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
About

Fund Features

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.

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%
1.89 15.36 18.57

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Third Link Growth - 9.79 17.02 14.41
Legg Mason Diversified Trust 4 8.08 15.24 15.03
Ausbil Balanced 5 7.87 14.34 14.08
Bendigo Growth Index - 7.69 13.66 -
Maple-Brown Abbott Diversified Inv 4 6.68 13.59 13.25
UBS Tactical Beta Fund - Growth - 8.37 13.42 -
BlackRock Scientific Div Growth Fund 5 7.35 13.23 13.41
BT PPSI-BlackRock Scientific Div Gr 5 7.35 13.23 13.41
Netwealth Index Opportunities Growth - 8.23 13.15 -
Suncorp Growth NEF 3 7.16 13.04 12.80
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
Bendigo Balanced Index - 6.92 11.93 -
UBS Tactical Beta Fund - Balanced - 6.97 11.60 -
Vanguard Balanced Index Fund 4 5.58 10.18 10.70
The Trust Company Philanthropy 2 6.86 10.11 9.49
BT Balanced Returns WS 3 5.78 10.08 9.83
BT PPSI-BT WS Balanced Returns 3 5.78 10.08 9.83
Perpetual Wholesale Diversified Growth 5 5.07 9.90 11.66
Pro-D Balanced - 5.72 9.89 -
Sandhurst BMF-Bendigo Balanced 3 5.77 9.86 10.44
ipac life choices Income Generator - 6.14 9.80 -
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual W Share Plus L/S 5 10.84 21.74 20.71
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Regal Long Short Australian Equity 5 17.75 32.71 18.52
Tyndall Australian Share Concentrated 5 12.69 21.49 19.56
Macquarie Active Plus Equities - 9.95 20.78 11.72
van Eyk Blueprint Australian Shares 3 11.07 19.63 13.39
Solaris Core Australian Equity PA - 10.66 19.51 -
Goldman Sachs Australian Equities WS 5 11.78 19.42 14.81
Macquarie Wholesale Australian Equities - 10.00 18.88 12.18
Macquarie Australian Equities 3 9.89 18.66 12.00
Legg Mason Australian Core Equity Tr A 4 10.96 18.62 15.81
Franklin Templeton Australian Equity W - 12.48 18.36 -
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Naos Long Short Equity - 16.59 39.33 25.84
Perennial Gr High Conviction Sh Trust 3 16.44 24.94 11.76
Macquarie High Conviction 2 9.52 22.88 10.35
Smallco Broadcap 5 10.51 21.92 30.98
Ausbil Active Extension - Retail 4 10.15 20.60 15.07
CBG Australian Equities Fund 4 11.52 20.39 13.04
Perennial Growth Shares Wholesale Trust 3 12.97 20.07 11.97
Perennial Growth Australian Shares Trust 3 12.95 20.02 12.11
Ausbil Active Extension - Wholesale 4 10.20 19.97 15.18
OnePath OA FR IP-Perennial Growth 2 12.81 19.73 11.02
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Ausbil MicroCap 4 12.71 34.53 19.76
TBF Small Cap Value Growth - 14.19 30.95 -
Fiducian Australian Smaller Co Shares 4 11.10 22.72 13.56
OC Dynamic Equity 3 9.18 21.48 19.12
NovaPort Premier Smaller Companies 5 9.62 20.97 20.71
NovaPort Smaller Companies 4 9.06 19.72 19.47
Schroder Microcap 5 11.27 19.55 22.82
CFS FC W Inv-CFS W Small Companies Core 4 8.91 19.51 10.71
NovaPort WS Smaller Companies 4 9.01 19.06 18.71
AMP Capital Small Companies A 3 10.05 18.22 7.00
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
OA Frontier IP-Arrowstreet Glb Eq Hdg Tr 3 9.29 21.83 17.13
OnePath Arrowstreet Global Eq Hdg Tr EF 2 8.89 20.89 16.18
OnePath Arrowstreet Global Eq Hdg Tr NEF 1 8.40 19.83 15.16
BT Ptnr Intl Shares Val 1 WS 2 3.89 14.15 8.65
GMO Global Equity Trust 4 1.26 13.90 18.48
AMP Capital W Global Equity Value 2 1.69 13.36 16.96
Dimensional Global Value Trust 3 1.51 13.14 18.88
Templeton Global Trust Fund 4 1.37 13.08 20.14
BT Ptnr Intl Shares Val 1 Retail 1 3.29 12.81 7.36
Aberdeen International Equity 4 6.24 11.10 16.06
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Advance International Share Index W 4 9.18 17.70 16.48
MLC Wholesale Platinum Global 4 2.87 17.37 17.19
MLC UT/MKey InvSer Platinum Global 4 2.52 16.60 16.40
Tyndall World Equities 4 4.20 15.66 19.00
BT WE DWS Global Equity Thematic 1 2.66 15.55 13.26
Orbis Global Equity (Aust Registered) 4 1.50 14.91 21.51
Forager International Shares - -1.52 14.28 -
Legg Mason Batterymarch Global Equity A 3 1.75 14.07 19.74
BT Institutional Global Share 5 4.39 14.01 17.83
AMP Capital Res Inv Leaders Intl Shr 4 3.47 13.81 16.94
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Mercer Hedged International Shares Plus 3 8.32 17.31 12.89
Fidelity Global Demographics - 3.59 12.51 -
Perennial International Equities Trust 3 -0.62 12.26 15.96
Perennial International Shr Wholesale 3 -0.65 12.24 15.97
BT Institutional Intl Sustain Share 3 2.12 11.92 14.62
Zurich Investments Gbl Thematic Shr Pool 4 3.46 11.77 15.67
Aberdeen Actively Hedged Intl Equities 4 6.37 11.27 16.38
Aberdeen Select Inv Act Hgd Intl Share 4 6.26 11.04 16.14
AMP Capital W Global Equity Growth 2 2.52 10.87 13.42
Carnegie WorldWide Equity Trust 3 2.18 10.75 16.39
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 26.14 37.03 32.76
EQT SGH Property Income 3 16.68 20.15 19.88
SG Hiscock Professional Property 4 17.29 19.57 20.26
The Property Income Plus Fund 4 16.63 18.89 18.30
Legg Mason Property Securities Trust A 4 16.85 18.34 23.15
Zurich Investments Aus Property Secs 4 16.50 18.10 21.20
OnePath OA IP-OP Property Securities EF 3 16.86 18.01 18.53
AMP Capital Listed Property Trusts 4 16.15 17.91 19.68
SG Hiscock Property Securities 4 16.74 17.84 18.46
OnePath OA IP-ING Heine Property Sec 3 16.69 17.72 18.29