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Fund Features

$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.

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.

Investor demand for credit assets held up better than many expected last year amid record interest rate lows and continuing US-China trade tensions.

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

How an outsider conquered the fund industry.

We sort the wheat from the chaff in a year marked by record low rates, weak growth and trade tensions.

State Street Global Advisors is a pioneer in the Australian ETF market, but aggressive pricing from new rivals has eroded its competitive edge.

Historically low interest rates have dented the reputation of cash as a financial security blanket.

Specialised tech companies ServiceNow, Taiwan Semiconductor and ASML are singled out as appealing investment opportunities by asset manager Capital Group.

Betting on an emerging Australian success story and its sometimes stratospheric early-stage share price gains is alluring for investors, but comes with a high risk of capital loss.

As investors assess their results for the year and plot a course for 2020 and beyond, many will be tempted to dump those that tanked in 2018 and focus on the outperformers.

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

Surging demand for passive investments doesn't mean investors should abandon active funds altogether, which would be dangerous and detrimental.

Schroders, Fidelity, Pendal and Investors Mutual have adjusted their holdings in the largest miners as uncertainty grows around China's steel demand.

From barely a dozen fixed-interest ETFs five years ago, there are now nearly 30 Australian and global funds, with more in the pipeline, writes Anthony Fensom.

Luxury goods company LVMH, confectioner Nestle, payments company Visa and consumer goods firm Reckitt Benckiser each hold positions in three of these well-regarded global equity funds.

Two upgrades, six downgrades and 73 rating affirmations highlight a busy October for Morningstar fund analysts.

The performance of some Australian stock funds with tilts toward environmental, social and governance objectives lags their non-ESG equivalents. 

The watchdog has again delayed its requirement for super funds to reveal what's in their portfolios

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

With a General Election slated for December and Brexit postponed until 2020, investors should consider how their portfolios are positioned for more months of uncertainty.

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

In the final part of our special report on value investing, we examine the common themes linking the top value funds during the past several years.

There's a lot for Australia's retiree class to like about the Bronze-rated listed investment company Australian Foundation Investment Company 

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.

