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Fund Features

20/02/2017 | 9:25 AM  

13/02/2017 | 8:29 AM  Schroders deputy head of Australian equities Andrew Fleming makes four observations on where he now sees value in the market.

09/02/2017 | 8:05 AM  For now, investors must embrace the "financial methadone" of quantitative easing, Janus Capital's Bill Gross says.

08/02/2017 | 8:08 AM  A year after China woes dominated the headlines, ongoing tensions remain between heady growth and economic reform.

01/02/2017 | 8:16 AM  When value emerges in Chinese equities, it usually goes unrecognised and can create opportunities for building long-term positions in robust businesses.

31/01/2017 | 8:07 AM  Corporate executives who huckster their stocks rather than run their businesses are a bigger concern than high-frequency trading, Morningstar's John Rekenthaler says.

30/01/2017 | 12:36 PM  Long-term investors in China and wider Asian equities should not worry about President Trump, says Barings head of Asian equities Hjung Jin Lee.

30/01/2017 | 8:25 AM  Robust corporate governance and prudent capital allocation are two of the most important considerations when it comes to EM stock selection, says Fidelity's Alex Duffy.

25/01/2017 | 9:30 AM  In the face of extreme uncertainty, particularly since the latter stages of 2016, the value of taking a longer-term approach versus trying to time the market is paramount.

24/01/2017 | 2:28 PM  As President Donald Trump settles into the White House, we reflect on the major macroeconomic developments of 2016, how they may play out in 2017 and how investors should respond--or not.

24/01/2017 | 7:59 AM  This year could be the one when errors catch up with European policymakers and expose the most likely fate of the Eurozone--a breakup of some description.

23/01/2017 | 8:12 AM  Despite the recent bounce in risk assets, the broader structural problems facing the global economy remain, says Schroders head of fixed income & multi-asset Simon Doyle.

17/01/2017 | 8:11 AM  The Wharton School's Jeremy Siegel and the Philadelphia Federal Reserve's Patrick Harker discuss what lies ahead as the Trump administration assumes office this month.

17/01/2017 | 8:07 AM  The worst is yet to come for traditional fixed-income investors, warns JPMorgan's Bill Eigen. When a bull market persists for multiple decades, it jades people's thinking.

16/01/2017 | 2:32 PM  Shares in consumer staples, utilities and non-bank financial sectors are most attractive in 2017, according to the chief investment officer of Legg Mason-owned fund manager Martin Currie.

13/01/2017 | 8:02 AM  Durability of earnings and returns will become increasingly important as the tailwind from interest-rate reductions dissipates, Schroders head of Australian equities Martin Conlon says.

12/01/2017 | 8:58 AM  Is President Donald Trump a threat to emerging market returns? Paul Jackson from the UK-based Source ETF considers the outlook for sector and where investors can find the best opportunities.

12/01/2017 | 8:07 AM  The yield on the benchmark 10-year US Treasury note will be the key to interest rate levels and perhaps stock price levels in 2017, says Janus Capital's Bill Gross.

11/01/2017 | 8:02 AM  With Trump, Brexit, Italy's "no" vote and China's currency woes, the world economy and markets have embarked on a journey into the unknown, PIMCO says.

10/01/2017 | 3:04 PM  Fund titles containing terms such as absolute return can be misleading, according to Chris Douglas, director of manager research ratings, Morningstar Australasia.

09/01/2017 | 8:36 AM  As the global economy goes through significant change and a new administration takes charge in Washington, the potential for both downside and upside market outcomes has increased, PIMCO says.

06/01/2017 | 10:50 AM  

05/01/2017 | 9:20 AM  Over the longer term, investors in Asia should focus on the execution of various structural reform agendas, Fidelity International says in its 2017 Asia Pacific ex-Japan Equities Outlook.

04/01/2017 | 8:07 AM  Global asset manager AllianceBernstein believes that while Donald Trump's policies may be less of a threat to Asian bond and equity markets in 2017 than many people think, the outlook for Australia remains clouded.

