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

Greencape Capital's David Pace believes passive money flowing into the stock creates an opportunity for active managers to shine.

Australian investors are increasingly sophisticated but also more fearful of missing out on share market gains.

Beating their mainstream peers on a one, three, five and 10 year basis, a new report reveals.

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

Without more government scrutiny, conflicts of interest will continue to occur, industry insiders argue.

A ban on stamping fees has made a more level playing field between ETFs and LICs, says Morningstar.

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

The upgrade reflects an ability to generate superior returns by spotting companies with essential assets that are immune to competition.

Merging its three vehicles into a single $15bn fund with two unit classes will benefit investors, the group says.

Our fixed income exposure analysis tool allows you to dissect funds in multiple ways, offering an eye-opening look under the hood.

Asking these questions about sustainable strategies will get you a step ahead of most investors.

 

The Department of Labor recommends holding ESG investors to a higher legal standard.

It's been a volatile year so far and some funds fared better than others.

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%
0.32 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
AustralianSuper Balanced 5 0.48 2.88 7.74
Vanguard Growth Index 5 0.55 2.55 7.57
AustralianSuper Conservative Balanced 5 0.47 2.41 6.35
CFS Index Growth A 0 0.05 0.78 --
Experts' Choice Balanced 4 0.25 0.76 5.83
FirstChoice WS Balanced 3 -0.67 0.65 4.96
FirstChoice WS Growth 4 -1.00 0.35 5.08
Advance Balanced Multi-Blend W 4 -1.13 0.07 5.84
Schroder Strategic Growth - WC 3 -0.48 0.03 4.91
MLC Wholesale Horizon 4 Balanced 3 -1.13 0.02 5.13
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BlackRock Global Allocation Aus D 5 10.59 12.24 6.45
CBUS Super Conservative Growth 0 0.68 3.01 6.04
Vanguard Balanced Index Fund 5 0.64 2.56 6.77
AustralianSuper Stable 5 0.14 1.81 5.13
CFS Index Diversified A 0 0.56 1.45 --
CFS FirstChoice WS Diversified 3 -0.08 1.14 4.37
FirstChoice WS Moderate 4 -0.44 0.84 4.67
MLC Wholesale Horizon 3 Conservative Gr 3 -0.52 0.56 4.23
CFS W Index Moderate 0 -- -- --
Russell Diversified 50 A 3 -1.55 -0.03 4.21
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Wholesale Ethical SRI 4 -1.66 -4.23 0.39
Dimensional Australian Core Equity Trust 4 -2.71 -5.52 5.08
Perennial Value Shares Wholesale Trust 3 -6.89 -6.36 1.97
Perpetual Wholesale Australian 4 -3.58 -6.53 2.34
Perpetual W Share Plus L/S 5 -5.27 -7.51 2.30
Realindex Australian Share-Class A 5 -6.35 -8.72 3.65
Investors Mutual Concentrated Aus Share 5 -8.54 -9.45 1.87
Perpetual Wholesale Industrial 4 -8.24 -10.85 0.67
Nikko AM Australian Share Income 3 -7.89 -11.24 0.14
Dimensional Australian Value Trust 3 -6.22 -11.34 2.14
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Airlie Australian Share 0 1.34 4.41 --
CFS Wholesale Imputation 4 2.62 2.67 10.96
Pendal Focus Australian Share 4 -2.25 -1.66 7.08
Fidelity Australian Equities 5 -0.22 -2.27 7.12
Alphinity Australian Share 4 -3.06 -2.50 6.98
Pendal Ethical Share 4 -2.66 -2.61 5.63
Pendal Australian Share 4 -3.37 -2.82 5.82
Milliman Mgd Risk Australian Shr-Class A 3 -2.19 -2.89 4.02
