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Fund Features

Growth was the place to be through the covid-19 pandemic while value managers couldn't catch a break.

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

On the sidelines of the Morningstar Individual Investor Conference, the Magellan co-founder reflects on the pandemic and which sectors are set to gain - and lose.

At the end of a difficult year for many emerging economies, we look at the prospects for countries such as Brazil, Russia and Taiwan.

The Morningstar gold-rated fund seeks to ensure it can continue to outperform.

Many listed investment companies are trading well outside their NTA and that’s upsetting investors, writes Anthony Fensom.

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

Like any other investment, you need to know what you own and why.

Australian Ethical and Stewart Investors score well under Morningstar's new ESG Commitment Level, but AMP and Perpetual have a way to go.

The rejig aims to give unitholders in the unlisted Magellan Global fund more flexibility, allowing them to trade their units on the ASX.

Morningstar associate director Michael Malseed explains the changes, why they're occurring and what they mean for investors.

If so, the industry’s leaders must perform better.

A new metric from Morningstar helps investors gauge which asset managers take ESG to heart.

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

Ausbil engaged with the mining giant four times before it decided to pull away. 

There's growing choice for Australians who want to invest sustainably.

Mining stocks have been a thorn in the side of smaller indexes, writes Nicki Bourlioufas.

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

Investors may have to consider mining companies in their portfolio, despite their history of controversies, says head of responsible investment at Royal London Asset Management.

More...

