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Fund Features

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

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.

Investors in the Antares High Growth fund should 'look elsewhere' following the departure of portfolio manager Richard Dixon, says Morningtar.

Investors often have to put up with periods of underperformance, but as the unwinding of Woodford shows, you can't wait indefinitely for a fund manager to turn the ship around.

Three more black marks on the ledger, writes John Rekenthaler.

Local share investors' continued confidence in the wake of Tuesday's historic RBA interest rate cut may be misplaced, warns Morningstar Investment Management's Brad Bugg.

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

If interest rates are going to be lower for longer, retirees need to weigh up the benefits of equities versus bonds as sources of income, says Ausbil's Paul Xiradis. 

Individual investors wanting some exposure to Australian technology firms Wisetech, Altium, Appen, Afterpay Touch and Xero without buying their shares directly could consider one or more fund managers.

Neil Woodford's fall from grace holds lessons for Australian investors.

Neil Woodford's fall from grace holds lessons for Australian investors.

Global equities will continue to deliver good investment returns despite warning signs of a US recession, says Fidelity's Anthony Doyle.

A storm is brewing over the holdings of impact investing funds, writes Emma Rapaport.

Amid uncertainty around trade policies and global growth concerns, parts of Australia's equity market still appeal as do Japan stocks and some domestic credit vehicles, says Schroders' Australia head of multi-asset.

One of Australia’s most successful professional investors, Hamish Douglass, explains how behavioural biases can harm your portfolio, and why he chose to launch an exchange-traded managed fund.

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

Investor demand is just one of several reasons more fund managers are assessing companies against environmental, sustainability and governance criteria.

More funds are formally considering ESG in their investment process, according to new research from Morningstar. But is this move a good thing for investors? 

Greencape Capital, Fidelity International, and Schroders rank highly for their leadership, portfolio management, and shrewd investing approach.

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

These large-cap Australian equity funds from AllianceBernstein, Dimensional, Greencape, Investors Mutual and DNR Capital received the highest amounts of retail money among Morningstar's medalist-rated funds in the first three months of 2019.

Australia’s sovereign wealth fund has lifted its 10-year returns to over 10 per cent, helped by strong equity gains, a thaw in global trade tensions and lower US interest rates over the quarter. 

Morningstar fund analysts have downgraded Tribeca Investment Partners' long/short equity strategy from Neutral to Negative.

Generation Global's technology positioning caught the eye of Morningstar fund analysts this quarter as it thumped the index and its peers. 

State Street, the US investment management firm behind the Fearless Girl statue, isn't as supportive of gender-diversity as it claims, according to a new Morningstar study. 

Can they still be categorised in separate buckets? And why they’re better off together.

Shinzo Abe's third arrow of reforms around corporate governance is finally having an impact. Fund managers say it could finally be a catalyst for gains from Japanese markets.