21/12/2016 | 5:14 PM  SmartBeta, emerging markets, global macro, absolute return, global shares and small caps strategies are among those employed by these "best of the rest" funds nominated in the six-monthly Morningstar Prospects Report.

08/12/2016 | 11:32 AM  Schroders deputy head of Australian equities Andrew Fleming addresses three pivotal questions that will define the local market's performance in 2017.

08/12/2016 | 8:05 AM  Comparing Trump's proposed initiatives and the current economic environment with those of the Reagan era may help assess the investment implications of proposed fiscal changes.

07/12/2016 | 1:57 PM  Investors must consider the longer-term negatives of Trump's anti-globalisation ideas, which may restrict trade and negatively affect corporate profits, Janus Capital's Bill Gross says.

05/12/2016 | 9:22 AM  Given the prospect of a more inflationary world, term deposit rates are expected to eventually move higher. But should investors wait for higher returns next year or lock in now?

29/11/2016 | 8:10 AM  While the outlook is mixed for bond prices, bond funds still have an important role to play in investors' portfolios, according to Morningstar.

24/11/2016 | 9:34 AM  Wilson Asset Management currently dislikes more of the Australian market than it likes, but there are silver linings despite the clouds of volatility that continue to hover.

24/11/2016 | 8:08 AM  The unwinding of distortions on stock markets, magnified by central banks, threatens a record part of the ASX, according to Schroders' Martin Conlon.

23/11/2016 | 9:39 AM  While Trump's protectionist policies could potentially harm the US economy, retaliation from trading partners could be an even more serious risk, according to PIMCO.

23/11/2016 | 8:01 AM  Unless the worker's share of GDP reverses its downward trend, populists around the world will reject establishment parties in almost every future election, Janus Capital's Bill Gross says.

22/11/2016 | 8:06 AM  The Eurozone's third-largest economy could be beset by similar political turmoil to that unleashed in the UK when the Brexit vote succeeded.

21/11/2016 | 8:37 AM  The opening up of the Shenzhen Stock Exchange to international investors represents a key part of the incredible story of the bourse, the companies listed on it, and the city it sits in.

16/11/2016 | 4:00 PM  

16/11/2016 | 8:10 AM  Scott Mather and Libby Cantrill discuss PIMCO's outlook for policy, the economy and global markets following the US election result, along with implications for investors.

14/11/2016 | 8:14 AM  Fidelity International's Angel Agudo explains why the outcome of the US presidential election will not dictate how markets will act in the long term.

10/11/2016 | 10:50 AM  Here's PIMCO's view on what a Trump presidency and Republican Congress will likely mean for markets over the near, medium and longer terms.

10/11/2016 | 9:52 AM  Slowdowns in trade and immigration could hold back the US, and infrastructure spending could boost GDP, but it's too early to make any major changes to our economic forecast, says Morningstar's Bob Johnson.

10/11/2016 | 8:39 AM  Donald Trump has beaten Hillary Clinton to become the 45th US president. What should investors do?

09/11/2016 | 8:03 AM  Schroders' Martin Conlon remains extremely wary of the unintended correlations that are likely to appear when the current process of artificial wealth creation abates.

07/11/2016 | 11:40 AM  Major reforms may be unlikely, but through appointments and executive actions the next administration can still have an impact on investors. From Morningstar US.

03/11/2016 | 8:26 AM  Schroders head of fixed income and multi-asset Simon Doyle says investors need to remember that low volatility doesn't mean low risk.

02/11/2016 | 8:22 AM  Schroders deputy head of Australian equities Andrew Fleming examines how two bubbles that emerged two years ago are reversing.

31/10/2016 | 8:22 AM  The Bank of Japan's latest experiment highlights that the unprecedented steps taken by the world's major central banks in recent years are failing to return economies to lasting health.

27/10/2016 | 8:28 AM  Since the GFC in 2008 we have had ever-increasing intervention from policy makers, says Martin Currie's Tom Walker, but it won't always be there.

