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Fund Features

5/03/2015 | 7:37 AM  It's a big step entrusting a stranger with your money and therefore trust is a crucial factor when it comes to choosing a financial adviser.

23/03/2015 | 12:09 PM  Morningstar's Tom Whitelaw outlines the qualities behind this year's Australian Morningstar Awards 2015.

23/03/2015 | 7:47 AM  Vanguard Investments has secured to the top award in this year's Australian Morningstar Awards 2015.

24/02/2015 | 3:25 PM  The finalists for this year's overall Fund Manager of the Year Award are AMP Capital Investors, Investors Mutual and Vanguard Investments Australia.

23/02/2015 | 7:39 AM  What do you think Alexis Tsipras, the prime minister heading Greece's new government, did immediately after being sworn in? Why, antagonise as many Germans as he could, of course.

20/02/2015 | 2:45 PM  Economic update for the period ending 13 February 2015.

11/02/2015 | 8:31 AM  Further rate cuts are expected while the Australian dollar will remain overvalued, according to Ibbotson's Brad Bugg.

9/02/2015 | 8:41 AM  Both India and China were held back by headwinds last year, with economic growth that fell short of expectations. But what should we expect for 2015?

3/02/2015 | 1:52 PM  Investors across all KiwiSaver categories were rewarded in 2014, as both income and growth assets performed positively. However, the recent market strength is unlikely to be sustained in the future.

3/02/2015 | 7:37 AM  With reporting season just around the corner, Nikko Asset Management's head of Australian equities Brad Potter gives his take on what to expect from the local share market.

2/02/2015 | 7:40 AM  Because the markets and the financial sector are ultimately the servants of the real economy, growth is challenged and stunted, according to Janus' Bill Gross.

29/01/2015 | 7:34 AM  MLC's Brian Parker gives the European Central Bank an "A" for effort following the release of its recent quantitative easing package.

27/01/2015 | 2:45 PM  Economic update for the period ending 15 January 2015.

27/01/2015 | 7:38 AM  Recent sales numbers from global supermarket chain Aldi continue to place competitive pressure on Australia's big players, Woolworths and Coles.

22/01/2015 | 3:43 PM  Expensive asset valuations and lower-than-expected inflation following the oil price fall will be the key investment themes for 2015, according to Morningstar.

21/01/2015 | 7:32 AM  Schroders' head of Australian equities Martin Conlon expounds on the issues of cyclicality in markets and the risks of going against the grain.

16/01/2015 | 7:33 AM  High economic growth rates will remain a key attraction of many emerging markets in 2015, according to Mark Mobius of the Templeton Emerging Markets Group.

15/01/2015 | 4:15 PM  Beyond Australia's borders and within the global investment universe lies a much more diverse range of opportunities across multiple sectors.

15/01/2015 | 7:40 AM  Could the International Monetary Fund, European Central Bank and European Union accept the economic policies of a Syriza-led Greek government?

14/01/2015 | 8:18 AM  Fed tightening, interest rates and the housing market. Morningstar economist Bob Johnson gives a round-up of the last 12 months and lets investors know what to expect from the US economy going forward.

13/01/2015 | 7:30 AM  Europe faces the threat of deflation in the New Year, but the region faces a positive outlook following robust measures from the European Central Bank.

12/01/2015 | 9:13 AM  What are the key themes investors should be aware of over the next 12 months? We identify the red flags and opportunities facing investors in 2015.

12/01/2015 | 9:09 AM  What are the chances of a hard landing for the Chinese economy in 2015? And will the falling oil price continue to batter the Brazilian and Russian economies?

8/01/2015 | 7:46 AM  People are living longer, and this means the cost of retirement keeps increasing.

7/01/2015 | 9:00 AM  By including different kinds of investments in your portfolio, you can ensure that when one particular investment falls, your entire portfolio doesn't necessarily fall along with it.

6/01/2015 | 7:50 AM  Investors should be wary of adopting a short-term view of markets as such an approach can only be categorised as speculation.

5/01/2015 | 1:39 PM  Investors may soon be able to access low-cost and automated advice through "robo-advisers", according to trends in the United States.

5/01/2015 | 7:55 AM  Countries in the region will continue to grapple with domestic and global economic issues with one bright spot for Australia.

24/12/2014 | 7:12 AM  Here are some blunders that investors tend to make when constructing their portfolio. Deal with them and you have a strong chance of lowering the volatility of your portfolio and enhancing returns.

22/12/2014 | 7:06 AM  Germany now faces its greatest dilemma: Should it remain true to its economic ideals and be the cause of the break-up of the monetary union?

