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Fund Features

19/09/2014 | 2:10 PM  Economic update for the period ending 16 September 2014.

19/09/2014 | 9:08 AM  Facing entrenched structural issues, the eurozone's days of robust growth are likely over, but there are some reasons for hope, according to Morningstar's Bob Johnson.

18/09/2014 | 7:33 AM  Warren Buffett continues to hold a big lead ahead of hedge funds. Scott Keller from US-based advice business Truepoint Wealth Counsel explores why this is the case.

16/09/2014 | 7:17 AM  Behavioural finance has discovered a number of traps within investing that even professional investors fall into.

15/09/2014 | 3:36 PM  Morningstar's Anthony Serhan outlines what the government's Financial System Inquiry will mean for investors.

11/09/2014 | 7:29 AM  Confused by financial industry jargon? Morningstar has put together a glossary of key investment terms.

9/09/2014 | 3:22 PM  Fidelity's Paul Taylor has kept a long-term focus on investing in quality companies despite the extreme highs and lows witnessed in the market.

9/09/2014 | 7:22 AM  The European Central Bank has taken measures to ward off deflation and boost growth in the eurozone. Will these interest-rate cuts be effective?

2/09/2014 | 7:21 AM  PIMCO believes the best opportunities to exploit the current policy environment are in peripheral bonds, particularly Spanish and Italian government bonds.

4/09/2014 | 4:07 PM  For investors, it is important to assess how macroeconomic forces will affect the Australian corporate sector and identify which credits are better-placed to navigate the challenges that lie ahead.

3/09/2014 | 7:54 AM  Cash gives you the option to invest in an undervalued investment, when the other "Trumans" are heading for the exits and wearing significant losses on their overpriced investment, Schroders' Marcus Burns says.

1/09/2014 | 7:40 AM  Despite the noise, now is not the time to doubt Europe. Why? The simple answer is that geopolitical concerns are masking underlying company improvement.

20/08/2014 | 7:46 AM  There are a number of companies set to grow 15 times the rate of their local market despite modest trend growth rates around the world, according to global bond manager PIMCO.

26/08/2014 | 7:35 AM  If inflation continues to rise and deposit rates remain low, investors should consider a number of options that will give them an inflation hedge.

25/08/2014 | 7:32 AM  Could current market challenges morph into a shock as damaging as the collapse of Lehman Brothers in 2008? Fidelity's Michael Collins outlines what you should and perhaps shouldn't worry about.

19/08/2014 | 8:03 AM  Economic update for the period ending 15 August 2014.

18/08/2014 | 7:37 AM  It's much more difficult for investors to allocate savings to good long-term opportunities when share prices are very high than when they are low.

11/08/2014 | 3:55 PM  

11/08/2014 | 7:43 AM  Elevated geopolitical risks continue to remain on investors' radar screens but financial markets seem to be in a parallel universe, MLC Investments' Brian Parker says.

4/08/2014 | 7:20 AM  Equity Trustees' George Boubouras believes investor appetite for yield is intensifying and that global policy settings will support growth in the year ahead.

1/08/2014 | 10:32 AM  Morningstar's Tim Murphy talks about an effective investment tool that helps investors achieve a diversified portfolio.

1/08/2014 | 7:31 AM  Morningstar provides insight into the companies favoured by fund managers who are "first-class stewards of their investors' capital".

1/08/2014 | 7:27 AM  Investors can find some quality stocks in the healthcare sector by looking beyond the local market, according to Altrinsic Global Advisors' Andrew Waight.

31/07/2014 | 8:14 AM  A new service from the ASX aims to take the "hassle" out of investing in managed funds, while providing greater choice for investors.

31/07/2014 | 9:30 AM  Morningstar's Julian Robertson talks about recent research into Australian large-cap managers and how some quality managers are approaching the market.

31/07/2014 | 8:14 AM  A diversified portfolio is just one step to achieving your investment goals. The next step is to invest with a long-term mindset, according to Morningstar.

30/07/2014 | 8:14 AM  Morningstar's Tom Whitelaw shares some insights gained from recent talks with small-cap fund managers and provides some tips for those looking to increase their exposure to the smaller end of the market.

30/07/2014 | 8:14 AM  Investors now have access to wider opportunities in fixed interest, providing them with scope for diversification and easy access following recent fund launches.

29/07/2014 | 8:14 AM  Morningstar helps investors decide what needs to be done if and when a reputable manager leaves a high-performing fund.

28/07/2014 | 8:14 AM  While direct investing is a favoured strategy among many investors, managed funds can give portfolios "instant diversification," as Morningstar illustrates.

28/07/2014 | 8:14 AM  There are a number of anomalies in the small-cap markets as well as some recent instances where substance has overridden popularity, according to Schroders' Matthew Booker.

