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FUNDS News & Analysis

Listed Investment Companies monthly performance: September 2024
Funds
Listed Investment Companies monthly performance: September 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...
Morningstar.com.au | 21 October 2024
Are average returns enough to achieve your goals?
Funds
Are average returns enough to achieve your goals?
Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above...
James Gruber | 17 October 2024
Chart of the week: What's in a name? Balanced funds appear anything but balanced
Funds
Chart of the week: What's in a name? Balanced funds appear anything but balanced
This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the...
Shani Jayamanne | 03 October 2024
Morningstar Medalist Ratings: Improving Ratings Efficacy
Funds
Morningstar Medalist Ratings: Improving Ratings Efficacy
We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed...
Rick Di Cristoforo | 25 September 2024
Listed Investment Companies monthly performance: August 2024
Funds
Listed Investment Companies monthly performance: August 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...
Morningstar.com.au | 21 September 2024
Listed Investment Companies monthly performance: July 2024
Funds
Listed Investment Companies monthly performance: July 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...
Morningstar.com.au | 21 August 2024
KiwiSaver Survey | June Quarter 2024
Funds
KiwiSaver Survey | June Quarter 2024
KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of...
Greg Bunkall | 06 August 2024
Listed Investment Companies monthly performance: June 2024
Funds
Listed Investment Companies monthly performance: June 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...
Morningstar.com.au | 19 July 2024
Listed Investment Companies monthly performance: May 2024
Funds
Listed Investment Companies monthly performance: May 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...
Morningstar.com.au | 21 June 2024
Contrasting views of investing that may both be right
Funds
Contrasting views of investing that may both be right
Hyperion and Schroders take different investment approaches but the contrasts can inform all investors on how to view markets.
James Gruber | 20 June 2024