Fund Features

Consumer cyclical stocks may tick upward in the coming months, though earnings downgrades still outnumber upgrades for now, says global equity portfolio manager Jonas Palmqvist.

Knowing the nuances of these three structures can help you make shrewder investment decisions.

Limiting yourself to locally-listed companies rules out a wide range of industries and the potential upside they bring to a diverse portfolio, says Platinum’s Andrew Clifford.

Investors in the Antares High Growth fund should 'look elsewhere' following the departure of portfolio manager Richard Dixon, says Morningtar.

Investors often have to put up with periods of underperformance, but as the unwinding of Woodford shows, you can't wait indefinitely for a fund manager to turn the ship around.

Three more black marks on the ledger, writes John Rekenthaler.

Local share investors' continued confidence in the wake of Tuesday's historic RBA interest rate cut may be misplaced, warns Morningstar Investment Management's Brad Bugg.

If interest rates are going to be lower for longer, retirees need to weigh up the benefits of equities versus bonds as sources of income, says Ausbil's Paul Xiradis. 

Individual investors wanting some exposure to Australian technology firms Wisetech, Altium, Appen, Afterpay Touch and Xero without buying their shares directly could consider one or more fund managers.

Neil Woodford's fall from grace holds lessons for Australian investors.

Neil Woodford's fall from grace holds lessons for Australian investors.

Global equities will continue to deliver good investment returns despite warning signs of a US recession, says Fidelity's Anthony Doyle.

A storm is brewing over the holdings of impact investing funds, writes Emma Rapaport.

Amid uncertainty around trade policies and global growth concerns, parts of Australia's equity market still appeal as do Japan stocks and some domestic credit vehicles, says Schroders' Australia head of multi-asset.

One of Australia’s most successful professional investors, Hamish Douglass, explains how behavioural biases can harm your portfolio, and why he chose to launch an exchange-traded managed fund.

Investor demand is just one of several reasons more fund managers are assessing companies against environmental, sustainability and governance criteria.

More funds are formally considering ESG in their investment process, according to new research from Morningstar. But is this move a good thing for investors? 

Greencape Capital, Fidelity International, and Schroders rank highly for their leadership, portfolio management, and shrewd investing approach.

These large-cap Australian equity funds from AllianceBernstein, Dimensional, Greencape, Investors Mutual and DNR Capital received the highest amounts of retail money among Morningstar's medalist-rated funds in the first three months of 2019.

Australia’s sovereign wealth fund has lifted its 10-year returns to over 10 per cent, helped by strong equity gains, a thaw in global trade tensions and lower US interest rates over the quarter. 

Morningstar fund analysts have downgraded Tribeca Investment Partners' long/short equity strategy from Neutral to Negative.

Generation Global's technology positioning caught the eye of Morningstar fund analysts this quarter as it thumped the index and its peers. 

State Street, the US investment management firm behind the Fearless Girl statue, isn't as supportive of gender-diversity as it claims, according to a new Morningstar study. 

Can they still be categorised in separate buckets? And why they’re better off together.

Shinzo Abe's third arrow of reforms around corporate governance is finally having an impact. Fund managers say it could finally be a catalyst for gains from Japanese markets.