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26/08/2015 | 7:32 AM  Investors should look past recent shorter-term volatility and take a long-term view of the world's second-largest economy, a Canadian fund manager says.

18/08/2015 | 8:26 AM  China's expansion will occur at a most unimpressive pace and China will be of much less help than it has been in extending Australia's growth record.

14/08/2015 | 8:16 AM  China is losing control of its growth and it needs to devalue the yuan to try and improve its environment.

13/08/2015 | 2:39 PM  Quality fund managers across a range of asset classes can now be easily selected using Morningstar's new fund screener.

11/08/2015 | 7:33 AM  Even as China slows, it is likely to remain one of the world's fastest-growing economies and the world's best consumption story, according to Matthews Asia.

10/08/2015 | 7:34 AM  Looking beyond geopolitics, global macroeconomic data remain consistent with a moderate pace of growth heading into the second half of 2015.

5/08/2015 | 11:14 AM  

4/08/2015 | 7:35 AM  There is no statistical reason per se for the Fed to raise interest rates, yet absent a major global catastrophe we are likely to get one in September, says Janus Capital's Bill Gross.

3/08/2015 | 10:17 AM  The "new normal" has arrived in Australia and this has important implications for investors, as PIMCO's Rob Mead explains.

31/07/2015 | 7:28 AM  While loose monetary policy has driven the bulk of valuations in equities, earnings growth is now coming through in some regions, BlackRock's Ewen Watt says.

29/07/2015 | 7:16 AM  If you buy high-quality "growers" at an attractive price, you don't have to worry about Greece or China, Perpetual's Garry Laurence says.

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.

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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%
3.30 -- --

