Fund Features

Infrastructure may sound like a dry word reserved for technocrats, but in the mind of the investor it's synonymous with tangible assets, predictable cash flows and steady returns.

Fidelity's James Abela nominates these three smaller businesses from the healthcare, tourism and engineering sectors as companies of interest.

BlackRock's Australian concentrated industrials fund creator, Charlie Lanchester, explains his bold call to avoid holding banks and resource companies.

When it comes to the priorities of the Australian investor, diversification and tax effectiveness do not rate among the top three, according to the ASX Australian Investor Study 2017.

These managed funds have underperformed in recent years, but could be due for a change in fortune.

Male, white and private school educated. It's the image Australia's investment management industry can't seem to shake, and some experts say it may be causing some companies to overlook opportunities.  

Terms like nightclub, love jungle and no-man's land aren't usually associated with investing, but they're useful signifiers, according to Fidelity portfolio manager, James Abela.

Dividends remained quite stable, while realised capital gains fluctuated from year to year, according to a Morningstar study that tracked 34 large-cap equity funds over 11 years.

Beyond FAANGs, this technology field holds opportunity, as do selective parts of the energy and mining sectors, says State Street's Olivia Engel.

Big bets on Flight Centre and Reliance Worldwide paid off for for one Australian fund manager, while overweight positions on Telstra hurt others, according to the latest Morningstar data.

How company fundamentals rather than statistics underpin this team's process, and why the definition of defensive assets is changing, according to State Street's Olivia Engel.

In a positive for global investors, China's slowing economic growth reflects a shift toward more sustainable expansion away from a debt-fuelled binge. 

Global property and infrastructure assets are expensive in the current environment but remain important as portfolio diversifiers, says Morningstar Investment Management's Bianca Rose.

The geopolitical news that has clouded the first half of 2018 is set to continue, says Dwyfor Evans of State Street.

The founder and CIO of PM Capital names three US companies of interest, and one negative stock pick that may surprise investors.

Share investors shouldn't pay undue attention to news headlines and macro-political events, but retain focus on a five- to 10-year plan, says Paul Moore, founder and CIO, PM Capital.

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

Escalating trade tensions between the US and China is a short term concern, but emerging markets should continue to prosper, according to these UK-based fund managers.

Many sustainable investing funds exclude certain companies, including firearm manufacturers, but the focus today is on using ESG criteria to determine which companies are best positioned to adapt to a changing world.

How investors should respond as US stocks are due to deliver the worst returns to equity investors globally over the next decade.

While micro-cap companies have delivered outsized performance for investors in the current market, Morningstar cautions investors to tread carefully and remember basic investment principles.

This trio of equities funds cut their fees in the year to 30 June 2017 and each is highly regarded by Morningstar manager research analysts.

Younger investors are increasingly selecting investments that reflect their own personal values around environmental, sustainability and governance, a Morgan Stanly study shows.

With an expected slowdown in the Chinese economy potentially impacting commodity prices and thus effecting Australia, J.P. Morgan's Kerry Craig discusses whether investors should be concerned.

These Australian and global equity funds produced superior returns over last year, according to Morningstar research.