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Fund Features

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

The quarterly performances of funds that own large parcels of banks, energy companies and airlines are underwater amid the coronavirus sell-off.

The following five environmental, social and governance trends are set to herald a shift in the behaviour of companies and investors in coming years.

Australian investment firms aren’t required to disclose the uncomfortable truth of the gender composition of their teams.

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

Fidelity International scores twice at the Morningstar fund manager awards.

Separately managed accounts offer some of the same benefits as managed funds, but without the pooled structure, providing greater visibility and control.

$4.5 billion deal will put the combined group, which has $1.5 trillion in assets, in the top six of global asset managers by size.

A complete list of the nominees for the 2020 Morningstar Australia Awards. 

Thousands of Australian investors are paying extra for listed investment companies because of fees to encourage product sales.

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

Investors seeking exposure to Australia's tech darling WAAAX stocks without the volatility could consider one or more fund managers.

Chief executive Larry Fink charts an ambitious path for sustainable investing to become accessible and accepted. What will it take to succeed?

The world’s largest asset manager just became the world’s largest sustainable investor.

Why geared funds won; Montgomery optimism; insto pessimism; 20 great tips for retirees; best ways to donate for fires; hybrids v TDs; poacher changes.

As Australia’s small business sector calls for more action to reduce the risks from disasters such as bushfires, we look back at how environment, social and governance principles have become a vital business consideration.