18/12/2014 | 8:23 PM  The sharp decline in oil prices reinforces the importance of purchasing stocks at a reasonable margin of safety, Morningstar's Matt Coffina says

18/12/2014 | 8:23 PM  Young investors who were emotionally overexposed to risk in 2007-09 feel blindsided and have since retreated to the sidelines, where they may stay for an extended period.

17/12/2014 | 8:23 PM  Economic update for the period ending 12 December 2014.

15/12/2014 | 8:23 PM  PIMCO's Andrew Bosomworth takes a close look at the latest challenges facing the European Central Bank.

10/12/2014 | 8:23 PM  In this article, some of the key drivers behind the Morningstar Gold Medal-winning and market-beating BT Smaller Companies strategy are revealed.

9/12/2014 | 8:23 PM  While there are many challenges in the IPO space it remains an important part of our entire market, Morningstar's Anthony Serhan says.

8/12/2014 | 8:23 PM  As middle classes expand, the retail and leisure infrastructure develops alongside this to supply and service improvements and changes in both diet and lifestyle.

3/12/2014 | 8:23 PM  A recent Vanguard report delivers a familiar lesson: Don't sell low so as to buy high.

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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%
0.06 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Lifetime SE-MySuper 1960s Lifestage -- 14.95 19.60 --
BT PPSI-BT WS Active Bal 4 12.29 18.95 14.65
BT PPSI-Westpac Dynam Gr 3 11.32 18.46 15.26
BT Super for Life Growth Fund Retir 5 12.67 18.22 21.51
Suncorp WSmart Pen-Suncorp Univ Growth -- 9.99 17.38 --
Suncorp WSmart TAP-Suncorp Univ Growth -- 9.99 17.38 --
Macquarie SO AP-Macquarie OneChoice 5 7.48 17.38 14.66
BT PPSI-Westpac Bal Gr 3 11.16 17.35 13.56
Col SAP - BT Active Balanced 4 9.30 17.14 16.13
Suncorp WSmart TAP-Suncorp Trad Growth 5 9.33 16.99 16.94
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Lifetime SE-MySuper 1950s Lifestage -- 18.54 22.51 --
AMP Capital Australian Dynamic Markets W 4 10.70 16.98 12.38
AMP Capital Australian Dynamic Markets A 4 10.63 16.84 12.28
AMP Capital Australian Dynamic Markets H -- 10.57 16.72 --
IOOF Multi Series Balanced Trust 4 8.15 16.03 13.83
ANZ A Pension - BT Wsale Balanced Return 4 9.12 15.65 13.04
BT PST Balanced Returns 4 9.11 15.63 12.57
BT PPSI-BT WS Balanced Returns 4 9.21 15.53 12.72
BT Balanced Returns WS 4 9.21 15.53 12.72
BT Super Trust Investment 4 8.82 15.00 11.86
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Antares Prof Dividend Builder 5 7.81 21.41 21.72
EQT Australian Equity Income Fund 4 6.75 20.99 21.49
BT PPSI-MLC Income Builder -- 8.23 20.74 20.82
SSgA Australian Managed Volatility Alpha 4 6.85 19.58 17.54
Millinium's MSF - Australian Equities -- 5.70 19.30 --
PIC Wholesale Income Builder 4 5.83 18.06 19.91
MLC Wholesale IncomeBuilderTM 4 5.83 18.06 19.91
Col SAP - Perpetual Industrial Share 4 5.44 17.97 22.81
Investors Mutual WS Industrial Share 5 8.32 17.94 21.16
CFS FC W Pen-Perpetual W Industrial Shr 4 5.55 17.88 22.78
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Grant Samuel Tribeca Alpha Plus C -- 13.24 24.78 16.59
Grant Samuel Tribeca Alpha Plus -- 12.88 24.11 16.01
Atlantic Pacific Australian Equity -- 9.45 20.27 --
BT PPSI-Westpac Aus Tax Eff 5 9.67 18.94 16.57
MLC MKey Pens-IncomeBuilder 5 6.18 18.86 20.73
MLC MKey TAP - Income Builder 5 6.09 18.61 20.64
MLC MKey AP-Income Builder 5 6.09 18.61 20.64
Regal Long Short Australian Equity 5 0.59 18.45 18.37
