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26/09/2017 | 10:21 AM  Over the past 10 years, China has been the single largest contributor to global GDP growth, accounting for nearly one third of the world total--but growth is slowing.

26/09/2017 | 9:00 AM  Michael Collins of Magellan Asset Management looks at why the "industrial internet" will reverse globalisation.

25/09/2017 | 9:00 AM  Mark Williams, manager of the UK-based Liontrust Asia Income fund, talks about Kim Jong Un, Donald Trump, and the impact on stock market returns.

25/09/2017 | 9:00 AM  Economic considerations may take a back seat to geopolitics in the coming months when it comes to market returns.

19/09/2017 | 9:00 AM  Strong demand from Asia--particularly Chinese consumers--have boosted results for Japanese companies, but there are risks.

19/09/2017 | 9:00 AM  Ten years after the collapse of Northern Rock, Andy Agathangelou tells Emma Wall that greater transparency in financial services could ward off a second global financial crisis.

19/09/2017 | 9:00 AM  Ten years on from the collapse of Northern Rock, Dan Kemp tells Emma Wall how there are echoes of the crisis in markets today.

14/09/2017 | 9:00 AM  This is a good week to be thinking about risk, Fidelity's Tom Stevenson says. None of us will forget this day 16 years ago when the twin towers were brought down.

13/09/2017 | 9:00 AM  The role of policy missteps in economic fortunes and balancing risk and inflation; are global equity markets overvalued, and why, and where can you find opportunities?

13/09/2017 | 9:00 AM  Schroders believes the market generally discounts the true value of cash. Cash has several very useful characteristics that make it valuable in portfolio construction.

11/09/2017 | 9:00 AM  Australia and Japan have the highest number of top-performing superannuation and pension funds in the Asia Pacific region, with 16 each, a new study has found.

11/09/2017 | 9:00 AM  Our job should be to assimilate all the available information and history in determining whether the price we are paying for companies is fair, cheap, or expensive, Schroders' Martin Conlon says.

07/09/2017 | 9:00 AM  You're either born a growth-stock investor or you're not, according to Morningstar's US-based vice president of research John Rekenthaler.

06/09/2017 | 9:00 AM  Whether you're a hard-core impact investor or a lighter shade of green, if you're an SMSF trustee, your beneficiaries will likely take more interest in ESG investing.

06/09/2017 | 9:00 AM  In light of the new high for Nasdaq and general market strength, Fidelity's Tom Stevenson revisits an old list of market peak signals.

05/09/2017 | 9:00 AM  

30/08/2017 | 9:00 AM  We look at some compelling counter-arguments to index investing posed by Platinum's Kerr Neilson and Morningstar's John Rekenthaler.

28/08/2017 | 9:00 AM  Internationally-focused investors must understand companies are in fierce competition that will see clear winners and losers; the three Cs in India; and a moment of truth for China.

24/08/2017 | 9:00 AM  The financial industry's Regulatory Guide 97 will provide investors with greater insight into fund manager fees and charges, with Morningstar a leading advocate on your behalf.

23/08/2017 | 9:00 AM  A snap-back in official interest rates would expose clear winners and losers among Australian businesses, says a Nikko AM portfolio manager.

14/08/2017 | 9:00 AM  Disruptors are winners and the disrupted are the losers. In Australia, the search for the loser to Amazon as it enters the Australian market has become the corporate equivalent to "Where's Wally."

14/08/2017 | 9:00 AM  An exposure to Chinese shares will benefit investors but placing your funds with the experts is likely to yield a more positive result than investing in stocks directly.

09/08/2017 | 9:00 AM  

07/08/2017 | 9:00 AM  There are two types of investors, regardless of market noise, imputation credits, diversification approaches and market indices, says the managing director of Platinum Asset Management.

07/08/2017 | 9:00 AM  While microcaps present opportunities for investors willing to uncover undervalued businesses, the greater risks of investing need to be closely managed.

01/08/2017 | 9:00 AM  Each of these Australian equity funds has beaten the ASX 200 10-year average, holds a five-star ranking from Morningstar and a gold, silver or bronze medal.

25/07/2017 | 9:00 AM  Far more Australians are now thinking about sustainability and ethical actions when it comes to investing their money, new research shows.

20/07/2017 | 9:00 AM  Infrastructure assets in Australia and globally, local healthcare and tourism operators stand out as areas of investment opportunity, even amid a flat outlook for domestic markets, according to Bennelong Funds Management.

18/07/2017 | 9:00 AM  The structural valuation backdrop for both bonds and equities remains problematic, according to Schroders head of fixed income and multi-asset Simon Doyle.

14/07/2017 | 9:00 AM  Australia is on the verge of wresting bragging rights from the Netherlands for the longest period on record without a recession. While this event should be celebrated, the future may not be as rosy.

