Learn To Invest
Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Fund Features

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.

Fidelity's James Abela nominates these three smaller businesses from the healthcare, tourism and engineering sectors as companies of interest.

BlackRock's Australian concentrated industrials fund creator, Charlie Lanchester, explains his bold call to avoid holding banks and resource companies.

When it comes to the priorities of the Australian investor, diversification and tax effectiveness do not rate among the top three, according to the ASX Australian Investor Study 2017.

These managed funds have underperformed in recent years, but could be due for a change in fortune.

Male, white and private school educated. It's the image Australia's investment management industry can't seem to shake, and some experts say it may be causing some companies to overlook opportunities.  

Terms like nightclub, love jungle and no-man's land aren't usually associated with investing, but they're useful signifiers, according to Fidelity portfolio manager, James Abela.

Dividends remained quite stable, while realised capital gains fluctuated from year to year, according to a Morningstar study that tracked 34 large-cap equity funds over 11 years.

Beyond FAANGs, this technology field holds opportunity, as do selective parts of the energy and mining sectors, says State Street's Olivia Engel.

Big bets on Flight Centre and Reliance Worldwide paid off for for one Australian fund manager, while overweight positions on Telstra hurt others, according to the latest Morningstar data.

How company fundamentals rather than statistics underpin this team's process, and why the definition of defensive assets is changing, according to State Street's Olivia Engel.

In a positive for global investors, China's slowing economic growth reflects a shift toward more sustainable expansion away from a debt-fuelled binge. 

Global property and infrastructure assets are expensive in the current environment but remain important as portfolio diversifiers, says Morningstar Investment Management's Bianca Rose.

The geopolitical news that has clouded the first half of 2018 is set to continue, says Dwyfor Evans of State Street.

The founder and CIO of PM Capital names three US companies of interest, and one negative stock pick that may surprise investors.

Share investors shouldn't pay undue attention to news headlines and macro-political events, but retain focus on a five- to 10-year plan, says Paul Moore, founder and CIO, PM Capital.

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

Escalating trade tensions between the US and China is a short term concern, but emerging markets should continue to prosper, according to these UK-based fund managers.

Many sustainable investing funds exclude certain companies, including firearm manufacturers, but the focus today is on using ESG criteria to determine which companies are best positioned to adapt to a changing world.

How investors should respond as US stocks are due to deliver the worst returns to equity investors globally over the next decade.

While micro-cap companies have delivered outsized performance for investors in the current market, Morningstar cautions investors to tread carefully and remember basic investment principles.

This trio of equities funds cut their fees in the year to 30 June 2017 and each is highly regarded by Morningstar manager research analysts.

Younger investors are increasingly selecting investments that reflect their own personal values around environmental, sustainability and governance, a Morgan Stanly study shows.

With an expected slowdown in the Chinese economy potentially impacting commodity prices and thus effecting Australia, J.P. Morgan's Kerry Craig discusses whether investors should be concerned.

These Australian and global equity funds produced superior returns over last year, according to Morningstar research.

