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Fund Features

25/05/2016 | 11:57 AM  Platinum managing director Kerr Neilson gives insights into the asset manager's approach and areas of investment focus, with a particularly keen outlook on US pharmaceuticals and Chinese technology stocks.

25/05/2016 | 8:20 AM  Corporate defaults are rising in China, as are market interest rates. While these developments may worry investors and prompt negative headlines, they may have beneficial long-term effects.

24/05/2016 | 8:22 AM  As interest rates continue to fall in Australia, investors may want to take their cue from the Reserve Bank of Australia, according to PIMCO's Robert Mead.

20/05/2016 | 8:27 AM  Jeremy Grantham from global investment management firm GMO makes an admission of a past mistake regarding resources.

18/05/2016 | 2:28 PM  Long-term investors should embrace volatility, says Morningstar Investment Management's Dan Kemp, as it offers opportunities, not risk.

18/05/2016 | 8:35 AM  Household, corporate and government debt are at unmatched levels in absolute and relative terms and poses an unprecedented threat to the world economy, Fidelity's Michael Collins says.

17/05/2016 | 8:05 AM  Schroders' Stuart Dear discusses portfolio construction and the importance of balancing defensive features to ensure the portfolio plays both a diversifying role and is defensive in its own right.

16/05/2016 | 9:05 AM  JP Morgan's chief market strategist for the UK and Europe, Stephanie Flanders, says that global recession fears are unfounded--but markets remain challenging for investors.

16/05/2016 | 8:36 AM  Investing in global equities is a quest to find the companies that have made, or can make, the leap from good to great, says Amit Lodha, portfolio manager of the Fidelity Global Equities Fund.

12/05/2016 | 8:29 AM  Schroders head of Australian equities Martin Conlon discusses how investors have been left with their highest ever weighting in bond-like equities at the time of their highest ever prices.

10/05/2016 | 8:06 AM  The new age economy--especially that of developed nations with ageing demographics--is gradually putting more and more people out of work, Bill Gross says in his monthly investment outlook.

09/05/2016 | 8:24 AM  Beneath the surface of slow overall global growth, economic and policy divergence will continue to create a plethora of tensions, volatility, risks and opportunities, according to PIMCO.

04/05/2016 | 11:52 AM  

02/05/2016 | 8:34 AM  The euro area has only papered over its problems, not solved them, and the periphery will be vulnerable the next time there is a major shock to the global economy or investor confidence.

29/04/2016 | 8:14 AM  Wells Fargo conducted research on how five investment styles have performed during volatile periods throughout history. Here's why they are making a case for the quality investing style.

28/04/2016 | 8:06 AM  How do investors continue to strive to find those companies that can deliver, and potentially even further enhance, their positioning during such challenging times?

27/04/2016 | 8:21 AM  In its quarterly recap, Allianz Global Investors explores the most significant events in global markets, regional economies and monetary policy, and provides quick takeaways of its global outlook.

26/04/2016 | 3:29 PM  Japan's is into its second lost decade. Have central bankers run out of policy tools? JPMorgan's London-based Talib Sheikh says investors should be wary of further easing.

26/04/2016 | 8:18 AM  Global asset manager AllianceBernstein says it remains optimistic about China's long-term prospects, but warns that short-term risks in the policy arena and property market have intensified and "now turn on a knife-edge".

21/04/2016 | 8:10 AM  Schroders' Stuart Dear explains that in a challenging return environment, being positioned defensively but with the flexibility to engage emerging opportunities remains the appropriate strategy.

20/04/2016 | 10:47 AM  China may be the biggest player in the emerging market universe, but there are far more compelling investment opportunities in Africa and South America, according to a UK-based fund manager.

19/04/2016 | 8:08 AM  The Fed has taken a wager the world can ill afford to go wrong, according to Fidelity International's Michael Collins.

15/04/2016 | 9:45 AM  The International Monetary Fund has expressed concerns about China's debt levels but Doug Turnbull of the UK-based Neptune Investment Management says the debt is concentrated and not a problem.

15/04/2016 | 8:02 AM  In a "low return" world, the avoidance of landmines is likely to be more important than identifying where returns will come from, according to Schroders' Simon Doyle.

14/04/2016 | 10:09 AM  

14/04/2016 | 8:23 AM  Complicated growth and policy environments in China and Japan have created challenges for the region, according to PIMCO.

13/04/2016 | 8:18 AM  Schroders' Andrew Fleming reflects on the fact that in the past quarter, low-cost companies with lower levels of debt often performed better than their overvalued counterparts for the first time in several years.

08/04/2016 | 8:10 AM  US-based fixed-income and alternatives manager Western Asset Management discusses the impact of China's slowdown and current investment opportunities.

07/04/2016 | 11:33 AM  Morningstar's Daniel Needham explains how to buy an equity or bond at less than its intrinsic worth in a world where the reward for risk investing is diminished.

06/04/2016 | 10:40 AM  What is the influence of workers and consumers on stock markets? Dr Amlan Roy explains the implications for asset prices and capital flows, emerging markets and sustainability.

