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Fund Features

10/03/2010 | 11:39 AM  Sydney boutique Platinum Asset Management was the standout retail fund manager.

9/03/2010 | 2:27 PM  UBS Global Asset Management's John Campbell talks about domestic equities small caps.

5/03/2010 | 2:45 PM  Fiona Harris provides some interesting facts about fund you probably didn't know.

4/03/2010 | 4:19 PM  New York-based Franklin Global Equity won the Emerging Manager of the Year 2009.

3/03/2010 | 4:35 PM  Platinum Asset Management's Jacob Mitchell talks about his award-winning portfolio.

4/03/2010 | 12:11 PM  

4/03/2010 | 11:57 AM   Updates for Aberdeen, Amundi, Ausbil Dexia, BlackRock, CFS, GMO, Integrity and Macquarie.

4/03/2010 | 2:40 PM  Five questions with fans of Jack Bogle's, "Bogleheads Unite" founder Taylor Larimore.

27/02/2010 | 8:51 AM  Perennial Investment Partners has taken out Morningstar's top award for 2009.

26/02/2010 | 5:05 PM  Perennial fund manager John Murray talks about markets and his award-winning portfolio.

19/02/2010 | 9:54 AM  Tony Featherstone focuses on the outlook for a sector rather than a stock in new ETFs.

SPECIAL REPORT
Managing currency in ETFs

19/02/2010 | 9:55 AM  No hedged ETFs on offer in Australia means investors need other ways to manage currency.

12/02/2010 | 12:32 PM  Where exactly is it that the funds that you have invested in have placed your money?

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%
0.24 44.93 -22.54

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perennial Partners Trust - 3.75 48.24 -
Russell Foundation IV Portfolio 4 5.18 34.37 -2.62
Addwealth Achiever Fund 5 10.28 33.19 1.03
Perennial Balanced Wholesale Trust 4 4.57 33.04 -3.06
Legg Mason Diversified Trust 2 4.28 33.00 -6.02
CFS FC Inv - FirstChoice Growth 2 4.00 33.00 -5.93
Russell Foundation IV Portfolio Class B Units 3 4.59 32.71 -3.87
AMP SIP Unit Trust - Legg Mason Balanced 1 8.72 32.36 -3.96
Schroder Balanced Fund S 5 4.45 31.72 1.40
BT Wholesale Multi-manager Balanced Fund 2 4.87 31.72 -4.97
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Wholesale Ethical SRI Fund 4 12.64 85.24 -1.14
Synergy (Inv) IOOF Ws-Perennial Value Shares Pool 5 3.84 56.37 0.64
IOOF OIS Lazard Australian Equity 1 4.78 48.51 -6.79
ING OA IP Perp Aust Shrs - EF/Sel 3 5.64 47.14 -2.09
ING OA IP Perp Aust Shrs - NE 3 5.24 45.92 -2.93
Lazard Select Australian Equity Fund (I Class) 2 3.89 45.12 -7.30
CFS 452 Wholesale Australian Share 3 4.11 43.53 -2.26
CFS FC Inv-452 Australian Share 3 3.78 42.54 -2.86
IOOF OIS Aust. Equity 3 3.31 42.04 -2.50
Perpetual Wholesale SHARE PLUS Long-Short Fund 4 5.88 42.03 -0.80
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Wholesale MicroCap Opportunities Fund 5 21.83 101.74 6.12
OC Dynamic Equity Fund - 21.73 88.04 -14.02
DDH Australian Small Companies Fund 1 12.22 86.35 -11.57
Aust Unity Acorn Capital Ws Microcap Tr 2 6.44 82.10 -3.22
Aust Unity Acorn Microcap Trust 2 6.05 79.80 -3.62
Dimensional Australian Small Company Trust 3 5.03 77.83 -1.32
OC Premium Equity Fund - 17.37 77.32 -14.65
Legg Mason Australian Small Companies (Class A) - 7.59 74.34 -
Challenger Wholesale Smaller Companies Fund 4 13.28 72.11 2.90
Challenger Premier Smaller Companies Fund 4 13.29 72.07 2.92
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
EQT SGH Wholesale Prop Income Fund 1 8.53 117.43 -27.26
EQT SGH Property Income Fund 1 8.36 117.35 -27.50
Aust Unity Property Securities Growth 1 -1.81 101.91 -64.68
Cromwell Phoenix Property Securities Fund - 10.40 72.57 -
Netwealth Global Specialist Property Share Fund 4 7.62 67.42 -19.18
SGH PI Listed Property Securities Trust 2 3.77 63.59 -25.29
IOOF WIS SG Hiscock Listed Prop Sec 2 3.59 63.17 -25.47
Zurich Investments Aust Property Securities Fund 2 4.55 62.63 -22.68
IOOF GIS SG Hiscock Listed Prop Sec 2 3.42 62.45 -26.03
IOOF OIS SG Hiscock Listed Prop Sec 1 3.14 61.59 -26.22