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Fund Features

Our monthly update detailing the short- and long-term performance of major indices.

Two takes on the climate change and clean energy thematic.

Our monthly update detailing the short- and long-term performance of major indices.

Even sophisticated investors can fall prey to scams that impersonate major fund managers.

The fund’s structure can lead to higher distributions and taxes for investors.

Interest in thematic funds is breaking trading volume records on the ASX.

Search our table to see how much your ETF’s holdings depend on China.

A framework for finding the right climate fund for you

Sometimes it’s an exaggeration of ESG intentions, but greenwashing can also stem from different definitions of sustainability.

Investors can’t expect the same level of returns for low risk.

Twelve prominent asset managers weigh in on what they hope to see at the major climate summit in Glasgow next week.

A strong quarter has begun the healing process after years of underperformance for energy.

Some index providers screen large caps for low debt, sustainable earnings and returns on equity.

Simon Shields converted his LIC into an active ETF in June and has no regrets.

The fund manager remains significantly undervalued.

Our monthly update detailing the short- and long-term performance of major indices.

Evergrande holds valuable lessons for individual investors.

Morningstar thinks it’s one of the best options in the space.

Aussie small cap managers are some of the few who can consistently beat the index.

Our monthly update detailing the short- and long-term performance of major indices.

We take a numerical look at superannuation as several funds get a “F” from the government.

Decimal point differences in fees become tens of thousands of dollars longer term.

The momentum of sustainable fund launches has lifted significantly since 2015.

These funds invest sustainably and have the potential to outperform their peers.

But don't forget about currency, regulatory and political risks, writes Nicki Bourlioufas.

Our monthly update detailing the short- and long-term performance of major indices.

We take a visual look at asset flows into the ETF sector.

Considering the future of a fund-industry flop.

Heavyweight fund manager voted for more climate proposals than ever before.

Spark Infrastructure, CSL and Australian Pharmaceuticals among the names picked up between April and June.

Every equity fund in the Morningstar universe had a positive return in FY 2021.

Our monthly update detailing the short- and long-term performance of major indices.

Major Australian ETFs fall as funds distribute earnings to investors.

Investors continued to rip money out of value funds even as performance improved.

BlackRock’s ASX 200 tracker fund had its highest outflows in a decade, Morningstar data shows.

Your own criteria should drive buying and selling an investment - not the news, social media or short-term performance.

The move to cheaper funds marks one of the biggest shifts in asset flows over the past decade.

VHY consistently brings in high dividends but performance lags the ASX 200.

Policymakers will at some point take action. John Rekenthaler looks at how to improve on current practices.

UK inflation is now above the Bank of England's 2 per cent target. What does that mean for investment portfolios? We asked these fund managers.

Despite some progress, senior roles in Australia's investment management industry remain male-dominated.

Rigorous ESG screens can cause passive funds to make active decisions.

Currency movements can erode or boost returns. Here’s what to consider.

Monash Investors’ exit comes as listed investment companies continue to battle persistent discounts to NTA.

Our monthly update detailing the short- and long-term performance of major indices.

FuturePay will invest in high-quality, low volatility global names and target an initial yield of 4.3 per cent, paid monthly.

From institutions to individual investors, it would be no surprise if the fund giant expands its offering, writes John Rekenthaler.

