Stocks Special Reports LICs Hybrids Technical Analysis Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features Hybrids Technical Analysis SMSFs Learn
About

Fund Features

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.

2/12/2014 | 8:23 PM  Financial priorities change over one's lifetime. But the principles that make for a good plan stay consistent. Here are five suggestions on how to have a smart investment strategy.

28/11/2014 | 8:23 PM  As ECB members hint quantitative easing could come sooner than expected in the Eurozone, we examine the prospects for European stock markets. From Morningstar UK.

27/11/2014 | 8:23 PM  Assessing the viability of a company issuing shares is similar to the process used to assess a bond issuer, but there are critical differences.

26/11/2014 | 8:23 PM  Anton Tagliaferro of Investors Mutual shares his outlook for the market at last month's Morningstar Individual Investor Conference.

21/11/2014 | 8:23 PM  There are a number of risks investors need to consider in bond investing.

21/11/2014 | 8:23 PM  Will Japan's technical recession impact the profitability of the country's companies and lead to wider concerns about global growth?

19/11/2014 | 8:23 PM  Economic update for the period ending 14 November 2014.

18/11/2014 | 8:23 PM  Given issues such as recent volatility, rising global debt levels and the threat of European deflation, there are steps investors can take to safeguard their portfolios.

17/11/2014 | 8:23 PM  Not all emerging markets have the same prospects. Those that have performed well over the past decade may not necessarily outperform over the next 10 years

12/11/2014 | 8:23 PM  Recent Morningstar research looks at whether the source of fund managers' excess returns has been stock-picking or sector selection.

11/11/2014 | 8:23 PM  Greece has been in recession for six years now but is finally on track to turn things around, according to US Global Investors.

7/11/2014 | 8:23 PM  A top-performing investment manager shares some of the major lessons he has learned since first starting out in the industry.

6/11/2014 | 8:23 PM  The latest research from Morningstar provides a good idea of how closely large fund managers resemble the market index.

5/11/2014 | 8:23 PM  PIMCO's Daniel Ivascyn discusses the principles that frame the global bond manager's approach to actively managing risk and delivering returns for clients.

28/10/2014 | 8:23 PM  Bentham Asset Management principal and portfolio manager Richard Quin provides investors with some insights into fixed-income investment and the role that short-duration credit can play in a portfolio.

28/10/2014 | 8:23 PM  What common mistakes should investors avoid? Here are a few key behavioural finance lessons worth heeding.

27/10/2014 | 8:23 PM  Relations between China and Japan remain tense. How can the two countries avoid war and re-establish business and political bonds?

23/10/2014 | 8:23 PM  The US central bank must tread lightly as monetary policy among central banks around the world begins to diverge.

22/10/2014 | 8:23 PM  Voted among the 50 most influential people in finance today, author and former banker Satyajit Das looks at three emerging risks for investors.

21/10/2014 | 8:23 PM  Sustainable, market-driven growth will transform China's economy from a tiger into a slower but steady elephant.

17/10/2014 | 8:23 PM  With its product range widened, investors can get exposure to Morningstar's fund manager of the year through a number of ways.

16/10/2014 | 8:23 PM  Will Australia's relatively high housing prices start to level off or could there be a bursting of a potential bubble?

15/10/2014 | 8:23 PM  Economic update for the period ending 1 October 2014.

15/10/2014 | 8:23 PM  A portfolio of "terrific value" can still be achieved despite the stretched valuations at the smaller end of the Australian equities market.

14/10/2014 | 8:23 PM  The longer-term growth potential of emerging-market economies is underpinned by their young and growing labour forces, and the higher levels of investment that they can attract.

10/10/2014 | 8:23 PM  Four key themes will support growth for Australian companies but the key is to be selective, Perennial's Grant Oshry says.

9/10/2014 | 8:23 PM  While investors have benefited from a "beautiful accidental bias" in Australian equities, the next top-performing stocks will be linked to themes outside the local market.

9/10/2014 | 8:23 PM  Can credible structural reform be implemented to remove impediments to the country's economic growth and awaken Japan Inc?

