.13 20.72 8.74
OnePath OA IP-MFS Global Equity EF 4 16.28 19.10 7.40
CFS FC Inv-MFS Global Equity 3 16.19 19.03 7.34
OnePath OA IP-MFS Global Equity NE 4 15.88 18.18 6.53
Zurich Investments Gl Thematic Shr Pool 4 12.65 16.52 5.28
Aberdeen Actively Hedged Intl Equities 4 13.43 15.97 7.89
AMP Capital Global Gr Opportunities 3 12.24 15.90 4.72
Fidelity Global Equities 3 12.93 15.82 6.17
Aberdeen Select Inv Act Hgd Intl Share 4 13.30 15.74 7.75
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 2 32.30 55.55 17.96
SIM Property Securities Trust 5 28.14 48.76 16.97
Legg Mason Property Securities Trust A 3 17.12 44.40 17.83
Optimix WS-Property Securities B 3 16.88 36.13 11.45
Macquarie Enhanced Property Securities 5 15.71 35.40 13.54
Zurich Investments Aus Property Secs 3 16.02 35.32 16.00
RREEF Paladin Property Securities 3 17.14 34.77 12.84
Macquarie Property Securities 3 15.36 34.75 15.76
BT PPSI-Macquarie WS Property Securities 3 15.36 34.75 15.76
Macquarie Master Property Securities 4 15.32 34.67 13.16