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29/03/2017 | 8:27 AM  The financial crisis reinforced both the danger of paying attention to short-term economic and market noise and the importance of being independently minded.

28/03/2017 | 9:46 AM  Dr Gerd Gigerenzer says fund providers need to invest in education so that savers are better equipped to deal with risk--and can make better financial decisions.

27/03/2017 | 9:20 AM  Isabel Levy of French asset manager Metropole Gestion explains how she uses fundamental industrial analysis to avoid value traps and identify the fair value of European equities.

27/03/2017 | 8:34 AM  Changes to fertility, age composition, and urbanisation will influence China's economy in the decade to come.

24/03/2017 | 8:15 AM  A director of Grant Samuel Funds Management's Epoch Global Equity Fund has defended its underperformance during 2016, hitting out at passive managers whose bull run he says "can't go on forever".

24/03/2017 | 8:06 AM  It is worth considering the maths involved in bond investing, given concerns that there'll be a bond market rout.

23/03/2017 | 9:07 AM  High active share funds--that is, those managers who take off-benchmark bets--outperform those which are low active share. So, ban closet trackers from your portfolio.

22/03/2017 | 9:42 AM  While Australian retail investors in fixed-income and bond-like sectors face headwinds in the current market environment, there are attractive opportunities in growth-focused equities.

22/03/2017 | 9:18 AM  Schroders' Simon Doyle illustrates how the dangers associated with social media feeds are exactly like those faced by many investors.

21/03/2017 | 9:08 AM  Want sustainable long-term returns? Morningstar UK reveals the essential components and the fund providers who are getting it right.

21/03/2017 | 8:08 AM  Asia has historically attracted a political and corporate governance discount to developed markets, but is this still justified today given recent events across the west?

20/03/2017 | 9:55 AM  Hilde Jenssen from Norwegian fund manager Skagen admits that emerging markets have disappointed investors over the past three years--but says valuations are attractive and reforms are boosting returns.

15/03/2017 | 9:24 AM  For Australian investors seeking to diversify internationally, the nearest and fastest-growing region still appears to be an attractive prospect in the Year of the Rooster.

14/03/2017 | 8:45 AM  In the face of the Trump bull market and the "animal spirits" that are currently encouraging risk, legendary bond investor Bill Gross reiterates the importance of capital preservation.

13/03/2017 | 9:20 AM  We look under the hood of Investors Mutual's small-cap strategy, which took out the top award in its category at the recent Morningstar Fund Manager of the Year Awards.

10/03/2017 | 8:06 AM  Macro-driven oscillations and violent price moves remain the order of the day in equity markets and just about every other market. However, the basic questions on financial system stability remain the same.

08/03/2017 | 2:24 PM  The Australian Equities Sector Wrap provides an essential summary of Morningstar Analyst Ratings and an overview of major observations made while undertaking the 2016 fund manager reviews.

08/03/2017 | 8:00 AM  History tells us that periods of crisis are often preceded by periods of abnormally low volatility, and complacency about risk and valuations. Are we in one such period?

07/03/2017 | 7:58 AM  Interest and demand for ethical investments is growing, and the Morningstar Sustainability Rating can help investors put their money where their values are.

06/03/2017 | 12:03 PM  Vanguard Investments Australia took out top billing at the annual Morningstar Australia's annual Fund Manager of the Year Awards, which were held in Sydney on Friday night.

03/03/2017 | 9:51 AM  While President Trump's first speech in front of Congress was a success in many ways, it does not necessarily change the inherent difficulties of policymaking in Washington, PIMCO's Libby Cantrill says.

03/03/2017 | 8:04 AM  A high US dollar could conceivably trigger radical US policy changes that could damage the world economy and cause upheaval in investment markets, Schroders' Michael Collins says.

01/03/2017 | 12:01 PM  Schroders' Simon Stevenson believes the positive reflation environment is priced into equities and they are vulnerable to disappointment should an inflation scare develop.

01/03/2017 | 8:03 AM  Putting America First may sound like a good political sound bite in 2017 but it may not be so catchy when US companies are laying off workers and consumer prices are rising, Fidelity's Tom Stevenson says.

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.

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.