Alphinity Concentrated Australian Share 5 -4.22 -2.99 7.20
State Street Australian Equity 5 -2.55 -3.58 6.30
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Hyperion Australian Growth Companies 5 19.65 26.01 18.88
Bennelong Australian Equities 4 11.44 18.03 15.57
Platypus Australian Equities - Wholesale 4 5.46 15.76 15.23
CFS Wholesale Australian Share 4 11.08 13.39 15.11
Greencape Broadcap 4 3.43 7.45 10.36
Greencape High Conviction 4 -1.40 4.04 8.94
Ausbil 130/30 Focus - Wholesale 3 -0.55 -1.49 7.04
T. Rowe Price Australian Equity 3 -5.50 -2.81 6.07
Ausbil Australian Active Equity 3 -3.54 -2.99 6.96
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS Wholesale Aus Small Companies 4 9.47 12.91 14.29
AMP Capital Specialist AUS Small Coms A 3 7.89 7.75 10.79
Experts' Choice Small Companies 3 7.35 7.15 10.32
Lennox Australian Small Companies 3 10.90 7.05 12.69
UBS Australian Small Companies Fund 3 3.03 6.54 12.71
OC Premium Small Companies 3 8.71 6.41 8.82
Celeste Australian Small Companies 2 4.49 5.39 6.30
Perpetual Wholesale Smaller Companies 3 7.32 4.59 5.24
Australian Ethical Australian Shr 4 3.06 3.59 8.54
Fidelity Future Leaders 4 7.10 3.52 15.72
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Acadian Sus Wholesale Glb Equity 5 2.09 5.64 10.24
Templeton Global Trust Fund 3 -3.94 0.44 4.03
Acadian Wholesale Global Eqty Long Short 5 -6.19 -0.77 6.82
Perpetual Global Share Class A 4 -7.38 -1.84 6.91
Talaria Global Equity 3 -9.24 -5.27 5.53
Altrinsic Global Equities Trust 3 -8.44 -6.15 5.31
Realindex Global Share-Class A 3 -10.17 -7.27 4.13
Robeco Global DM Conservative Eqs (AUD) 4 -11.24 -9.21 6.05
Epoch Gbl Eq Shldr Yld Fd Uhgd 3 -11.33 -9.99 3.17
Barrow Hanley Global Equity Trust 3 -12.19 -11.28 4.30
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Capital Group New Perspective (AU) 5 11.50 19.42 17.62
Nikko AM Global Share 5 7.79 13.18 18.10
Loomis Sayles Global Equity 0 5.22 10.66 --
Magellan High Conviction 5 2.28 10.63 13.77
Dimensional Glb Sstnblty Trust Unhdg 4 1.91 8.88 13.21
FirstChoice WS Global Share 3 3.08 8.20 10.44
JPMorgan Glb Rsrch Enhncd Idx Eq Fd 4 5.29 7.77 12.63
Platinum International Brands Fund 2 5.11 7.53 6.86
BlackRock Advantage Intl Equity Fund 4 2.04 7.34 12.94
Experts' Choice International Shares 3 5.25 7.12 9.95
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Hyperion Global Growth Companies B 5 29.99 38.89 31.47
T. Rowe Price Global Equity I 5 12.94 24.44 20.59
Franklin Global Growth W 5 12.24 24.19 19.54
GQG Partners Global Equity 4 10.85 17.66 19.86
C WorldWide Global Equity Trust 4 4.56 11.30 15.06
Pan-Tribal Global Equity Fund 2 1.78 10.94 9.62
Fidelity Global Equities 3 2.76 10.44 13.63
Zurich Investments Unhedged Global Gr 4 5.27 9.78 16.86
Zurich Investments Gbl Thematic Shr 3 2.52 7.17 14.55
Walter Scott Global Equity 3 1.08 5.74 15.43
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AMP Capital Listed Property Trusts A 5 -10.56 -10.33 8.96
Pendal Property Investment 5 -11.22 -11.90 7.93
Ironbark Paladin Property Securities 4 -12.00 -11.95 6.68
CFS Wholesale Property Securities 3 -13.57 -14.35 4.78
MLC Wholesale Property Securities 4 -13.57 -15.54 4.43
FirstChoice WS Property Securities 4 -14.98 -16.19 3.92
Vanguard Australian Property Secs Idx 3 -15.22 -17.17 4.59
iShares Australian Listed Property Index 3 -15.39 -17.30 4.52
Zurich Investments Aus Property Secs 3 -18.15 -20.62 1.87
Cromwell Phoenix Property Securities 4 -20.80 -21.90 0.95