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Fund Features

Drawing public lessons from a private fund's problems.

The diverging fortunes of active and passive bond managers in 2020 was among the litany of talking points from an unforgettable year.

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

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Cathie Wood's ARK Invest is causing a sensation in the US with its thematic ETFs but accessing them means jumping through a few hoops. 

Vanguard’s actively managed Australian fund is pioneering a sliding fee structure that aims to put investors first.

If performance turns for the worse, money that has been quick to come may be quicker yet to go, writes Morningstar's Ben Johnson.

A low fee and solid performance make the Capital Group New World fund a standout, says Morningstar’s Christopher Franz.

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

The rise in global and local share markets helped consolidated assets hit the $4 trillion-mark writes, Nicki Bourlioufas.

The popularity of the company’s funds raises a tricky question.

A big bet on Alibaba and a dash for cash brought Hamish Douglass’s good work undone.

We reveal how the ultra-popular Ark Innovation fund stacks up on 11 measures of equity risk.

Central banks will take a cautious approach to tightening and so should investors in their search for yield, writes Anthony Fensom.

Nominees showed an ability to deliver quality, high-performing investments in a particularly volatile market.

The pandemic has accelerated Australia's sustainable investing boom with over $4bn added to the sector over past 12 months.

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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%
629.97 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
FirstChoice Wholesale Multi-Index Growth 3 19.50 31.31 7.81
FirstChoice WS Growth 4 14.81 29.24 8.19
FirstChoice WS Multi-Index Balanced 3 16.86 27.27 7.32
Advance Balanced Multi-Blend W 4 12.79 26.61 8.00
CFS Index Growth A 0 12.33 26.48 --
FirstChoice WS Balanced 3 12.81 25.47 7.63
Russell Balanced A 3 12.87 24.71 6.47
Experts' Choice Balanced 4 11.22 24.70 7.85
MLC Wholesale Horizon 4 - Balanced 3 12.60 24.14 7.44
Vanguard Growth Index 5 10.94 23.99 9.11
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BlackRock Global Allocation Aus D 5 12.39 34.40 9.81
CFS FC Multi-Index Moderate-Class A 5 14.33 23.41 6.95
FirstChoice WS Moderate 4 10.83 21.64 6.88
Russell Diversified 50 A 3 8.94 19.12 5.75
FirstChoice WS Multi-Index Diversified 3 11.44 19.09 6.05
Advance Moderate Multi-Blend W 4 8.84 18.89 6.54
CFS FirstChoice WS Diversified 3 8.90 17.88 6.17
MLC Wholesale Horizon 3 - Cons Grwth 3 9.05 17.43 5.87
Vanguard LifeStrategy Balanced 5 7.02 16.78 7.15
Vanguard Balanced Index Fund 5 6.95 16.74 7.61
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Dimensional Australian Value Trust 3 31.96 57.15 9.37
Perpetual Wholesale Ethical SRI 5 26.84 52.09 8.07
Perpetual Wholesale Australian 4 26.11 50.45 8.80
Allan Gray Australia Equity A 3 32.49 49.34 5.97
Perennial Value Shares Wholesale Trust 3 23.14 49.02 7.01
Perpetual Wholesale Concentrated Equity 3 27.50 47.16 6.38
Dimensional Australian Core Equity Trust 4 19.76 47.08 8.78
Nikko AM Australian Share W 2 27.13 44.64 3.27
Perpetual W Share Plus L/S 5 28.72 43.78 7.95
Realindex Australian Share-Class A 5 25.33 43.53 9.66
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
DNR Capital Aus Eq High Conviction 3 25.49 55.83 10.35
Firetrail Australian High Conviction 2 27.22 54.54 7.16
Ausbil Active Sustainable Equity 5 18.21 49.70 13.42
Yarra Australian Equities Fund 2 21.10 46.54 6.51
