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Fund Features

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. 

Diversification is your best bet to minimise losses during a downturn rather than expecting an active equity fund to turn defensive, says Morningstar's Russ Kinnel.

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

The past few years may have blemished Bill Gross's record but the PIMCO co-founder was a trailblazer when it came to managing bonds, and the industry eventually followed his lead.

A knack for identifying companies capable of doubling sales, forensic fundamental analysis, and a trailblazing approach to bonds have put this trio of funds on Morningstar's radar. 

US stocks are still considered broadly expensive, but consumer staples is one area where lower valuations are creating opportunity, says Morningstar Investment Management’s Bryce Anderson.

Super funds delivered their worst performance in seven years during 2018, returning an average of just 0.8 per cent across growth funds, research shows.

Increasing your cash allocations can protect capital when the risk-reward trade off of being fully invested doesn't make sense

Infrastructure stocks including Sydney Airport and Transurban outperformed in 2018 as volatility came back to the stock market and fled to defensive stocks.

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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%
29.40 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Asgard SMAF SMA Balanced 0 5.72 9.71 10.75
Partners Group Global Multi-Asset 5 4.19 7.43 10.61
AMP - FIP - Property Biased NEF 3 2.45 5.04 6.74
AMP - FIP - Property Biased NE/XF 3 2.45 5.04 6.74
Care Pension Sustainable Balanced 0 0.16 4.96 --
Suncorp RO Deposit Suncorp Trad Growth 5 -2.07 4.79 8.97
Suncorp Corporate Inv Super Sun Trad Gr 5 -2.07 4.79 8.97
AMP - FAP - Property Biased 3 1.56 4.41 6.90
Care Super Sustainable Balanced 0 0.05 4.40 7.71
AMP - FIP - Property Biased 3 1.56 4.40 6.89
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
Optimum All Ann - Suncorp Trad Balanced 5 -1.20 4.38 7.99
Smartsave MySuper Balanced 4 -0.65 4.31 5.77
Smartsave Pensions Balanced 2 -0.61 4.30 5.58
Statewide Super Cnsrv Bal (Pensions) 5 -0.04 4.22 8.13
Sunsuper Income Account Retirement 5 0.31 3.88 8.33
Statewide Super Conservative Bal (Super) 5 0.02 3.86 7.29
Smartsave Balanced 3 -0.69 3.79 5.19
Vanguard Managed Payout 5 -1.20 3.62 7.77
BT Index Moderate 0 -0.12 3.53 --
IOOF MultiMix Moderate Trust 4 -0.61 3.49 6.53
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Collins St Value Fund 0 3.34 2.84 --
Investors Mutual Concentrated Aus Share 5 -1.00 2.24 7.77
CFS FC W Pen-Realindex W Aus Shr 5 -3.53 1.10 12.32
CFS FC W Pen-Investors Mutual W Aus Shr 4 -3.34 1.03 8.15
CFS FC W PSup-Investors Mutual W Aus Shr 4 -3.09 0.90 7.31
CFS FC W PSup-Realindex W Aus Shr 4 -3.29 0.88 10.99
Clime Australian Value WS 2 -4.05 0.56 6.63
Clime Australian Value 2 -4.14 0.39 6.48
CFS FC PSup-Investors Mutual Aus Shr 4 -3.36 0.27 6.65
CFS FC Pen-Investors Mutual Aus Shr 4 -3.69 0.27 7.31
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Solaris Australian Equity Long Short Fd 0 -3.07 7.21 --
Col SAP - CFS Ws Australian Share 4 -4.54 6.32 9.65
OnePath OA FR Pen-CFS Imputation 4 -4.61 5.70 8.97
BT Lifetime FP-CFS Australian Shares 3 -4.71 5.66 8.21
Col SPS - CFS Wsale Aus Share 4 -4.21 5.64 8.56
Lifeplan Investment Bd-Vanguard AuShrIdx 5 1.41 5.63 9.00
ANZ A Pension - CFS Wsale Imputation Fd 4 -4.67 5.57 8.84