04/04/2016 | 8:16 AM  For the European Central Bank to orchestrate a beautiful deleveraging, the economy needs the right mix of growth and inflation, according to PIMCO.

01/04/2016 | 8:01 AM  Negative interest rates are real but investors seem to think they have a Zeno-like quality that will allow them to make money, Bill Gross says in his monthly investment outlook.

01/04/2016 | 8:01 AM  Negative interest rates in Japan and Europe have added to concerns over whether the monetary authorities still have the financial firepower to slay the feared demon of deflation.

31/03/2016 | 9:35 AM  Sir John Templeton stated that: "It is impossible to produce superior performance unless you do something different from the majority." James Montier from asset manager GMO explains how.

22/03/2016 | 10:14 AM  The easy money has already been made in Japan, the UK-based Polar Capital's James Salter says, but look for those cyclical stocks with depressed prices and you can still make a profit.

22/03/2016 | 8:10 AM  China's slowing economy is battling falling exports, looming job layoffs and a potential real estate bubble. What steps can the government take?

21/03/2016 | 8:30 AM  When planning to invest offshore, the decision of whether or not to hedge your currency exposure is an important one as movements in the Aussie dollar can either erode or add value to an investment.

21/03/2016 | 8:25 AM  Schroders' Simon Doyle discusses the moderately better news on the global economy received last month, which shifted sentiment away from the idea that global recession and deflation was imminent.

18/03/2016 | 8:07 AM  Matthew Booker explains why Schroders continues to invest in companies it believes have long-term franchise value which is unappreciated by the market.

17/03/2016 | 8:09 AM  Central banks are doubling down on their greatest gamble, says Michael Collins at Fidelity Worldwide Investment.

16/03/2016 | 8:58 AM  Investment strategy of recent years has been somewhat monotonous, according to Schroders' Martin Conlon. So what is the catalyst for the trend to change?

15/03/2016 | 8:36 AM  It's the golden age that follows disruption, according to Kate Howitt, portfolio manager of Australian equities at Fidelity.

14/03/2016 | 8:24 AM  The finance-based economic system, which like the sun has provided life and productive growth for a long time, is running out of fuel, Janus Capital's Bill Gross says.

11/03/2016 | 8:06 AM  While hedge funds many have got a bad rap in the press following the GFC, they can still provide investors with positive returns in most market conditions and protect capital in difficult markets.

07/03/2016 | 8:58 AM  Hyperion Asset Management has received the top award as Morningstar's Australian Fund Manager of the Year.

07/03/2016 | 8:06 AM  Hyperion Asset Management has taken out the top gong at the Morningstar Awards 2016 after generating an "extremely impressive" long-term track record for investors.

03/03/2016 | 11:42 AM  

03/03/2016 | 8:29 AM  Growth is indeed very difficult to find these days, but Asia is a good place to look for it. And within Asia, the consumption theme is one of the most investable that can be found.

29/02/2016 | 8:29 AM  The finalists for Morningstar's overall Fund Manager of the Year Award are Bennelong Australian Equity Partners, Hyperion Asset Management, and Vanguard Investments Australia.

22/02/2016 | 8:49 AM  Tech stocks have sold off heavily in the US in recent times and this could represent a good opportunity for Australian investors to diversify their portfolios.

18/02/2016 | 8:03 AM  Schroders' head of fixed income and multi-asset Simon Doyle reiterates comments the asset manager has been making for some time--that it expects another tough year.

17/02/2016 | 8:15 AM  At a time when many economies are struggling, investors can be thankful the US consumer is poised to drive the world economy in coming years, Fidelity's Michael Collins says.

15/02/2016 | 8:17 AM  Australian small-cap stocks had a good year in 2015 but whether the year ahead delivers the same result depends a great deal on the performance of the big banks and miners.

15/02/2016 | 8:12 AM  Amid all the turmoil of recent months, some pleasing events have occurred that investors may have overlooked amid all the pessimistic tidings, Fidelity's Michael Collins says.

12/02/2016 | 8:01 AM  Don't go near high-risk markets--stay safe and plain vanilla, Janus Capital Group's Bill Gross says. It's not guaranteed but a more prosperous outcome should be somewhere around the corner if you do.

13/08/2015 | 7:42 AM  Quality fund managers across a range of asset classes can now be easily selected using Morningstar's new fund screener.

08/07/2015 | 7:42 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.


