Fund Features
Our monthly update detailing the short- and long-term performance of major indices.
Two takes on the climate change and clean energy thematic.
Our monthly update detailing the short- and long-term performance of major indices.
Even sophisticated investors can fall prey to scams that impersonate major fund managers.
The fund’s structure can lead to higher distributions and taxes for investors.
Interest in thematic funds is breaking trading volume records on the ASX.
Search our table to see how much your ETF’s holdings depend on China.
A framework for finding the right climate fund for you
Sometimes it’s an exaggeration of ESG intentions, but greenwashing can also stem from different definitions of sustainability.
Investors can’t expect the same level of returns for low risk.
Twelve prominent asset managers weigh in on what they hope to see at the major climate summit in Glasgow next week.
A strong quarter has begun the healing process after years of underperformance for energy.
Some index providers screen large caps for low debt, sustainable earnings and returns on equity.
Simon Shields converted his LIC into an active ETF in June and has no regrets.
The fund manager remains significantly undervalued.
Our monthly update detailing the short- and long-term performance of major indices.
Evergrande holds valuable lessons for individual investors.
Morningstar thinks it’s one of the best options in the space.
Aussie small cap managers are some of the few who can consistently beat the index.
Our monthly update detailing the short- and long-term performance of major indices.
We take a numerical look at superannuation as several funds get a “F” from the government.
Decimal point differences in fees become tens of thousands of dollars longer term.
The momentum of sustainable fund launches has lifted significantly since 2015.
These funds invest sustainably and have the potential to outperform their peers.
But don't forget about currency, regulatory and political risks, writes Nicki Bourlioufas.
Our monthly update detailing the short- and long-term performance of major indices.
We take a visual look at asset flows into the ETF sector.
Considering the future of a fund-industry flop.
Heavyweight fund manager voted for more climate proposals than ever before.
Spark Infrastructure, CSL and Australian Pharmaceuticals among the names picked up between April and June.
Every equity fund in the Morningstar universe had a positive return in FY 2021.
Our monthly update detailing the short- and long-term performance of major indices.
Major Australian ETFs fall as funds distribute earnings to investors.
Investors continued to rip money out of value funds even as performance improved.
BlackRock’s ASX 200 tracker fund had its highest outflows in a decade, Morningstar data shows.
Your own criteria should drive buying and selling an investment - not the news, social media or short-term performance.
The move to cheaper funds marks one of the biggest shifts in asset flows over the past decade.
VHY consistently brings in high dividends but performance lags the ASX 200.
Policymakers will at some point take action. John Rekenthaler looks at how to improve on current practices.
UK inflation is now above the Bank of England's 2 per cent target. What does that mean for investment portfolios? We asked these fund managers.
Despite some progress, senior roles in Australia's investment management industry remain male-dominated.
Rigorous ESG screens can cause passive funds to make active decisions.
Currency movements can erode or boost returns. Here’s what to consider.
Monash Investors’ exit comes as listed investment companies continue to battle persistent discounts to NTA.
Our monthly update detailing the short- and long-term performance of major indices.
FuturePay will invest in high-quality, low volatility global names and target an initial yield of 4.3 per cent, paid monthly.
From institutions to individual investors, it would be no surprise if the fund giant expands its offering, writes John Rekenthaler.
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% |
10 Top Tens
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