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Fund Features

20/04/2018 | 4:57 PM  Andrew Lill outlines five risky-looking investment ideas that could offer top returns. Are you brave enough to invest in the unloved?

20/04/2018 | 4:32 PM  Colombia is the highest ranking non-European market for investing sustainability, the Morningstar Sustainability Atlas shows. Australia also scores well.

19/04/2018 | 5:06 PM  Silver and gold specialist Ned Naylor-Leyland from UK's Old Mutual outlines what will drive precious metals higher, and where ESG fits.

19/04/2018 | 5:04 PM  Ethical investors are no longer just focusing on changing company behaviour, they want to change the world, a Morningstar panel has found.

16/04/2018 | 4:38 PM  This trio of sectors spanning UK water, European utilities and US real estate are of substantial interest for Jim Lydotes from BNY Mellon Investment Management.

13/04/2018 | 11:21 AM  This fund manager thinks about the infrastructure sector quite differently than most other professional investors.

13/04/2018 | 7:15 AM  Each of these Australian-domiciled funds hold positions in companies providing raw materials for the expanding lithium battery segment.

12/04/2018 | 2:17 PM  Morningstar analysts highlight the following areas within the broader technology sector as likely sources of ground-breaking investment opportunities.

11/04/2018 | 8:56 AM  Smaller companies shooting out the lights always sing when they're winning, but like most of us, are largely silent for the more common losses.

10/04/2018 | 4:11 PM  The Australian dollar is particularly vulnerable to escalating trade tensions between the United States and China, writes Simon Derrick.

10/04/2018 | 9:22 AM  JP Morgan's Richard Titherington tells Emma Wall why a weak US dollar is good for emerging markets, and why investors should not be put off by a trade war.

09/04/2018 | 10:05 AM  Financial services businesses continue to under-perform investor expectations, even though overall trust in the financial system has risen since 2016, a study has shown.

06/04/2018 | 12:24 PM  Australian investors' dividend addiction is creating problems in the long-term, says Bennelong senior analyst, Neale Goldston-Morris.

06/04/2018 | 10:19 AM  Because timing and tilting your portfolio's asset allocations is complex, Morningstar's Elliot Lucas compares and contrasts the most popular ways of simplifying the process.

05/04/2018 | 7:13 PM  Andrew Lill discusses the return of equity market volatility and other trends of 1Q 2018, looks at how inflation affects equity and fixed income investors, and expectations for interest rate movements.

05/04/2018 | 3:45 PM  While investors would be wise to proceed with caution over the next 12 to 18 months, the situation shouldn't warrant all-out panic, explains J.P. Morgan's Tai Hui.

05/04/2018 | 9:44 AM  

05/04/2018 | 11:17 AM  Even before news of Facebook's latest transgressions hit the headlines, this fund manager reversed its overweight position on these large-cap technology companies.

04/04/2018 | 3:00 PM  Here's what Morningstar analysts think of these medal-rated funds that hold exposures to market behemoths Facebook, Amazon, Apple, Netflix and Google parent Alphabet.

29/03/2018 | 3:36 PM  These Morningstar-rated funds with Australian domiciles have the highest rates of exposure to Facebook shares within our coverage universe, and all but one of them hold medal ratings.

28/03/2018 | 4:32 PM  Industrial, technology and consumer are favoured sectors over the medium-term for Calvert Research and Management, which also holds strong convictions about firearm manufacturers and related companies.

28/03/2018 | 11:03 AM  Contrary to much of the rhetoric, investors can still find plenty of upside in stocks if they look hard enough, according to T. Rowe Price associate portfolio manager, Hari Balkrishna.

28/03/2018 | 9:00 AM  With growing recognition of environmental and sustainability principles among investors worldwide, more strategies are emerging and ESG fund flows are increasing.

27/03/2018 | 2:55 PM  In an environment of rising interest rates and increasing market volatility, the role of multi-asset investing is evolving, says Nikko Asset Management's Tanuj Dutt.

27/03/2018 | 9:48 AM  ESG principles are increasingly important to companies in heading off potential risks and differentiating themselves, says Calvert Research & Management's John Streur.

26/03/2018 | 4:37 PM  Even most successful funds will underperform over certain time periods. Most people aren't cut out for this and therefore should use index funds, writes Jeffrey Ptak.

26/03/2018 | 3:11 PM  Suggestions on generating retirement income; the pros and cons of holding cash as an investment; and Peter Warnes' view on the recent proposal for more superannuation meddling ranked among our most-read topics last week.

26/03/2018 | 11:18 AM  As market volatility continues to build, there are various methods investors can deploy to protect portfolios.

22/03/2018 | 3:28 PM  Emerging markets may have risen in value significantly over the past two years, but we're only just getting started, says Neptune's Ewan Thompson.

22/03/2018 | 10:12 AM  

21/03/2018 | 10:33 AM  Japanese stocks look attractive relative to global equities, and fund investors are buying into the story, according to Morningstar Direct data.

