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MANAGED FUND News & Analysis

How to choose between ETFs and funds
Personal Finance
How to choose between ETFs and funds
Investors need outcomes and not products and the choice between funds and ETFs should be based on personal circumstances. 
Shani Jayamanne | 08 August 2023
Australia lags the world in fund disclosure
Funds
Australia lags the world in fund disclosure
A global report into managed funds shows Australia continues to have the weakest portfolio disclosure requirements in the developed world.
Sarah Dowling | 19 May 2023
7 red flags fund investors should watch out for
Funds
7 red flags fund investors should watch out for
There are many things to consider when picking a great fund to invest in, but knowing what to avoid is just as important.
Sarah Dowling | 05 May 2023
What are local and global investors doing in 2022?
Funds
What are local and global investors doing in 2022?
A closer look at how local and global investors are positioning themselves in 2022.
Graham Hand | 14 July 2022
ESG-friendly funds for the value investor
Funds
ESG-friendly funds for the value investor
We take a look at two managed funds with above average ESG ratings that are not skewed to growth companies.
Nicola Chand | 11 July 2022
Sustainable investors hang tight amid selloff
Funds
Sustainable investors hang tight amid selloff
Money flowing into sustainable funds nearly eclipsed flows into conventional peers in the first quarter.
Lewis Jackson | 05 May 2022
No losers in sight: The best performing equity funds of 2021
Funds
No losers in sight: The best performing equity funds of 2021
Every open-ended equity fund in the Morningstar Australia universe had a positive return in FY 2021.
Lewis Jackson | 09 July 2021
When will stocks recover?
Stocks
When will stocks recover?
Bear markets typically have four stages, John Rekenthaler says, drawing lessons from Black Monday, and the global financial crisis to explain the...
John Rekenthaler | 23 March 2020
Vanguard won the loser's game
Funds
Vanguard won the loser's game
Morningstar US columnist John Rekenthaler on how an outsider conquered the fund industry.
John Rekenthaler | 26 December 2019
The best and worst Aussie equity funds of 2019
Funds
The best and worst Aussie equity funds of 2019
We sort the wheat from the chaff in a year marked by record low rates, weak growth and trade tensions.
Emma Rapaport | 19 December 2019