23/07/2014 | 8:14 AM  Free money has propelled risk assets, particularly equities, to record highs. But Kapstream's Kumar Palghat wonders how long central banks can "razzle dazzle" the markets.

18/07/2014 | 8:14 AM  Rebalancing is far from irreversible as global unsteadiness could re-emerge once developed economies resume growing and import more, Fidelity's Michael Collins says.

17/07/2014 | 8:14 AM  For those Australian investors wanting an exposure to global resources stocks that reaches beyond BHP and Rio Tinto, there is one fund that is considered a worthy companion to a well-diversified portfolio.

15/07/2014 | 8:14 AM  Many investors think the Yellen Fed is too focused on long-term unemployment and fret that the US central bank will be slow to respond to any inflationary threat.

14/07/2014 | 8:14 AM  There are many instances in which investment returns would have benefited from greater risk appetite, Schroders' Martin Conlon says.

10/07/2014 | 8:14 AM  Investors Mutual's Anton Tagliaferro talks about his approach to investing as the manager launches a listed investment company that mirrors the firm's successful unlisted fund.

9/07/2014 | 8:14 AM  Japan continues to offer a number of interesting value opportunities in individual stocks despite the perceived economic risks.

4/07/2014 | 8:14 AM  

3/07/2014 | 8:14 AM  China's healthcare market is at the beginning of a multi-year growth path supported by favourable structural growth drivers.

2/07/2014 | 8:14 AM  Residential property has delivered stellar returns, but can they last as investors are urged to broaden their investment portfolios?

1/07/2014 | 8:14 AM  It would not be surprising if the local share market continued to tread water until there was clearer evidence of an upturn in the cycle, Morningstar says in its latest Economic Update.

1/07/2014 | 8:14 AM  Central bankers have all signed up to the Bo Derek philosophy that, "Whoever said money can't buy happiness simply didn't know where to go shopping," Schroders' Andrew Fleming says.

30/06/2014 | 8:14 AM  The dividend yield is one of the most misused ratios within the equities investment community, Cadence Capital's Karl Siegling says.

26/06/2014 | 8:14 AM  There are several factors to weigh up for those Australian investors looking to increase their international equities exposure, particularly when it comes to foreign banking stocks.

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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%
1.89 17.72 18.03