20/03/2018 | 11:43 AM  With four main cash-based options for investors, these are some of the pros and cons of increasing cash allocations within your portfolio.

19/03/2018 | 11:58 AM  Opposition Leader Bill Shorten's proposed change to dividend imputation refunds stirred reader interest last week, with articles on this topic among our most read, along with Donald Trump's tariffs; the outcome of a global dividend study.

19/03/2018 | 10:08 AM  How research-enhanced index strategies combine advantages of traditional passive funds with some of the benefits enjoyed by active fund investors.

15/03/2018 | 5:19 PM  A study conducted using Morningstar's Active/Passive Barometer highlights the danger of trying to time exposure between active and passive funds.

15/03/2018 | 9:31 AM  Every sector except telecoms saw growth in dividend payouts last year--and one local bank ranked just outside the top 10, according to a global study.

14/03/2018 | 2:31 PM  These global companies possess the right attributes for long-term investors, according to BMO Pyrford's CEO and chief investment officer, Tony Cousins.

13/03/2018 | 10:27 AM  Chinese corporates are confident and see no hard-landing on the horizon, according to a global analyst survey from fund manager Fidelity International.

13/03/2018 | 2:41 PM  US President Donald Trump has proposed trade tariffs on aluminium and steel. What do they mean for global stock markets?

13/03/2018 | 10:14 AM  How this fund manager identifies quality companies in emerging markets, and why it views Australia's investment climate more favourably than other markets.

01/03/2018 | 2:01 PM  In this edition of How We Invest Your Money, Western Asset Management's Anthony Kirkham shares his outlook for Australian credit markets.

28/02/2018 | 10:52 AM  As we enter the Year of the Dog, it is fair to say the Chinese zodiac has something to teach us about investing--not so much about when to buy into the equity market, but as to how long.

27/02/2018 | 9:54 AM  In this edition of How We Invest Your Money, John Beck of Franklin Templeton shares his thoughts on the outlook for global credit markets.

23/02/2018 | 9:20 AM  With the Chinese New Year officially kicking off last week, Naomi Waistell of the UK-based Newton Investment Management comments on the outlook for China.

22/02/2018 | 3:11 PM  Interest rates might be on the rise in North America, but Asian central banks are seen unlikely following their lead in 2018, analysts say.

20/02/2018 | 3:28 PM  While micro-cap companies have delivered outsized performance in the current market, Morningstar cautions investors to tread carefully and remember basic investment principles.

19/02/2018 | 3:16 PM  This trio of equities funds cut their fees in the year to June 30, 2017 and are each highly-regarded by Morningstar manager research analysts.

16/02/2018 | 4:34 PM  Younger investors are increasingly selecting investments that reflect their own personal values around environmental, sustainability and governance criteria, a Morgan Stanley study shows.

16/02/2018 | 4:40 PM  Investors are aggressively positioned, with fear-of-missing-out now the overwhelming sentiment, says Morningstar Investment Management's Daniel Needham.

14/02/2018 | 9:52 AM  Diverse themes within financial services and renewables are among the top picks for 2018 from Nikko Asset Management's Eng-Teck Tan.

14/02/2018 | 9:37 AM  With an expected slowdown in the Chinese economy potentially impacting commodity prices and thus Australia, J.P. Morgan's Kerry Craig discusses whether investors should be concerned.

13/02/2018 | 11:44 AM  Given China's ongoing economic growth and increasing representation in global indices, we ask Nikko AM's Eng-Teck Tan what this means for Australian investors.

13/02/2018 | 12:23 PM  These Australian and global equity funds produced superior returns last year, according to Morningstar research.