8/10/2014 | 8:23 PM  While the decision to sell a fund is dependent on the individual, there are a number of factors investors should consider before cutting ties with their investment manager.

7/10/2014 | 8:23 PM  For those Australian investors looking to broaden their international equities exposure, there is one strategy that not only provides exposure to the Asian region but which outclasses its peers.

7/10/2014 | 8:23 PM  Credit investors adopt a different approach to equity investors when assessing a quality business, according to PIMCO's Tracy Chin.

3/10/2014 | 8:23 PM  Emerging nations have become much stronger financially but investors need to be discriminating and seek out those regions and companies that offer the most potential for growth.

3/10/2014 | 8:23 PM  Morningstar's Anthony Serhan examines differences in valuations between the two asset classes and suggests how investors should approach these markets.

2/10/2014 | 8:23 PM  Morningstar fund research analyst Alex Prineas equips investors with what they need to know when it comes to getting quality exposure to emerging markets.

2/10/2014 | 8:23 PM  While Australia's franking credit system enhances yield opportunities for investors, there are some equity strategies that aim to improve the income component of global investing.

2/10/2014 | 8:23 PM  One of Australia's most successful global investors shares his views on topics ranging from China and the United States to corruption in Africa and investment mistakes.

More...

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%
0.77 16.31 16.74

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Lifetime SE-MySuper 1960s Lifestage - 12.84 16.76 -
BT PPSI-BT WS Active Bal 4 7.76 11.88 13.23
BT PPSI-Westpac Dynam Gr 3 7.20 11.33 14.15
ClearView Mgd Inv Diversified Growth 3 5.85 11.19 14.17
BT PPSI-Westpac Bal Gr 3 7.15 10.99 12.52
Vanguard Growth Index 5 5.27 10.36 14.63
SSgA Passive Balanced Trust 4 5.05 10.34 14.64
Legg Mason Diversified Trust 4 4.30 10.30 17.08
ClearView Mgd Inv Assertive 3 5.30 10.22 13.28
AMP Capital Future Directions Balanced 4 5.18 10.03 13.63
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Lifetime SE-MySuper 1950s Lifestage - 16.76 20.28 -
BT PPSI-Westpac Diversified Growth 4 7.14 11.32 11.75
Vanguard Balanced Index Fund 5 5.06 9.99 12.12
ClearView Mgd Inv Prudent 3 4.86 9.14 10.54
BT PPSI-BT WS Balanced Returns 3 5.07 9.12 11.36
ClearView Mgd Inv Diversified Balanced 2 4.46 8.67 10.73
SUMMIT Select - Active Mod Defensive 4 3.66 8.58 12.19
North Index Moderately Defensive 4 3.88 8.30 11.15
CFS FC Inv-FirstChoice Moderate 3 3.92 8.28 11.22
Sandhurst BMF-Bendigo Balanced 3 3.74 7.84 11.60
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
SSgA Australian Managed Volatility Alpha 4 3.47 11.85 16.04
Perpetual W Share Plus L/S 5 4.11 10.47 20.91
EQT Australian Equity Income Fund 4 2.07 9.37 20.10
Investors Mutual WS Industrial Share 4 3.53 8.70 19.36
Lazard Select Australian Equity I Cl 5 2.72 8.40 20.87
Sandhurst IML Industrial Share 4 2.67 8.04 19.20
MLC Wholesale IncomeBuilderTM 4 2.21 8.03 18.32
Sandhurst BMF-Sandhurst Ind Share 4 2.96 7.69 18.17
Perpetual Wholesale Industrial 4 2.39 7.45 20.25
MLC UT/MKey InvSer Income Builder 3 1.72 6.90 17.21
