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Funds News & Analysis

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High conviction stocks from Gold Medalist fund managers
The largest holdings in Gold Medalist small and mid cap funds
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Is your index fund tracking the right index? Here’s what to look for

Understanding these 6 qualities of the best indexes can help investors choose among thousands of index funds.
funds

Listed Investment Companies monthly performance: January 2024

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).
funds

Index funds have officially won

Now what?
funds

KiwiSaver Survey | December Quarter 2023

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 104 billion, up around NZD 8 billion for the quarter.
funds

Should ESG investing be criminalized?

The question, regrettably, is not a joke.
funds

Thornhill on shares for investment income in retirement

The dream of many investors is to be able to live off the dividend income from their shares. There is a relatively simple way to do this though it requires a mental fortitude that may not be for everyone.
funds

Listed Investment Companies monthly performance: December 2023

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).
funds

Listed Investment Companies monthly performance: November 2023

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).
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Seeking opportunities in global emerging companies

Founder and CIO Ned Bell gives an insight into how the Morningstar medalist fund manager uncovers growing but sustainable businesses and shares some stocks picks in the portfolio.
funds

Listed Investment Companies monthly performance: October 2023

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).
funds

Where do active managers add value?

Morningstar’s inaugural report comparing active and passive funds in Australia has uncovered where funds prove their worth to investors.
funds

Active vs. passive in listed real estate

Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that investors need to make at the end of the day. 
funds

KiwiSaver Survey | September Quarter 2023

KiwiSaver assets slipped to NZD 96.0 billion, with almost all multisector KiwiSaver funds producing negative returns over the September quarter.
funds

Listed Investment Companies monthly performance: September 2023

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).
funds

The fascinating battle between Nick Bolton and Magellan

Nick Bolton wants to force Magellan to pay out the 7.5% discount on the Global Fund options. Magellan will resist as it must act in the interests of all unitholders and the cost comes from Magellan itself.
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