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Fund Features

Not since September 2015 have fund investors sought refuge in the safest asset on the risk spectrum.

Airports and toll roads are out of favour, but opportunities are appearing in other parts of global infrastructure such as water and telecommunications.

Fund managers are urged to have the courage of their convictions, but the scandal around the German payments provider shows how that approach can go wrong.

The latest Morningstar Australia Prospects list contains some interesting strategies including a promising ESG fund and two global growth strategies.

When Hamish Douglass is moving to cash you know something's up and he's not the only fund manager emitting warning signs.

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

Jon Hale sees resilience in ESG funds, an appreciation for 'social' analysis, and a hastening toward stakeholder capitalism.

Shining a light on medallist funds that have little in common with their benchmarks.

The closing of the commission loophole is no guarantee investors are shielded from pushy sales tactics. 

Value-focused managers have struggled for several years now—a trend exacerbated by the recent sell-off.

Australian companies do a good job of managing carbon risk, but the country as a whole still trails many developed markets.

Hamish Douglass has got the edge over his fund rival by unearthing steadier returns in different sectors.

Morningstar is confident Dimensional will outperform over the longer-term despite lagging during the market sell-off.

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

Active management is tougher in some categories than others.

The corona market crash may provide active managers with an overdue opportunity to prove their worth.

Morningstar Medallists are the outstanding Australian equities fund manager strategies for 2019.

Equity funds have been hit hard in the Covid-19 sell-off, but it is those that avoided underperforming commodity-related companies, financials, and property fared the best.

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.

As stock markets fall, investors should resist the urge to panic. Analysis of performance after the financial crisis shows how Australian equity funds bounced back.

Do listed investment companies still have a place in your portfolio, as the debate about how investors pay for these products continues to surge.

The bear market that arrived in silence.

Alternative strategies and bond funds were the only funds that managed to eke out positive returns in the market sell-off.

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.