13/07/2017 | 9:00 AM  Instead of making money by investing in the real economy, investors increasingly are steered towards making money in the financial economy, Janus Henderson's Bill Gross says.

12/07/2017 | 9:00 AM  Look for companies that sit outside the cycle; heed the lessons of history; and remember the power of compounding, says Bennelong's Neale Goldston-Morris.

12/07/2017 | 9:00 AM  Trying to assimilate the myriad of macro and micro-economic variables into a coherent framework is no easy task.

10/07/2017 | 9:00 AM  Low real interest rates are helpful, but the cyclical trend isn't bullion's friend. From Morningstar Canada.

06/07/2017 | 9:00 AM  

06/07/2017 | 9:00 AM  Where in the world should you look for growth, with the US market stretched and the Australian dollar trending down?

30/06/2017 | 9:00 AM  There are strategies investors can adopt to mitigate volatility-linked fear and uncertainty in markets, explains Roy Maslen, chief investment officer – Australian equities, AllianceBernstein.

29/06/2017 | 9:00 AM  MSCI has lifted the lid just a fraction on the hidden world of China's A-shares, according to Fidelity International's Tom Stevenson.

29/06/2017 | 9:00 AM  When it comes to portfolio formation, as opposed to security selection, there are no saints among us, says Morningstar's John Rekenthaler.

26/06/2017 | 9:00 AM  Jing Ning, manager of the Fidelity China Fund, shares her thoughts on A-shares and her outlook for the Chinese markets following MSCI's decision to include A-shares in its global indices.

26/06/2017 | 9:00 AM  The successful Exxon shareholder vote on climate risk disclosure may be as big of a deal as Trump's exit from the Paris agreement.

22/06/2017 | 9:00 AM  The climate of political volatility in the US holds important implications for investors and funds, particularly around Donald Trump's ability to pass legislation through Congress, says Pimco's Libby Cantrill.

20/06/2017 | 9:00 AM  Kerr Neilson, managing director of Platinum Asset Management, believes there are two types of investors: which are you?

16/06/2017 | 9:00 AM  Australian investors in managed funds received the highest returns, beating the US, UK, Europe and Asia, according to a wide-ranging global study from Morningstar.

16/06/2017 | 9:00 AM  Ten years on from the pre-crisis FTSE 100 high, Morningstar UK's Emma Wall examines how UK stocks have fared.

16/06/2017 | 9:00 AM  Morningstar's US-based vice president of research John Rekenthaler points out that every active fund has the chance to beat its costless benchmark. However, index funds are guaranteed to trail - but does this matter?

15/06/2017 | 9:00 AM  Sustainability is the calibration of fundamental risk, especially those risks beyond the short term, as Schroders' Andrew Fleming explains.

13/06/2017 | 9:00 AM  Europe has been in an earnings recession for more than five years, but the most recent reporting season showed the best growth in many years.