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%
1.87 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Suncorp RO Deposit Suncorp Trad Growth 5 7.01 15.21 8.19
Suncorp Corporate Inv Super Sun Trad Gr 5 7.01 15.21 8.19
Ausbil Balanced 5 5.29 15.19 7.62
Fiducian Growth Fund 5 5.17 14.79 8.45
BT Super for Life Growth Fund Retir 5 3.01 14.63 7.46
Suncorp RO Plus Suncorp Trad Growth 5 6.69 14.49 7.36
Suncorp RO Series 93 Suncorp Trad Growth 5 6.69 14.49 7.36
Nikko AM Growth EF 4 6.41 14.15 7.21
Nikko AM Growth NEF 4 6.38 14.10 7.19
Suncorp Easy RO Series 93 Sun Trad Grwth 5 6.45 14.01 6.93
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Glenmore Australian Equities 0 7.01 38.42 --
OnePath OA FR Pen-Bennelong Aust Eq 5 16.34 30.40 14.83
OnePath OA AP-Bennelong Australian Eq EF 5 15.75 29.07 13.66
BlackRock Concentrated Total Return E2 0 4.65 28.91 --
OnePath OA AP-Bennelong Australian Eq NE 5 15.31 28.10 12.81
Regal Australian Long Short Equity 5 8.84 28.08 8.07
Regal Long Short Australian Equity 4 8.65 27.87 7.97
Solaris Australian Equity Long Short Fd 0 10.61 27.71 --
Chester High Conviction 0 6.28 27.32 --
OnePath OA FR PS-Bennelong Australian Eq 5 14.75 27.04 13.27
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Bennelong Concentrated Australian Eq 5 12.85 31.90 20.09
Platypus Australian Equities - Wholesale 4 14.05 30.75 13.56
Platypus Australian Equities - Retail 4 13.83 30.13 13.00
Bennelong Australian Equities 5 15.77 29.33 13.96
OnePath OA FR IP-Bennelong Australian Eq 4 15.76 29.31 13.94
Lincoln Wholesale Australian Growth 3 8.34 29.08 11.79
Lincoln Retail Australian Growth 2 7.92 28.08 10.90
OnePath OA IP-Bennelong Australian Eq EF 3 14.69 26.91 11.82
OnePath OA IP-Bennelong Australian Eq NE 3 14.69 26.91 11.82
BlackRock Equity 3 5.09 26.76 12.54
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Regal Australian Small Companies Fund 5 11.46 52.35 22.31
Perennial Value Microcap Opportunities 0 10.75 47.53 --
Lakehouse Small Companies Fund 0 5.38 43.06 --
Eley Griffiths Group Emerging Companies 0 8.41 37.20 --
Ophir High Conviction 0 10.70 35.29 --
Ophir Opportunities Class E 5 4.55 31.85 23.04
Ophir Opportunities 5 4.82 31.77 22.21
Lennox Australian Small Companies 0 8.44 30.53 --
Ausbil MicroCap 5 3.33 30.52 16.76
Fidelity Future Leaders 4 7.39 30.13 16.64
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Acadian W Glb Equity LS 5 10.86 27.06 12.55
Acadian Wholesale Global Eqty Long Short 5 10.84 27.04 12.54
CFS FC Pen-Acadian Glb Equity LS 5 10.51 26.24 11.81
CFS FC Inv-Acadian Glb Equity LS 5 10.45 26.15 11.80
CFS FC W PSup-Acadian W Glb Equity LS 5 9.97 23.91 11.46
CFS FC PSup-Acadian Glb Equity LS 5 9.77 23.73 10.99
OA Frontier AP-Magellan Global 5 8.13 21.47 8.24
ANZ A Pension - Magellan Global (AAP) 4 8.11 21.44 8.21
OnePath OA TAP-Magellan Global EF/Sel 4 6.64 20.63 7.75
OnePath OA AP-Magellan Global EF/Sel 4 6.63 20.62 7.74
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Global Innovation Share 0 13.07 29.77 --
Ironbark Royal London ConcentratedGlbShr 2 10.32 25.50 7.42
Nikko AM Global Share 4 11.10 25.00 9.74
CFS FC-T. Rowe Price W Glb Eqty 4 7.58 24.32 10.46
CFS FC W Pen-T. Rowe Price W Glb Eqty 5 7.56 24.21 10.42
BT WE Ironbark GTP Global Equity Thtc 1 9.18 24.06 6.01
Packer & Co Investigator Trust 4 8.15 23.95 10.01
Suncorp BSuper Pen-Suncorp Intl Shrs MM 0 8.53 23.73 --
Nanuk New World 0 7.66 23.36 --
CFS FC Inv-T. Rowe Price Glb Eqty 3 7.15 23.31 9.59
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Hyperion Global Growth Companies B 5 16.85 36.72 16.45
Hyperion Global Growth Companies A 0 14.31 33.78 --
William Blair Global Leaders 4 9.25 30.81 11.11
Apostle Dundas Global Equity 3 10.79 28.39 9.53
Apostle Dundas Global Equity Class C 4 10.82 28.17 9.21
Loftus Peak Global Disruption 3 7.30 26.21 12.64
BetaShares CPS - Global Growth Fund 0 9.94 25.73 --
T. Rowe Price WS Plus Global Equity 5 8.27 25.64 11.69
Generation Wholesale Global Share 5 9.54 25.62 15.52
Zurich Investments Concentrated Glbl Gr 0 11.16 25.53 --