25/10/2016 | 8:47 AM  In a world of low expected returns like the one we all invest in today, fortunately there are still choices in terms of how much portfolio risk to take, according to PIMCO.

24/10/2016 | 8:18 AM  The Australian economy has been propelled by consumer and foreign debt which, due to the limits of driving growth this way, now threaten future prosperity, Schroders' Michael Collins says.

21/10/2016 | 8:19 AM  The nature of market crises, just like floods and epidemics, is that when they strike we are least likely to be calm and rational, Fidelity's Tom Stevenson says.

17/10/2016 | 9:09 AM  There are a number of attractive opportunities across the EM investment universe for prudent, focused and patient investors, says Fidelity International's Alex Duffy.

13/10/2016 | 8:38 AM  Whether you're opting for an active or passive approach to investing in large-cap equity funds, make sure you are doing it for the right reasons, and that your fund manager is delivering the service you're paying for.

12/10/2016 | 9:32 AM  At some point investors, weary of receiving negative or near zero returns on their money, may at the margin desert the standard financial complex, according to Janus Capital's Bill Gross.

13/08/2015 | 2:28 PM  Quality fund managers across a range of asset classes can now be easily selected using Morningstar's new fund screener.

08/07/2015 | 2:28 PM  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.

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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%
193.83 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Col SAP-Credit Suisse Capital Growth 5 4.44 17.23 8.51
Foundation Assertive 4 5.41 16.19 8.22
Col SPS-Credit Suisse Capital Growth 5 4.06 15.63 7.74
CFS FC W Pen-FirstChoice W M-Index Bal 5 4.12 15.29 8.38
Care Pension Balanced 0 4.90 15.12 10.28
CFS FC Multi-Index Balanced Class A 4 3.92 14.97 8.10
FirstChoice WS Multi-Index Balanced 5 3.83 14.93 7.95
Schroder Balanced Professional 5 5.56 14.83 7.21
IOOF Profile 75 4 4.82 14.69 7.87
OnePath OA FR Pen-Schroder Balanced 4 5.40 14.54 6.97
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Dimensional Australian Value Trust 3 15.82 39.85 9.50
Lazard Select Australian Equity I Cl 5 13.15 34.34 10.05
Lazard Select Australian Equity W Cl 5 13.08 34.15 9.89
CFS FC Pen-Lazard Select Aus Equity 2 13.43 33.09 8.02
CFS FC Inv-Lazard Select Aus Equity 2 12.58 31.56 6.58
CFS FC PSup-Lazard Select Aus Equity 2 12.50 31.34 6.93
Col SAP - Maple BA/Advance Imputation 3 15.19 30.61 8.99
Legg Mason Martin Currie Value Equity A 4 9.69 27.88 10.30
Col SPS - Maple Brown/Advance Imputation 4 13.97 27.65 8.00
Maple-Brown Abbott Australian Equity 3 13.89 27.32 7.79
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
CVW WF-Schroder Equity Opps (Pen) 0 12.83 35.53 --
CFML Schroder Equity Opportunities 5 12.28 34.47 8.91
CFS FC W Pen-Lazard W Select Aus Equity 4 13.97 34.28 8.96
CFS FC W PSup-Lazard W Select Aus Equity 4 12.15 33.20 8.19
Schroder Equity Opportunities 5 11.34 32.89 8.90
CVW WF-Schroder Equity Opps (Super) 0 11.61 32.82 --
