Stocks Special Reports LICs Credit Funds ETFs Tools SMSFs
Learn
Video Archive Article Archive
News Stocks Special Reports Funds ETFs Features SMSFs Learn
About

Fund Features

14/08/2017 | 10:00 AM  Disruptors are winners and the disrupted are the losers. In Australia, the search for the loser to Amazon as it enters the Australian market has become the corporate equivalent to "Where's Wally."

14/08/2017 | 8:22 AM  An exposure to Chinese shares will benefit investors but placing your funds with the experts is likely to yield a more positive result than investing in stocks directly.

09/08/2017 | 11:44 AM  

07/08/2017 | 12:07 PM  There are two types of investors, regardless of market noise, imputation credits, diversification approaches and market indices, says the managing director of Platinum Asset Management.

07/08/2017 | 8:06 AM  While microcaps present opportunities for investors willing to uncover undervalued businesses, the greater risks of investing need to be closely managed.

01/08/2017 | 12:13 PM  Each of these Australian equity funds has beaten the ASX 200 10-year average, holds a five-star ranking from Morningstar and a gold, silver or bronze medal.

25/07/2017 | 4:04 PM  Far more Australians are now thinking about sustainability and ethical actions when it comes to investing their money, new research shows.

20/07/2017 | 8:53 AM  Infrastructure assets in Australia and globally, local healthcare and tourism operators stand out as areas of investment opportunity, even amid a flat outlook for domestic markets, according to Bennelong Funds Management.

18/07/2017 | 8:28 AM  The structural valuation backdrop for both bonds and equities remains problematic, according to Schroders head of fixed income and multi-asset Simon Doyle.

14/07/2017 | 8:12 AM  Australia is on the verge of wresting bragging rights from the Netherlands for the longest period on record without a recession. While this event should be celebrated, the future may not be as rosy.

13/07/2017 | 8:01 AM  Instead of making money by investing in the real economy, investors increasingly are steered towards making money in the financial economy, Janus Henderson's Bill Gross says.

12/07/2017 | 1:57 PM  Look for companies that sit outside the cycle; heed the lessons of history; and remember the power of compounding, says Bennelong's Neale Goldston-Morris.

12/07/2017 | 8:11 AM  Trying to assimilate the myriad of macro and micro-economic variables into a coherent framework is no easy task.

10/07/2017 | 8:12 AM  Low real interest rates are helpful, but the cyclical trend isn't bullion's friend. From Morningstar Canada.

06/07/2017 | 3:39 PM  

06/07/2017 | 1:51 PM  Where in the world should you look for growth, with the US market stretched and the Australian dollar trending down?

30/06/2017 | 9:56 AM  There are strategies investors can adopt to mitigate volatility-linked fear and uncertainty in markets, explains Roy Maslen, chief investment officer – Australian equities, AllianceBernstein.

29/06/2017 | 10:25 AM  MSCI has lifted the lid just a fraction on the hidden world of China's A-shares, according to Fidelity International's Tom Stevenson.

29/06/2017 | 8:10 AM  When it comes to portfolio formation, as opposed to security selection, there are no saints among us, says Morningstar's John Rekenthaler.

26/06/2017 | 8:45 AM  Jing Ning, manager of the Fidelity China Fund, shares her thoughts on A-shares and her outlook for the Chinese markets following MSCI's decision to include A-shares in its global indices.

26/06/2017 | 8:41 AM  The successful Exxon shareholder vote on climate risk disclosure may be as big of a deal as Trump's exit from the Paris agreement.

22/06/2017 | 2:34 PM  The climate of political volatility in the US holds important implications for investors and funds, particularly around Donald Trump's ability to pass legislation through Congress, says Pimco's Libby Cantrill.

20/06/2017 | 2:37 PM  Kerr Neilson, managing director of Platinum Asset Management, believes there are two types of investors: which are you?

16/06/2017 | 11:41 AM  Australian investors in managed funds received the highest returns, beating the US, UK, Europe and Asia, according to a wide-ranging global study from Morningstar.

16/06/2017 | 11:24 AM  Ten years on from the pre-crisis FTSE 100 high, Morningstar UK's Emma Wall examines how UK stocks have fared.

16/06/2017 | 10:23 AM  Morningstar's US-based vice president of research John Rekenthaler points out that every active fund has the chance to beat its costless benchmark. However, index funds are guaranteed to trail - but does this matter?

15/06/2017 | 10:50 AM  Sustainability is the calibration of fundamental risk, especially those risks beyond the short term, as Schroders' Andrew Fleming explains.

13/06/2017 | 9:07 AM  Europe has been in an earnings recession for more than five years, but the most recent reporting season showed the best growth in many years.

08/06/2017 | 8:03 AM  An increasingly positive global economic picture for 2017 means Janus Henderson is upgrading its forecast for dividends.