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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%
1.59 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
AustralianSuper Balanced 5 2.39 10.00 9.49
Vanguard Growth Index 5 1.99 9.86 8.51
CFS Wholesale Diversified 4 1.03 9.28 8.21
AustralianSuper Conservative Balanced 5 1.93 8.70 7.65
Advance Balanced Multi-Blend W 4 1.21 7.19 7.70
FirstChoice WS Growth 3 1.37 7.19 7.08
FirstChoice WS Balanced 3 1.33 7.09 6.70
Russell Balanced A 3 1.42 6.71 6.15
MLC Wholesale Horizon 4 Balanced 3 1.16 6.42 6.78
Pendal Active Balanced 3 0.50 6.09 6.22
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
Vanguard Balanced Index Fund 5 1.90 9.77 7.56
CFS Wholesale Balanced 3 1.22 8.38 7.02
CBUS Super Conservative Growth 0 2.31 7.86 --
Sunsuper Retirement 5 1.98 7.57 7.21
AustralianSuper Stable 4 1.67 7.40 6.29
Russell Diversified 50 A 3 1.55 7.07 5.70
Advance Moderate Multi-Blend W 4 1.02 7.02 6.66
FirstChoice WS Moderate 4 1.29 6.75 6.17
Pendal Active Moderate 3 0.58 6.29 5.42
CFS FirstChoice WS Diversified 3 1.22 6.27 5.57
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Realindex Australian Share-Class A 5 -2.54 6.18 6.72
Perennial Value Shares Wholesale Trust 3 0.57 5.50 4.96
Perpetual Wholesale Industrial 4 -2.84 4.59 3.89
Investors Mutual Concentrated Aus Share 5 -1.00 4.47 5.29
Dimensional Australian Core Equity Trust 4 -2.88 4.46 7.28
MLC Wholesale IncomeBuilderTM 3 -4.55 3.77 2.35
Investors Mutual All Industrials Share 4 -3.59 3.46 3.26
Nikko AM Australian Share W 3 -1.39 2.14 3.88
Nikko AM Australian Share Concntr 3 -2.50 1.69 3.22
Perpetual Wholesale Australian 3 -3.06 1.39 4.04
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Airlie Australian Share 0 3.03 12.70 --
AB Managed Volatility Equities 5 -2.82 11.84 10.82
State Street Australian Equity 4 -1.05 11.70 7.47
Pengana Australian Equities Class A 4 -0.36 11.64 5.46
Tribeca Alpha Plus Class A 4 -1.69 11.43 7.34
BlackRock Advantage Australian Equity 5 -0.59 10.99 9.53
Alphinity Concentrated Australian Share 5 1.28 10.22 9.91
Pendal Focus Australian Share 5 0.61 10.18 10.16
CFS Wholesale Imputation 3 0.04 10.08 10.69
Acadian Wholesale Aus Equity Long Short 4 -2.94 9.71 8.45
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Hyperion Australian Growth Companies 4 5.32 19.04 13.08
Platypus Australian Equities - Wholesale 5 9.77 17.93 15.78
Bennelong Australian Equities 5 5.92 16.06 14.30
Greencape High Conviction 4 5.53 13.83 11.68
T. Rowe Price Australian Equity 3 2.85 13.50 9.09
Greencape Broadcap 4 3.89 12.77 11.20
CFS Wholesale Australian Share 4 2.08 11.34 11.60
Ausbil Australian Active Equity 3 0.57 10.20 8.93
Ausbil 130/30 Focus - Wholesale 4 -0.94 8.17 8.33
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
UBS Australian Small Companies Fund 4 3.41 16.39 13.97
Australian Ethical Australian Shr 3 0.52 16.33 8.89
Celeste Australian Small Companies 2 0.86 11.50 6.19
Fidelity Future Leaders 4 -3.34 11.14 16.07
Pengana Emerging Companies 4 -1.48 10.89 9.58
CFS Wholesale Aus Small Companies 4 3.14 9.15 11.85
NovaPort Smaller Companies 3 2.24 8.29 7.77
Lennox Australian Small Companies 0 -3.47 3.23 --
Ironbark Karara Australian Small Comp 2 -5.91 2.16 6.87
Perpetual Wholesale Smaller Companies 3 -2.54 1.06 6.41
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Talaria Global Equity 3 4.38 11.56 9.92
Perpetual Global Share Class A 4 5.98 10.17 12.73
Altrinsic Global Equities Trust 3 2.50 9.82 10.03
Acadian Sus Wholesale Glb Equity 4 3.48 9.57 10.88
Acadian Wholesale Global Eqty Long Short 5 5.78 9.17 11.01
Barrow Hanley Global Equity Trust 4 1.04 8.92 11.18
Epoch Gbl Eq Shldr Yld Fd Uhgd 3 1.50 7.95 8.50
Realindex Global Share-Class A 3 3.23 6.30 9.60
Dimensional Global Value Trust 3 1.96 4.09 7.92
Templeton Global Trust Fund 2 4.56 3.74 7.16
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Magellan Global 5 4.74 23.88 18.43
Magellan High Conviction 5 8.17 20.57 16.47
Nikko AM Global Share 5 5.00 18.59 17.94
Capital Group New Perspective (AU) 4 7.11 18.11 17.04
AXA IM Sustainable Equity 5 3.91 16.86 15.64
iShares International Equity Index 4 5.61 15.75 14.00
Vanguard International Shares Index 4 5.61 15.73 13.95
IFP Global Franchise 4 1.61 15.36 11.65
BlackRock Advantage Intl Equity Fund 4 5.19 15.04 14.58
AB Global Equities 4 6.09 14.48 15.69
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Franklin Global Growth W 5 10.64 23.89 19.24
C WorldWide Global Equity Trust 4 6.44 23.54 17.17
Zurich Investments Unhedged Global Gr 4 4.29 20.50 18.37
T. Rowe Price Global Equity I 4 10.18 19.73 20.23
Zurich Investments Gbl Thematic Shr 3 4.54 18.37 15.51
Fidelity Global Equities 4 7.47 17.34 15.00
Generation Wholesale Global Share 5 6.28 16.79 18.87
Walter Scott Global Equity 4 4.60 16.13 17.25
MFS Global Equity Trust 4 1.06 14.68 13.89
MFS Concentrated Global Equity Trust W 4 -0.85 14.37 14.55
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AMP Capital Listed Property Trusts A 5 0.25 16.25 12.38
Pendal Property Investment 4 -0.77 15.65 11.83
Cromwell Phoenix Property Securities 5 -1.39 13.54 9.72
Ironbark Paladin Property Securities 4 0.05 13.32 10.95
CFS Wholesale Property Securities 3 -0.90 12.65 9.75
MLC Wholesale Property Securities 3 -2.25 12.26 9.31
FirstChoice WS Property Securities 4 -1.42 12.16 9.49
Vanguard Australian Property Secs Idx 4 -2.31 12.08 10.11
iShares Australian Listed Property Index 4 -2.26 12.01 10.09
SGH Property Income 3 -0.59 11.73 5.87