CFS FC W Inv-Lazard W Select Aus Equity 3 13.09 32.75 7.51
Col SAP - Schroder Australian Equity 4 12.15 30.16 7.50
MLC MK Pen-Schroder WS Aus Eq Fund 3 12.20 28.42 6.08
MLC MK TAP-Schroders WS Aus Equity 3 12.07 28.18 5.95
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
ClearView Pension Plan Aus Shares Gr 4 9.44 27.96 8.49
ClearView RO Bond Aus Shares Growth 4 7.84 26.06 7.37
ClearView Super & RO Aus Shares Growth 4 8.10 26.05 7.61
BT Ptnr Aus Share Gr 1 WS 3 10.18 25.73 5.32
BT PPSI-BT WS Ptnr Aus Shr Gr 1 4 10.18 25.73 5.81
BT Ptnr Aus Share Gr 1 Retail 3 9.60 24.48 4.21
Ausbil 130/30 Focus - Retail 4 4.05 22.74 8.71
BT Lifetime PS-BT Ptnr Aus Share Gr 1 3 8.81 22.54 4.83
BT Bus Super-BT Ptnr Aus Share Gr 1 3 8.89 22.47 4.69
BT Lifetime SE-BT Ptnr Aust Shr Gr 1 3 8.86 22.42 4.76
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Pure Microcap Fund 5 5.04 37.15 29.23
CFS FC W Pen-Celeste W Aus Small Co 2 10.41 30.24 6.79
Celeste Australian Small Companies 3 9.90 29.93 5.57
CFS FC Pen-Celeste Aus Small Co 2 10.00 29.38 5.59
NovaPort Wholesale Microcap 4 12.93 29.19 11.35
CFS FC W Inv-Celeste W Aus Small Co 3 9.49 29.11 5.15
CFS FC Inv-Celeste Aus Small Co 3 9.08 28.13 4.40
CFS FC W PSup-Celeste W Aus Small Co 3 9.16 26.44 5.92
CFS FC PSup-Celeste Aus Small Co 2 8.86 25.81 5.35
Schroder Microcap 5 5.54 23.95 18.71
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Forager International Shares 0 16.83 29.81 12.03
Orbis Global Equity Fund Retail Class 0 10.33 21.77 --
Ventura Global Opportunities 1 8.36 21.26 9.56
Care Pension Overseas Shares 0 6.21 19.13 12.36
Pre Select International Equity 3 6.58 18.58 10.25
Macquarie Alloc Ann-World Equities 4 7.43 17.76 10.84
Macquarie SO AP - World Equities 4 7.43 17.76 10.84
Macquarie SO TAP-Macquarie World Eq 4 7.43 17.76 10.84
OnePath OA FR Pen-Vanguard Intl Sh Idx H 3 7.39 17.51 9.98
Access Pre Select International Equity 2 5.93 17.16 8.94
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Col SAP - Colonial International Eq 4 6.31 17.51 10.31
Antipodes Global Fund - Long Only I 4 10.29 17.51 14.67
Antipodes Global Fund - Long Only P 0 9.70 16.73 --
Antipodes Global P 4 8.91 15.71 15.96
Col SPS - Colonial International Eq 4 5.58 15.43 9.01
Generation Wholesale Global Share 5 5.51 13.01 15.47
CFS FC W Pen-Generation W Global Share 5 5.49 12.92 15.52
Perpetual WFTAP-Walter Scot Glbl Eq Hdgd 2 4.01 12.74 8.46
Perpetual WFP-Walter Scott Glbl Eq Hdgd 2 4.01 12.74 8.46
Perpetual WFIA-Walter Scott Glbl Eq Hdgd 2 4.01 12.72 8.42
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
Macquarie S/RO-APN Property for Income 0 24.49 31.33 18.95
OnePath OA FR PS-Optimix Property Sec 5 -6.07 17.28 18.38
ANZ ASA-Optimix Australian Property Sec 5 -6.15 17.10 18.20
ANZ OA PS-Optimix Property Securities EF 4 -6.57 16.05 17.15
OnePath OA PS-Optimix Property Sec EF 4 -5.81 15.61 17.17
Optimix Super-Property Securities EF 4 -5.85 15.50 17.06
ANZ OA PS-Optimix Property Securities NE 4 -6.87 15.31 16.40
Optimix WS-Property Securities B 4 -6.80 15.16 16.36
Optimix WS-Property Trust A 4 -6.88 14.95 16.16
OnePath OA PS-Optimix Property Sec NE 4 -6.11 14.87 16.42