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FUNDS News & Analysis

Is your index fund tracking the right index? Here’s what to look for
Funds
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.
Morningstar | 22 February 2024
Listed Investment Companies monthly performance: January 2024
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...
Morningstar.com.au | 21 February 2024
Index funds have officially won
Funds
Index funds have officially won
Now what?
John Rekenthaler, CFA | 13 February 2024
KiwiSaver Survey | December Quarter 2023
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.
Greg Bunkall | 13 February 2024
Should ESG investing be criminalized?
Funds
Should ESG investing be criminalized?
The question, regrettably, is not a joke.
John Rekenthaler, CFA | 06 February 2024
Thornhill on shares for investment income in retirement
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...
James Gruber | 21 January 2024
Listed Investment Companies monthly performance: December 2023
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...
Morningstar.com.au | 19 January 2024
Listed Investment Companies monthly performance: November 2023
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...
Morningstar.com.au | 21 December 2023
Seeking opportunities in global emerging companies
Video
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...
Michael Malseed | 03 December 2023
Listed Investment Companies monthly performance: October 2023
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...
Morningstar.com.au | 21 November 2023