BT Lifetime FP-CFS Australian Shares NEF 3 -4.69 5.54 7.83
OnePath OA FR Pen-Bennelong Aust Eq 5 -9.30 5.52 11.26
BT PPSP-CFS W Imputation 3 -5.38 5.21 8.17
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-CFS W Concentrated Aus Shr 4 -3.90 6.97 9.35
ANZ A Pension - CFS Wsale Leaders Fund 4 -3.98 6.79 9.17
Suncorp BSuper Pen-Hyperion Aus Grwth Co 0 -2.90 6.37 --
CFS FC W PSup-CFS W Concentrated Aus Shr 4 -3.53 6.28 8.30
CFS Wholesale Concentrated Aus Shr 3 -4.72 5.88 8.12
Selector High Conviction Equity A 5 -4.96 5.84 13.70
CFS PST Australian Shares 5 -4.03 5.80 8.46
CFS PPP-Australian Share 4 -4.06 5.54 8.42
CFS Wholesale Australian Share 3 -4.47 5.51 8.43
Hyperion Australian Growth Companies 3 -3.63 5.39 7.58
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
QVG Opportunities Fund 0 -10.10 8.02 --
Fidelity Future Leaders 5 -2.99 4.19 12.69
CFS FC W Pen-CFS W Aus Small Companies 4 -3.48 4.10 12.68
Col SAP - CFS Ws Small Co - Core 5 -4.94 3.84 12.93
CFS Australian MidCap Fund - Class A 0 -4.16 3.74 --
CFS FC W PSup-CFS W Aus Small Companies 4 -3.16 3.69 11.30
Col SPS - CFS Ws Small Co - Core 5 -4.61 3.67 12.10
CFS Wholesale Aus Small Companies 4 -3.94 3.44 11.96
Ausbil MicroCap 4 0.02 3.35 10.46
MLC MK Sup F-Fairview Eq Ptnr Emg Co 3 -3.61 2.78 6.68
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
OA Frontier AP-Magellan Global 5 1.90 10.18 10.44
ANZ A Pension - Magellan Global (AAP) 4 1.88 10.15 10.41
OA Frontier PS-Magellan Global 5 1.79 9.59 9.69
ANZ OA Pen-Magellan Global EF 4 1.46 9.25 9.51
ANZ OA TAP-Magellan Global EF 1 1.77 8.92 2.89
ANZ OA Sup-Magellan Global EF 4 1.38 8.71 8.81
ANZ OA Pen-Magellan Global NEF 3 1.08 8.43 8.69
ANZ OA TAP-Magellan Global NEF 2 1.08 8.43 8.69
Wingate WS Plus Global Equity 2 -0.51 8.25 6.95
OnePath OA TAP-Magellan Global EF/Sel 4 1.50 8.23 9.56
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
MFS Low Volatility Global Equity Trust 3 1.87 11.75 8.58
Evans and Partners International Fund 0 1.53 11.52 10.41
Magellan Global 5 2.01 10.57 10.63
OA Frontier IP-Magellan Global 5 1.86 10.27 10.51
Magellan WS Plus Global 0 1.43 10.16 10.73
CFS FC-Magellan W Global Share 4 1.49 9.96 10.40
CFS FC W Pen-Magellan W Global Shares 5 1.50 9.95 10.39
Magellan Advantage Global 0 1.35 9.78 --
ANZ Smart Choice Super-Magellan Global 4 1.79 9.59 9.69
CFS FC Pen-Magellan Global 4 1.45 9.45 9.63
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Hyperion Global Growth Companies B 5 0.68 17.65 17.43
Lakehouse Global Growth Fund 0 1.82 16.31 --
Hyperion Global Growth Companies A 0 0.60 14.99 --
Walter Scott WS Plus Global Equity 4 0.08 10.40 12.04
Zurich Investments Concentrated Glbl Gr 5 -1.01 10.04 13.31
Walter Scott Global Equity 4 -0.08 9.97 11.73
Suncorp BSuper Pen-Walter Scott Glbl Eq 0 0.08 9.73 --
Walter Scott Global Equity No 1 0 -0.51 9.28 --
AMP SigSup-Walter Scott Global Equity 4 -0.05 9.26 10.67
AMP SigSup AP-Walter Scott Global Eq 5 -0.52 9.25 10.76
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT PPSP-Macquarie WS Properties Secs 4 7.89 17.72 9.56
AUI Property Securities Fund Growth 0 4.80 16.62 13.59
Col SAP - BT Property Investment 4 7.24 16.43 9.12
AMP Capital Listed Property Trusts 4 7.87 15.94 9.92
AMP Capital Property Securities 3 7.79 15.80 9.78
AMP Capital Listed Property Trusts A 3 7.59 15.35 9.35
Col SPS - BT Property Invest Opt 4 6.73 15.33 8.59
Col SAP - Multi Mgr Property Securities 5 6.27 15.28 10.08
Col SAP - CFS Ws Property Securities 4 6.17 14.89 8.54
Macquarie Property Securities 5 6.67 14.85 10.31