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28/05/2015 | 1:31 PM  Russia has been hit hard by the fall in the oil price, while China is introducing policy to boost its economy.

26/05/2015 | 7:41 AM  Top-rated managers say that initiatives in India and China are freeing up capital, promoting growth, and creating opportunities for investors.

25/05/2015 | 7:41 AM  With bonds expected to return around 2 per cent and global equities 4.5 per cent, the bond giant see a balanced portfolio achieving about 3.5 per cent per annum for investors.

22/05/2015 | 2:17 PM  Economic update for the period ending 15 May 2015.

22/05/2015 | 7:42 AM  Emerging markets guru Mark Mobius talks about bull markets and viable growth opportunities at the recent Morningstar Investment Conference in the UK.

19/05/2015 | 8:12 AM  The Chinese government is now providing access to its onshore markets in several ways, as PIMCO explains.

18/05/2015 | 8:09 AM  Emerging markets guru Mark Mobius says while volatility creates opportunities for fund managers, investors get spooked and this is what threatens returns.

14/05/2015 | 7:54 AM  Few would disagree that it makes sense to invest globally. Where views differ is on how best to go about it and how to define diversification.

11/05/2015 | 7:38 AM  Forecasting isn't getting any easier and resorting to fundamentals to explain recent price fluctuations is becoming increasingly difficult, Schroders' Martin Conlon says.

8/05/2015 | 1:01 PM  Local investors can get access to a number of quality fund managers who possess the Warren Buffett magic.

6/05/2015 | 3:01 PM  

6/05/2015 | 3:58 PM  It is likely that interest rates can become more negative and that negative rates will be around for a while yet, according to Fidelity's Michael Collins.

5/05/2015 | 10:22 AM  Investing in the small-cap sector can be wealth-destroying. Therefore, it is important that investors make informed decisions.

4/05/2015 | 8:18 AM  The Eurozone can now afford a "Grexit" despite the implications for markets, according to the UK-based Argonaut Capital.

29/04/2015 | 7:36 AM  As a global rates and currencies strategist, Nikko Asset Management's Roger Bridges gives an insight into the investment implications of currency movements for portfolios.

28/04/2015 | 11:00 AM  With the Australian market at a six-year high it is difficult to seek value, but investors can still find quality companies at good prices, according to Morningstar's fund manager of the year.

28/04/2015 | 7:37 AM  For income-seekers, these "myths" could come back to haunt you, says Morningstar's US-based director of personal finance Christine Benz.

27/04/2015 | 8:17 AM  With the exception of Russia, economic conditions appear to have taken a turn for the better in emerging Europe, according to Thomas White International.

24/04/2015 | 10:21 AM  As growth concerns linger in China and the US, central-bank policy in Europe appears to be having its desired effect, says Morningstar's Bob Johnson.

23/04/2015 | 9:01 AM  The strength in markets meant KiwiSaver investors across all providers and risk profiles were rewarded.

21/04/2015 | 7:39 AM  Analysing stocks is not easy but investors can use five of Morningstar's concepts to help them understand and choose quality companies.

20/04/2015 | 7:44 AM  Despite a growing criticism of dividend imputation, Fidelity's Kate Howitt argues that the tax initiative has brought a number of benefits to investors.

16/04/2015 | 11:21 AM  Economic update for the period ending 15 April 2015.

15/04/2015 | 8:22 AM  Want to maximise portfolio returns and minimise losses? Stick to a value approach and resist the urge to be backward-looking when it comes to performance.

15/04/2015 | 7:33 AM  PIMCO's Harley Bassman offers his thoughts on ways to enhance the effectiveness of the current policy path.

14/04/2015 | 10:38 AM  It's widely agreed that asset allocation is the largest determinant of long-term investment performance.

14/04/2015 | 10:38 AM  

13/04/2015 | 10:38 AM  As China opens up its economy, reforms aimed at state-owned enterprises will spark higher valuations, HSBC Global Asset Management predicts.

9/04/2015 | 10:38 AM  Westpac's David Simon talks about rebalancing a portfolio as investors continue to confront a number of risks.

9/04/2015 | 10:38 AM  There's a practical risk to being too diversified, and when you own too many stocks and managed funds, it becomes nearly impossible to get a good knowledgeable grasp on each holding.

7/04/2015 | 10:38 AM  The US Federal Reserve confronts a number of challenges as it normalises monetary policy, as Nikko Asset Management's Roger Bridges explains.