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
Net Assets
1 y% 3y%
3.17 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
6m% 1y% 3y%
Affluence Investment Fund 0 3.38 8.11 --
Legg Mason Growth Trust 4 -6.94 6.85 15.16
Legg Mason Balanced Trust 4 -5.30 6.59 13.56
AMP - FAP - Property Biased (Mature) 0 3.39 5.57 8.08
AMP - FAP - Property Biased 0 3.39 5.57 8.11
AMP - FIP - Property Biased 0 3.37 5.52 8.05
AMP - FPP - Property Biased (Mature) 0 3.36 5.51 8.02
AMP - FIP - Property Biased NEF 0 3.05 4.82 7.34
AMP - FIP - Property Biased NE/XF 0 3.05 4.82 7.34
Macquarie SO AP-Macquarie OneChoice 5 2.21 4.31 9.41
Australian Large Blend
Fund Name Morningstar
6m% 1y% 3y%
Meme Australian Share 0 12.98 18.66 --
VF High Conviction Fund 0 -2.17 9.48 --
Optimum Corp Sup-Macquarie Australian Eq 5 6.80 9.43 11.95
Optimum Pers Sup-Macquarie Australian Eq 5 6.80 9.43 11.95
SGH Australia Plus 0 6.82 9.39 --
Macquarie Active Plus Equities 0 5.78 8.34 12.56
Macquarie Alloc Ann-Australian Equities 4 5.47 8.30 11.59
Macquarie Life WS-Managed Equities 0 4.93 7.79 11.31
Macquarie SO TAP-Macquarie Aust Eq 4 4.62 7.44 11.33
Macquarie AP - Australian Equity 4 4.62 7.44 11.33
Australian Mid/Small Blend
Fund Name Morningstar
6m% 1y% 3y%
Regal Australian Small Companies Fund 0 15.09 53.21 --
Ophir Opportunities Class E 0 17.45 36.87 --
Ophir Opportunities 5 15.76 34.61 29.09
Perpetual Pure Microcap Fund 0 29.67 33.03 --
Ausbil MicroCap 5 10.84 22.18 25.70
Smallco Investment 5 5.09 17.48 19.69
Alpha Australian Small Companies 3 9.13 17.01 10.05
UBS Microcap Fund 0 8.26 16.95 --
DS Capital Growth Fund 0 5.88 14.80 18.16
Schroder WS Plus Australian Smaller Co 0 8.17 14.30 --
World Large Value
Fund Name Morningstar
6m% 1y% 3y%
Suncorp WSmart Per-GS Epoch Gl Eq SY Unh 4 -4.28 1.50 16.09
Grant Samuel Epoch Gbl Eq Shldr Yld Uhgd 5 -4.78 1.46 16.40
Advance Tradewinds Global Equities W 2 -1.40 1.45 16.30
CFS FC W PSup-Acadian W Glb Equity LS 5 -8.73 1.36 20.27
OA Frontier PS-Magellan Global 4 -7.85 1.10 16.57
CFS FC W Pen-Acadian W Glb Equity LS 5 -9.67 1.07 22.17
Acadian Wholesale Global Eqty Long Short 5 -9.77 0.98 22.11
CFS FC PSup-Acadian Glb Equity LS 5 -8.96 0.80 19.75
OA Frontier AP-Magellan Global 5 -8.76 0.78 18.39
ANZ A Pension - Magellan Global (AAP) 4 -8.77 0.76 18.37
World Large Blend
Fund Name Morningstar
6m% 1y% 3y%
Col SAP - CFS Ws Global Share 4 -2.70 7.06 17.46
IFP Global Franchise 5 -5.03 6.85 19.71
Col SPS - CFS Ws Global Share 4 -2.51 6.76 16.27
Evans and Partners International Fund 0 -2.25 6.36 --
Vontobel Global Equity Fund 0 -7.11 6.27 --
OnePath OA FR IP-OP Global Share 4 -6.95 6.24 20.96
OnePath OA FR Pen-OP Global Shares 5 -6.86 6.23 20.71
ANZ OA TAP-BlackRock Sci Intl Equity EF 4 -- 6.12 21.72
OnePath OA FR PS-OP Global Shares 4 -6.30 6.05 18.95
ANZ ASA-OP Global Shares 4 -6.35 5.94 18.82
World Large Growth
Fund Name Morningstar
6m% 1y% 3y%
IOOF PST-International Equities 4 -1.76 8.09 21.24
IOOF PST-International Equities (TE) 4 -2.10 7.55 23.79
Antipodes Global P 4 -2.32 7.32 23.85
MFS Concentrated Global Equity Trust W 5 -5.98 5.06 21.59
Col SPS - ABN AMRO Global Equity Opt 4 -5.80 4.10 17.28
CFS FC Pen-Generation Global Share 5 -5.64 4.07 22.57
Col SAP - ABN AMRO Global Equity 3 -6.33 3.90 18.85
Suncorp WSmart TAP-Walter Scott Gbl Eq 4 -6.56 3.88 16.94
Suncorp WSmart Pen-Walter Scott Gbl Eq 4 -6.56 3.88 16.94
CFML MFS International Shares 4 -6.01 3.81 19.25
Australian Real Estate
Fund Name Morningstar
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 18.01 22.30 23.74
Optimum Pers Sup-RREEF Paladin Prp Secs 4 12.81 20.40 14.87
Optimum Corp Sup-RREEF Paladin Prp Secs 4 12.81 20.40 14.87
Freehold Australian Property 0 9.78 18.06 --
Macquarie S/RO-APN Property for Income 2 13.61 17.78 10.45
APN WS Plus AREIT 0 12.07 17.44 --
APN AREIT 5 12.20 17.23 14.64
Macquarie Life WS-Property Securities 0 8.58 17.20 13.43
Macquarie Life Mas-Property Securities 4 8.57 17.16 13.39
Optimum Corp Sup-CFS Property Securities 3 8.63 17.15 14.00