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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%
51.58 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Partners Group Global Multi-Asset 0 3.00 12.79 --
BT Super for Life Growth Fund Retir 5 5.50 12.73 6.97
Russell Balanced Portfolio C 3 5.25 12.31 7.18
Russell Balanced Opp Portfolio (Taxed) 1 5.21 12.13 6.51
Optimum Corp Sup-Standard Pacific Hi Gr 3 9.84 11.76 7.75
Asteron OPS-BlackRock Balanced 4 9.45 11.70 7.12
Asteron OCS-BlackRock Balanced 4 9.45 11.70 7.12
Optimum Prof AP-CFS Diversified 4 8.13 11.56 7.80
Optimum Pers Sup-Macquarie Balanced 3 7.85 11.46 7.12
Optimum Corp Sup-Macquarie Balanced 3 7.85 11.46 7.12
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual WFP-Maple-Brown Abbott Aus Shr 3 13.03 25.10 7.43
Perpetual WFTAP-Maple-Brown Abb Aus Sh 3 13.03 25.10 7.43
Optimum Corp Sup-Suncorp Aust Shares Val 4 18.87 25.04 9.63
Optimum Pers Sup-Suncorp Aust Shares Val 4 18.87 25.04 9.63
Perpetual WFIA-Maple-Brown Abbott Imput 2 12.38 23.63 5.75
Perpetual WFS-Maple-Brown Abbott Aus Shr 2 11.71 22.37 6.36
Optimum Corp Sup-MBA Imputation 4 15.19 20.91 7.31
Optimum Pers Sup-MBA Imputation 4 15.19 20.91 7.31
Optimum Pers Sup-Lazard Aus Equity 4 12.05 16.92 8.03
Optimum Corp Sup-Lazard Aus Equity 4 12.05 16.92 8.03
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
BlackRock Concentrated Total Return E2 0 11.85 25.89 --
Legg Mason Martin Currie Core Equity M 4 10.00 24.00 6.92
All Star IAM Australian Share 1 10.95 22.50 -1.17
Suncorp Workforce Pers Australian Shr 3 17.58 22.27 7.17
Suncorp Workforce Corp Australian Shr 3 17.58 22.27 7.17
Optimum Corp Sup-Macquarie Australian Eq 5 15.54 21.94 14.63
Optimum Pers Sup-Macquarie Australian Eq 5 15.54 21.94 14.63
BlackRock Australian Share 4 14.09 20.19 8.09
Access Australian Shares Index 2 6.17 19.48 4.65
BlackRock Concentrated Industrial 0 13.07 19.11 --
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BlackRock Equity 4 14.59 21.05 8.86
BlackRock Australian Share Plus 4 14.48 20.85 8.66
Lincoln Wholesale Australian Growth 3 13.59 19.46 6.47
Bennelong Concentrated Australian Eq 5 9.41 18.75 14.92
Lincoln Retail Australian Growth 2 13.16 18.51 5.63
Spheria Opportunities 5 6.36 16.40 9.73
Platypus Australian Equities - Wholesale 4 9.73 16.30 7.41
Platypus Australian Equities - Retail 4 9.48 15.84 6.87
Russell Aus Opportunities Portfolio C 5 7.03 15.67 10.43
Macquarie Core Equities 3 9.58 15.64 7.43
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perennial Value Microcap Opportunities 0 27.61 51.88 --
Lakehouse Small Companies Fund 0 19.97 41.34 --
Regal Australian Small Companies Fund 5 26.81 39.33 26.38
Ophir Opportunities 5 16.97 37.73 22.43
Ophir Opportunities Class E 5 16.16 37.14 23.07
Eley Griffiths Group Emerging Companies 0 14.12 31.74 --
Ophir High Conviction 0 19.29 30.75 --
OC Dynamic Equity 4 11.88 26.73 16.65
OC Micro-Cap 5 14.13 25.74 17.48
CFS FC W Pen-OC W Premium Small Comp 0 12.76 24.31 --
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Nanuk New World 0 12.11 27.48 --
Platinum International Brands Fund 4 8.27 27.01 13.36
CFS FC-T. Rowe Price W Glb Eqty 4 11.69 24.56 10.09
CFS FC W Pen-T. Rowe Price W Glb Eqty 5 11.65 24.47 10.06
Platinum Unhedged Fund 5 9.51 23.71 12.37
CFS FC Inv-T. Rowe Price Glb Eqty 3 11.24 23.56 9.23
CFS FC Pen-T. Rowe Price Glb Eqty 4 11.25 23.55 9.24
Pengana International D 0 9.50 23.21 --
Platinum Global Fund 4 7.51 22.60 9.16
Pengana International 0 9.19 22.52 --
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BetaShares CPS - Global Growth Fund 0 12.59 27.64 --
Hyperion Global Growth Companies B 5 14.49 26.07 15.22
T. Rowe Price WS Plus Global Equity 4 11.92 25.67 11.14
T. Rowe Price Global Equity 4 11.83 25.49 10.61
OnePath OA FR IP-T. Rowe Price Global Eq 4 11.67 25.27 10.48
OnePath OA FR Pen-T. Rowe Price Gbl Eq 5 11.65 25.05 10.32
Hyperion Global Growth Companies A 0 13.30 25.02 --
William Blair Global Leaders 4 14.39 25.00 9.70
Loftus Peak Global Disruption 2 10.08 24.81 11.52
ANZ OA IP-T Rowe Price Global Equity EF 4 11.07 23.99 9.39
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
Crescent Diversified Property 5 3.05 12.93 8.96
Access Macquarie Prop Securities 2 -4.09 9.41 14.78
AUI Property Securities Fund Income 0 -- 7.47 6.78
Access Property Securities Ind 3 -6.20 6.49 13.99
Morningstar Aus Property Securities 3 9.40 6.42 14.85
Con Temple SSP - InTech Prop Secs Tr 1 -8.37 4.70 11.30
Folkestone Maxim A-REIT Securities 4 1.53 3.74 9.14
Experts' Choice Property and Infras 5 -1.17 3.65 5.07
Freehold Australian Property 5 2.02 3.30 8.11
Colonial Living Money Property Fd 3 -0.05 2.68 0.63