Funds News & Analysis

Index funds and systematic strategies face trading frictions that quietly erode investor returns.

Morningstar’s Manager Research team awards fund Gold medalist rating in an environment where small caps look positioned to succeed.

Can Vanguard continue its mission while juggling the new challenges that come from its massive size?

Pressure mounts as discounts widen amid an industry reshaping.

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

KiwiSaver rises to almost NZD 130 billion.