Fund Features
Specialised tech companies ServiceNow, Taiwan Semiconductor and ASML are singled out as appealing investment opportunities by asset manager Capital Group.
Betting on an emerging Australian success story and its sometimes stratospheric early-stage share price gains is alluring for investors, but comes with a high risk of capital loss.
As investors assess their results for the year and plot a course for 2020 and beyond, many will be tempted to dump those that tanked in 2018 and focus on the outperformers.
Surging demand for passive investments doesn't mean investors should abandon active funds altogether, which would be dangerous and detrimental.
Schroders, Fidelity, Pendal and Investors Mutual have adjusted their holdings in the largest miners as uncertainty grows around China's steel demand.
From barely a dozen fixed-interest ETFs five years ago, there are now nearly 30 Australian and global funds, with more in the pipeline, writes Anthony Fensom.
Luxury goods company LVMH, confectioner Nestle, payments company Visa and consumer goods firm Reckitt Benckiser each hold positions in three of these well-regarded global equity funds.
Two upgrades, six downgrades and 73 rating affirmations highlight a busy October for Morningstar fund analysts.
The performance of some Australian stock funds with tilts toward environmental, social and governance objectives lags their non-ESG equivalents.
The watchdog has again delayed its requirement for super funds to reveal what's in their portfolios
With a General Election slated for December and Brexit postponed until 2020, investors should consider how their portfolios are positioned for more months of uncertainty.
In the final part of our special report on value investing, we examine the common themes linking the top value funds during the past several years.
There's a lot for Australia's retiree class to like about the Bronze-rated listed investment company Australian Foundation Investment Company
One fund has dropped out of Morningstar's Medal rankings, another has swapped its Silver for a Bronze and a third is under review.
Funds from Aberdeen Standard and Fidelity can provide investor exposure to parts of the oilfield services sector, which a new Morningstar report views as around 35 per cent undervalued.
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% |
 |
1.55 | -- | -- | |
10 Top Tens
Click through the tabs or list below to see more of the top funds in different categories.
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