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Third Link Growth - 5.99 16.72 16.25
UBS Tactical Beta Fund - Growth - 6.82 15.54 -
Netwealth Index Opportunities Growth - 6.69 15.14 -
Legg Mason Diversified Trust 4 4.77 14.78 16.25
Ausbil Balanced 5 4.48 14.61 15.16
Bendigo Growth Index - 5.33 14.58 -
Dimensional Multi-Factor Growth Trust - 5.22 14.36 -
BlackRock Scientific Div Growth Fund 5 5.32 13.80 14.55
BT PPSI-BlackRock Scientific Div Gr 5 5.32 13.80 14.55
Experts' Choice Balanced 5 4.97 13.66 13.42
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BlackRock Global Allocation Aus D 5 5.29 14.55 11.95
BlackRock Global Allocation Aus S 5 5.20 14.30 11.74
BlackRock P Invs Gbl Allocation Aus C 5 5.11 14.17 11.58
UBS Tactical Beta Fund - Balanced - 5.94 13.43 -
IOOF Multi Series Balanced Trust 4 5.37 12.93 12.05
Bendigo Balanced Index - 5.08 12.79 -
IOOF Balanced Dimension 3 4.24 12.53 12.88
BT WE BlackRock Global Allocation 3 4.40 12.47 10.69
ipac Diversified Investment Strategy 5 5 4.30 12.43 13.17
Bendigo Balanced Wholesale 4 4.92 11.96 12.72
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Millinium's MSF - Australian Equities - 7.59 20.49 -
Perpetual W Share Plus L/S 5 7.62 19.02 21.49
Nikko AM Tyndall Aus Shr Concntr LT - 8.39 18.79 -
EQT Australian Equity Income Fund 4 10.15 18.13 21.50
Smartsave Australian Shares - Geared - 8.75 17.44 -
SSgA Australian Managed Volatility Alpha 3 8.84 17.16 16.62
Perennial Value Shares Wholesale Trust 3 6.22 17.08 14.46
Perennial Value Australian Shares Trust 3 6.17 17.00 14.36
Perpetual Wholesale Industrial 4 8.19 16.90 21.56
Perpetual Wholesale Ethical SRI 5 6.67 16.82 23.34
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Regal Long Short Australian Equity 5 12.51 29.35 20.23
Nikko AM Tyndall Aus Shr Concntr 5 8.33 18.87 20.73
Solaris Core Australian Equity PA - 5.82 17.43 -
Goldman Sachs Australian Equities WS 5 6.27 16.91 16.25
van Eyk Blueprint Australian Shares 4 7.41 16.60 14.82
Franklin Templeton Australian Equity W - 7.83 15.87 -
Experts' Choice Australian Shares 4 5.35 15.79 14.85
Goldman Sachs Australian Equities 4 5.70 15.74 15.10
CFS Wholesale Australian Share 4 6.32 15.72 15.74
BT Ptnr Aus Shr Val 1 WS 2 7.83 15.72 13.41
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Naos Long Short Equity - 10.05 32.41 32.89
Smallco Broadcap 5 7.83 22.40 33.63
Perennial Gr High Conviction Sh Trust 2 9.94 20.60 12.71
CBG Australian Equities Fund 4 6.38 19.40 14.78
Macquarie High Conviction 2 5.33 18.05 12.23
AMP Capital WS Australian Share 4 11.13 18.05 16.03
AMP Capital WS Australian Share A 4 10.89 17.58 15.59
Hyperion Australian Growth Companies 5 2.69 17.10 19.05
Goldman Sachs Leaders Fund 4 6.45 16.68 15.83
Greencape Wholesale Broadcap 5 7.17 16.44 16.80
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Ausbil MicroCap 5 12.08 33.32 23.59
TBF Small Cap Value Growth - 12.51 24.51 -
Fiducian Australian Smaller Co Shares 4 9.83 21.65 15.93
OC Dynamic Equity 3 9.21 21.00 22.53
CFS FC W Inv-CFS W Small Companies Core 4 7.31 20.21 13.97
Aberdeen Australian Small Companies 4 9.33 19.71 15.13
NovaPort Premier Smaller Companies 5 8.81 18.02 22.50
NovaPort Smaller Companies 4 8.25 16.81 21.25
Schroder Microcap 5 10.99 16.69 25.76
OC Premium Small Companies 3 5.03 16.41 20.09
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
OA Frontier IP-Arrowstreet Glb Eq Hdg Tr 4 8.06 29.83 21.85
OnePath Arrowstreet Global Eq Hdg Tr EF 2 7.58 28.71 20.82
OnePath Arrowstreet Global Eq Hdg Tr NEF 2 7.17 27.67 19.78
GMO Global Equity Trust 4 -0.19 16.64 20.77
AMP Capital W Global Equity Value 3 0.55 16.07 20.95
Dimensional Global Value Trust 3 0.43 15.21 22.21
Templeton Global Trust Fund 4 -0.74 14.36 23.12
BT Ptnr Intl Shares Val 1 WS 2 3.10 14.26 9.93
Aberdeen International Equity 4 4.78 13.98 17.95
Crescent International Equity - 4.40 13.04 -
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Advance International Share Index W 4 7.69 23.50 20.37
Legg Mason Batterymarch Global Equity A 4 2.07 19.90 23.26
BT Institutional Global Share 5 3.50 18.35 20.96
AMP Capital Res Inv Leaders Intl Shr 4 2.50 17.77 19.70
AMP Capital Res Inv Leaders Intl Shr A 4 2.42 17.57 19.49
Invesco WS Global Matrix Unhedged 3 2.00 17.49 20.76
Nikko AM World Equities 4 3.50 17.35 20.97
IOOF Blended Global Shares 3 2.74 17.34 19.58
BlackRock Scientific Intl Equity Fund 4 1.18 17.19 22.49
BT PPSI-BlackRock Scientific Intl Eq 4 1.18 17.19 22.49
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Mercer Hedged International Shares Plus 3 7.14 22.89 16.92
Perennial International Equities Trust 3 -0.56 17.63 19.39
Perennial International Shr Wholesale 3 -0.58 17.61 19.39
Fidelity Global Demographics - 1.98 17.11 -
Carnegie WorldWide Equity Trust 3 0.75 15.48 18.79
AMP Capital W Global Equity Growth 2 0.63 14.19 16.66
MFS Concentrated Global Equity Trust W 5 -1.61 14.10 23.75
Zurich Investments Gbl Thematic Shr Pool 4 2.86 14.05 17.19
Aberdeen Actively Hedged Intl Equities 3 4.98 14.00 18.29
BT Institutional Intl Sustain Share 2 0.22 13.85 17.43
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 26.74 46.01 34.49
EQT SGH Property Income 3 13.64 21.67 19.76
Zurich Investments Aus Property Secs 5 14.39 20.80 21.66
Experts' Choice Property and Infras 5 8.87 20.55 17.41
SG Hiscock Professional Property 4 14.28 20.51 19.93
AMP Capital Listed Property Trusts 3 14.34 20.43 19.81
The Property Income Plus Fund 4 13.81 20.33 18.46
Legg Mason Property Securities Trust A 4 14.43 19.86 22.63
Macquarie Enhanced Property Securities - 14.80 19.82 19.75
AMP Capital Listed Property Trusts A 3 14.06 19.81 19.20