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Fund Features

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%
0.75 22.53 19.30

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Lifetime SE-MySuper 1960s Lifestage - 14.25 16.51 -
BT PPSI-BT WS Active Bal 4 10.58 13.29 14.26
BT PPSI-Westpac Dynam Gr 3 10.25 12.86 15.36
BT PPSI-Westpac Bal Gr 3 9.77 12.52 13.47
ClearView Mgd Inv Diversified Growth 3 7.54 11.56 14.98
SSgA Passive Balanced Trust 4 7.22 11.24 15.06
Vanguard Growth Index 5 7.14 11.03 15.36
Legg Mason Diversified Trust 4 6.43 10.85 18.09
Fiducian Growth Fund 3 7.75 10.71 15.85
ClearView Mgd Inv Assertive 3 6.94 10.62 14.04
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Lifetime SE-MySuper 1950s Lifestage - 17.75 20.19 -
BT PPSI-Westpac Diversified Growth 4 9.04 12.53 12.42
Vanguard Balanced Index Fund 5 6.36 10.82 12.67
BT PPSI-BT WS Balanced Returns 3 7.55 10.55 12.29
ClearView Mgd Inv Prudent 3 6.04 9.75 11.10
ClearView Mgd Inv Diversified Balanced 2 5.78 9.19 11.38
North Index Moderately Defensive 4 5.20 8.88 11.71
CFS FC Inv-FirstChoice Moderate 3 5.22 8.54 11.67
SUMMIT Select - Active Mod Defensive 4 4.61 8.50 12.58
Sandhurst BMF-Bendigo Balanced 3 5.40 8.49 12.33
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
SSgA Australian Managed Volatility Alpha 4 7.33 13.49 17.02
Investors Mutual WS Industrial Share 5 8.15 11.51 20.37
EQT Australian Equity Income Fund 4 5.43 10.98 20.63
Sandhurst IML Industrial Share 4 8.06 10.82 20.25
Sandhurst BMF-Sandhurst Ind Share 4 7.55 10.49 19.23
Perpetual W Share Plus L/S 5 5.20 10.46 22.35
Lazard Select Australian Equity I Cl 5 7.57 9.86 22.49
Perpetual Wholesale Industrial 4 4.93 9.33 20.97
MLC Wholesale IncomeBuilderTM 4 4.27 8.40 19.05
MLC UT/MKey InvSer Income Builder 3 4.84 8.36 18.31
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Smallco Broadcap 5 9.09 15.49 35.04
CFS Wholesale Industrial Share 4 10.42 14.43 21.30
BT PPSI-Westpac Aus Gr 4 9.76 11.18 17.01
Hyperion Australian Growth Companies 5 4.32 10.14 21.74
AMP Capital Equity 4 4.47 9.38 16.75
AMP Capital Equity A 4 4.34 9.08 16.45
OnePath WS-Sustainable Inv Aus Shares 4 0.52 5.75 15.38
BT Investor Choice All Aus Gr 3 4.28 5.31 14.47
Lifeplan NextGen-AUI Platypus 125 AusEq - 3.03 5.23 -
BT Investor Choice All Aus Gr NEF 2 3.98 4.81 14.05
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Pure Microcap Fund - 8.94 20.88 -
TBF Small Cap Value Growth - 2.44 13.02 -
Aberdeen Australian Small Companies 4 7.20 11.88 16.28
OC Dynamic Equity 3 6.18 10.79 25.78
CFS FC W Inv-CFS W Small Companies Core 4 5.59 9.64 15.66
OC Premium Small Companies 3 5.50 6.88 23.10
Fiducian Australian Smaller Co Shares 3 0.91 6.87 17.25
NovaPort Premier Smaller Companies 4 1.70 6.16 21.58
AMP Capital Small Companies A 3 1.60 5.70 11.12
NovaPort Smaller Companies 4 1.16 5.07 20.33
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Acadian Wholesale Global Eqty Long Short 5 18.95 21.36 26.15
CFS FC Inv-Acadian Glb Equity LS 5 18.48 20.51 25.28
OA Frontier IP-Magellan Global 3 18.08 18.71 22.40
Crescent International Equity - 18.56 18.38 -
OnePath OA IP-Magellan Global Tr EF/Sel 3 17.55 17.68 21.36
OnePath OA IP-Magellan Global Trust NEF 3 17.04 16.67 20.30
OA Frontier IP-Arrowstreet Glb Eq Hdg Tr 4 6.93 16.16 23.31
Grant Samuel Epoch Gbl Eq Shldr Yld Uhgd 4 12.22 15.74 21.67
OnePath Arrowstreet Global Eq Hdg Tr EF 2 6.54 15.28 22.31
AMP Capital W Global Equity Value 3 12.84 14.57 25.08
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
River and Mercantile Wholesale Global Eq - 55.55 50.67 -
Legg Mason Batterymarch Global Equity A 4 19.30 20.90 27.56
BT PPSI-BlackRock Scientific Intl Eq 4 17.32 17.31 26.60
Invesco WS Global Matrix Unhedged 3 15.26 16.68 24.34
Nikko AM World Equities 4 14.41 16.54 24.08
BT International Share WS 4 14.75 15.53 25.22
BT PPSI-BT WS Intl Shares 4 14.75 15.53 25.22
Vanguard International Shares Index 4 14.39 15.26 24.88
AMP Capital Enhanced Index Intl Share 4 14.50 15.20 25.56
SSgA International Equity Index Trust 4 14.24 15.16 24.85
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT PPSI-BT WS Ptnr Intl Shr Gr 1 4 43.07 39.28 32.00
Fidelity Global Demographics - 18.72 21.76 -
Carnegie WorldWide Equity Trust 3 21.06 20.76 24.46
Generation Wholesale Global Share 4 19.63 20.27 27.26
CFS FC Inv-Generation Global Share 4 19.56 19.90 26.57
MFS Concentrated Global Equity Trust W 5 19.05 18.26 29.65
T. Rowe Price Global Equity 3 15.26 17.67 23.88
OnePath OA FR IP-T. Rowe Price Global Eq 3 15.12 17.41 23.54
Pinnacle Global Shares High Alpha Trust 3 14.97 17.06 24.53
Pinnacle International Shr Wholesale 3 19.12 16.82 25.96
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 22.89 56.53 39.02
Legg Mason Australian Real Income M - 14.18 29.03 -
Legg Mason Property Securities Trust A 4 14.42 28.86 25.63
BT PPSI-Westpac Aus Property Secs 4 15.41 28.46 21.17
Macquarie Enhanced Property Securities - 12.69 27.11 22.34
Macquarie True Index Listed Property 4 12.70 27.07 21.88
Fiducian Property Securities 4 12.53 26.92 22.31
Vanguard Australian Property Secs Idx 3 12.60 26.77 21.66
BlackRock Indexed Aus Listed Property 4 12.67 26.77 21.93
SSgA Australian Listed Property Index 3 12.57 26.75 21.76