FUNDS News & Analysis

Changes to the portfolio management team drive a ratings revision.

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...

Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle...

The funds that have been rated negative by our analysts have characteristics in common

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...

The largest holdings in Gold Medalist small and mid cap funds

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

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...

Now what?

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