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Atlantic Pacific Australian Equity - 6.97 14.09 -
BT PPSI-Westpac Aus Tax Eff 5 5.94 9.95 15.93
Investors Mutual WS Australian Share 5 2.92 8.10 17.18
ING DIRECT Pension Option Aus Shares - 0.04 6.14 -
ING DIRECT Super Option Aus Shares - 0.27 5.67 -
Antares Prof High Growth Shares 4 0.74 5.20 13.39
Nikko AM Australian Shares NEF 2 -0.83 5.05 11.77
BT Ptnr Aus Shr Val 1 WS 2 -0.08 4.77 13.13
BT Wholesale Australian Sustainable Shr 4 -0.22 4.76 14.01
BT Ethical Shr WS 4 0.80 4.67 13.10
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Smallco Broadcap 5 4.66 13.78 33.59
CFS Wholesale Industrial Share 4 4.41 9.40 19.63
BT PPSI-Westpac Aus Gr 4 5.20 9.13 15.27
Hyperion Australian Growth Companies 5 -0.68 9.09 20.67
AMP Capital Equity 4 1.43 6.92 15.55
AMP Capital Equity A 4 1.29 6.63 15.24
Lifeplan NextGen-AUI Platypus 125 AusEq - -1.68 4.45 -
OnePath WS-Sustainable Inv Aus Shares 4 -2.03 3.79 14.30
BT Investor Choice All Aus Gr 3 -0.04 3.37 12.77
Goldman Sachs Investment Fund 4 -3.76 2.95 13.24
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Pure Microcap Fund - 11.94 23.90 -
OC Dynamic Equity 3 6.57 11.78 23.83
Aberdeen Australian Small Companies 4 3.53 10.42 14.64
CFS FC W Inv-CFS W Small Companies Core 4 1.63 8.64 13.47
TBF Small Cap Value Growth - 2.18 7.99 -
OC Premium Small Companies 3 2.28 6.99 20.66
NovaPort Premier Smaller Companies 4 0.46 6.73 19.62
NovaPort Smaller Companies 4 -0.05 5.64 18.39
Fiducian Australian Smaller Co Shares 4 -0.03 5.54 15.24
NovaPort WS Smaller Companies 4 -0.17 5.25 17.41
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
River and Mercantile Wholesale Global Eq - 51.75 53.47 -
Legg Mason Batterymarch Global Equity A 4 15.83 21.38 26.25
BT PPSI-BlackRock Scientific Intl Eq 4 14.11 18.96 25.38
Nikko AM World Equities 4 12.56 18.04 23.53
OnePath OA IP-OP Global Share EF 3 14.92 17.96 22.79
Invesco WS Global Matrix Unhedged 3 11.52 17.61 23.44
AMP Capital Enhanced Index Intl Share 4 11.95 17.24 24.59
BT International Share WS 4 11.95 17.23 24.37
BT PPSI-BT WS Intl Shares 4 11.95 17.23 24.37
Vanguard International Shares Index 4 11.93 17.21 23.91
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT PPSI-BT WS Ptnr Intl Shr Gr 1 4 38.18 39.74 30.79
Carnegie WorldWide Equity Trust 3 16.10 22.72 22.44
Fidelity Global Demographics - 15.67 21.90 -
MFS Concentrated Global Equity Trust W 5 13.99 20.09 27.48
Generation Wholesale Global Share 4 15.72 20.04 25.66
CFS FC Inv-Generation Global Share 4 15.46 19.45 24.90
Pinnacle International Shr Wholesale 3 14.72 18.90 23.69
Pinnacle Global Shares High Alpha Trust 3 14.08 18.71 22.46
T. Rowe Price Global Equity 3 13.11 18.39 21.91
IOOF/Perennial Flex International 3 14.36 18.15 22.91
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 22.91 43.57 33.85
BT PPSI-Westpac Aus Property Secs 4 14.42 21.58 18.46
Legg Mason Property Securities Trust A 4 13.31 20.77 22.90
Fiducian Property Securities 4 11.42 20.25 19.89
Macquarie Enhanced Property Securities - 11.50 20.05 19.48
Experts' Choice Property and Infras 5 8.65 19.99 19.20
Macquarie True Index Listed Property 4 11.45 19.97 19.04
BlackRock Indexed Aus Listed Property 4 11.41 19.85 19.13
Zurich Investments Aus Property Secs 5 11.92 19.77 21.79
Advance Property Securities W 4 12.08 19.64 18.86