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 10.06 24.01 24.13
Suncorp WSmart TAP-Suncorp Trad Growth 5 7.66 17.70 18.38
BT PPSI-Westpac Dynam Gr 4 5.16 17.06 16.07
Suncorp WSmart Pen-Suncorp Univ Growth 0 6.40 17.03 --
Suncorp WSmart TAP-Suncorp Univ Growth 0 6.40 17.03 --
BT PPSI-BT WS Active Bal 4 3.77 16.52 14.99
Fiducian Growth Fund 4 6.81 16.45 17.49
CFS FC W Pen-BT W Active Balanced 5 5.69 15.79 16.76
Suncorp RO Deposit Balanced 5 6.21 15.45 16.23
Suncorp Balanced Sup No 2 5 6.21 15.45 16.23
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Investors Mutual Concentrated Aus Share 4 6.39 14.17 16.83
Optimum Pers Sup-Perpetual WS Eth SRI 5 8.64 13.32 20.38
Optimum Corp Sup-Perpetual WS Eth SRI 5 8.64 13.32 20.38
BT PPSI-MLC Income Builder 0 4.64 13.25 19.47
Investors Mutual WS Industrial Share 4 4.13 12.79 18.12
Sandhurst IML Industrial Share 4 4.04 12.77 18.06
Antares Prof Dividend Builder 4 4.57 12.73 18.97
Perpetual WFP-Perpetual Ethical SRI 5 8.08 12.47 21.33
Perpetual WFTAP-Perpetual Ethical SRI 5 8.08 12.47 21.33
Perpetual Wholesale Ethical SRI 5 8.07 12.45 21.46
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Grant Samuel Tribeca Alpha Plus C 5 10.57 25.21 21.89
Grant Samuel Tribeca Alpha Plus 4 10.46 24.69 21.39
SGH Australia Plus 0 11.43 23.54 --
AllianceBernstein Managed Volatility Eq 0 7.35 22.20 --
Hunter Hall Australian Equities 0 12.37 18.97 --
Meme Australian Share 0 11.70 17.82 --
PM Capital Australian Companies 3 13.37 14.96 19.41
BT PPSI-Westpac Aus Tax Eff 4 4.17 14.24 17.61
Lazard Australian Diversified Income 5 7.67 13.30 18.53
Macquarie Active Plus Equities 0 10.01 13.03 17.93
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Bennelong Concentrated Australian Eq 5 10.22 20.92 23.10
CFS Wholesale Industrial Share 5 8.71 20.22 22.10
Smallco Broadcap 5 9.78 17.44 31.39
Wavestone Wholesale Australian Share 3 9.68 16.14 17.73
BT PPSI-Westpac Aus Gr 4 6.91 15.82 18.87
Macquarie High Conviction 3 12.37 15.81 18.95
OnePath OA TAP-OP Sust Inv Aus Shares 5 10.85 13.95 19.53
OnePath OA TAP-OP Sust Inv Aus Shr NE 4 10.69 13.35 18.73
ANZ OA TAP-OP Sust Inv Aus Shares EF 4 11.43 12.36 19.53
AMP SigSup AP-Hyperion Aus Growth Comp 5 4.36 10.59 21.21
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Ausbil MicroCap 5 24.11 21.28 29.96
Aberdeen ex-20 Australian Equity Strat 3 8.72 20.83 15.37
Perpetual Pure Microcap Fund 0 13.44 19.09 --
BT MicroCap Opportunities WS 5 15.26 17.85 23.33
Smallco Investment 5 7.67 16.28 31.35
Aberdeen Australian Small Companies 4 8.97 15.90 16.56
OC Dynamic Equity 4 12.69 15.37 22.96
Ophir Opportunities 0 20.81 14.86 --
CFS FC W Pen-CFS W Small Comp-Core 3 8.55 14.31 17.18
Col SAP - CFS Ws Small Co - Core 4 8.96 14.30 17.65
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Acadian W Glb Equity LS 5 14.87 42.81 32.75
Acadian Wholesale Global Eqty Long Short 5 14.88 42.78 32.72
CFS FC Pen-Acadian Glb Equity LS 5 14.49 41.85 31.86
CFS FC Inv-Acadian Glb Equity LS 5 14.51 41.73 31.81
OA Frontier IP-Magellan Global 4 15.40 40.38 28.95
OA Frontier AP-Magellan Global 4 14.91 39.45 28.64
ANZ A Pension - Magellan Global (AAP) 4 14.90 39.41 28.61
OnePath OA IP-Magellan Global Tr EF/Sel 3 14.82 39.11 27.84
ANZ OA Inv-Magellan Global EF 3 14.77 38.95 27.73
ANZ OA Pen-Magellan Global EF 3 14.44 38.29 27.56
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC Inv-PM Capital Glb Companies 5 22.52 51.43 42.89
CFS FC W Pen-PM Capital W Glb Companies 5 21.42 50.61 43.23
CFS FC W Inv-PM Capital W Glb Companies 5 20.90 49.97 43.07
CFS FC Pen-PM Capital Glb Companies 5 20.74 49.28 42.21
PM Capital Global Companies 3 19.73 45.80 40.50
IFP Global Franchise 5 16.41 42.85 28.96
Legg Mason QS Investors Global Equity A 4 15.37 42.63 33.85
CFS FC W PSup-PM Capital W Glb Companies 5 17.73 42.26 38.20
Macquarie SO TAP-IFP Global Franchise 4 15.83 41.41 27.53
Macquarie SO AP-IFP Global Franchise 4 15.83 41.41 27.53
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Carnegie WorldWide Equity Trust 4 16.55 45.83 30.63
Fidelity Global Demographics 0 15.67 43.97 --
CFS FC W Pen-Generation W Global Share 4 12.56 42.06 32.52
Generation Wholesale Global Share 4 12.62 41.62 32.40
CFS FC Inv-Generation Global Share 4 12.28 41.55 31.81
CFS FC Pen-Generation Global Share 4 12.24 41.52 31.80
MFS Concentrated Global Equity Trust W 5 14.49 40.44 33.60
Aubrey Global Conviction Australia 3 13.84 39.63 29.69
Specialist Global Shares Fund 0 14.42 39.15 24.02
Antipodes Global P 3 13.70 38.67 30.67
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 4.05 32.61 32.43
Macquarie S/RO-APN Property for Income 2 13.07 23.50 4.86
Freehold AREITs & Listed Infrastructure 0 7.73 23.40 --
360 Capital AREIT Fund 0 4.94 22.77 --
BT PPSI-Westpac Aus Property Secs 4 3.26 22.16 17.24
OnePath OA TAP-Vanguard Prp Sec Index EF 3 3.23 21.57 16.88
OnePath OA AP-Vanguard Prp Sec Index EF 3 3.23 21.57 16.88
BT Property Securities Index W 4 5.22 21.19 18.62
Macquarie Enhanced Property Securities 0 4.73 21.14 18.59
BlackRock Indexed Aus Listed Property 4 5.02 21.11 18.60