3/04/2015 | 10:38 AM  People are living longer and this means the cost of retirement keeps increasing.

1/04/2015 | 10:38 AM  Think risk assets deliver the greatest returns? A new paper dispels this myth and instead proves that the equities that deliver the greatest profit are the unpopular ones.

1/04/2015 | 10:38 AM  One of Australia's most successful investors shares his insights into finding quality, high-growth companies at a good price.

30/03/2015 | 10:38 AM  PIMCO expects the Eurozone to benefit from a number of cyclical tailwinds that will likely see above-trend growth and help to reverse the decline in core inflation.

26/03/2015 | 10:38 AM  Risk is not volatility - risk is the potential an investor has for loss, says Oaktree's Howard Marks. Recognising this is the first step in protecting your portfolio from losing money.

25/03/2015 | 10:38 AM  Rather than engaging in a realistic and informed conversation about future risks, the investment industry has become myopically focused on a simplistic, backward-looking measure -- volatility.

23/03/2015 | 10:38 AM  Investors should look beyond the negative headlines when it comes to China as there are plenty of opportunities for growth in both earnings and cash flows.

19/03/2015 | 10:38 AM  Economic update for the period ending 15 March 2015.

16/03/2015 | 10:38 AM  Given the failure of austerity measures and user-pay initiatives, governments may have to be forced to look at taxing wealth by stealth.

12/03/2015 | 10:38 AM  Three key forces have ensured strong growth from most European markets so far this year, explains Morningstar's Jose Garcia Zarate, but structural flaws still need to be addressed.

