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Fund Features

With a number of new listed investment company launches anticipated before year-end, Anthony Fensom looks at what investors can expect in fiscal 2019.

Hamish Douglass, the co-founder and public face of the $74 billion asset manager Magellan Financial Group, is stepping down as chief executive to spend more time picking stocks.

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

Ahead of the latest news of a US SEC regulatory action against Elon Musk, a T. Rowe Price portfolio manager affirmed his belief in Tesla and its founding CEO.

The tech giants that have revolutionised our lives are bent on a winner-takes-all path with scant regard for dividends, and some of Donald Trump’s policies are just plain stupid. 

Continual changes in frontier and emerging indices put a premium on active managers' skills.

Short-selling has its fair share of critics, including high-profile Tesla CEO Elon Musk, who has garnered headlines for his notorious outbursts against short investors.

Interest is growing in global listed property as direct property proves increasingly fraught for Australian investors, according to Morningstar.

T. Rowe Price's Australian equities team has bought into telecommunications for the first time in five years, and is more bullish than many on commodities.

High-paying investments that maintain their distribution rates without necessarily increasing them have an important place in portfolios, but are not the only way to invest for income, writes John Rekenthaler.

Liquidity, transparency, and tax efficiency are hallmarks of ETFs, but Ben Johnson says some of these benefits can be oversold.

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

Morningstar's Peter Bull likes companies with pricing power and niche products, and names that catch his eye include Microsoft, Colgate and luxury retailers like Louis Vuitton and Christian Dior.  

An understanding of inside and outside forecasting and the intrinsic fees-performance connection are among the powerful investor lessons of Morningstar's Active/Passive Barometer.

In our global climate of geopolitical crises, trade disputes and general uncertainty, a multi-asset approach to emerging market investing can be useful, says Morningstar UK's Dan Kemp.

Geopolitical turmoil and other international market movers play a part in this team's value-selection process, explains Franklin Templeton's Peter Wlimshurst.

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

Infrastructure may sound like a dry word reserved for technocrats, but in the mind of the investor it's synonymous with tangible assets, predictable cash flows and steady returns.