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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%
46.72 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Vanguard Growth Index 5 6.09 19.10 10.66
CFS Wholesale Diversified 4 5.53 18.06 10.26
AustralianSuper Balanced 5 5.83 16.81 11.16
FirstChoice WS Growth 3 5.88 16.61 9.33
Advance Balanced Multi-Blend W 4 5.30 16.25 9.92
MLC Wholesale Horizon 4 Balanced 3 4.87 15.55 8.99
FirstChoice WS Balanced 3 5.37 15.22 8.64
FirstChoice Wholesale Multi-Index Growth 3 4.56 14.80 8.99
Russell Balanced A 3 5.44 14.76 8.30
Pendal Active Balanced 3 4.17 14.43 8.26
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
Vanguard Balanced Index Fund 5 5.06 15.91 9.03
CFS Wholesale Balanced 3 4.31 14.22 8.23
IPAC Income Generator 3 3.03 13.73 6.57
FirstChoice WS Moderate 4 4.78 13.67 7.82
Advance Moderate Multi-Blend W 4 4.40 13.62 8.29
Pendal Balanced Returns 3 3.64 12.75 7.32
Russell Diversified 50 A 3 4.51 12.74 7.21
CFS FC Multi-Index Moderate-Class A 4 3.88 12.69 7.84
BlackRock Global Allocation Aus D 4 5.86 12.28 6.52
Sunsuper Retirement 5 4.02 11.86 8.28
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perennial Value Shares Wholesale Trust 3 6.11 22.42 8.48
Realindex Australian Share-Class A 5 3.46 22.35 10.49
Dimensional Australian Core Equity Trust 4 4.09 21.74 11.34
Nikko AM Australian Share W 3 5.37 21.55 8.25
Nikko AM Australian Share Concntr 3 3.19 19.92 7.44
Nikko AM Australian Share Income 4 3.02 19.37 8.37
Perpetual Wholesale Australian 3 4.32 18.46 8.03
MLC Wholesale IncomeBuilderTM 3 1.13 17.85 5.85
Perpetual Wholesale Industrial 4 3.45 17.58 6.86
Dimensional Australian Value Trust 3 0.88 17.51 9.25
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Tribeca Alpha Plus Class A 4 5.67 28.31 10.14
Pendal Focus Australian Share 5 6.82 28.04 13.80
CFS Wholesale Imputation 3 5.84 27.29 14.49
Acadian Wholesale Aus Equity Long Short 4 4.02 27.12 12.77
BlackRock Advantage Australian Equity 5 5.33 26.94 13.39
Alphinity Concentrated Australian Share 5 6.13 26.52 13.27
DNR Capital Aus Eq High Conviction 3 8.20 26.01 11.63
Alphinity Australian Share 4 5.20 25.99 12.94
MLC Wholesale Australian Share 4 6.16 25.66 12.60
Fidelity Australian Opportunities 5 3.67 25.12 13.22
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Platypus Australian Equities - Wholesale 5 13.61 32.90 19.21
Hyperion Australian Growth Companies 4 14.47 32.25 16.91
Bennelong Australian Equities 5 11.59 29.84 17.27
T. Rowe Price Australian Equity 3 9.80 28.60 12.84
Greencape High Conviction 4 11.11 28.54 15.42
CFS Wholesale Australian Share 4 7.91 27.88 15.15
Greencape Broadcap 4 8.55 27.61 14.55
Ausbil Australian Active Equity 3 7.73 27.30 12.28
Ausbil 130/30 Focus - Wholesale 4 4.73 22.14 11.85
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Celeste Australian Small Companies 2 5.88 29.93 9.82
Australian Ethical Australian Shr 3 12.28 29.62 11.89
UBS Australian Small Companies Fund 4 6.14 28.07 16.15
Fidelity Future Leaders 4 3.19 27.79 19.80
CFS Wholesale Aus Small Companies 4 5.36 24.82 14.46
Pengana Emerging Companies 4 6.34 23.25 12.81
NovaPort Smaller Companies 2 7.01 22.98 10.33
Lennox Australian Small Companies 0 -0.15 17.85 --
Dimensional Aust Small Company Trust 2 1.86 16.92 10.13
OC Premium Small Companies 4 3.81 16.46 13.56
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Altrinsic Global Equities Trust 4 9.89 21.80 12.50
Epoch Gbl Eq Shldr Yld Fd Uhgd 3 9.24 21.52 11.27
Barrow Hanley Global Equity Trust 4 9.03 20.97 14.20
Acadian Sus Wholesale Glb Equity 4 7.71 20.24 13.04
Talaria Global Equity 3 10.60 19.26 11.15
Perpetual Global Share Class A 5 5.98 19.03 14.21
Realindex Global Share-Class A 3 7.50 17.18 11.93
Acadian Wholesale Global Eqty Long Short 5 6.93 17.10 12.44
Dimensional Global Value Trust 3 6.58 16.37 10.39
Templeton Global Trust Fund 2 9.20 14.97 9.12
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Magellan Global 5 10.96 33.09 20.68
Capital Group New Perspective (AU) 4 11.52 30.60 19.29
JPMorgan Glb Rsrch Enhncd Idx Eq Fd 4 11.18 29.94 16.39
Nikko AM Global Share 5 7.95 29.71 19.54
IFP Global Franchise 4 10.08 29.17 15.34
AXA IM Sustainable Equity 5 10.11 28.77 18.02
iShares International Equity Index 4 11.31 28.50 16.49
Vanguard International Shares Index 4 11.25 28.39 16.41
Dimensional Global Large Company Trust 4 10.74 27.24 15.92
BlackRock Advantage Intl Equity Fund 4 10.17 27.15 16.91
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Franklin Global Growth W 4 14.02 37.01 20.48
C WorldWide Global Equity Trust 4 12.63 35.50 19.23
Zurich Investments Unhedged Global Gr 4 9.17 34.60 20.20
Zurich Investments Gbl Thematic Shr 3 9.80 31.47 17.88
MFS Concentrated Global Equity Trust W 4 7.27 31.04 17.36
Generation Wholesale Global Share 5 10.95 30.98 21.78
MFS Global Equity Trust 4 8.84 30.25 16.65
T. Rowe Price Global Equity I 5 12.17 30.20 21.92
Fidelity Global Equities 4 10.63 28.64 17.12
Walter Scott Global Equity 4 8.85 28.02 18.81
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
AMP Capital Listed Property Trusts A 5 5.39 24.06 15.14
Pendal Property Investment 4 4.66 23.19 14.89
CFS Wholesale Property Securities 3 4.24 19.96 12.89
Cromwell Phoenix Property Securities 5 5.94 19.83 12.83
Vanguard Australian Property Secs Idx 4 3.86 19.71 13.52
iShares Australian Listed Property Index 4 3.88 19.62 13.38
MLC Wholesale Property Securities 3 3.65 19.32 12.72
Ironbark Paladin Property Securities 4 5.63 18.84 13.63
FirstChoice WS Property Securities 3 4.51 18.67 12.47
Antares Prof Listed Property 3 2.19 18.30 10.29