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Fund Features

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.

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

The performance drivers of Australian fixed income market performance, including its corporate credit sector, are more international than many investors think.

Morningstar analysts run the rule over three of the top performing small-cap funds and their process for identifying value opportunties.

The three main approaches that an ESG-conscious investor can follow often overlap, says Hortense Bioy, director of passive strategies and sustainability research at Morningstar.

Tuning out from unhelpful market noise is often a far better investing strategy than responding to events that are outside your control, and Brexit is a prime example, says Morningstar's Dan Kemp.

Oil Search and WiseTech are two notable inclusions in Fidelity Australian Equities' list of top 10 holdings, which is otherwise dominated by names from among the ASX's largest 20 companies. 

Sentiment towards listed investment companies may be on the mend, with upcoming initial public offerings set to test investor appetite. Are the boom times back for LICs?

Taking a contrarian approach to investing may result in greater returns that compensate for the additional risk, but it also pays to be cautious.

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

An Australian asset manager known for its late founder's tireless work advocating for individual investors has again been awarded Morningstar's Fund Manager of the Year. 

China's domestic A-shares stock market is likely to see $67 billion of inflows in 2019 alone after MSCI confirmed their weighting would quadruple from 5% to 20% this year

Political and regulatory risk mean investors should brace for a tougher second-half to fiscal 2019, even as results for first half earnings season so far have been largely positive and met expectations. 

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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%
29.39 -- --

More info on this example...