MLC MKey AP FS - Income Builder 4 5.76 17.86 19.86
MLC MKey Bus Sup - Income Builder 4 5.78 17.45 18.76
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS Wholesale Industrial Share 4 10.59 21.17 21.46
BT PPSI-Westpac Aus Gr 4 8.34 18.43 16.10
Smallco Broadcap 5 6.98 18.21 32.71
AMP FS R-AMP Equity 5 4.27 17.19 16.73
AMP Capital Equity 5 4.25 16.94 16.21
Lincoln Wholesale Australian Share 1 7.17 16.75 11.06
CBG Australian Equities Fund 4 4.65 16.70 17.95
OnePath OA TAP-AMP Capital Equity EF 2 5.06 16.69 15.90
OnePath OA AP-AMP Capital Equity EF 2 5.06 16.69 15.90
AMP Capital Equity A 4 4.11 16.63 15.91
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Aberdeen ex-20 Australian Equity Strat 4 11.13 21.23 14.21
Perpetual Pure Microcap Fund -- 4.98 19.89 --
BT MidCap WS 4 5.80 18.84 15.74
Fidelity Future Leaders -- 6.29 17.95 --
Col SAP - CFS Ws Small Co - Core 3 4.90 15.73 15.15
Aberdeen Australian Small Companies 4 6.36 15.68 16.34
Pengana Emerging Companies 5 6.06 15.46 19.49
Smallco Investment 5 8.01 15.05 35.77
CFS FC W Pen-CFS W Small Comp-Core 3 5.30 15.01 14.92
Col SPS - CFS Ws Small Co - Core 4 4.48 14.27 13.69
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Acadian W Glb Equity LS 5 24.32 28.08 28.09
Acadian Wholesale Global Eqty Long Short 5 24.28 27.94 28.08
CFS FC Pen-Acadian Glb Equity LS 5 23.89 27.20 27.25
CFS FC Inv-Acadian Glb Equity LS 5 23.77 27.01 27.18
OnePath OA AP-Magellan Global EF/Sel 3 21.93 25.28 21.85
OnePath OA TAP-Magellan Global EF/Sel 3 21.95 25.28 21.84
Crescent International Equity -- 21.89 25.08 --
OnePath OA PS-Arrowstreet Glb Eq Hdg-EF 2 10.26 24.66 21.88
OnePath OA AP-Magelan Global NEF 3 21.57 24.53 21.11
OnePath OA TAP-Magellan Global NEF 3 21.57 24.53 21.12
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
River and Mercantile Wholesale Global Eq -- 62.66 58.12 --
SSgA Global Managed Volatility Alpha DSH -- 23.04 27.55 --
IFP Global Franchise 5 22.71 26.67 27.22
Analytic Global Managed Volatility -- 20.10 26.19 --
Legg Mason QS Investors Global Equity A 4 23.63 25.81 28.79
Macquarie SO TAP-IFP Global Franchise 5 22.09 25.22 25.79
Macquarie SO AP-IFP Global Franchise 5 22.09 25.22 25.79
OnePath OA AP-OP Global Bal Shs EF/Sel 3 23.33 25.10 24.82
OnePath AA-International Shares EF 3 23.33 25.10 24.82
OnePath OA TAP-OP Global Bal Shares EF 3 23.34 25.10 24.80
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT PPSI-BT WS Ptnr Intl Shr Gr 1 4 45.12 44.18 30.74
Fidelity Global Demographics -- 24.47 28.93 --
Carnegie WorldWide Equity Trust 3 25.12 27.84 25.28
T. Rowe Price Global Equity 3 19.24 25.36 24.20
OnePath OA FR Pen-T. Rowe Price Gbl Eq 4 19.17 25.22 23.86
OnePath OA FR IP-T. Rowe Price Global Eq 3 19.06 25.04 23.86
CFS FC W Pen-Generation W Global Share 4 26.21 24.80 28.28
MFS Concentrated Global Equity Trust W 5 22.67 24.51 30.45
CFS FC Inv-Generation Global Share 4 26.08 24.31 27.57
Generation Wholesale Global Share 4 25.75 24.31 28.14
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 27.44 60.74 40.05
BT PPSI-Westpac Aus Property Secs 4 18.30 37.79 21.88
Macquarie Enhanced Property Securities -- 15.67 36.27 23.23
Macquarie True Index Listed Property 4 15.61 36.22 22.75
BT Institutional Enhanced Property Secs 4 15.85 36.19 22.69
Macquarie Index-Linked Property Secs 4 15.57 36.11 22.64
Col SAP - CFS Ws Property Securities 3 15.38 36.11 22.39
CFS FC W Pen-CFS W Index Prop Sec 4 15.35 35.98 22.51
Legg Mason Property Securities Trust A 4 16.28 35.87 26.22
CFS Wholesale Indexed Property Sec 3 15.42 35.86 22.50