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

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.

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%
48.47 -- --

More info on this example...

10 Top Tens

Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Clime Australian Value WS 3 14.10 13.92 9.60
Clime Australian Value 3 14.01 13.74 9.46
CFS FC W Pen-Realindex W Aus Shr 5 16.05 13.13 12.78
CFS FC Pen-Realindex Aus Shr 4 15.61 12.24 11.83
Col SAP - Maple BA/Advance Imputation 4 14.03 11.93 12.11
CFS FC W PSup-Realindex W Aus Shr 5 14.20 11.58 11.37
Realindex Australian Share-Class A 4 15.50 11.52 11.43
Realindex Wholesale Australian Shr 4 15.38 11.32 11.22
CFS FC W Pen-Maple-Brown Abb W Aus Shr 4 14.08 10.98 11.83
Col SPS - Maple Brown/Advance Imputation 4 12.44 10.83 10.87
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Glenmore Australian Equities 0 22.93 22.27 --
Regal Australian Long Short Equity 5 27.81 17.08 12.20
Regal Long Short Australian Equity 5 27.36 16.76 12.14
AMP Capital Sustainable Share 3 20.01 16.31 10.20
AMP Capital Sustainable Share H 3 19.88 16.04 9.67
AMP Capital Sustainable Share A 3 19.87 16.04 9.93
AMP FLI-AMP Sustainable Future Aus Shr 2 19.17 14.64 8.61
OA Frontier TTR-Vanguard Prpty Secs Idx 0 14.02 14.44 --
BT PPSP-CFS W Imputation 3 16.29 13.90 10.48
Lifeplan Investment Bd-Vanguard AuShrIdx 5 17.76 13.79 9.68
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Selector High Conviction Equity A 5 16.55 14.37 15.95
CBG Australian Equities Fund 4 17.67 13.14 9.13
Smallco Broadcap 5 14.92 13.02 13.08
OnePath OA FR Pen-OP Sust Inv Aus Shr 2 18.14 13.02 8.36
Col SAP - CFS Ws Indexed Australian Sh 5 12.35 12.77 11.66
ANZ OA AP-OP Sustainable Inv Aus Shr EF 3 17.67 12.12 7.49
ANZ OA TAP-OP Sust Inv Aus Shares EF 2 17.53 11.97 3.52
OnePath OA TTR-OnePathSustInv-AustEF/Sel 0 16.41 11.93 --
ANZ OA TTR-OnePath Sust Inv-AUS EF 0 16.42 11.93 --
OnePath OA FR PS-OP Sust Inv Aus Shares 2 16.32 11.69 7.55
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Lakehouse Small Companies Fund 0 24.87 26.58 --
Regal Australian Small Companies Fund 4 38.40 23.06 15.21
Clime Smaller Companies 0 13.75 16.19 --
AEI Wholesale Emerging Companies 5 16.11 15.77 12.83
AEI Retail Emerging Companies 4 15.71 15.16 12.00
Smallco Investment 5 16.60 13.73 14.04
8IP Australian Equity Impact 0 18.42 12.88 --
MLC MK Sup F-Fairview Eq Ptnr Emg Co 3 21.31 12.58 9.83
DS Capital Growth Fund 4 13.44 11.59 9.27
Ophir Opportunities 5 16.48 11.58 13.04
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Aoris International Fund A 0 14.69 17.76 --
OA Frontier AP-Magellan Global 5 9.88 17.08 13.07
ANZ A Pension - Magellan Global (AAP) 5 9.86 17.05 13.05
ANZ OA TAP-Magellan Global EF 3 9.79 16.87 6.09
Aoris International Fund B 0 13.69 16.74 --
ANZ OA Pen-Magellan Global EF 4 9.42 16.10 12.12
OA Frontier PS-Magellan Global 5 9.07 15.88 12.03
ANZ OA Pen-Magellan Global NEF 4 9.01 15.23 11.28
ANZ OA TAP-Magellan Global NEF 3 9.01 15.23 11.28
ANZ OA Sup-Magellan Global EF 5 8.63 14.95 11.13
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Evans and Partners International Fund 5 16.80 23.06 12.49
MFS Low Volatility Global Equity Trust 4 10.17 18.61 10.35
Magellan Global 5 10.17 17.63 13.35
AMP - PIB - International 3 12.71 17.51 10.71
OA Frontier IP-Magellan Global 5 9.97 17.28 13.18
Magellan WS Plus Global 5 9.91 17.22 13.39
Legg Mason Martin Currie Glbl LT Uncon A 5 13.80 17.16 14.61
CFS FC-Magellan W Global Share 5 9.58 16.86 13.07
CFS FC W Pen-Magellan W Global Shares 5 9.56 16.83 13.05
Bell Global Equities Platform Class 4 10.29 16.60 11.11
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Lakehouse Global Growth Fund 0 20.47 22.99 --
Hyperion Global Growth Companies B 5 15.69 19.16 20.84
Zurich Investments Concentrated Glbl Gr 5 17.87 19.00 17.20
Hyperion Global Growth Companies A 0 15.24 17.82 --
Walter Scott WS Plus Global Equity 4 9.61 15.68 13.23
Suncorp BSuper Pen-Walter Scott Glbl Eq 4 9.35 15.46 12.80
Walter Scott Global Equity 4 9.52 15.27 12.91
Generation Wholesale Global Share 5 9.43 14.97 16.56
CFS FC W Pen-Generation W Global Share 5 9.41 14.87 16.48
CFS FC Inv-Generation Global Share 5 9.12 14.44 15.99
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AMP Capital Listed Property Trusts 4 19.59 21.90 9.59
AMP Capital Property Securities 4 19.62 21.88 9.48
UBS Property Securities Fund 5 20.70 21.47 10.06
AMP Capital Listed Property Trusts A 3 19.28 21.28 9.03
Macquarie Property Securities 5 19.66 20.54 10.10
BT PPSI-Macquarie WS Property Securities 5 19.66 20.54 10.10
AMP FLI S2-AMP Capital Aus Prpty Secs 3 18.89 20.47 8.30
BT PPSI-Macquarie Mas Property Secs 5 19.64 20.43 10.06
Macquarie Master Property Securities 5 19.64 20.43 10.06
Macquarie Wholesale Property Securities 5 19.59 20.35 9.99