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Fund Features

27/07/2015 | 7:26 AM  Countries including Australia, Germany, Japan and the US will nudge against Stein's law if they persist with ignoring imbalances within their economies.

23/07/2015 | 9:03 AM  Economic update for the period ending 14 July 2015.

21/07/2015 | 3:28 PM  BlackRock's "Yellen Index" indicates the US economy is ready for policy-rate normalisation

20/07/2015 | 7:21 AM  The Asian region provided the main winners within emerging markets in 2014 thanks to the sharp decline in the oil price. But what can investors expect from 2015?

17/07/2015 | 7:28 AM  Preparation, discipline, patience and decisiveness are some of the key attributes that make a "true" investor, as Magellan's Hamish Douglass illustrates.

16/07/2015 | 7:17 AM  A number of global equity fund managers have relatively large portfolio exposures to China, but investors need to be mindful about keeping a focus on the long term.

15/07/2015 | 7:41 AM  A shaky global backdrop is making it difficult to hide from a downturn in asset prices, with blanket selling when confidence abates, Schroders' Matthew Booker says.

14/07/2015 | 8:41 AM  From time to time, equity markets will experience bouts of volatility due to a variety of reasons. Here are 10 key tips for stopping yourself from making rash moves.

13/07/2015 | 8:25 AM  While risks loom, it would be premature to throw in the towel on Europe especially as it is beginning to turn the corner.

8/07/2015 | 7:33 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.

8/07/2015 | 7:24 AM  Following the resounding "no" vote from the Greek people, some global economists are now putting the chances of an exit from the Eurozone at 100 per cent.

7/07/2015 | 7:31 AM  Schroders' Martin Conlon discusses the artificiality of elevated assets and investor infatuation with "capital-light" business models.

29/06/2015 | 1:43 PM  With the Reserve Bank of Australia meeting this week, PIMCO's Rob Mead discusses the bond manager's outlook and the implications for Australian investors.

2/07/2015 | 9:17 AM  Investors should watch the velocity of rate increases, keep Greece in perspective, and mind diversification in a world with very few good values.

1/07/2015 | 9:17 AM  Two of the fund world's pre-eminent stock-pickers share their views on the market and valuations.

29/06/2015 | 9:36 AM  Keep in mind the one maxim that does have a perfect track record over time: the higher the rise, the further the fall.

30/06/2015 | 9:17 AM  GMO chief investment strategist Jeremy Grantham lists the 10 issues occupying his mind today, including human optimism, resource limitations and the Fed's deficiencies.

29/06/2015 | 9:17 AM  Global fund managers discuss emerging opportunities beyond the local market.

24/06/2015 | 9:17 AM  A series of "macro hurricanes" sweeping through global financial markets have given even the most sophisticated investors cause to stop and think in recent times.

22/06/2015 | 9:17 AM  With most of the debt now being held by institutions, contagion is no longer a concern, says Morningstar's Bob Johnson.

18/06/2015 | 9:17 AM  PIMCO's Rob Mead discusses interest rates, the global economy and where he thinks the best opportunities will be over the next 12 months.

17/06/2015 | 9:17 AM  For the first time in over 30 years, India has a pro-business leader whose initiatives include simplifying labour laws and streamlining financial regulations.

16/06/2015 | 9:17 AM  Despite valuations looking stretched, UK-based private bank Coutts says there are still gains to be made in equities, while gold remains an effective hedge against global risks.

15/06/2015 | 9:17 AM  A stronger US dollar poses many of the same threats for emerging markets as it did a quarter of a century ago, with one fresh twist.

12/06/2015 | 9:17 AM  Morningstar's Anthony Serhan takes a look at the experiences of fund investors around the world.

11/06/2015 | 9:17 AM  The triple-treat domestic investment honeymoon is over, according to a report from Russell Investments.

11/06/2015 | 9:17 AM  Investing in global equities and currencies are often considered as the same thing but in truth should be considered differently, according to Ibbotson Associates' Andrew Lill.

10/06/2015 | 9:17 AM  Australia has scored a D in the area of tax, regulation and disclosure in Morningstar's latest Global Fund Investor Experience report.

9/06/2015 | 9:17 AM  Morningstar Investment Management's Chris Galloway discusses the important role annuities can play within a portfolio, as well as the key risk faced by all investors.

9/06/2015 | 9:17 AM  The BRIC markets have fundamentally changed over the past decade and therefore there is a need for adjustment going forward.

5/06/2015 | 9:17 AM  Top portfolio managers discuss how they achieve the right balance between the major asset classes in what is an increasingly expensive market.

