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Fund Features

10/07/2014 | 10:15 AM  Investors Mutual's Anton Tagliaferro talks about his approach to investing as the manager launches a listed investment company that mirrors the firm's successful unlisted fund.

9/07/2014 | 7:17 AM  Japan continues to offer a number of interesting value opportunities in individual stocks despite the perceived economic risks.

4/07/2014 | 9:55 AM  

3/07/2014 | 7:27 AM  China's healthcare market is at the beginning of a multi-year growth path supported by favourable structural growth drivers.

2/07/2014 | 7:22 AM  Residential property has delivered stellar returns, but can they last as investors are urged to broaden their investment portfolios?

1/07/2014 | 2:53 PM  It would not be surprising if the local share market continued to tread water until there was clearer evidence of an upturn in the cycle, Morningstar says in its latest Economic Update.

1/07/2014 | 7:18 AM  Central bankers have all signed up to the Bo Derek philosophy that, "Whoever said money can't buy happiness simply didn't know where to go shopping," Schroders' Andrew Fleming says.

30/06/2014 | 7:26 AM  The dividend yield is one of the most misused ratios within the equities investment community, Cadence Capital's Karl Siegling says.

26/06/2014 | 8:21 AM  There are several factors to weigh up for those Australian investors looking to increase their international equities exposure, particularly when it comes to foreign banking stocks.

25/06/2014 | 8:52 AM  Morningstar fund research analyst Alex Prineas equips investors with what they need to know when it comes to getting quality exposure to emerging markets.

24/06/2014 | 7:34 AM  Equity analysts at the inaugural Morningstar Investment Conference in Asia remain bullish on China despite concerns over slower growth and corporate governance.

23/06/2014 | 7:34 AM  The PIMCO founder talks about the direction for real interest rates, the firm's three-pronged investing template, and his portrayal in the press.

20/06/2014 | 7:29 AM  By investing in companies outside the banking and resources sectors, investors can benefit from a diversified portfolio that will perform across a variety of market cycles.

19/06/2014 | 7:16 AM  Investors now have access to wider opportunities in fixed interest, providing them with scope for diversification and easy access following recent fund and ETF launches.

18/06/2014 | 7:22 AM  Famed value investor Kerr Neilson talks to Morningstar about everything from emerging markets and global investment trends to regulation and past mistakes.

16/06/2014 | 11:56 AM  Ibbotson's Daniel Needham talks about the need to confront existing thinking in order to improve outcomes for investors.

16/06/2014 | 7:39 AM  Investors should understand their risk tolerance before making any decisions on how their assets should be invested, FinaMetrica's Geoff Davey says.

13/06/2014 | 3:49 PM  There are a number of quality investment prospects in today's expensive market, even though they may be out of favour with many investors.

12/06/2014 | 8:14 AM  With the argument in favour of emerging-markets equities becoming increasingly compelling, Morningstar takes a look at some highly rated exposures to this theme.

11/06/2014 | 10:08 AM  China's oversupply in its housing market is now at levels similar to that in the United States just before its subprime crisis of 2008.

5/06/2014 | 2:33 PM  

5/06/2014 | 7:33 AM  Bond manager PIMCO shares its long-term outlook for the world's largest economic zone and explains how policy responses may shape Europe over the coming three to five years.

4/06/2014 | 9:25 AM  AMP Capital's Wholesale Australian Property Fund aims to provide SMSF trustees with both reliable income and some steady capital growth.

4/06/2014 | 7:23 AM  The Australian dollar and the search for compelling value in any market were two of the topics tackled at this year's Morningstar Investment Conference.

2/06/2014 | 7:35 AM  Former Reserve Bank of Australia governor Ian Macfarlane gave his insights into the changing role of central banks across the globe at the opening session of the 2014 Morningstar Investment Conference.

30/05/2014 | 7:35 AM  A number of companies are set to benefit from Australia's transitioning economy as the mining boom recedes, according to Tyndall Asset Management.

30/05/2014 | 7:35 AM  Perpetual's Matt Williams discusses where he is finding the best opportunities and the growth outlook for the market.