Vanguard Australian Shares High Yield 4 27.04 44.43 8.96
AMP Capital Specialist AUS Shr WT 4 17.92 44.23 10.22
Vanguard High Yield Australian Shares 3 27.04 44.00 8.46
Airlie Australian Share 0 18.68 43.59 --
Pendal Focus Australian Share 5 21.84 42.81 10.82
Acadian Wholesale Aus Equity Long Short 4 18.78 41.90 9.00
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Bennelong Australian Equities 5 17.88 60.27 17.94
Ausbil Australian Active Equity 3 24.90 50.87 11.33
FSI Wholesale Australian Share 4 16.05 49.00 15.66
Hyperion Australian Growth Companies 5 13.13 45.12 19.75
Greencape Broadcap 4 16.62 42.82 11.99
Greencape High Conviction 4 18.28 39.52 11.25
Platypus Australian Equities - Wholesale 4 9.68 38.53 14.08
Ausbil 130/30 Focus - Wholesale 4 18.69 35.24 9.85
T. Rowe Price Australian Equity 3 14.91 33.81 7.72
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
AMP Capital Specialist AUS Small Coms A 3 20.23 73.46 11.95
Experts' Choice Small Companies 3 20.14 72.55 11.64
Lennox Australian Small Companies 2 10.18 69.82 10.96
OC Premium Small Companies 3 16.60 69.35 8.99
Celeste Australian Small Companies 2 18.86 67.11 8.77
Perpetual Wholesale Smaller Companies 3 20.57 65.78 10.93
UBS Australian Small Companies Fund 4 18.17 65.67 14.03
Dimensional Aust Small Company Trust 2 18.05 62.62 8.74
Pengana Emerging Companies 3 20.73 61.48 8.79
FSI Wholesale Australian Small Companies 5 19.77 60.54 16.52
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perpetual Global Share Class A 5 28.01 31.80 12.54
Barrow Hanley Global Equity Trust 4 27.80 31.45 10.63
Realindex Global Share-Class A 3 26.58 29.34 8.60
Antipodes Global Fund - Long P 5 20.86 29.31 8.95
Dimensional Global Value Trust 2 26.85 28.90 5.23
Templeton Global Trust Fund 3 17.44 27.30 7.71
Acadian Sus Wholesale Glb Equity 5 14.93 27.19 12.59
Acadian Wholesale Global Eqty Long Short 4 13.10 14.99 7.28
Altrinsic Global Equities Trust 3 12.93 13.81 7.44
Epoch Gbl Eq Shldr Yld Fd Uhgd 3 12.29 12.42 6.32
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Platinum International Brands Fund 4 33.55 63.42 13.29
PM Capital Global Companies 2 40.57 61.29 11.51
Experts' Choice International Shares 3 17.70 38.36 12.75
Arrowstreet Global Equity 5 22.42 36.37 14.76
Platinum Unhedged Fund 2 29.22 36.10 7.04
Capital Group New Perspective (AU) 5 12.63 34.39 17.86
FirstChoice WS Global Share 4 15.74 32.60 12.62
Lazard Global Equity Franchise 1 23.38 32.00 8.63
Dimensional Glb Sstnblty Trust Unhdg 5 16.96 31.32 15.34
Orbis Global Equity Fund Retail Class 3 19.71 31.27 7.86
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Hyperion Global Growth Companies B 5 9.96 49.34 27.94
Pan-Tribal Global Equity Fund 2 23.25 41.93 12.31
T. Rowe Price Global Equity I 5 13.02 41.25 20.15
Franklin Global Growth W 5 11.17 39.08 18.61
Vanguard Active Global Growth 0 13.86 38.97 --
Generation Wholesale Global Share 5 20.15 36.11 17.40
Fidelity Global Equities 4 16.12 32.33 15.76
Zurich Investments Concentrated Glbl Gr 5 12.19 30.36 22.27
Zurich Investments Global Growth 4 11.49 28.52 16.95
Zurich Investments Unhedged Global Gr 4 11.48 28.40 16.96
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
SGH Property Income 2 20.60 52.00 2.72
Zurich Investments Aus Property Secs 3 15.98 47.35 5.85
FirstChoice WS Property Securities 4 14.39 46.03 8.02
Vanguard Australian Property Secs Idx 3 12.61 45.40 7.81
Ironbark Paladin Property Securities 4 12.72 45.15 9.49
iShares Australian Listed Property Index 3 12.50 44.98 7.67
FSI Wholesale Property Securities 3 12.44 44.64 8.43
Pendal Property Investment 5 11.68 43.01 11.21
Cromwell Phoenix Property Securities 4 17.14 42.80 5.55
AMP Capital Listed Property Trusts A 5 10.40 42.59 12.07