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%
1.67 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Ausbil Balanced 5 9.13 15.66 10.88
Suncorp RO Deposit Suncorp Trad Growth 5 10.01 14.78 10.40
Suncorp Corporate Inv Super Sun Trad Gr 5 10.01 14.78 10.40
Suncorp RO Plus Suncorp Trad Growth 5 9.68 14.06 9.56
Suncorp RO Series 93 Suncorp Trad Growth 5 9.68 14.06 9.56
DMG Diversified Portfolio 2 4.70 13.71 6.23
Suncorp Easy RO Series 93 Sun Trad Grwth 5 9.45 13.59 9.12
Statewide Super Growth (Pensions) 5 7.31 13.41 11.62
Col SAP - Colonial Growth Fund 5 8.02 13.30 11.63
Fiducian Growth Fund 5 7.79 13.15 10.86
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
Optimum All Ann - Suncorp Trad Balanced 5 8.06 12.37 9.10
AMP FLAP-AMP Active Balanced Series 2 0 7.91 11.81 --
AMP Portfolio Plan-Superannuation Fund 5 6.87 11.22 8.25
AMP FLS&CS-AMP Active Balanced Series 2 0 7.31 10.67 --
Vanguard Managed Payout 5 7.23 10.59 8.70
IOOF MultiSeries 70 5 6.33 10.55 8.46
Allan Gray Australia Balanced Fund 0 5.25 10.42 --
Bendigo Balanced Index 5 7.05 10.40 7.91
Suncorp Ins Bond Suncorp Traditional Gr 5 6.94 10.25 6.99
Colonial Tailored Annuity Pln AA Balanc 5 6.18 10.11 8.80
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Clime Australian Value WS 2 12.62 17.92 8.87
Clime Australian Value 3 12.53 17.74 8.73
Lazard Select Australian Equity I Cl 5 11.35 17.58 16.15
Lazard Select Australian Equity W Cl 5 11.13 17.26 15.94
AMP SigSup AP-DNR High Conviction Au Shr 2 10.13 15.22 9.15
Dimensional Australian Core Equity Trust 4 9.49 14.79 14.10
AMP FS R-DNR High Conviction Aus Share 2 10.05 14.75 9.01
Dimensional Australian Value Trust 3 12.10 14.70 16.18
Legg Mason Martin Currie Select Opps A 4 8.82 14.70 17.13
AMP FLAP-DNR High Conviction Aus Share 2 9.74 14.11 8.40
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Solaris Australian Equity Long Short Fd 0 13.96 26.99 --
Col SAP - CFS Ws Australian Share 4 12.59 25.26 13.51
BlackRock Australian Share 4 8.93 24.29 16.12
Col SAP - CFS Ws Imputation 4 13.48 23.81 13.28
CFS FC W Pen-CFS W Imputation 4 14.07 23.60 12.59
OnePath OA FR Pen-CFS Imputation 4 14.36 23.15 12.21
BT Lifetime FP-CFS Australian Shares 3 12.36 23.07 11.72
ANZ A Pension - CFS Wsale Imputation Fd 4 14.28 23.00 12.08
BT PPSP-CFS W Imputation 3 15.10 22.88 11.41
Regal Australian Long Short Equity 4 11.09 22.86 9.99
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Platypus Australian Equities - Wholesale 4 15.48 26.71 15.73
Platypus Australian Equities - Retail 4 15.20 26.11 15.14
BlackRock Equity 4 9.22 25.16 16.92
BlackRock Australian Share Plus 4 9.17 24.97 16.74
Suncorp BSuper Pen-Hyperion Aus Grwth Co 0 16.36 24.30 --
CFS FC W Pen-CFS W Concentrated Aus Shr 4 12.89 24.12 12.34
CFS Wholesale Australian Share 3 13.33 23.85 11.39
ANZ A Pension - CFS Wsale Leaders Fund 4 13.30 23.78 11.99
CFS PST Australian Shares 5 12.95 23.76 11.38
CFS PPP-Australian Share 4 12.55 23.65 11.42
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
QVG Opportunities Fund 0 26.69 54.05 --
Lakehouse Small Companies Fund 0 19.77 43.69 --
Perennial Value Microcap Opportunities 0 11.47 42.24 --
Regal Australian Small Companies Fund 4 11.94 41.96 20.47
Eley Griffiths Group Emerging Companies 0 15.52 31.84 --
Ophir High Conviction 5 9.99 31.22 23.60
Fidelity Future Leaders 4 14.50 28.74 19.35
Ophir Opportunities 5 9.12 27.64 22.38
Ophir Opportunities Class E 5 9.64 27.36 23.13
AMP SigSup AP-Specialist Aus Small Co 3 11.90 27.23 17.16
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Acadian W Glb Equity LS 5 18.40 27.90 15.13
Acadian Wholesale Global Eqty Long Short 5 17.97 27.44 14.99
CFS FC Pen-Acadian Glb Equity LS 5 18.03 27.09 14.38
CFS FC Inv-Acadian Glb Equity LS 5 17.96 27.00 14.37
OA Frontier AP-Magellan Global 5 16.74 24.99 11.85
ANZ A Pension - Magellan Global (AAP) 4 16.72 24.95 11.82
CFS FC W PSup-Acadian W Glb Equity LS 5 16.26 24.31 13.63
CFS FC PSup-Acadian Glb Equity LS 5 16.07 24.13 13.16
ANZ OA Pen-Magellan Global EF 4 16.24 23.93 10.90
Acadian Sus Wholesale Glb Equity 4 16.20 23.71 11.85
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Global Innovation Share 0 12.50 26.33 --
Magellan WS Plus Global 3 17.32 25.80 12.35
CFS FC-Magellan W Global Share 4 17.28 25.55 11.94
Magellan Global 5 17.07 25.53 12.01
CFS FC W Pen-Magellan W Global Shares 5 17.25 25.49 11.95
Nikko AM Global Share 5 13.48 25.40 13.32
OA Frontier IP-Magellan Global 4 16.91 25.20 11.93
Magellan Advantage Global 0 16.78 25.19 --
Ironbark Royal London ConcentratedGlbShr 2 14.73 24.99 12.41
Wenlock Global Fund 0 14.50 24.83 --
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Hyperion Global Growth Companies B 5 22.86 40.66 21.16
Hyperion Global Growth Companies A 0 21.55 37.72 --
William Blair Global Leaders 5 14.06 30.47 15.20
Loftus Peak Global Disruption 4 17.26 29.08 16.76
Walter Scott WS Plus Global Equity 4 16.87 27.83 14.15
Walter Scott Global Equity 4 16.59 27.56 13.85
Suncorp BSuper Pen-Walter Scott Glbl Eq 0 16.40 27.09 --
Apostle Dundas Global Equity 3 14.00 26.62 13.83
Apostle Dundas Global Equity Class C 4 14.02 26.40 13.49
BetaShares CPS - Global Growth Fund 0 11.21 25.21 --
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
Sunsuper Income Account Aus Prpt Indx 5 13.69 14.89 10.94
BT PPSP-Macquarie WS Properties Secs 3 13.46 14.88 10.40
Suncorp BSuper Pen-Ironbark Paladin Pr S 0 11.57 14.87 --
CFS FC W Inv-Ironbark W Property Sec 4 11.55 14.77 11.00
Ironbark Paladin Property Securities 4 11.53 14.73 11.11
Col SAP - BT Property Investment 4 13.60 14.71 10.43
CFS FC W Pen-Ironbark W Property Sec 5 11.49 14.70 10.96
Macquarie Property Securities 0 12.96 14.59 10.99
BT PPSI-Macquarie WS Property Securities 0 12.96 14.59 10.99
Australian Unity A-REIT Fund 4 12.14 14.45 10.41