28/05/2014 | 7:35 AM  Portfolio manager John Grace discusses some of the exposures and opportunities the Ausbil Australian Active Equity Fund can offer investors.

28/05/2014 | 7:35 AM  Despite stretched global equity valuations and a dim outlook for China, global equity managers remain optimistic about their portfolios.

23/05/2014 | 7:35 AM  The newly-elected Indian Prime Minister Narendra Modi is expected to transform India into an economically vibrant country, opening up opportunities for investors.

23/05/2014 | 7:35 AM  Ibbotson Associates' Andrew Lill discusses former RBA governor Ian Macfarlane's views on China and how central bankers have influenced global markets.

22/05/2014 | 7:35 AM  Investors should give some thought to investing in emerging markets while valuations are as attractive as they currently are, Ibbotson Associates' Nimalan Govender says.

22/05/2014 | 7:35 AM  The latest economic update for the period to the month and three months to 16 May 2014.

21/05/2014 | 7:35 AM  A former central banker and a number of high-quality fund managers highlight the top issues influencing the way investors tackle the markets.

21/05/2014 | 7:35 AM  The valuation of Australian equities and the insatiable search for yield were among the main topics discussed by Australian equity panellists at this year's Morningstar Investment Conference.

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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%
81.55 23.19 10.71

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Packer & Co Investigator Trust 5 0.08 18.57 18.66
Ausbil Balanced 5 2.70 17.70 11.97
Legg Mason Diversified Trust 4 4.16 17.50 12.90
Suncorp Growth NEF 3 2.94 15.44 10.72
UBS Balanced Investment 4 3.26 15.43 11.55
Invesco WS Diversified Growth 3 2.07 15.42 11.06
Suncorp Metway Easy Super SM Growth 3 2.93 15.39 10.73
Netwealth Index Opportunities Growth - 4.88 15.33 -
Fiducian Growth Fund 3 2.75 15.28 10.00
Invesco W Diversified Growth - Class R - 1.93 15.11 -
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
IOOF Balanced Dimension 3 2.86 14.90 9.89
IOOF Multi Series Balanced Trust 3 4.13 14.11 9.35
Bendigo Balanced Index - 3.82 13.71 -
Australian Ethical Balanced Trust 2 3.32 13.34 9.06
UBS Tactical Beta Fund - Balanced - 4.82 13.30 -
ipac Diversified Investment Strategy 5 5 3.76 12.98 10.94
BT WE BlackRock Global Allocation 3 3.36 12.78 8.76
Vanguard Balanced Index Fund 4 4.19 12.26 9.76
Millinium's MSF Multi-Strategy Income 5 4.76 11.80 12.37
IOOF Profile 55 3 2.45 11.78 8.11
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Regal Long Short Australian Equity 5 8.85 33.90 16.28
Macquarie Active Plus Equities 3 2.88 23.74 8.86
Tyndall Australian Share Concentrated 5 4.84 22.89 16.06
Crescent Australian Equity - -1.84 22.29 -
Atlantic Pacific Australian Equity - 3.68 22.01 -
Solaris Core Australian Equity PA - 3.22 21.62 -
Perennial Socially Responsive Shares Tr 3 4.38 21.54 10.01
Macquarie Wholesale Australian Equities 3 2.54 21.21 9.20
Macquarie Australian Equities 3 2.45 21.01 9.04
Legg Mason Australian Core Equity Tr A 4 2.01 20.14 12.64
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perennial Gr High Conviction Sh Trust 3 9.56 30.68 9.31
Smallco Broadcap 5 5.87 27.23 28.07