4/06/2015 | 9:17 AM  Companies with sustainable earnings can still be found despite the market being expensive, according to Ausbil's Paul Xiradis.

4/06/2015 | 9:17 AM  Despite high valuations in the Australian market, top managers like Perpetual and Ausbil are still seeing some opportunities.

3/06/2015 | 9:17 AM  

5/06/2015 | 9:17 AM  Perpetual's Paul Skamvougeras maintains his argument for being underweight the banks while favouring stocks with sound balance sheets and good management.

2/06/2015 | 9:17 AM  Investors should exercise caution when it comes to investing in high-yielding fixed-income strategies.

1/06/2015 | 9:17 AM  Cash-generating stocks with a focus on creating shareholder value can be found across the global investing universe.

1/06/2015 | 9:17 AM  Platinum's Andrew Clifford points out where he is finding well-priced opportunities among the global markets.

1/06/2015 | 9:17 AM  Political risk or noise in the media can strike fear into the hearts and minds of investors, while in reality there may still be solid long-term returns to be had.

28/05/2015 | 9:17 AM  Russia has been hit hard by the fall in the oil price, while China is introducing policy to boost its economy.

26/05/2015 | 9:17 AM  Top-rated managers say that initiatives in India and China are freeing up capital, promoting growth, and creating opportunities for investors.

25/05/2015 | 9:17 AM  With bonds expected to return around 2 per cent and global equities 4.5 per cent, the bond giant see a balanced portfolio achieving about 3.5 per cent per annum for investors.

22/05/2015 | 9:17 AM  Economic update for the period ending 15 May 2015.

22/05/2015 | 9:17 AM  Emerging markets guru Mark Mobius talks about bull markets and viable growth opportunities at the recent Morningstar Investment Conference in the UK.

19/05/2015 | 9:17 AM  The Chinese government is now providing access to its onshore markets in several ways, as PIMCO explains.

18/05/2015 | 9:17 AM  Emerging markets guru Mark Mobius says while volatility creates opportunities for fund managers, investors get spooked and this is what threatens returns.

14/05/2015 | 9:17 AM  Few would disagree that it makes sense to invest globally. Where views differ is on how best to go about it and how to define diversification.

11/05/2015 | 9:17 AM  Forecasting isn't getting any easier and resorting to fundamentals to explain recent price fluctuations is becoming increasingly difficult, Schroders' Martin Conlon says.

8/05/2015 | 9:17 AM  Local investors can get access to a number of quality fund managers who possess the Warren Buffett magic.

6/05/2015 | 9:17 AM  

6/05/2015 | 9:17 AM  It is likely that interest rates can become more negative and that negative rates will be around for a while yet, according to Fidelity's Michael Collins.

5/05/2015 | 9:17 AM  Investing in the small-cap sector can be wealth-destroying. Therefore, it is important that investors make informed decisions.

4/05/2015 | 9:17 AM  The Eurozone can now afford a "Grexit" despite the implications for markets, according to the UK-based Argonaut Capital.

29/04/2015 | 9:17 AM  As a global rates and currencies strategist, Nikko Asset Management's Roger Bridges gives an insight into the investment implications of currency movements for portfolios.

28/04/2015 | 9:17 AM  With the Australian market at a six-year high it is difficult to seek value, but investors can still find quality companies at good prices, according to Morningstar's fund manager of the year.

28/04/2015 | 9:17 AM  For income-seekers, these "myths" could come back to haunt you, says Morningstar's US-based director of personal finance Christine Benz.

27/04/2015 | 9:17 AM  With the exception of Russia, economic conditions appear to have taken a turn for the better in emerging Europe, according to Thomas White International.

24/04/2015 | 9:17 AM  As growth concerns linger in China and the US, central-bank policy in Europe appears to be having its desired effect, says Morningstar's Bob Johnson.

23/04/2015 | 9:18 AM  The strength in markets meant KiwiSaver investors across all providers and risk profiles were rewarded.

21/04/2015 | 9:18 AM  Analysing stocks is not easy but investors can use five of Morningstar's concepts to help them understand and choose quality companies.

20/04/2015 | 9:18 AM  Despite a growing criticism of dividend imputation, Fidelity's Kate Howitt argues that the tax initiative has brought a number of benefits to investors.

16/04/2015 | 9:18 AM  Economic update for the period ending 15 April 2015.

15/04/2015 | 9:18 AM  Want to maximise portfolio returns and minimise losses? Stick to a value approach and resist the urge to be backward-looking when it comes to performance.