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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%
North Multi Manager Active Growth 5 5.17 17.84 13.95
CFS Wholesale Enhanced Index Growth 3 4.09 17.47 11.48
CFS Index Growth A 0 6.02 17.20 --
FirstChoice WS Growth 4 3.70 15.10 12.51
CFS Wholesale Enhanced Index Balanced 3 3.49 15.05 10.49
AustralianSuper Balanced 5 4.98 14.99 12.39
BT Index Balanced 4 5.26 14.86 12.14
North Index Balanced 4 5.31 14.82 12.46
Russell Balanced A 3 4.51 14.69 10.76
CFS W Index Balanced 0 5.19 14.66 --
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC Multi-Index Moderate-Class A 4 3.00 12.77 9.54
CFS W Index Moderate 0 4.35 12.22 --
Sunsuper Retirement 4 4.65 12.07 8.68
FirstChoice WS Moderate 4 2.54 10.80 9.89
Russell Diversified 50 A 3 3.24 10.25 8.81
CFS Wholesale Enhanced Index Diversified 3 2.42 10.24 8.13
CFS Index Diversified A 0 3.75 10.08 --
Advance Moderate Multi-Blend W 4 2.79 10.06 9.19
North Index Moderately Defensive 4 3.78 10.02 9.40
BT Index Moderate 4 3.53 9.70 9.19
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Wholesale Ethical SRI 5 7.48 25.94 16.71
Perpetual Wholesale Concentrated Equity 3 3.14 22.03 11.18
Perpetual Wholesale Australian 4 3.12 21.02 13.65
Investors Mutual All Industrials Share 3 5.29 21.01 7.95
MLC Wholesale IncomeBuilder 3 4.56 20.39 10.00
Perennial Value Shares Wholesale Trust 3 5.12 20.26 12.93
Tyndall Australian Share Wholesale 2 2.29 19.99 10.54
Tyndall Australian Share Concentrated 2 3.14 19.82 10.11
Perpetual W Share Plus L/S 5 4.48 19.68 12.98
Dimensional Australian Value Trust 3 1.70 19.19 12.61
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Airlie Australian Share 5 10.69 28.76 20.14
DNR Capital Aus Eq High Conviction 3 5.77 23.56 17.15
Fidelity Australian Equities 5 7.36 22.44 16.61
Schroder Equity Opportunities Fund - WC 3 8.18 21.60 12.54
Alphinity Sustainable Share 5 6.26 20.60 18.44
Ausbil Active Sustainable Equity 5 9.79 19.75 21.14
Dimensional Australian Sustainability 4 6.76 19.67 17.42
Alphinity Australian Share 4 5.17 19.64 15.10
Schroder Australian Equity Fund - PC 3 5.32 19.19 12.56
Alphinity Concentrated Australian Share 5 4.82 19.14 14.75
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Bennelong Australian Equities 5 8.90 25.86 25.45
Ausbil Australian Active Equity 3 7.55 23.61 18.41
Greencape High Conviction 3 5.17 19.63 16.93
T. Rowe Price Australian Equity 3 4.81 19.34 14.19
Greencape Broadcap 4 5.46 17.51 17.50
Platypus Australian Equities - Wholesale 4 5.54 16.41 19.75
Hyperion Australian Growth Companies 5 5.93 16.37 26.54
Ausbil 130/30 Focus - Wholesale 3 3.44 16.07 14.14
FSI Wholesale Australian Share 4 3.38 11.45 19.85
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Pengana Emerging Companies 4 15.00 36.94 22.26
Perpetual Wholesale Smaller Companies 4 10.39 26.59 20.42
Spheria Australian Smaller Companies 3 7.96 25.91 19.38
AMP Capital Specialist AUS Small Coms A 3 10.08 24.24 20.05
UBS Yarra Australian Small Companies 4 10.26 23.90 24.20
Experts' Choice Small Companies 3 9.69 23.71 19.62
Dimensional Aust Small Company Trust 2 6.24 20.37 16.79
FSI Wholesale Australian Small Companies 4 7.83 20.35 23.78
Fidelity Future Leaders 4 11.07 18.67 18.77
Pendal Smaller Companies 3 8.19 17.93 14.91
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Acadian Wholesale Global Eqty Long Short 5 27.57 65.19 21.21
Acadian Sus Wholesale Glb Equity 5 11.35 34.33 20.50
Dimensional Global Value Trust 2 7.61 31.04 11.91
Realindex Global Share-Class A 4 7.07 29.66 14.41
Lazard Global Equity Franchise 3 7.96 28.66 13.34
Epoch Gbl Eq Shldr Yld Fd Uhgd 2 8.00 24.40 10.07
Perpetual Global Share Class A 4 3.24 22.90 17.31
Barrow Hanley Global Equity Trust 3 3.06 22.51 13.99
Templeton Global Trust Fund 3 5.51 16.94 13.33
Antipodes Global Fund - Long P 3 2.94 15.31 12.76
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Franklin Global Rspnb Inv F 0 11.77 37.10 --
Franklin Global Systematic Equity A 4 11.62 33.69 19.42
Bell Global Equities Platform Class 5 14.14 32.51 21.57
Nanuk New World 4 12.72 32.20 22.27
JPMorgan Glb Rsrch Enhncd Idx Eq Fd 4 12.25 31.76 21.29
Arrowstreet Global Equity 5 9.68 31.33 21.06
Dimensional Global Core Equity Trust 3 10.32 30.62 18.05
AXA IM Sustainable Equity 4 13.55 30.32 18.70
Dimensional Glb Sstnblty Trust Unhdg 5 10.76 30.28 22.85
Dimensional Global Large Company Trust 4 11.30 29.68 20.06
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Loomis Sayles Global Equity 3 11.88 30.09 24.36
Stewart W Worldwide Leaders Sust 3 15.28 29.62 17.53
Generation Wholesale Global Share 4 7.13 27.52 22.13
BNP Paribas C WorldWide Global Eq Trust 4 14.45 26.85 23.61
Aberdeen Std International Eq Fd 2 11.54 26.35 18.69
GQG Partners Global Equity Fund 2 7.76 25.55 18.71
Walter Scott Global Equity 3 12.30 24.91 20.45
Stewart Investors W Wrldwide Sustainabty 2 11.92 24.45 17.88
Zurich Investments Gbl Thematic Shr 3 9.58 23.78 21.03
Zurich Investments Global Growth 4 6.84 23.34 23.27
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
FSI Wholesale Property Securities 4 14.55 27.51 14.47
Vanguard Australian Property Secs Idx 3 15.25 26.83 13.27
iShares Australian Listed Property Index 3 15.23 26.79 13.15
Ironbark Paladin Property Securities 4 15.52 26.71 15.43
Cromwell Phoenix Property Securities 4 14.69 26.48 12.46
Pendal Property Investment 5 14.47 26.45 16.38
APN AREIT 2 13.39 24.93 7.85
Zurich Investments Aus Property Secs 3 12.13 22.85 10.38
SGH Property Income 1 9.02 18.07 5.98