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Fund Features

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.

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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%

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
FirstChoice Wholesale Multi-Index Growth 3 5.88 26.54 7.82
FirstChoice WS Multi-Index Balanced 3 5.31 23.07 7.38
FirstChoice WS Growth 4 6.37 22.12 8.29
CFS Index Growth A 0 7.65 20.92 --
MLC Wholesale Horizon 4 - Balanced 3 7.18 20.69 7.78
Russell Portfolio Series Balanced A 3 7.09 20.68 7.00
Advance Balanced Multi-Blend W 3 6.60 20.24 8.10
Australian Ethical Balanced 4 8.92 19.60 9.92
BT Index Balanced 4 8.29 19.45 8.72
Vanguard LifeStrategy Growth 4 7.53 19.34 8.85
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC Multi-Index Moderate-Class A 4 4.64 19.64 6.95
FirstChoice WS Moderate 4 4.88 16.25 6.95
FirstChoice WS Multi-Index Diversified 4 3.96 15.86 6.07
Sunsuper Retirement 5 6.88 15.41 6.96
CFS W Index Moderate 0 5.89 15.08 --
IPAC Income Generator 3 5.01 15.02 5.58
BlackRock Global Allocation Aus D 5 2.32 15.00 9.48
Russell Diversified 50 A 3 5.49 14.92 6.44
Advance Moderate Multi-Blend W 4 5.36 14.67 6.74
MLC Wholesale Horizon 3 - Cons Grwth 3 5.23 14.57 6.03
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Lazard Select Australian Equity W Cl 3 13.78 45.91 2.52
Perpetual W Share Plus L/S 5 10.38 42.09 9.66
Perpetual Wholesale Concentrated Equity 3 10.43 41.32 7.25
Perpetual Wholesale Ethical SRI 5 11.29 41.16 10.16
Tyndall Australian Share Wholesale 2 10.61 40.62 4.26
Allan Gray Australia Equity A 3 6.12 40.60 4.70
Perpetual Wholesale Australian 4 11.44 40.54 9.63
Dimensional Australian Value Trust 3 6.47 40.50 7.51
MLC Wholesale IncomeBuilder 3 10.51 39.96 6.97
Tyndall Australian Share Concentrated 2 14.08 39.48 5.94
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
DNR Capital Aus Eq High Conviction 4 13.25 42.11 11.27
Airlie Australian Share 5 16.55 38.32 13.58
Firetrail Australian High Conviction 2 8.40 37.90 7.95
Fidelity Australian Equities 5 16.04 37.68 11.99
Ausbil Active Sustainable Equity 5 15.04 35.98 14.81
Vanguard High Yield Australian Shares 2 6.06 34.73 7.99
Schroder Australian Equity Fund - PC 3 9.49 33.44 7.94
Schroder Equity Opportunities Fund - WC 3 9.31 32.99 6.41
Yarra Australian Equities Fund 2 9.75 32.90 6.33
Pendal Focus Australian Share 5 8.92 32.72 10.84
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Bennelong Australian Equities 5 21.95 43.76 21.22
Ausbil Australian Active Equity 3 12.75 40.82 11.87
Hyperion Australian Growth Companies 5 23.68 39.92 22.36
FSI Wholesale Australian Share 4 13.34 31.54 15.66
Greencape High Conviction 3 9.94 30.04 11.15
T. Rowe Price Australian Equity 3 13.17 30.04 8.86
Ausbil 130/30 Focus - Wholesale 3 7.97 28.14 10.05
Greencape Broadcap 4 8.71 26.77 12.09
Platypus Australian Equities - Wholesale 4 12.20 23.05 12.98
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Pengana Emerging Companies 4 23.98 49.67 12.34
Spheria Australian Smaller Companies 3 13.92 46.97 13.11
AMP Capital Specialist AUS Small Coms A 3 15.98 39.44 13.19
FSI Wholesale Australian Small Companies 4 16.24 39.21 18.71
Experts' Choice Small Companies 3 15.62 38.90 12.85
Australian Ethical Australian Shr 4 15.84 38.03 17.32
Perpetual Wholesale Smaller Companies 3 14.01 37.47 13.76
UBS Yarra Australian Small Companies 4 16.22 37.34 16.25
Celeste Australian Small Companies 2 11.97 33.08 12.24
Dimensional Aust Small Company Trust 2 12.13 32.37 10.46
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Realindex Global Share-Class A 3 9.74 38.91 9.15
Perpetual Global Share Class A 5 8.42 38.79 12.89
Barrow Hanley Global Equity Trust 4 8.28 38.39 9.48
Lazard Global Equity Franchise 3 11.90 38.05 8.43
Dimensional Global Value Trust 2 8.80 38.02 5.25
Acadian Wholesale Global Eqty Long Short 4 21.15 37.02 8.23
Acadian Sus Wholesale Glb Equity 5 14.34 31.41 11.99
Templeton Global Trust Fund 3 8.34 27.24 7.26
Antipodes Global Fund - Long P 3 4.61 26.44 7.58
Epoch Gbl Eq Shldr Yld Fd Uhgd 2 8.09 21.37 5.86
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
PM Capital Global Companies 3 7.40 50.97 13.17
Arrowstreet Global Equity 5 11.36 36.33 14.62
Franklin Global Rspnb Inv F 0 13.72 32.99 --
Platinum Global Fund (Long Only) 1 2.88 32.93 7.07
Dimensional Global Core Equity Trust 3 12.02 32.63 10.59
Platinum Global Fund 2 2.72 32.28 9.37
Dimensional Glb Sstnblty Trust Unhdg 4 12.55 31.64 15.10
Nanuk New World 4 12.29 30.33 14.85
Franklin Global Systematic Equity A 4 12.48 29.49 11.62
State Street Climate ESG Intl Eq 4 14.08 28.70 14.41
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Generation Wholesale Global Share 4 14.20 37.22 17.88
T. Rowe Price Global Equity I 5 14.10 28.95 21.94
Stewart W Worldwide Leaders Sust 3 17.40 27.61 13.61
Hyperion Global Growth Companies B 5 15.18 26.65 25.22
Franklin Global Growth W 4 13.77 26.48 19.98
Nikko AM Global Share 4 12.19 26.42 17.19
Aberdeen Std International Eq Fd 2 13.80 26.22 12.84
MFS Concentrated Global Equity Trust W 3 13.77 26.17 14.35
Zurich Investments Unhedged Global Gr 4 13.16 26.16 17.24
Zurich Investments Global Growth 4 13.13 26.13 17.24
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
Cromwell Phoenix Property Securities 4 19.24 39.68 8.54
SGH Property Income 2 10.37 33.10 3.34
Zurich Investments Aus Property Secs 3 14.04 32.27 6.68
FSI Wholesale Property Securities 4 16.25 30.71 9.91
Ironbark Paladin Property Securities 4 15.86 30.59 10.89
Vanguard Australian Property Secs Idx 3 15.85 30.46 9.09
iShares Australian Listed Property Index 3 15.91 30.40 8.95
Pendal Property Investment 4 15.78 29.30 12.16
APN AREIT 2 14.64 28.09 4.33