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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%
-- -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Foundation Assertive 4 6.69 18.98 7.54
IOOF Profile 75 3 6.02 17.51 7.31
Col SAP-Credit Suisse Capital Growth 5 5.06 17.44 8.12
Invesco WS Diversified Growth-Class A 4 5.93 17.25 8.04
CFS FC W Pen-FirstChoice W M-Index Bal 5 5.41 17.20 8.04
Invesco WS Diversified Growth-Class R 4 5.78 16.94 7.74
CFS FC Multi-Index Balanced Class A 4 5.17 16.89 7.75
FirstChoice WS Multi-Index Balanced 5 5.08 16.85 7.61
Care Pension Balanced 0 5.16 16.63 9.85
CFS FC Pen-FirstChoice M-index Bal 4 4.98 16.27 7.14
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
ANZ Smart Choice Super Moderate 0 2.90 15.95 --
BlackRock Global Allocation Aus D 5 6.43 15.49 6.67
BlackRock Global Allocation Aus S 4 6.36 15.30 6.48
BlackRock P Invs Gbl Allocation Aus C 4 6.32 15.14 6.30
Legg Mason Martin Currie Divers Inc Tr 0 2.48 15.14 --
CFS FC W Pen-FC M-Index W Moderate 0 4.62 15.13 --
CFS FC Multi-Index Moderate-Class A 0 4.45 14.93 --
CFS FC W Inv-FirstChoice W Multi-Idx Mod 0 4.35 14.68 --
Foundation Balanced 4 4.87 14.62 6.64
CFS FC Inv-FC M-Index Moderate 0 4.23 14.42 --
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Dimensional Australian Value Trust 2 15.32 41.37 8.19
Col SAP - Maple BA/Advance Imputation 3 14.72 31.65 7.16
Maple-Brown Abbott Australian Equity 3 14.61 30.92 6.35
CFS FC W Pen-Maple-Brown Abb W Aus Shr 3 15.61 30.50 7.00
AMP Capital W Australian Equity Value 3 10.92 30.43 6.59
Maple-Brown Abbott Aus Shr Wholesale 3 14.60 30.05 5.80
Strategic Australian Equity 3 11.14 30.01 6.93
Legg Mason Martin Currie Value Equity A 3 11.48 29.93 9.21
Maple-Brown Abbott Sharemarket W 3 14.38 29.69 6.02
CFS FC Pen-Maple-Brown Abb Aus Shr 3 15.18 29.52 6.22
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Care Pension Australian Shares 0 7.90 32.71 10.59
CVW WF-Schroder Equity Opps (Pen) 0 9.89 30.80 --
Col SAP - Schroder Australian Equity 4 11.99 30.64 6.05
BT Integrity Core Australian Share 4 10.81 30.11 6.11
CFML Schroder Equity Opportunities 5 9.31 29.78 6.79
Schroder Equity Opportunities 5 9.52 29.26 6.94
CFS FC W Pen-Schroder W Aus Equity 4 12.90 29.19 5.84
CFS FC W Pen-Lazard W Select Aus Equity 3 11.53 29.19 6.35
Integrity Australian Share 3 11.62 29.00 6.44
MLC MK Pen-Schroder WS Aus Eq Fund 2 11.97 28.79 4.68
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Ausbil 130/30 Focus - Retail 4 8.70 28.52 7.08
Ausbil 130/30 Focus - Wholesale 4 8.95 28.06 7.14
BT Ptnr Aus Share Gr 1 WS 3 11.52 27.49 4.15
BT PPSI-BT WS Ptnr Aus Shr Gr 1 4 11.52 27.49 4.64
BT Ptnr Aus Share Gr 1 Retail 3 10.96 26.23 3.05
ClearView Pension Plan Aus Shares Gr 4 8.30 26.00 6.73
ClearView RO Bond Aus Shares Growth 3 7.29 24.67 5.87
ClearView Super & RO Aus Shares Growth 4 7.55 24.65 6.09
Russell Aus Opportunities Portfolio 5 6.75 24.50 8.51
BT Lifetime SE-BT Ptnr Aust Shr Gr 1 3 10.13 24.17 3.74
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Celeste W Aus Small Co 3 5.13 35.16 6.81
Celeste Australian Small Companies 3 3.96 34.54 5.45
CFS FC Pen-Celeste Aus Small Co 2 4.75 34.28 5.61
CFS FC W Inv-Celeste W Aus Small Co 3 4.16 34.16 5.17
Perpetual Pure Microcap Fund 5 -1.26 34.10 27.50
CFS FC Inv-Celeste Aus Small Co 3 3.77 33.13 4.42
CFS FC W PSup-Celeste W Aus Small Co 3 4.50 30.74 5.95
CFS FC PSup-Celeste Aus Small Co 2 4.21 30.10 5.37
Schroder Microcap 5 3.51 26.23 17.60
NovaPort Wholesale Microcap 4 4.02 25.08 9.19
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Strategic International Equity 4 9.14 20.60 9.40
Dimensional Global Value Trust 3 10.03 20.44 8.91
Platinum Unhedged Fund 3 8.40 19.09 8.07
Realindex Global Share-Class A 4 7.90 18.29 9.48
CFS FC W Pen-Realindex W Glb Share 4 7.79 18.05 9.26
CFS FC W Inv-Realindex W Global Share 3 7.79 18.01 9.28
CFS FC Pen-Realindex Glb Share 3 7.34 17.07 8.35
CFS FC Inv-Realindex Glb Share 3 7.33 17.01 8.36
CFS FC W PSup-Realindex W Glb Share 4 7.06 16.60 8.75
MLC MKey Pens-Global Share Value Style 2 6.52 16.42 6.60
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Forager International Shares 4 12.35 25.42 11.27
Macquarie Alloc Ann-World Equities 4 11.37 23.38 10.22
Macquarie SO TAP-Macquarie World Eq 4 11.37 23.38 10.22
Macquarie SO AP - World Equities 4 11.37 23.38 10.22
Ventura Global Opportunities 1 9.72 23.02 9.37
OnePath OA FR Pen-Vanguard Intl Sh Idx H 3 10.09 22.89 9.59
Macquarie S/RO-World Equities 4 10.68 21.85 9.50
Care Pension Overseas Shares 0 5.36 21.67 11.85
Orbis Global Equity Fund Retail Class 0 8.51 21.54 --
ANZ ASA-Vanguard International Idx Hgd 2 9.13 20.57 8.80
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
OnePath OA FR PS-Optimix Property Sec 5 -1.49 18.32 17.99
ANZ ASA-Optimix Australian Property Sec 5 -1.56 18.14 17.81
ANZ OA PS-Optimix Property Securities EF 4 -1.99 17.10 16.77
Optimix WS-Property Securities B 4 -1.59 16.82 16.16
Optimix WS-Property Trust A 4 -1.68 16.60 15.95
OnePath OA FR Pen-Optimix Property Secs 5 -1.68 16.47 17.24
OnePath OA FR IP-Optimix Property Sec 5 -1.76 16.38 17.05
ANZ OA PS-Optimix Property Securities NE 4 -2.31 16.35 16.02
AUI Property Securities Fund Growth 3 -7.13 16.24 26.85
OnePath OA PS-Optimix Property Sec EF 4 -1.69 15.88 16.57