Fund Features
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.
Stewart Investors is among a handful of global equity fund managers to unearth good returns in the September quarter even despite a patchy period for markets.
The region presents investors with a growing range of opportunities to generate positive returns and have a positive impact on the planet at the same time.
Active fund managers have been under the pump for some time, and though the following lists show which managers and funds have lost the most investor money, there are still many reasons to like them.
Aussie investors have access to some of the world's cheapest managed funds, according to Morningstar's annual Global Investor Experience Study.
Magellan Global has taken the prize for the top returning global equity fund under Morningstar's coverage in 2018, leading the way through turbulent times.
Strong incentives on offer, but be mindful of this strategy's riskier investment profile, writes Morningstar associate director, manager research Michael Malseed.
Australians risk losing up to a quarter of their superannuation balance by retirement because of hefty fees charged by 'fat cat' super funds, new research suggests.
Eight investment strategies from managers including Macquarie, Daintree Capital and Hyperion have been added to Morningstar's watchlist.
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.
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% |
 |
1,027.83 | -- | -- | |
10 Top Tens
Click through the tabs or list below to see more of the top funds in different categories.
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