07/06/2017 | 11:15 AM  The PIMCO Global Credit strategy receives a Morningstar Analyst Rating of Silver due to its sizeable and highly capable credit research team.

07/06/2017 | 10:58 AM  Morningstar's Tim Wong looks at the strengths and competitive advantages of this Silver-rated strategy.

07/06/2017 | 8:05 AM  Picking the right managers makes for a fine start--but it is not the end, says Morningstar's John Rekenthaler.

06/06/2017 | 8:05 AM  Jupiter Ecology Fund manager Charlie Thomas reflects on Donald Trump's decision to withdraw the US from the Paris agreement.

06/06/2017 | 8:22 AM  Australian income portfolios may now carry much higher risk than many would expect, says Robert Mead, co-head of Asia Pacific portfolio management at PIMCO.

05/06/2017 | 4:18 PM  Even as European political volatility subsides, the US Government remains a considerable threat to financial markets, says Colleen Barbeau, director of equity portfolio management, Franklin Templeton.

05/06/2017 | 3:11 PM  

01/06/2017 | 3:11 PM  Antipodes constructs this portfolio based on three major objectives--capital preservation, inclusion of attractively priced businesses, and investment resilience.

01/06/2017 | 3:11 PM  Investors Mutual Future Leaders is a capable strategy focused on investing in Australian companies outside the top 50.

30/05/2017 | 3:11 PM  We look under the hood at the Morningstar Australian Shares Income model portfolio, which invests in S&P/ASX 200 Index constituents covered by Morningstar Equity Research.

25/05/2017 | 3:11 PM  Indian stocks rallied after the appointment of Narendra Modi as Prime Minister--but then subsequently fell. UK-based investment manager Jonathan Schiessl says now is the time to buy.

24/05/2017 | 3:11 PM  Amazon is an extreme example of why the shrill chorus defending passive investing is wrong, says Fidelity International's Tom Stevenson.

24/05/2017 | 3:11 PM  Applying principles of game theory to global investing can provide a framework for navigating through macro-thematic headwinds of geopolitical risk, says a William Blair portfolio manager.

23/05/2017 | 3:11 PM  When is it worth paying higher fund fees for active fund management? The single most important factor effecting a fund's relative performance is its price.

23/05/2017 | 3:11 PM  Morningstar's US-based vice president of research John Rekenthaler believes value investing has lost its mojo not because stock buyers are behaving any differently, but because companies are.

18/05/2017 | 3:11 PM  Last week, the Nasdaq passed 6000 for the first time. It is unsurprising that investors should be nervous.

17/05/2017 | 3:11 PM  Jeremy Grantham, co-founder of asset manager GMO, has suggested the possibility that the conditions that have supported a Ben Graham style of value investing may be impaired.

17/05/2017 | 3:11 PM  Schroders sees compressed risk premiums in bond markets and believes patience rather than exuberance is the preferred approach.

10/05/2017 | 3:11 PM  Tim Wong explains why PIMCO Australian Bond is Morningstar's most highly rated fixed-interest strategy in this market.

09/05/2017 | 3:11 PM  Charlie Munger's quip is typically insightful and relevant to many of the ructions currently facing the Australian economy and a number of the key sectors within it.

05/05/2017 | 3:11 PM  

05/05/2017 | 3:11 PM  The Trump Bump is in danger of morphing into a Trump Slump if the new President doesn't start to deliver, says Fidelity International's Tom Stevenson.

03/05/2017 | 3:11 PM  Providing tensions ease on the Korean peninsula, investors who are appropriately positioned may witness a bullish year ahead for Asian equities.

More...

Fund Styles

Large Value

About this style

These Funds own mostly larger-sized companies the fund manager believes are overlooked by the market and trading relatively cheaply