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%
0.28 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Vanguard Growth Index 5 -5.62 3.22 5.87
AustralianSuper Conservative Balanced 5 -3.72 2.42 5.31
AustralianSuper Balanced 5 -5.74 2.10 6.29
FirstChoice WS Balanced 3 -6.75 0.73 3.85
Schroder Strategic Growth - WC 4 -5.47 0.64 4.06
FirstChoice WS Growth 3 -7.97 0.19 3.84
Advance Balanced Multi-Blend W 3 -8.21 -0.49 4.35
MLC Wholesale Horizon 4 Balanced 3 -7.98 -1.38 3.63
Russell Balanced A 3 -9.06 -2.04 2.66
FirstChoice WS Multi-Index Balanced 3 -10.52 -4.08 2.76
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BlackRock Global Allocation Aus D 5 -0.18 7.48 4.15
Vanguard Balanced Index Fund 5 -3.36 4.00 5.52
CBUS Super Conservative Growth 0 -2.61 3.00 --
AustralianSuper Stable 5 -2.09 2.35 4.54
CFS FirstChoice WS Diversified 3 -4.34 1.49 3.54
FirstChoice WS Moderate 4 -5.68 1.07 3.68
Advance Moderate Multi-Blend W 4 -6.08 0.28 4.02
Sunsuper Retirement 4 -5.57 -0.04 4.35
Russell Diversified 50 A 3 -6.29 -0.28 3.01
MLC Wholesale Horizon 3 Conservative Gr 3 -5.47 -0.50 3.07
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual W Share Plus L/S 5 -10.25 -5.61 2.53
Perpetual Wholesale Ethical SRI 5 -11.26 -6.61 -0.62
Investors Mutual Concentrated Aus Share 5 -14.34 -7.08 1.05
Dimensional Australian Core Equity Trust 4 -15.62 -8.86 3.71
Perennial Value Shares Wholesale Trust 2 -16.36 -8.92 0.07
Perpetual Wholesale Australian 3 -15.79 -9.44 0.87
Perpetual Wholesale Industrial 4 -16.63 -10.12 -0.76
Realindex Australian Share-Class A 5 -17.01 -10.59 2.44
Nikko AM Australian Share Income 3 -19.88 -12.61 -0.81
Nikko AM Australian Share W 2 -21.79 -13.42 -2.50
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
AB Managed Volatility Equities 5 -8.05 1.89 7.88
Tribeca Alpha Plus Class A 4 -9.29 1.45 4.44
Airlie Australian Share 0 -10.89 -0.09 --
Milliman Mgd Risk Australian Shr-Class A 4 -7.31 -1.92 3.61
CFS Wholesale Imputation 4 -11.02 -2.62 7.73
Pengana Australian Equities Class A 4 -11.36 -2.87 3.36
Pendal Focus Australian Share 5 -11.85 -2.98 6.85
Pendal Ethical Share 4 -12.44 -4.21 5.21
State Street Australian Equity 5 -13.13 -4.23 3.97
Fidelity Australian Equities 5 -12.85 -4.32 4.57
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Hyperion Australian Growth Companies 5 -2.31 14.33 11.41
Platypus Australian Equities - Wholesale 4 -4.83 8.65 11.89
Bennelong Australian Equities 5 -6.07 8.45 11.18
CFS Wholesale Australian Share 4 -5.11 5.21 10.93
Greencape Broadcap 4 -6.95 3.25 9.41
Greencape High Conviction 4 -9.65 1.18 8.34
Ausbil 130/30 Focus - Wholesale 4 -10.33 -1.19 5.09
T. Rowe Price Australian Equity 3 -14.61 -2.97 4.18
Ausbil Australian Active Equity 3 -16.40 -6.10 3.72
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS Wholesale Aus Small Companies 4 -0.76 7.27 12.13
Fidelity Future Leaders 5 -4.70 5.47 13.90
UBS Australian Small Companies Fund 4 -9.04 3.92 11.63
Perpetual Wholesale Smaller Companies 3 -4.65 2.97 5.33
Ironbark Karara Australian Small Comp 3 -2.59 2.01 6.95
Australian Ethical Australian Shr 3 -12.91 -1.79 4.75
Pendal Smaller Companies 3 -5.84 -2.29 6.51
Celeste Australian Small Companies 2 -10.37 -2.96 3.71
NovaPort Smaller Companies 2 -13.23 -4.60 2.88
OC Premium Small Companies 3 -12.43 -5.33 6.77
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Acadian Sus Wholesale Glb Equity 5 -2.52 9.81 8.21
Acadian Wholesale Global Eqty Long Short 5 -6.05 6.38 7.07
Altrinsic Global Equities Trust 4 -8.44 4.62 5.29
Templeton Global Trust Fund 3 -8.67 3.77 2.64
Talaria Global Equity 4 -8.19 2.31 5.21
Perpetual Global Share Class A 4 -9.35 0.15 5.67
Robeco Global DM Conservative Eqs (AUD) 3 -11.24 0.14 5.17
Barrow Hanley Global Equity Trust 3 -14.95 -0.16 4.43
Epoch Gbl Eq Shldr Yld Fd Uhgd 4 -12.61 -1.40 2.25
Realindex Global Share-Class A 3 -14.32 -2.71 3.54
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Loomis Sayles Global Equity 0 2.13 18.78 --
Capital Group New Perspective (AU) 4 1.31 17.25 12.96
Magellan Global 5 1.43 16.31 14.49
Dimensional Glb Sstnblty Trust Unhdg 4 -2.76 14.43 10.90
Nikko AM Global Share 5 1.03 14.35 14.82
Bell Global Equities Platform Class 4 -0.34 14.08 12.50
IFP Global Franchise 4 0.18 13.79 8.68
iShares International Equity Index 4 -3.31 12.08 10.32
Vanguard International Shares Index 4 -3.30 12.08 10.28
Magellan High Conviction 4 -4.53 11.59 11.24
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Franklin Global Growth W 5 10.33 29.28 16.55
T. Rowe Price Global Equity I 4 9.01 22.79 17.11
Hyperion Global Growth Companies B 5 8.45 19.66 21.27
GQG Partners Global Equity 0 5.12 19.53 --
C WorldWide Global Equity Trust 4 2.92 17.54 13.06
Zurich Investments Unhedged Global Gr 4 0.96 15.29 14.35
Walter Scott Global Equity 3 0.08 14.75 13.57
Fidelity Global Equities 3 -0.30 12.83 11.09
Generation Wholesale Global Share 5 -4.67 12.68 13.69
Zurich Investments Gbl Thematic Shr 3 -2.36 12.58 11.85
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AMP Capital Listed Property Trusts A 4 -18.10 -10.61 4.28
Pendal Property Investment 5 -18.66 -10.66 3.90
Ironbark Paladin Property Securities 4 -19.12 -11.16 3.14
CFS Wholesale Property Securities 3 -20.65 -13.47 1.57
FirstChoice WS Property Securities 4 -22.10 -14.62 0.91
MLC Wholesale Property Securities 4 -21.54 -14.85 0.89
Vanguard Australian Property Secs Idx 3 -23.46 -16.47 1.04
iShares Australian Listed Property Index 3 -23.47 -16.53 0.99
Zurich Investments Aus Property Secs 3 -25.52 -18.59 -0.70
Cromwell Phoenix Property Securities 4 -25.95 -18.63 -1.02