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Fund Features

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.

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%
6.01 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
FirstChoice Wholesale Multi-Index Growth 3 12.86 27.06 8.44
FirstChoice WS Growth 4 10.99 23.98 8.69
FirstChoice WS Multi-Index Balanced 3 11.17 23.64 7.93
Advance Balanced Multi-Blend W 3 9.89 22.22 8.45
CFS Index Growth A 0 10.55 22.08 --
Russell Balanced A 3 9.74 21.50 7.43
FirstChoice WS Balanced 3 9.44 20.85 8.09
MLC Wholesale Horizon 4 - Balanced 3 9.82 20.76 7.92
Experts' Choice Balanced 4 8.05 20.50 8.34
AustralianSuper Balanced 5 9.54 20.43 9.57
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BlackRock Global Allocation Aus D 5 7.11 23.00 10.80
CFS FC Multi-Index Moderate-Class A 5 9.49 20.24 7.47
FirstChoice WS Moderate 4 8.05 17.78 7.29
FirstChoice WS Multi-Index Diversified 3 7.63 16.45 6.50
CFS W Index Moderate 0 7.54 16.04 --
Advance Moderate Multi-Blend W 4 7.07 16.01 6.97
Russell Diversified 50 A 3 6.79 15.74 6.57
MLC Wholesale Horizon 3 - Cons Grwth 3 6.94 14.82 6.15
CFS FirstChoice WS Diversified 3 6.57 14.77 6.55
Sunsuper Retirement 4 7.09 14.71 6.80
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Dimensional Australian Value Trust 3 17.20 39.33 8.46
Perpetual Wholesale Australian 4 17.35 39.00 9.74
Perpetual Wholesale Ethical SRI 5 13.90 38.53 8.01
Perpetual Wholesale Concentrated Equity 4 18.31 37.42 6.93
Nikko AM Australian Share W 2 17.30 33.50 3.15
Dimensional Australian Core Equity Trust 4 12.72 32.55 8.93
Realindex Australian Share-Class A 5 14.07 32.55 9.68
Perpetual Wholesale Industrial 4 13.76 32.35 7.08
Perpetual W Share Plus L/S 5 14.55 31.39 7.87
MLC Wholesale IncomeBuilder 3 15.14 31.21 5.95
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
DNR Capital Aus Eq High Conviction 4 16.81 36.03 10.87
Firetrail Australian High Conviction 2 12.10 34.14 6.02
Airlie Australian Share 5 16.33 33.70 12.13
Alphinity Sustainable Share 5 13.49 32.65 12.87
Ausbil Active Sustainable Equity 5 9.07 32.55 13.19
Fidelity Australian Equities 5 14.04 31.42 10.48
Acadian Wholesale Aus Equity Long Short 4 14.71 31.18 9.72
Pendal Focus Australian Share 5 13.38 31.14 10.96
Yarra Australian Equities Fund 2 15.21 30.88 6.66
Pendal Australian Share 4 13.60 30.45 9.69
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Bennelong Australian Equities 5 15.57 45.86 16.55
Hyperion Australian Growth Companies 5 9.86 39.21 20.23
Ausbil Australian Active Equity 3 14.94 37.79 10.92
FSI Wholesale Australian Share 4 7.81 33.83 14.96
Platypus Australian Equities - Wholesale 4 10.30 29.39 13.36
Greencape High Conviction 4 13.73 27.38 10.94
T. Rowe Price Australian Equity 3 13.87 27.25 8.34
Greencape Broadcap 4 11.42 26.67 11.76
Ausbil 130/30 Focus - Wholesale 3 12.21 26.15 9.51
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Spheria Australian Smaller Companies 3 16.61 57.12 12.57
Pengana Emerging Companies 3 19.06 50.10 11.27
Celeste Australian Small Companies 3 12.76 46.13 11.03
AMP Capital Specialist AUS Small Coms A 3 12.86 45.74 11.57
Experts' Choice Small Companies 3 12.78 45.46 11.28
Australian Ethical Australian Shr 4 8.81 41.88 16.24
FSI Wholesale Australian Small Companies 4 11.61 41.48 16.72
Perpetual Wholesale Smaller Companies 4 14.68 40.57 13.06
Lennox Australian Small Companies 2 11.69 40.50 10.84
UBS Australian Small Companies Fund 4 12.33 39.97 14.64
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Global Share Class A 5 19.04 37.46 13.16
Lazard Global Equity Franchise 3 19.18 36.33 9.58
Barrow Hanley Global Equity Trust 3 18.87 35.83 10.63
Realindex Global Share-Class A 3 21.11 35.73 10.33
Dimensional Global Value Trust 2 21.77 33.61 6.40
Acadian Sus Wholesale Glb Equity 5 20.64 31.58 13.92
Templeton Global Trust Fund 3 10.84 29.72 8.02
Antipodes Global Fund - Long P 4 12.01 28.48 8.91
Acadian Wholesale Global Eqty Long Short 4 29.49 27.68 9.69
Epoch Gbl Eq Shldr Yld Fd Uhgd 2 15.19 19.62 7.01
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
PM Capital Global Companies 3 20.07 52.14 12.70
Arrowstreet Global Equity 5 19.74 36.74 16.43
Impax Sustainable Leaders Fund A 5 14.43 34.74 16.23
Platinum Global Fund 3 13.88 34.60 9.18
Capital Group New Perspective (AU) 5 13.53 33.73 19.08
Platinum Global Fund (Long Only) 2 14.85 32.84 7.36
Experts' Choice International Shares 3 14.03 31.89 14.48
Dimensional Global Core Equity Trust 3 18.41 31.70 11.33
Legg Mason QS Investors Glb Rspnb Inv F 0 22.65 31.21 --
JPMorgan Glb Rsrch Enhncd Idx Eq Fd 4 17.39 29.20 14.57
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Hyperion Global Growth Companies B 5 14.20 46.31 26.99
Generation Wholesale Global Share 5 19.03 37.38 19.05
T. Rowe Price Global Equity I 5 15.50 34.83 22.14
Pan-Tribal Global Equity Fund 2 14.26 34.45 11.47
Vanguard Active Global Growth 0 13.93 33.45 --
Fidelity Global Equities 3 15.09 31.67 16.46
Franklin Global Growth W 4 10.31 29.48 19.70
MFS Concentrated Global Equity Trust W 4 16.34 29.29 16.37
Zurich Investments Concentrated Glbl Gr 4 14.87 29.00 22.14
Nikko AM Global Share 4 12.27 28.78 17.99
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
Cromwell Phoenix Property Securities 4 10.27 35.91 6.75
Ironbark Paladin Property Securities 4 9.69 35.06 9.71
FSI Wholesale Property Securities 4 11.31 34.84 9.36
Pendal Property Investment 5 10.46 34.75 11.57
Vanguard Australian Property Secs Idx 3 10.05 33.70 8.12
iShares Australian Listed Property Index 3 10.03 33.60 7.97
Zurich Investments Aus Property Secs 3 9.55 32.87 5.65
SGH Property Income 2 8.30 29.16 1.76
APN AREIT 2 10.18 28.36 2.90