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%
641.27 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Vanguard Growth Index 5 10.00 5.57 7.72
AustralianSuper Balanced 5 9.94 5.49 7.71
Vanguard LifeStrategy Growth 4 10.01 5.22 7.15
AustralianSuper Conservative Balanced 5 7.16 4.80 6.38
Experts' Choice Balanced 4 11.53 4.52 6.50
FirstChoice WS Balanced 3 10.43 4.23 5.84
FirstChoice WS Growth 3 11.70 4.11 6.02
Schroder Strategic Growth - WC 3 8.32 3.86 5.23
MLC Wholesale Index Plus Balanced 4 9.64 3.76 6.13
CFS Index Growth A 0 10.44 3.38 --
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BlackRock Global Allocation Aus D 5 14.83 14.57 7.95
Vanguard Balanced Index Fund 5 7.58 5.64 6.98
Vanguard LifeStrategy Balanced 4 7.54 5.28 6.42
CBUS Super Conservative Growth 0 6.52 4.57 6.14
CFS FirstChoice WS Diversified 3 7.69 4.11 5.06
FirstChoice WS Moderate 4 9.01 4.05 5.41
CFS Index Diversified A 0 6.64 3.62 --
MLC Whoelsale Index Plus Cons Growth 4 7.02 3.50 5.16
AustralianSuper Stable 4 4.25 3.49 5.06
Russell Diversified 50 A 3 8.38 3.25 4.77
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Wholesale Ethical SRI 5 21.63 9.47 3.52
Perpetual Wholesale Australian 4 18.45 3.47 3.96
Perpetual W Share Plus L/S 5 14.70 2.87 3.35
Dimensional Australian Core Equity Trust 4 17.60 2.24 5.93
Realindex Australian Share-Class A 5 16.20 1.20 5.80
Perpetual Wholesale Industrial 4 16.34 0.95 2.12
Dimensional Australian Value Trust 3 18.88 -0.55 4.07
Perennial Value Shares Wholesale Trust 2 13.98 -2.45 2.70
Perpetual Wholesale Concentrated Equity 3 16.16 -3.82 1.51
MLC Wholesale IncomeBuilder 3 13.96 -4.70 0.62
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Ausbil Active Sustainable Equity 0 21.52 16.23 --
FSI Wholesale Imputation 4 17.26 9.67 11.25
Airlie Australian Share 0 14.93 8.28 --
Alphinity Sustainable Share 5 16.88 7.23 11.23
AMP Capital Specialist AUS Shr WT 4 16.85 7.01 7.50
Pengana Australian Equities Class A 4 16.06 6.56 5.30
Fidelity Australian Equities 5 15.25 5.11 7.58
Pendal Focus Australian Share 5 15.66 4.96 8.48
Firetrail Australian High Conviction 0 19.66 3.46 --
Fidelity Australian Opportunities 4 16.74 3.18 6.83
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Hyperion Australian Growth Companies 5 26.72 33.30 20.40
Bennelong Australian Equities 5 26.21 23.17 16.67
FSI Wholesale Australian Share 4 24.13 22.61 16.00
Platypus Australian Equities - Wholesale 4 17.31 15.77 14.47
Greencape Broadcap 4 13.68 9.42 9.70
Ausbil Australian Active Equity 3 19.88 5.60 7.68
Ausbil 130/30 Focus - Wholesale 4 12.42 5.05 6.87
Greencape High Conviction 4 12.01 4.89 8.55
T. Rowe Price Australian Equity 3 11.75 -0.82 5.35
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
FSI Wholesale Australian Small Companies 5 26.76 24.68 15.68
Australian Ethical Australian Shr 4 30.39 19.94 13.49
Perpetual Wholesale Smaller Companies 3 22.58 17.38 7.83
Lennox Australian Small Companies 3 25.80 16.42 9.79
UBS Australian Small Companies Fund 3 24.61 16.13 12.14
AMP Capital Specialist AUS Small Coms A 3 29.13 14.89 10.38
Experts' Choice Small Companies 3 28.98 14.26 10.12
Celeste Australian Small Companies 2 29.60 13.28 8.43
Pendal Smaller Companies 3 18.16 12.48 6.00
OC Premium Small Companies 3 27.26 12.22 9.20
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Acadian Sus Wholesale Glb Equity 5 9.07 7.11 8.82
Perpetual Global Share Class A 5 15.47 4.92 8.45
Templeton Global Trust Fund 3 17.04 4.71 5.51
Barrow Hanley Global Equity Trust 3 14.26 -4.00 6.16
Talaria Global Equity 3 4.61 -4.29 5.66
Realindex Global Share-Class A 3 12.07 -4.73 4.50
Altrinsic Global Equities Trust 3 4.38 -6.93 5.61
Acadian Wholesale Global Eqty Long Short 4 -1.40 -8.66 2.94
Epoch Gbl Eq Shldr Yld Fd Uhgd 3 3.85 -10.75 2.33
Robeco Global DM Conservative Eqs (AUD) 3 1.54 -10.87 3.29
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Capital Group New Perspective (AU) 5 17.79 21.09 17.78
Platinum International Brands Fund 3 26.61 18.64 9.87
Nikko AM Global Share 5 14.71 18.62 18.34
FirstChoice WS Global Share 3 13.38 11.15 10.71
Stewart W Worldwide Leaders Sust 4 10.54 11.03 10.33
Arrowstreet Global Equity 5 14.20 10.36 11.70
Experts' Choice International Shares 3 15.66 9.82 10.72
Dimensional Glb Sstnblty Trust Unhdg 4 12.51 9.21 12.63
Loomis Sayles Global Equity 0 7.83 7.94 --
Advance International Shr Multi-Blend W 3 12.53 7.07 10.34
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Hyperion Global Growth Companies B 5 28.12 46.05 29.77
Franklin Global Growth W 5 17.37 30.60 19.52
T. Rowe Price Global Equity I 5 16.74 30.51 20.59
Fidelity Global Equities 3 14.40 13.72 13.80
Stewart Investors W Wrldwide Sustainabty 3 10.13 13.58 11.63
Pan-Tribal Global Equity Fund 2 17.67 13.53 8.68
C WorldWide Global Equity Trust 4 9.91 13.39 14.46
Zurich Investments Unhedged Global Gr 4 11.23 12.72 16.38
Generation Wholesale Global Share 4 15.42 9.92 15.35
Zurich Investments Gbl Thematic Shr 3 12.61 9.74 14.11
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
Ironbark Paladin Property Securities 4 23.13 3.42 7.94
AMP Capital Listed Property Trusts A 5 23.03 3.24 10.08
Pendal Property Investment 5 21.99 1.47 8.78
FSI Wholesale Property Securities 3 21.14 -1.20 6.18
FirstChoice WS Property Securities 4 22.04 -1.93 5.75
MLC Wholesale Property Securities Fund 4 21.31 -2.19 5.57
Vanguard Australian Property Secs Idx 3 21.48 -3.97 5.72
iShares Australian Listed Property Index 3 21.42 -4.16 5.59
Cromwell Phoenix Property Securities 4 23.25 -7.25 3.65
Zurich Investments Aus Property Secs 3 21.26 -7.46 3.53