Fund Features
Growth was the place to be through the covid-19 pandemic while value managers couldn't catch a break.
Our monthly update detailing the short- and long-term performance of major indices.
On the sidelines of the Morningstar Individual Investor Conference, the Magellan co-founder reflects on the pandemic and which sectors are set to gain - and lose.
At the end of a difficult year for many emerging economies, we look at the prospects for countries such as Brazil, Russia and Taiwan.
The Morningstar gold-rated fund seeks to ensure it can continue to outperform.
Many listed investment companies are trading well outside their NTA and that’s upsetting investors, writes Anthony Fensom.
Our monthly update detailing the short- and long-term performance of major indices.
Like any other investment, you need to know what you own and why.
Australian Ethical and Stewart Investors score well under Morningstar's new ESG Commitment Level, but AMP and Perpetual have a way to go.
The rejig aims to give unitholders in the unlisted Magellan Global fund more flexibility, allowing them to trade their units on the ASX.
Morningstar associate director Michael Malseed explains the changes, why they're occurring and what they mean for investors.
If so, the industry’s leaders must perform better.
A new metric from Morningstar helps investors gauge which asset managers take ESG to heart.
Our monthly update detailing the short- and long-term performance of major indices.
A suitable sustainable option.
Ausbil engaged with the mining giant four times before it decided to pull away.
There's growing choice for Australians who want to invest sustainably.
Mining stocks have been a thorn in the side of smaller indexes, writes Nicki Bourlioufas.
Our monthly update detailing the short- and long-term performance of major indices.
Investors may have to consider mining companies in their portfolio, despite their history of controversies, says head of responsible investment at Royal London Asset Management.
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% |
![]() |
641.27 | -- | -- |
10 Top Tens
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