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Top 10 articles of last week

Lex Hall  |  03 Aug 2018Text size  Decrease  Increase  |  
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A Morningstar survey of the income potential and tax effectiveness of large-cap Australian equity funds caught our readers' attention this week alongside API's value-adding acquisition and a look at five top-ranked financial stocks.

5 dividend hits, 4 misses in funds study

Dividends remained quite stable, while realised capital gains fluctuated from year to year, according to a Morningstar study that tracked 34 large-cap equity funds over 11 years.

Pharma stock looks attractive after latest acquisition

Australian Pharmaceutical Industries (ASX: API) remains a buying opportunity for value investors following its $127 million acquisition of cosmetic skin and laser hair removal company Clearskincare Clinics, according to Morningstar. 

5 top-ranked financial stocks

The investment return outlook for Australia's big four banks may have divided commentators but there are other ASX-listed large-cap financial stocks worth watching.

3 funds ready for a comeback

Pendal, Lazard and Robeco have underperformed in recent years, but could be due for a change in fortune.

Reading between the lines of falling SMSF establishments

SMSFs now account for around 27 per cent of Australia’s $2.6 trillion superannuation pool, down from 30 per cent three years ago. 

Super funds post another stellar year

Australian super funds are closing in on a decade of positive returns as the median growth fund ends the year up by 9.2 per cent, according to a report by superannuation research house Chant West.

AMP's fair value cut amid bank probe disaster

Morningstar has downgraded its fair value estimate for AMP, saying the revelations of the banking royal commission have been an "unprecedented disaster" for the once venerable wealth management giant.

Pendal breaks into global best ideas list

Australian asset manager Pendal Group has joined California cloud-computing company ServiceNow and Italian electricity provider Enel as new entrants in Morningstar's list of Global Best Equity Ideas.

5 best and worst performing equity funds of FY2018

Big bets on Flight Centre (ASX: FLT) and Reliance Worldwide (ASX: RWC) paid off for one Australian fund manager, while overweight positions on Telstra (ASX: TLS) hurt others, according to the latest Morningstar data. 

Shale sale will end painful chapter for BHP

The $US10.8 billion BHP will receive for its US shale assets is a fair price and ends a painful chapter for the world's top miner, says Morningstar.

  

More from Morningstar

How to diversify your portfolio: listed Australian and global property

Investing Basics: a beginner's guide to ETFs

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Lex Hall is a Morningstar content editor, based in Sydney.

© 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written consent of Morningstar. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a licensed financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). The article is current as at date of publication.

is content editor for Morningstar Australia

© 2019 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written consent of Morningstar. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a licensed financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782. The article is current as at date of publication.

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