Fund Example Morningstar
Rating
Net Assets
$mil
1 y% 3y%
9.87 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Super for Life Growth Fund Retir 5 7.88 13.81 10.32
Optimum Corp Sup-BlackRock Sci Div Gr 4 9.42 12.52 7.51
Optimum Pers Sup-BlackRock Sci Div Gr 4 9.42 12.52 7.51
Optimum Corp Sup-Standard Pacific Hi Gr 3 9.84 11.76 7.75
Asteron OPS-BlackRock Balanced 4 9.45 11.70 7.12
Asteron OCS-BlackRock Balanced 4 9.45 11.70 7.12
Optimum Prof AP-CFS Diversified 4 8.13 11.56 7.80
Optimum Corp Sup-Schroder Balanced WS 4 7.65 11.54 6.66
Optimum Pers Sup-Schroder Balanced WS 4 7.65 11.54 6.66
Optimum Pers Sup-Macquarie Balanced 3 7.85 11.46 7.12
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Access Schroder Australian Equity 3 10.62 24.83 2.87
Legg Mason Martin Currie Core Equity M 4 10.00 24.00 6.92
All Star IAM Australian Share 1 10.95 22.50 -1.17
Suncorp Workforce Pers Australian Shr 3 17.58 22.27 7.17
Suncorp Workforce Corp Australian Shr 3 17.58 22.27 7.17
Optimum Corp Sup-Macquarie Australian Eq 5 15.54 21.94 14.63
Optimum Pers Sup-Macquarie Australian Eq 5 15.54 21.94 14.63
Optimum Prof AP-Vanguard Aus Shr Indx 5 14.74 20.35 8.37
Optimum Pers Sup-Schroder WS Aus Eq 0 13.77 19.97 5.88
Optimum Corp Sup-Schroder WS Aus Eq 4 13.77 19.97 5.88
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Optimum Corp Sup-Ausbil Australia Act Eq 5 13.32 16.75 7.50
Optimum Pers Sup-Ausbil Australia Act Eq 5 13.32 16.75 7.50
Macquarie High Conviction 5 11.08 14.77 15.95
Optimum Corp Sup-Perennial Gr Shrs W Tr 3 9.33 14.50 6.88
Optimum Pers Sup-Perennial Gr Shrs W Tr 3 9.33 14.50 6.88
BT PPSI-BT WS Ptnr Aus Shr Gr 1 4 3.25 13.76 3.94
BT Ptnr Aus Share Gr 1 WS 4 3.25 13.76 3.45
ClearView Pension Plan Aus Shares Gr 4 3.57 13.35 6.29
Suncorp WSmart Pen-Ausbil Aus Act Eq 5 10.75 12.93 7.51
Suncorp WSmart TAP-Ausbil Aus Act Eq 5 10.75 12.93 7.51
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Celeste W Aus Small Co 2 6.05 17.09 8.50
Spheria Australian Microcap 0 7.00 16.64 --
CFS FC Pen-Celeste Aus Small Co 2 5.72 16.29 7.79
Celeste Australian Small Companies 3 5.53 15.97 7.27
CFS FC W Inv-Celeste W Aus Small Co 3 5.75 15.78 6.96
CFS FC W PSup-Celeste W Aus Small Co 3 5.48 15.13 7.44
CFS FC Inv-Celeste Aus Small Co 3 5.36 14.92 6.19
NovaPort Wholesale Microcap 4 1.51 14.64 10.21
CFS FC PSup-Celeste Aus Small Co 2 5.17 14.49 6.85
Optimum Corp Sup-Pengana Emerging Co 5 3.53 10.39 12.61
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Platinum Unhedged Fund 5 14.11 27.65 12.58
Platinum Global Fund 0 12.63 20.08 --
Pan-Tribal Global Equity Fund 0 9.69 18.93 --
CFS FC W Inv-Perpetual W Global Share 3 8.55 17.20 12.84
BT PPSI-MLC Platinum Global Share 4 11.07 17.16 10.04
CFS FC W Pen-Perpetual W Global Share 4 8.53 17.15 12.82
Perpetual Wholesale International Share 3 8.60 17.09 13.14
Perpetual Global Share Class A 0 8.40 17.01 --
ANZ ASA-Platinum International 4 10.53 16.54 10.05
Templeton Global Trust Fund 3 5.57 16.46 7.74
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
PM Capital Global Companies 3 9.97 26.89 14.12
CFS FC W Inv-PM Capital W Glb Companies 4 10.23 26.02 15.72
CFS FC W Pen-PM Capital W Glb Companies 4 10.17 25.88 15.92
CFS FC Pen-PM Capital Glb Companies 4 9.97 25.31 15.23
CFS FC Inv-PM Capital Glb Companies 4 9.92 25.25 15.68
CFS FC W PSup-PM Capital W Glb Companies 4 9.01 22.96 13.67
CFS FC PSup-PM Capital Glb Companies 3 9.17 22.74 12.83
MLC MK Pen-PM CAPITAL Absolute Perf 4 8.56 22.62 12.30
MLC MK TAP-PM Capital Absolute Perf 2 8.55 22.34 11.93
MLC MKey AP - PM Capital Absolute Perf 2 8.55 22.34 11.93
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Antipodes Global Fund - Long Only I 4 11.37 22.83 18.00
Antipodes Global Fund - Long Only P 0 10.68 21.41 --
Generation Wholesale Global Share 5 11.59 17.73 20.23
CFS FC W Pen-Generation W Global Share 5 11.56 17.68 20.26
CFS FC Inv-Generation Global Share 5 11.40 17.17 20.02
Antipodes Global Fund - Class P 5 7.58 17.17 19.08
CFS FC Pen-Generation Global Share 5 11.36 17.13 20.11
BetaShares CPS - Global Growth Fund 0 15.83 16.34 --
CC Marsico Global Fund - Instl Class 0 16.97 16.27 --
CC Marsico Global Fund - Retail Class 0 16.89 16.27 --