Ausbil Active Extension - Retail 4 1.60 24.85 11.75
Ausbil Active Extension - Wholesale 4 1.66 24.19 11.85
Perennial Growth Shares Wholesale Trust 3 5.25 23.47 9.00
Perennial Growth Australian Shares Trust 3 5.24 23.45 9.18
OnePath OA FR IP-Perennial Growth 2 5.14 23.11 8.11
Hyperion Australian Growth Companies 5 5.58 22.64 15.02
IOOF/Perennial Flex Growth Shares 2 4.80 22.41 8.11
OnePath OA IP-Perennial Growth Shares EF 1 4.59 21.92 7.22
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Ausbil MicroCap 5 8.78 42.34 18.29
TBF Small Cap Value Growth - 10.33 40.04 -
OC Dynamic Equity 3 4.33 28.43 16.64
Fiducian Australian Smaller Co Shares 4 5.90 28.31 12.39
CFS FC W Inv-CFS W Small Companies Core 4 3.83 25.96 9.18
NovaPort Premier Smaller Companies 5 4.39 24.77 19.37
OC Premium Small Companies 3 1.30 24.12 15.18
NovaPort Smaller Companies 4 3.86 23.50 18.15
NovaPort WS Smaller Companies 4 3.57 22.97 17.45
AMP Capital Small Companies A 3 4.03 22.56 5.29
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
OA Frontier IP-Arrowstreet Global Equity (Hedged) 3 8.63 30.50 15.16
OnePath Arrowstreet Global Equity (Hedged) EF 2 8.12 29.32 14.18
OnePath Arrowstreet Global Equity (Hedged) NEF 2 7.73 28.28 13.21
GMO Global Equity Trust 4 2.17 23.76 17.18
AMP Capital W Global Equity Value 3 1.53 23.61 14.79
Templeton Global Trust Fund 4 0.26 23.56 18.36
Dimensional Global Value Trust 4 0.58 22.76 16.58
BT Ptnr Intl Shares Val 1 WS 2 1.42 21.62 7.94
BT Ptnr Intl Shares Val 1 Retail 1 0.87 20.18 6.67
Aberdeen International Equity 4 2.64 16.43 14.72
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Donaldson Burston Intl Ser THS Glbl Eq 2 -0.30 26.44 15.28
Advance International Share Index W 4 6.66 24.59 15.86
Legg Mason Batterymarch Global Equity A 3 1.34 23.15 18.02
Tyndall World Equities 4 1.87 23.10 17.38
BT Institutional Global Share 5 2.82 21.98 16.64
MLC Wholesale Platinum Global 4 -0.24 21.70 15.43
AMP Capital Res Inv Leaders Intl Shr 4 1.46 21.52 14.91
AMP Capital Res Inv Leaders Intl Shr A 3 1.37 21.31 14.71
IOOF Blended Global Shares 3 2.15 21.27 15.10
Invesco WS Global Matrix Unhedged 3 1.24 21.27 16.25
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Australian Ethical International Eq Tr 1 2.96 25.77 10.88
Mercer Hedged International Shares Plus 3 5.74 23.30 12.52
Perennial International Equities Trust 3 -1.93 20.28 13.94
Perennial International Shr Wholesale 3 -1.94 20.25 13.94
OnePath OA FR IP-T. Rowe Price Global Eq 3 1.99 19.94 14.02
AMP FLI S2-T Rowe Price Global Equity 2 1.25 19.52 12.94
Fidelity Global Demographics - 2.56 19.49 -
MFS Global Equity Trust 5 -0.70 19.38 18.94
AMP Capital W Global Equity Growth 2 0.54 18.90 12.74
MFS Concentrated Global Equity Trust W 5 -0.69 18.80 18.79
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 26.69 23.69 27.34
Experts' Choice Property and Infras - 11.30 17.39 14.85
EQT SGH Property Income 3 11.45 15.84 16.15
SG Hiscock Professional Property 3 13.18 14.11 15.89
The Property Income Plus Fund 4 12.15 13.75 14.28
Legg Mason Property Securities Trust A 4 12.62 13.42 18.70
Zurich Investments Aus Property Secs 4 12.08 13.07 16.98
OnePath OA IP-OP Property Securities EF 3 12.02 13.07 13.74
OnePath OA IP-ING Heine Property Sec 3 11.94 12.90 13.55
AMP Capital Listed Property Trusts 4 11.72 12.71 15.52