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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%
0.93 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Super for Life Growth Fund Retir 5 15.09 22.35 21.29
Australian Ethical Growth (Pension) 5 14.24 19.31 16.59
BT PPSI-BT WS Active Bal 4 10.20 18.80 14.41
BT PPSI-Westpac Dynam Gr 3 10.62 18.72 15.09
Suncorp WSmart TAP-Suncorp Trad Growth 5 11.03 17.84 16.60
Suncorp WSmart Pen-Suncorp Univ Growth 0 9.93 17.24 --
Suncorp WSmart TAP-Suncorp Univ Growth 0 9.93 17.24 --
Col SAP - BT Active Balanced 5 11.74 17.21 16.04
Fiducian Growth Fund 4 10.85 17.11 15.16
ClearView Pension Plan Div Growth 4 9.88 16.77 15.14
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT PPSI-MLC Income Builder 0 9.90 18.54 20.54
Antares Prof Dividend Builder 4 10.70 18.53 21.03
Optimum Prof AP-Perpetual Ind Shr 5 14.21 16.74 22.59
Investors Mutual Concentrated Aus Share 4 7.84 16.49 17.51
State Street Australian Equity 4 9.52 16.22 16.65
PIC Wholesale Income Builder 4 9.88 15.90 19.60
MLC Wholesale IncomeBuilderTM 4 9.87 15.90 19.63
Optimum Prof Sav-Perpetual WS Ind Shr 5 14.62 15.76 21.63
Optimum PST-Perpetual Ind Shr 5 14.62 15.76 21.63
EQT Australian Equity Income Fund 4 9.71 15.53 19.98
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Grant Samuel Tribeca Alpha Plus C 5 19.23 26.42 17.94
Grant Samuel Tribeca Alpha Plus 4 18.89 25.69 17.38
AllianceBernstein Managed Volatility Eq 0 12.85 23.37 --
SGH Australia Plus 0 18.69 22.50 --
Australian Ethical Climate Advocacy Acc 5 12.74 20.70 17.32
BT PPSI-Westpac Aus Tax Eff 5 7.19 17.60 16.80
Hunter Hall Australian Equities 0 11.94 17.44 --
Lazard Australian Diversified Income 0 11.35 17.23 --
MLC MK Pen F-Antares High Growth Shares 5 12.55 16.81 18.00
MLC MKey Pens-IncomeBuilder 5 10.30 16.65 20.37
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS Wholesale Industrial Share 5 12.42 21.20 20.67
BT PPSI-Westpac Aus Gr 4 9.47 18.75 17.15
Smallco Broadcap 5 10.43 18.12 30.43
Macquarie High Conviction 3 13.91 16.71 14.80
OnePath OA TAP-OP Sust Inv Aus Shares 5 12.33 16.18 18.53
Bennelong Concentrated Australian Eq 5 15.97 16.03 18.43
ANZ OA TAP-OP Sust Inv Aus Shares EF 4 12.23 15.58 18.76
OnePath OA TAP-OP Sust Inv Aus Shr NE 4 11.96 15.36 17.66
Lincoln Wholesale Australian Share 2 11.03 13.85 10.10
AMP Gen-P Partners High Gr Aust Eq 4 10.09 13.72 14.27
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Ausbil MicroCap 5 21.65 28.13 24.30
Perpetual Pure Microcap Fund 0 14.03 27.26 --
BT MicroCap Opportunities WS 4 18.94 25.28 19.66
Aberdeen ex-20 Australian Equity Strat 3 15.88 23.36 15.10
Ophir Opportunities 0 13.61 22.75 --
Pengana Emerging Companies 5 12.41 21.14 19.23
Aberdeen Australian Small Companies 4 12.48 20.81 15.91
Optimum Pers Sup-Pengana Emerging Co 4 13.01 20.72 17.85
Optimum Corp Sup-Pengana Emerging Co 4 13.01 20.72 17.85
Schroder Microcap 5 12.96 19.49 22.41
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Acadian W Glb Equity LS 5 22.28 34.37 27.64
Acadian Wholesale Global Eqty Long Short 5 22.23 34.25 27.63
CFS FC Pen-Acadian Glb Equity LS 5 21.88 33.47 26.80
CFS FC Inv-Acadian Glb Equity LS 5 21.77 33.28 26.74
ANZ OA TAP-Magellan Global EF 3 23.36 32.38 22.59
OnePath OA AP-Magellan Global EF/Sel 3 21.32 30.84 21.80
OnePath OA TAP-Magellan Global EF/Sel 3 21.32 30.84 21.79
Crescent International Equity 0 17.53 30.66 --
OA Frontier IP-Magellan Global 3 21.04 30.52 22.69
OnePath OA AP-Magelan Global NEF 3 20.96 30.06 21.07
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
ANZ OA TAP-BlackRock Sci Intl Equity NE 2 22.27 34.49 25.33
CFS FC W Pen-PM Capital W Glb Companies 5 20.46 34.31 35.94
CFS FC W Inv-PM Capital W Glb Companies 5 20.44 34.29 35.97
CFS FC Inv-PM Capital Glb Companies 5 20.01 33.38 35.06
CFS FC Pen-PM Capital Glb Companies 5 20.01 33.37 35.06
Arrowstreet Global Equity 5 19.59 33.24 29.09
BlackRock Scientific Intl Equity Fund 4 19.74 32.86 26.41
BT PPSI-BlackRock Scientific Intl Eq 4 19.74 32.86 26.41
AMP SigSup AP-Arrowstreet Global Equity 5 20.71 32.63 28.26
Legg Mason QS Investors Global Equity A 4 19.60 32.54 28.07
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Fidelity Global Demographics 0 20.83 34.34 --
Carnegie WorldWide Equity Trust 3 17.57 33.59 23.83
CFS FC W Pen-Generation W Global Share 5 21.69 33.54 27.14
Pinnacle Global Shares High Alpha Trust 3 19.22 33.10 23.30
Generation Wholesale Global Share 5 21.23 33.09 27.00
CFS FC Inv-Generation Global Share 4 21.54 32.99 26.43
CFS FC Pen-Generation Global Share 4 21.55 32.98 26.43
Pinnacle International Shr Wholesale 3 18.84 32.49 24.75
IOOF PST-International Equities (TE) 4 18.69 32.17 24.59
T. Rowe Price Global Equity 3 18.58 31.92 23.66
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AUI Property Securities Fund Growth 3 18.90 46.32 34.10
MLC Sup Rollover Port-MIF Listed Prpty 5 19.10 28.81 18.73
MLC Sup & Rollover Bd-MIF Listed Prpty 5 19.10 28.81 18.73
MLC Account-Based Pen-MIF Listed Prpty A 5 19.10 28.81 18.73
Optimum Prof AP-RREEF Paladin Prp Secs 5 17.42 28.72 20.67
Freehold AREITs & Listed Infrastructure 0 15.82 27.99 --
Col SAP - CFS Ws Property Securities 3 15.64 27.98 20.60
Macquarie S/RO-APN Property for Income 2 21.32 27.89 6.32
BT PPSI-Westpac Aus Property Secs 4 11.82 27.81 19.08
MLC PersSuper-MIF Listed Prpty Tr DEF 5 18.63 27.78 17.78