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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%
1.54 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Super Index Balanced - Super & TTR 2 0 9.87 18.22 --
Australian Ethical Growth (Pension) 0 14.64 13.50 10.54
Bendigo Socially Responsible Growth 0 14.74 13.10 --
Suncorp BSuper Pen-BlackRock W Balanced 0 13.71 12.34 --
Australian Ethical Growth (Accumulation) 0 13.19 12.31 9.29
OnePath OA FR Pen-OP Tax Effective Inc 3 12.27 12.13 6.88
ANZ A Pension - BlackRock WS Tact Gr 4 13.32 12.03 10.11
State Street Passive Balanced Trust 5 12.96 11.76 9.24
BlackRock WS Tactical Growth 4 13.17 11.76 9.85
BT PPSI-BlackRock WS Balanced 4 13.17 11.76 9.85
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
Legg Mason Martin Currie Divers Inc Tr 5 14.81 12.53 7.22
Australian Ethical Balanced Trust B 0 12.69 12.45 --
Australian Ethical Balanced (Acc) 0 11.60 11.55 8.13
Australian Ethical Balanced Trust 4 12.19 11.32 7.38
Australian Ethical Balanced (Pension) 0 10.86 11.20 7.82
Hamilton Investment Fd-Multi Asset Port 0 9.60 10.92 3.64
Optimum All Ann - Suncorp Trad Balanced 5 11.89 10.54 9.31
BT Index Moderate 0 10.08 9.95 --
IOOF MultiSeries 70 5 10.95 9.72 8.39
Col SAP - CFS Wsale Balanced Fund 4 10.02 9.55 7.14
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Ausbil Active Dividend Income 0 18.30 16.45 --
CFS FC W Pen-Realindex W Aus Shr 5 19.19 14.98 13.41
CFS FC Pen-Realindex Aus Shr 4 18.75 14.09 12.47
CFS FC W PSup-Realindex W Aus Shr 5 16.99 13.14 11.87
FC W Pen - Realindex W TTR Aus Shr 0 16.83 13.11 --
Realindex Australian Share-Class A 5 18.26 12.93 11.92
Realindex Wholesale Australian Shr 4 18.12 12.71 11.71
CFS FC PSup-Realindex Aus Shr 4 16.59 12.37 11.09
Collins St Value Fund 4 8.22 11.83 10.28
CFS FC Inv-Realindex Aus Shr 4 17.62 11.77 10.78
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
TAIM ASX200 Leveraged Momentum A 0 65.11 36.13 --
TAIM ASX200 Momentum A 0 30.47 28.90 --
Regal Australian Long Short Equity 5 35.16 22.22 13.89
Glenmore Australian Equities 0 40.10 21.84 --
Regal Long Short Australian Equity 5 34.11 21.48 13.66
CFS FC W Pen-Acadian W Aus Equity LS 5 22.67 18.64 14.74
OA Frontier TTR-Vanguard Prpty Secs Idx 0 13.33 18.16 --
AMP Capital Sustainable Share 4 22.83 18.04 11.97
AMP Capital Sustainable Share H 3 22.86 17.93 11.51
AMP Capital Sustainable Share A 3 22.84 17.90 11.73
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Lakehouse Small Companies Fund 0 32.51 27.07 --
Regal Australian Small Companies Fund 4 44.86 24.90 14.27
Bennelong Emerging Companies Fund 0 46.08 23.78 --
MLC MK Sup F-Fairview Eq Ptnr Emg Co 4 27.34 22.74 10.56
MLC MKBS-Fairview Eq Ptnr Emg Co 3 26.78 21.65 9.58
AEI Wholesale Emerging Companies 5 24.65 21.02 13.96
Clime Smaller Companies 0 25.78 20.44 --
AEI Retail Emerging Companies 5 24.22 20.43 13.13
Fidelity Future Leaders 5 23.84 20.14 15.04
Ophir Opportunities Class E 0 24.80 17.98 13.93
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Aoris International Fund A 0 23.08 22.52 --
ANZ A Pension - Magellan Global (AAP) 5 19.56 21.81 17.50
OA Frontier AP-Magellan Global 5 19.54 21.81 17.52
ANZ OA TAP-Magellan Global EF 3 19.44 21.55 9.16
Aoris International Fund B 0 22.06 21.28 --
ANZ OA Pen-Magellan Global EF 4 19.04 20.78 16.53
OnePath OA AP-Magellan Global EF/Sel 4 18.58 20.36 16.69
OnePath OA TAP-Magellan Global EF/Sel 4 18.58 20.36 16.70
OA Frontier PS-Magellan Global 5 18.01 20.12 16.08
ANZ OA Pen-Magellan Global NEF 4 18.60 19.87 15.65
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Evans and Partners International Fund 5 27.04 29.59 16.74
Magellan Global 5 19.95 22.36 17.86
OA Frontier IP-Magellan Global 5 19.78 22.01 17.67
AMP - PIB - International 3 18.09 21.74 13.15
Magellan WS Plus Global 5 19.98 21.69 17.82
CFS FC-Magellan W Global Share 5 19.74 21.53 17.54
CFS FC W Pen-Magellan W Global Shares 5 19.69 21.49 17.51
Perpetual WFP-Magellan Global 5 19.17 21.08 16.38
CFS FC Pen-Magellan Global 5 19.34 21.07 16.74
Perpetual WFIA-Magellan Global 4 19.14 20.99 16.43
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Lakehouse Global Growth Fund 0 24.60 26.86 --
Zurich Investments Concentrated Glbl Gr 5 27.57 26.29 21.71
Insync Global Capital Aware 3 24.64 21.00 15.43
Hyperion Global Growth Companies B 5 19.19 20.00 22.28
AMP Capital Global Gr Opportunities 4 23.55 19.14 17.67
Zurich Investments Unhedged Global Gr 4 23.29 18.90 17.46
Hyperion Global Growth Companies A 0 18.16 18.87 --
Zurich Investments Global Growth 4 23.02 18.68 17.48
Zurich Investment Advtg Glb Gr Shr Fd 0 23.64 18.58 --
Suncorp BSuper Pen-Walter Scott Glbl Eq 4 18.07 18.16 16.35
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AMP Capital Listed Property Trusts 5 18.02 27.31 9.19
AMP Capital Property Securities 4 18.03 27.22 9.08
UBS Property Securities Fund 5 19.08 26.79 9.54
AMP Capital Listed Property Trusts A 4 17.72 26.65 8.63
Macquarie Property Securities 0 18.62 26.53 9.79
BT PPSI-Macquarie WS Property Securities 0 18.62 26.53 9.79
BT PPSI-Macquarie Mas Property Secs 5 18.56 26.43 9.74
Macquarie Master Property Securities 5 18.56 26.43 9.74
Macquarie Wholesale Property Securities 5 18.52 26.25 9.67
AMP FLI S2-AMP Capital Aus Prpty Secs 3 17.36 25.84 7.90