15/04/2015 | 9:18 AM  PIMCO's Harley Bassman offers his thoughts on ways to enhance the effectiveness of the current policy path.

14/04/2015 | 9:18 AM  It's widely agreed that asset allocation is the largest determinant of long-term investment performance.

14/04/2015 | 9:18 AM  

13/04/2015 | 9:18 AM  As China opens up its economy, reforms aimed at state-owned enterprises will spark higher valuations, HSBC Global Asset Management predicts.

9/04/2015 | 9:18 AM  Westpac's David Simon talks about rebalancing a portfolio as investors continue to confront a number of risks.

9/04/2015 | 9:18 AM  There's a practical risk to being too diversified, and when you own too many stocks and managed funds, it becomes nearly impossible to get a good knowledgeable grasp on each holding.

7/04/2015 | 9:18 AM  The US Federal Reserve confronts a number of challenges as it normalises monetary policy, as Nikko Asset Management's Roger Bridges explains.

3/04/2015 | 9:18 AM  People are living longer and this means the cost of retirement keeps increasing.

1/04/2015 | 9:18 AM  Think risk assets deliver the greatest returns? A new paper dispels this myth and instead proves that the equities that deliver the greatest profit are the unpopular ones.

1/04/2015 | 9:18 AM  One of Australia's most successful investors shares his insights into finding quality, high-growth companies at a good price.

30/03/2015 | 9:18 AM  PIMCO expects the Eurozone to benefit from a number of cyclical tailwinds that will likely see above-trend growth and help to reverse the decline in core inflation.

26/03/2015 | 9:18 AM  Risk is not volatility - risk is the potential an investor has for loss, says Oaktree's Howard Marks. Recognising this is the first step in protecting your portfolio from losing money.

25/03/2015 | 9:18 AM  Rather than engaging in a realistic and informed conversation about future risks, the investment industry has become myopically focused on a simplistic, backward-looking measure -- volatility.

23/03/2015 | 9:18 AM  Investors should look beyond the negative headlines when it comes to China as there are plenty of opportunities for growth in both earnings and cash flows.