10 Top Tens

Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
Optimum All Ann - Suncorp Trad Balanced 5 2.49 10.75 9.37
Smartsave Pensions Balanced 0 2.68 9.93 6.72
Vanguard Managed Payout 5 2.16 9.54 8.64
AMP FLAP-AMP Active Balanced Series 2 5 1.34 9.36 8.38
Australian Ethical Balanced Trust B 0 2.91 9.31 --
Bendigo Balanced Index 5 1.98 9.17 7.84
Smartsave MySuper Balanced 0 2.16 9.16 6.80
BT Index Moderate 0 3.22 9.03 --
Legg Mason Martin Currie Divers Inc Tr 5 4.46 8.97 8.05
Smartsave Balanced 0 2.16 8.84 6.18
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Collins St Value Fund 5 13.34 15.60 13.31
CFS FC W Pen-Realindex W Aus Shr 5 3.64 12.72 13.19
AMP SigSup AP-AMP Cap Eq Inc Gen 4 4.15 12.63 9.19
AMP FS R-AMP Capital Equity Income Gen 4 4.05 12.40 8.82
Dimensional Australian Value Trust 4 -0.15 11.93 16.13
CFS FC Pen-Realindex Aus Shr 4 3.22 11.81 12.22
AMP FLAP-AMP Capital Equity Income Gen 3 3.76 11.77 8.22
Clime Australian Value WS 3 -0.99 11.50 8.73
Realindex Australian Share-Class A 4 2.32 11.42 11.97
Clime Australian Value 3 -1.08 11.32 8.58
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Solaris Australian Equity Long Short Fd 0 2.90 17.27 --
Glenmore Australian Equities 0 0.30 16.84 --
Alphinity Sustainable Share 4 2.01 15.78 13.07
Alphinity Sustainable Share B 4 1.94 15.66 12.30
BT PPSP-CFS W Imputation 3 0.14 15.26 11.26
OnePath OA FR Pen-CFS Imputation 4 -0.15 14.18 11.20
Suncorp BSuper Pen-Fidelity Aus Equities 0 1.38 14.10 --
Lifeplan Investment Bd-Vanguard AuShrIdx 5 6.85 14.09 10.17
CFS FC W Pen-Fidelity W Aus Equities 4 2.32 14.05 11.04
ANZ A Pension - CFS Wsale Imputation Fd 4 -0.21 14.04 11.07
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Selector High Conviction Equity A 5 -0.80 14.34 16.23
CFS FC W Pen-CFS W Concentrated Aus Shr 4 0.75 13.73 11.17
Smallco Broadcap 5 -0.53 13.68 13.35
CFS PST Australian Shares 5 0.53 13.55 10.49
CFS Wholesale Australian Share 3 -0.07 13.26 10.48
ANZ A Pension - CFS Wsale Leaders Fund 4 -0.04 13.26 10.92
CFS PPP-Australian Share 4 0.47 13.08 10.39
Suncorp BSuper Pen-Hyperion Aus Grwth Co 0 -2.91 12.97 --
ANZ Smart Choice Super-MFS Global Equity 5 2.26 12.80 12.13
CFS Wholesale Concentrated Aus Shr 3 -0.33 12.62 9.98
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Lakehouse Small Companies Fund 0 0.58 20.47 --
Smallco Investment 5 1.22 15.58 14.27
QVG Opportunities Fund 0 -8.81 15.53 --
Fidelity Future Leaders 4 0.24 14.77 15.02
Regal Australian Small Companies Fund 3 1.31 13.41 12.98
CFS Australian MidCap Fund - Class A 0 -0.39 13.04 --
MLC MK Sup F-Fairview Eq Ptnr Emg Co 3 1.45 12.70 9.63
MLC MKBS-Fairview Eq Ptnr Emg Co 2 1.00 11.70 8.66
Eley Griffiths Group Emerging Companies 0 -3.33 11.67 --
CFS FC W Pen-CFS W Aus Small Companies 4 1.44 11.56 13.21
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
OnePath OA AP-Magellan Global EF/Sel 4 2.42 20.26 12.99
OnePath OA TAP-Magellan Global EF/Sel 4 2.41 20.26 12.99
OA Frontier AP-Magellan Global 5 2.61 19.79 14.38
ANZ A Pension - Magellan Global (AAP) 5 2.60 19.76 14.35
OnePath OA AP-Magelan Global NEF 3 2.11 19.55 12.31
OnePath OA TAP-Magellan Global NEF 3 2.11 19.55 12.31
ANZ OA TAP-Magellan Global EF 2 2.50 19.52 5.37
Aoris International Fund A 0 6.53 18.79 --
ANZ OA Pen-Magellan Global EF 4 2.18 18.78 13.41
OA Frontier PS-Magellan Global 5 2.41 18.27 13.18
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Evans and Partners International Fund 5 5.68 23.31 14.07
Legg Mason Martin Currie Glbl LT Uncon A 5 5.88 21.86 16.75
Magellan Global 5 2.74 20.28 14.64
OA Frontier IP-Magellan Global 5 2.59 19.93 14.49
Magellan WS Plus Global 4 2.18 19.88 14.68
CFS FC-Magellan W Global Share 5 2.05 19.68 14.39
CFS FC W Pen-Magellan W Global Shares 5 2.05 19.65 14.37
Magellan Advantage Global 4 2.22 19.37 14.42
CFS FC Pen-Magellan Global 5 2.01 19.12 13.58
CFS FC Inv-Magellan Global 4 1.95 19.04 13.55
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AMP Capital Listed Property Trusts 4 16.61 31.60 11.58
AMP Capital Property Securities 4 16.60 31.54 11.47
AMP Capital Listed Property Trusts A 3 16.30 30.92 11.01
BT PPSP-Macquarie WS Properties Secs 4 14.87 30.33 11.51
AMP FLI S2-AMP Capital Aus Prpty Secs 3 15.92 30.04 10.26
Macquarie Property Securities 0 15.07 29.98 12.10
BT PPSI-Macquarie WS Property Securities 0 15.07 29.98 12.10
BT PPSI-Macquarie Mas Property Secs 5 15.05 29.83 12.06
Macquarie Master Property Securities 5 15.05 29.83 12.06
Macquarie Wholesale Property Securities 5 14.99 29.74 12.00