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Fund Features

One fund has dropped out of Morningstar's Medal rankings, another has swapped its Silver for a Bronze and a third is under review.

Funds from Aberdeen Standard and Fidelity can provide investor exposure to parts of the oilfield services sector, which a new Morningstar report views as around 35 per cent undervalued.

Stewart Investors is among a handful of global equity fund managers to unearth good returns in the September quarter even despite a patchy period for markets.

The region presents investors with a growing range of opportunities to generate positive returns and have a positive impact on the planet at the same time.

Active fund managers have been under the pump for some time, and though the following lists show which managers and funds have lost the most investor money, there are still many reasons to like them.

Aussie investors have access to some of the world's cheapest managed funds, according to Morningstar's annual Global Investor Experience Study.

Magellan Global has taken the prize for the top returning global equity fund under Morningstar's coverage in 2018, leading the way through turbulent times.

Strong incentives on offer, but be mindful of this strategy's riskier investment profile, writes Morningstar associate director, manager research Michael Malseed.

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

Australians risk losing up to a quarter of their superannuation balance by retirement because of hefty fees charged by 'fat cat' super funds, new research suggests.

Eight investment strategies from managers including Macquarie, Daintree Capital and Hyperion have been added to Morningstar's watchlist.

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

Consumer cyclical stocks may tick upward in the coming months, though earnings downgrades still outnumber upgrades for now, says global equity portfolio manager Jonas Palmqvist.

Knowing the nuances of these three structures can help you make shrewder investment decisions.

Limiting yourself to locally-listed companies rules out a wide range of industries and the potential upside they bring to a diverse portfolio, says Platinum’s Andrew Clifford.

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%
1,027.83 -- --

More info on this example...