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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%
13.76 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Super for Life Growth Fund Retir 5 8.35 19.07 22.50
Suncorp WSmart TAP-Suncorp Trad Growth 5 6.14 14.66 17.00
BT PPSI-BT WS Active Bal 4 3.29 14.22 14.11
Suncorp WSmart Pen-Suncorp Univ Growth 0 5.87 14.12 --
Suncorp WSmart TAP-Suncorp Univ Growth 0 5.87 14.12 --
BT PPSI-Westpac Dynam Gr 3 3.49 14.10 15.12
ANZ OA TAP-BlackRock Sci Div Growth EF 5 7.44 13.97 15.79
Fiducian Growth Fund 4 5.10 13.24 16.12
Suncorp RO Deposit Balanced 5 5.31 13.08 15.05
Suncorp Balanced Sup No 2 5 5.31 13.08 15.05
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT PPSI-MLC Income Builder 0 5.94 12.95 19.91
Investors Mutual Concentrated Aus Share 3 3.51 12.65 16.84
Antares Prof Dividend Builder 4 5.35 12.22 19.83
Investors Mutual WS Industrial Share 4 3.09 11.49 18.52
Sandhurst IML Industrial Share 4 3.15 11.47 18.45
Sandhurst Prof IML Industrial Share 5 2.94 11.17 18.16
State Street Australian Equity 4 3.48 11.07 15.78
Lazard Select Australian Equity I Cl 4 3.12 10.93 21.00
Optimum Pers Sup-Perpetual WS Eth SRI 5 7.52 10.80 20.35
Optimum Corp Sup-Perpetual WS Eth SRI 5 7.52 10.80 20.35
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
SGH Australia Plus 0 9.76 23.56 --
Grant Samuel Tribeca Alpha Plus C 5 9.15 20.06 20.80
Grant Samuel Tribeca Alpha Plus 4 8.81 19.34 20.22
AllianceBernstein Managed Volatility Eq 0 5.16 18.79 --
Meme Australian Share 0 9.30 17.75 --
Hunter Hall Australian Equities 0 7.43 15.06 --
Lazard Australian Diversified Income 0 7.51 14.73 --
PM Capital Australian Companies 3 10.27 13.95 18.37
BT PPSI-Westpac Aus Tax Eff 4 2.15 12.61 17.36
Acadian Aus Equity High Yield Class A 0 5.63 12.33 --
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Smallco Broadcap 5 7.35 17.10 30.99
CFS Wholesale Industrial Share 5 5.40 16.38 21.59
OnePath OA TAP-OP Sust Inv Aus Shares 5 14.41 16.21 21.17
Bennelong Concentrated Australian Eq 5 7.23 15.76 21.19
ANZ OA TAP-OP Sust Inv Aus Shares EF 5 14.83 15.66 21.47
OnePath OA TAP-OP Sust Inv Aus Shr NE 5 14.17 15.53 20.33
BT PPSI-Westpac Aus Gr 4 3.56 13.68 18.17
Wavestone Wholesale Australian Share 3 8.03 13.23 16.91
Macquarie High Conviction 4 8.89 13.23 17.66
Russell Aus Opportunities Portfolio 4 5.29 8.65 15.60
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Pure Microcap Fund 0 15.05 25.33 --
Ausbil MicroCap 5 20.89 21.30 29.08
BT MicroCap Opportunities WS 5 13.13 21.05 22.46
Aberdeen ex-20 Australian Equity Strat 3 6.93 18.71 14.77
Smallco Investment 5 4.13 15.68 30.45
OC Dynamic Equity 4 8.84 15.57 22.07
Ophir Opportunities 0 14.02 15.25 --
Schroder Microcap 4 6.96 14.85 22.55
CFS FC W Pen-CFS W Small Comp-Core 3 8.64 14.71 16.88
Col SAP - CFS Ws Small Co - Core 4 8.39 14.56 18.20
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Acadian W Glb Equity LS 5 12.97 34.38 28.98
Acadian Wholesale Global Eqty Long Short 5 12.90 34.30 28.95
CFS FC Pen-Acadian Glb Equity LS 5 12.60 33.45 28.13
CFS FC Inv-Acadian Glb Equity LS 5 12.53 33.33 28.06
CFS FC W PSup-Acadian W Glb Equity LS 5 11.55 29.81 26.51
ANZ OA TAP-Magellan Global EF 3 10.56 29.67 24.12
OA Frontier IP-Magellan Global 3 9.56 29.36 24.74
CFS FC PSup-Acadian Glb Equity LS 5 11.29 29.19 25.93
OA Frontier AP-Magellan Global 4 9.34 28.80 24.55
ANZ A Pension - Magellan Global (AAP) 4 9.32 28.78 24.51
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-PM Capital W Glb Companies 5 17.24 42.88 39.20
CFS FC W Inv-PM Capital W Glb Companies 5 16.76 42.31 39.05
CFS FC Inv-PM Capital Glb Companies 5 16.85 41.91 38.30
CFS FC Pen-PM Capital Glb Companies 5 16.63 41.65 38.22
PM Capital Global Companies 3 15.43 38.73 36.38
CFS FC W PSup-PM Capital W Glb Companies 5 14.26 35.81 34.73
Legg Mason QS Investors Global Equity A 4 11.99 33.61 30.36
CFS FC PSup-PM Capital Glb Companies 5 12.56 33.61 33.74
Magellan High Conviction 0 8.64 31.95 --
ANZ OA TAP-BlackRock Sci Intl Equity NE 2 13.00 31.44 26.70
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Carnegie WorldWide Equity Trust 4 12.87 36.65 26.98
CFS FC W Pen-Generation W Global Share 4 11.17 33.34 28.88
Fidelity Global Demographics 0 12.23 33.25 --
Generation Wholesale Global Share 4 11.09 32.89 28.75
CFS FC Inv-Generation Global Share 4 11.10 32.83 28.19
CFS FC Pen-Generation Global Share 4 11.07 32.81 28.17
Antipodes Global P 3 11.32 32.61 27.55
IOOF PST-International Equities (TE) 4 11.05 32.21 27.32
Aubrey Global Conviction Australia 3 12.76 31.36 24.84
GVI Aubrey Global Growth & Income Unhdgd 4 13.21 30.00 25.52
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 7.95 32.64 31.92
Macquarie S/RO-APN Property for Income 2 12.81 26.02 5.48
BT PPSI-Westpac Aus Property Secs 4 5.29 21.52 17.24
Freehold AREITs & Listed Infrastructure 0 8.48 21.28 --
CBA Property Securities 1 5.43 20.80 16.00
BT Property Securities Index W 4 6.94 20.48 18.68
Folkestone Maxim A-REIT Securities 4 6.21 20.36 18.39
Legg Mason Martin Currie Property Secs A 4 5.17 20.34 22.04
Macquarie Enhanced Property Securities 0 6.76 20.31 18.82
BlackRock Indexed Aus Listed Property 4 6.77 20.30 18.55