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Top 10 articles of last week

Lex Hall  |  30 Jul 2018Text size  Decrease  Increase  |  
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A review of the five best and worst performing equity funds for the year caught the attention of Morningstar readers this week as did the news that Australian super funds are closing in on another decade of strong returns.

5 best and worst performing equity funds of FY2018

Big bets on Flight Centre (ASX: FLT) and Reliance Worldwide (ASX: RWC) paid off for one Australian fund manager, while overweight positions on Telstra (ASX: TLS) hurt others, according to the latest Morningstar data.

Super funds post another stellar year

Australian super funds are closing in on a decade of positive returns as the median growth fund ends the year up by 9.2 per cent, according to a report by superannuation research house Chant West.

Using moats to avoid dividend traps

Successfully chasing yields while avoiding 'dividend traps' can be tricky for investors, but there are tools that can help.

Ramsay remains undervalued despite failed acquisition

Morningstar analysts have maintained their fair value estimate for global hospital group Ramsay Health Care (ASX: RHC) after its French subsidiary made an unsuccessful bid to acquire pan-European healthcare service provider Capio.

Reinvestment gives InvoCare a new lease of life

Funeral services provider Invocare is priced at a discount and tipped to maintain its market share as Australia's ageing population drives demand, says Morningstar analyst Daniel Ragonese.

CBA has its house in order, says Morningstar

Despite serious challenges, the Commonwealth Bank remains in a strong position and its exposure to the Australian property market is a help not a hindrance, says Morningstar senior equity analyst David Ellis. 

Westpac tipped to squeeze rate trigger first

Westpac (ASX: WBC) is likely to be the first among the big four to lift its home loan interest rates as pressure builds, according to Morningstar's bank analyst, David Ellis.

Investing basics: how to buy shares on the ASX

Online trading platforms have made buying shares on the ASX simple. These days can do the whole thing from your smartphone.

Falling short: Aussies underestimate the cost of retirement

Australians are underestimating by up to 20 per cent the amount of money they’ll need in retirement, according to a new survey from global investment manager Schroders. 

10 discount China-Hong Kong stocks as trade war bites

A trade war may be simmering but there remain attractively priced companies in China and Hong Kong across many sectors, including building materials, telcos, consumer brands and energy, say Morningstar analysts.

  

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Lex Hall is a Morningstar content editor, based in Sydney.

© 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written consent of Morningstar. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a licensed financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). The article is current as at date of publication.

is content editor for Morningstar Australia

© 2021 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written consent of Morningstar. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a licensed financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782. The article is current as at date of publication.

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