10 Top Tens

Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
Legg Mason Martin Currie Divers Inc Tr 5 8.86 13.71 8.33
Hamilton Investment Fd-Multi Asset Port 2 8.33 12.10 4.72
Australian Ethical Balanced WS 0 8.27 11.42 --
Multi Asset Class A Moderate 0 7.00 11.42 --
Australian Ethical Balanced (Acc) 0 7.50 10.57 8.60
Australian Ethical Balanced (Pen) 0 7.20 10.48 8.20
Australian Ethical Balanced 4 7.78 10.41 7.77
BT Index Moderate 4 6.63 10.07 7.54
ANZ ASA-Colonial First State Diversified 5 7.64 9.78 8.64
Optimum All Ann - Suncorp Trad Balanced 5 6.95 9.62 9.66
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Collins St Value Fund 4 7.68 22.04 11.21
CFS FC W Pen-Realindex W Aus Shr 5 11.12 15.16 13.05
Ausbil Active Dividend Income 0 10.37 14.71 --
CFS FC Pen-Realindex Aus Shr 4 10.70 14.27 12.10
AB Concentrated Australian Equities Fund 0 11.47 14.02 --
CFS FC W PSup-Realindex W Aus Shr 5 9.85 13.30 11.55
AMP SigSup AP-AMP Cap Eq Inc Gen 4 8.74 13.26 10.20
FC W Pen - Realindex W TTR Aus Shr 0 9.76 13.25 --
Realindex Australian Share-Class A 5 10.54 13.11 11.56
AMP FS R-AMP Capital Equity Income Gen 4 8.63 13.03 9.83
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Bombora Special Investments Growth 0 32.68 43.64 --
Glenmore Australian Equities 0 26.50 26.88 --
Regal Australian Long Short Equity 5 19.89 19.78 14.69
Australian Eagle Trust 5 13.91 19.67 18.31
Regal Long Short Australian Equity 5 19.07 19.17 14.47
CFS FC W Pen-Acadian W Aus Equity LS 5 14.11 16.70 14.31
BT PPSP-BlackRock WS Aus Share 3 13.93 16.64 12.39
ANZ A Pension - MLM Wsale Imputation Fd 3 13.17 16.34 12.97
CFS FC Pen-Acadian Aus Equity LS 5 13.84 16.01 13.69
Col SAP - Colonial Australian Equity 5 13.11 15.63 13.12
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
OnePath OA TAP-OP Sust Inv Aus Shares 2 10.56 15.38 6.45
OnePath OA AP-OP Sust Inv Aus Shares EF 2 10.54 15.35 9.06
OnePath OA AP-AMP Capital Equity EF 3 11.29 15.18 10.71
Selector High Conviction Equity A 5 15.58 14.66 16.99
Col SAP - CFS Ws Indexed Australian Sh 4 12.11 14.66 13.03
OnePath OA TAP-OP Sust Inv Aus Shr NE 2 10.12 14.49 5.13
OnePath OA AP-OP Sust Inv Aus Shares NE 2 10.12 14.49 8.24
OnePath OA AP-AMP Capital Equity NE 2 10.95 14.49 10.05
OnePath OA TAP-AMP Capital Equity NE 2 10.95 14.49 10.05
CFS FC W Pen-BlackRock W Adv Aus Shr 5 12.37 14.20 13.61
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Regal Australian Small Companies Fund 5 47.39 49.31 20.36
Bennelong Emerging Companies Fund 0 49.22 39.77 --
Australian Ethical Emerging Companies WS 5 22.39 24.76 14.54
Clime Smaller Companies 0 25.25 24.42 --
Australian Ethical Emerging Companies 5 22.11 24.23 13.69
Lakehouse Small Companies Fund 0 22.71 23.43 --
8IP Australian Equity Impact 0 12.37 22.53 --
Ellerston Australian MicroCap Fund 0 23.05 17.49 --
Macquarie Australian Emerging Companies 0 22.80 17.36 --
MLC MK Sup F-Fairview Eq Ptnr Emg Co 4 15.29 16.96 10.47
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Aoris International Fund A 0 14.46 21.94 --
Aoris International Fund B 0 13.79 20.38 --
Morningstar Global Shares Z 0 12.41 15.32 18.02
ANZ A Pension - Magellan Global (AAP) 5 12.36 15.29 17.84
OA Frontier AP-Magellan Global 5 12.30 15.23 17.84
ANZ OA TAP-Magellan Global EF 3 12.19 15.00 9.49
ANZ OA Pen-Magellan Global EF 5 11.82 14.26 16.85
OA Frontier PS-Magellan Global 5 11.44 14.13 16.34
OnePath OA AP-Magellan Global EF/Sel 4 11.18 13.87 16.78
OnePath OA TAP-Magellan Global EF/Sel 4 11.19 13.87 16.78
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Evans and Partners International Fund 5 19.90 26.71 17.41
AMP - PIB - International 3 10.01 19.21 13.24
Intermede Global Equities Fund 5 14.72 17.23 17.28
Fidelity Global Low Volatility Equity Fd 0 12.68 16.97 --
MFS Low Volatility Global Equity Trust 3 11.53 16.21 14.39
Vontobel Global Equity Fund 5 13.56 16.17 17.96
Magellan Global 5 12.63 15.72 18.21
OA Frontier IP-Magellan Global 5 12.48 15.39 18.00
AXA IM Sustainable Equity 5 12.24 15.39 16.19
Magellan WS Plus Global 5 12.65 15.11 18.16
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Zurich Investments Concentrated Glbl Gr 5 13.61 21.80 21.61
Lakehouse Global Growth Fund 0 10.02 17.17 --
Insync Global Quality Equity 0 17.26 16.33 --
AMP Capital Global Gr Opportunities 4 12.62 16.15 18.26
Zurich Investment Advtg Glb Gr Shr Fd 0 12.41 16.14 --
Zurich Investments Unhedged Global Gr 4 12.36 16.11 18.04
Zurich Investments Global Growth 4 12.17 16.03 18.05
Insync Global Capital Aware 2 16.28 15.98 15.99
Zurich Investments Gbl Thematic Shr Pool 3 12.71 15.44 16.11
AMP SigSup AP-Zurich American Cen GlbGr 5 12.03 15.15 17.20
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AMP Capital Property Securities 4 6.10 23.72 10.78
AMP Capital Listed Property Trusts 5 6.08 23.69 10.87
UBS Property Securities Fund 5 7.33 23.42 11.21
AMP Capital Listed Property Trusts A 4 5.80 23.05 10.30
AMP FLI S2-AMP Capital Aus Prpty Secs 3 5.47 22.27 9.56
Macquarie S/RO-CFS Property Securities 4 10.74 22.18 8.82
AMP FLI-AMP Property Securities 3 5.33 21.99 9.19
AMP FLI-AMP Capital Aus Prpty Secs 3 5.26 21.79 9.13
Pendal Wholesale Plus Property Secs 5 7.21 21.63 10.80
Macquarie Property Securities 0 5.43 21.31 11.41