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%
9.60 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Partners Group Global Multi-Asset 0 10.57 15.60 --
BT Super for Life Growth Fund Retir 5 7.03 14.10 10.17
Optimum Corp Sup-Standard Pacific Hi Gr 3 9.84 11.76 7.75
Asteron OPS-BlackRock Balanced 4 9.45 11.70 7.12
Asteron OCS-BlackRock Balanced 4 9.45 11.70 7.12
Optimum Prof AP-CFS Diversified 4 8.13 11.56 7.80
Optimum Pers Sup-Macquarie Balanced 3 7.85 11.46 7.12
Optimum Corp Sup-Macquarie Balanced 3 7.85 11.46 7.12
Optimum Corp Sup-Zurich Managed Growth 4 7.93 11.26 7.24
Optimum Pers Sup-Zurich Managed Growth 4 7.93 11.26 7.24
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Legg Mason Martin Currie Core Equity M 4 10.00 24.00 6.92
All Star IAM Australian Share 1 10.95 22.50 -1.17
Suncorp Workforce Pers Australian Shr 3 17.58 22.27 7.17
Suncorp Workforce Corp Australian Shr 3 17.58 22.27 7.17
Optimum Corp Sup-Macquarie Australian Eq 5 15.54 21.94 14.63
Optimum Pers Sup-Macquarie Australian Eq 5 15.54 21.94 14.63
Macquarie Life WS-Aus Enhanced Eq 0 9.78 21.83 10.58
Macquarie Life Mas-Aus Enhanced Eq 5 9.62 21.55 10.35
Optimum Prof AP-Vanguard Aus Shr Indx 5 14.74 20.35 8.37
Access Australian Shares Index 2 6.17 19.48 4.65
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Optimum Corp Sup-Ausbil Australia Act Eq 5 13.32 16.75 7.50
Optimum Pers Sup-Ausbil Australia Act Eq 5 13.32 16.75 7.50
Macquarie High Conviction 5 8.57 15.90 15.46
BT PPSI-BT WS Ptnr Aus Shr Gr 1 4 2.86 14.72 4.08
BT Ptnr Aus Share Gr 1 WS 4 2.86 14.71 3.59
Optimum Corp Sup-Perennial Gr Shrs W Tr 3 9.33 14.50 6.88
Optimum Pers Sup-Perennial Gr Shrs W Tr 3 9.33 14.50 6.88
BT Lifetime PS-BT Ptnr Aus Share Gr 1 4 3.13 13.67 3.53
BT Lifetime PS-BT Ptnr Aus Share Gr 1 NE 3 2.97 13.60 3.37
Advance Australia Equity Growth 2 2.33 13.55 1.82
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Spheria Australian Microcap 0 6.99 13.83 --
OC Dynamic Equity 4 15.90 12.06 13.61
Optimum Corp Sup-Pengana Emerging Co 5 3.53 10.39 12.61
Optimum Pers Sup-Pengana Emerging Co 5 3.53 10.39 12.61
CFS FC W Pen-Celeste W Aus Small Co 2 4.51 9.87 7.96
BT Wholesale MidCap 4 8.97 9.85 13.08
OC Micro-Cap 5 7.83 9.60 12.14
Perpetual Pure Microcap Fund 5 10.61 9.22 24.79
CFS FC Pen-Celeste Aus Small Co 2 4.17 9.12 7.25
Perpetual WFTAP-Perpetual Small Coms 4 10.94 8.87 9.52
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Platinum Unhedged Fund 5 14.88 24.54 13.05
Platinum Global Fund 0 13.99 18.85 --
BT PPSI-MLC Platinum Global Share 5 14.48 17.70 11.66
BT PPSP-MLC Platinum Global Share 4 13.86 16.35 10.11
ANZ ASA-Platinum International 4 12.08 16.20 11.08
Optimum Corp Sup-CFS Acadian Global Eq 3 12.55 16.07 10.59
Optimum Pers Sup-CFS Acadian Global Eq 3 12.55 16.07 10.59
CFS FC W Inv-Perpetual W Global Share 3 8.86 15.43 12.80
CFS FC W Pen-Perpetual W Global Share 4 8.84 15.39 12.78
BT PPSS-MLC Platinum Global Share 4 12.56 15.29 9.11
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Platinum International Brands Fund 4 19.07 24.92 14.18
PM Capital Global Companies 3 9.12 21.57 13.83
MLC MK Pen-PM CAPITAL Absolute Perf 2 7.75 21.33 11.65
MLC MK TAP-PM Capital Absolute Perf 2 7.69 21.02 11.27
MLC MKey AP - PM Capital Absolute Perf 2 7.69 21.02 11.27
CFS FC W Inv-PM Capital W Glb Companies 3 9.63 20.84 15.15
CFS FC W Pen-PM Capital W Glb Companies 4 9.57 20.74 15.34
MLC MKBS-PM Capital Absolute Performance 2 7.63 20.41 11.13
MLC MK Super-PM CAPITAL Absolute Perf 2 7.54 20.21 10.95
CFS FC Pen-PM Capital Glb Companies 3 9.37 20.17 14.65
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
CC Marsico Global Fund - Instl Class 0 18.33 17.58 --
Loftus Peak Global Disruption 2 16.05 17.50 13.02
CC Marsico Global Fund - Retail Class 0 18.13 17.47 --
Antipodes Global Fund - Long Only I 4 11.94 17.44 17.63
Antipodes Global Fund - Long Only P 0 11.26 16.72 --
Generation Wholesale Global Share 5 9.97 15.99 19.57
CFS FC W Pen-Generation W Global Share 5 9.94 15.95 19.60
CFS FC Inv-Generation Global Share 5 9.67 15.44 19.36
CFS FC Pen-Generation Global Share 5 9.66 15.39 19.45
BetaShares CPS - Global Growth Fund 0 16.19 15.37 --
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
Access Macquarie Prop Securities 2 -4.09 9.41 14.78
Experts' Choice Property and Infras 5 6.94 8.75 10.57
Crescent Diversified Property 5 11.57 7.99 12.94
Access Property Securities Ind 3 -6.20 6.49 13.99
Morningstar Aus Property Securities 3 9.40 6.42 14.85
AUI Property Securities Fund Income 3 4.15 5.17 7.23
Optimum Corp Sup-CFS Property Securities 3 8.74 4.75 15.36
Optimum Pers Sup-CFS Property Securities 3 8.74 4.75 15.36
Con Temple SSP - InTech Prop Secs Tr 1 -8.37 4.70 11.30
AMP - RB - Listed Property Securities 2 2.89 0.27 6.55