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Fund Features

25/05/2017 | 9:56 AM  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 | 11:41 AM  Amazon is an extreme example of why the shrill chorus defending passive investing is wrong, says Fidelity International's Tom Stevenson.

24/05/2017 | 9:15 AM  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 | 9:35 AM  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 | 8:20 AM  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 | 8:51 AM  Last week, the Nasdaq passed 6000 for the first time. It is unsurprising that investors should be nervous.

17/05/2017 | 10:12 AM  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 | 8:03 AM  Schroders sees compressed risk premiums in bond markets and believes patience rather than exuberance is the preferred approach.

10/05/2017 | 2:36 PM  Tim Wong explains why PIMCO Australian Bond is Morningstar's most highly rated fixed-interest strategy in this market.

09/05/2017 | 8:01 AM  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 | 11:49 AM  

05/05/2017 | 8:00 AM  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 | 9:12 AM  Providing tensions ease on the Korean peninsula, investors who are appropriately positioned may witness a bullish year ahead for Asian equities.

01/05/2017 | 10:25 AM  Long-term investors in Australian shares will continue to find value, but the time for risk-taking on more speculative plays has passed, says Martin Conlon, head of Australian equities, Schroders.

26/04/2017 | 10:01 AM  Trump's first 100 days in office may have acted as a fillip for global equity returns, but this most unconventional of US presidents will now need to roll up his sleeves and deliver.

26/04/2017 | 9:38 AM  Following the first round of the French Presidential elections, the 7 May vote is now between Emmanuel Macron and Marine Le Pen. What does it mean for investors?

21/04/2017 | 10:19 AM  Environmental, sustainability and governance investing approaches that exclude entire sectors are unpopular with asset managers and their investors.

21/04/2017 | 8:11 AM  After the fireworks of 2016, 2017 has, to date, been more like an aromatic candle in terms of market moves, according to Schroders deputy head of fixed income Stuart Dear.

20/04/2017 | 12:27 PM  Ignore climate change at your portfolio's peril, says Jeremy Grantham, founder of asset manager GMO.

20/04/2017 | 12:27 PM  High rates of growth, and the productivity that drives them, are likely distant memories from a bygone era, according to bond investment guru Bill Gross.

20/04/2017 | 12:27 PM  Schroders was unsurprised by the recent sea change around the outlook for inflation as it was driven by volatile oil prices, and the tendency to extrapolate recent experience.

19/04/2017 | 12:27 PM  Value creation is hard won by a corporate and easily lost, as Schroders deputy head of Australian equities Andrew Fleming illustrates.

18/04/2017 | 12:27 PM  As we close out the first quarter, contrary to conventional wisdom the top-performing stock markets have not been in the US, not even in a resurgent Europe, Fidelity says.

13/04/2017 | 12:27 PM  Jeremy Grantham, renowned investor and founder of GMO, explains how a growing population is putting a strain on global resources.

12/04/2017 | 12:27 PM  While investors continue to enjoy strong returns from global equities, one nagging source of discomfort is the remarkably low level of volatility displayed by markets.

10/04/2017 | 12:27 PM  The rally in cyclical "value" stocks paused for breath in February, as investors took a more cautious tone and switched their attention back to defensive areas.

07/04/2017 | 12:27 PM  More difficult market conditions in a rising interest rate environment highlight the value of active management across your portfolio, says Simon Doyle, Schroders' head of fixed income and multi-asset.

05/04/2017 | 12:27 PM  

05/04/2017 | 12:27 PM  News that BlackRock sidelined seven of its equity-fund managers didn't make many front pages, but in the small world of professional money management it was indeed a big story.

04/04/2017 | 12:27 PM  Two distinct camps are emerging in the markets: one emphasising the uncertain political outlook and the other downplaying the political impact on the wider economy.

03/04/2017 | 12:27 PM  The active versus passive fund management debate rolls on, and the outperformance of index funds will continue, says Vanguard's head of investment and equities, Asia Pacific.

29/03/2017 | 12:27 PM  The financial crisis reinforced both the danger of paying attention to short-term economic and market noise and the importance of being independently minded.

28/03/2017 | 12:27 PM  Dr Gerd Gigerenzer says fund providers need to invest in education so that savers are better equipped to deal with risk--and can make better financial decisions.

27/03/2017 | 12:27 PM  Isabel Levy of French asset manager Metropole Gestion explains how she uses fundamental industrial analysis to avoid value traps and identify the fair value of European equities.

27/03/2017 | 12:27 PM  Changes to fertility, age composition, and urbanisation will influence China's economy in the decade to come.

24/03/2017 | 12:27 PM  A director of Grant Samuel Funds Management's Epoch Global Equity Fund has defended its underperformance during 2016, hitting out at passive managers whose bull run he says "can't go on forever".

24/03/2017 | 12:27 PM  It is worth considering the maths involved in bond investing, given concerns that there'll be a bond market rout.

23/03/2017 | 12:27 PM  High active share funds--that is, those managers who take off-benchmark bets--outperform those which are low active share. So, ban closet trackers from your portfolio.

22/03/2017 | 12:27 PM  While Australian retail investors in fixed-income and bond-like sectors face headwinds in the current market environment, there are attractive opportunities in growth-focused equities.

22/03/2017 | 12:27 PM  Schroders' Simon Doyle illustrates how the dangers associated with social media feeds are exactly like those faced by many investors.

21/03/2017 | 12:27 PM  Want sustainable long-term returns? Morningstar UK reveals the essential components and the fund providers who are getting it right.

21/03/2017 | 12:27 PM  Asia has historically attracted a political and corporate governance discount to developed markets, but is this still justified today given recent events across the west?

20/03/2017 | 12:27 PM  Hilde Jenssen from Norwegian fund manager Skagen admits that emerging markets have disappointed investors over the past three years--but says valuations are attractive and reforms are boosting returns.

15/03/2017 | 12:27 PM  For Australian investors seeking to diversify internationally, the nearest and fastest-growing region still appears to be an attractive prospect in the Year of the Rooster.

14/03/2017 | 12:27 PM  In the face of the Trump bull market and the "animal spirits" that are currently encouraging risk, legendary bond investor Bill Gross reiterates the importance of capital preservation.

13/03/2017 | 12:27 PM  We look under the hood of Investors Mutual's small-cap strategy, which took out the top award in its category at the recent Morningstar Fund Manager of the Year Awards.

10/03/2017 | 12:27 PM  Macro-driven oscillations and violent price moves remain the order of the day in equity markets and just about every other market. However, the basic questions on financial system stability remain the same.

08/03/2017 | 12:27 PM  The Australian Equities Sector Wrap provides an essential summary of Morningstar Analyst Ratings and an overview of major observations made while undertaking the 2016 fund manager reviews.

08/03/2017 | 12:27 PM  History tells us that periods of crisis are often preceded by periods of abnormally low volatility, and complacency about risk and valuations. Are we in one such period?

07/03/2017 | 12:27 PM  Interest and demand for ethical investments is growing, and the Morningstar Sustainability Rating can help investors put their money where their values are.

06/03/2017 | 12:27 PM  Vanguard Investments Australia took out top billing at the annual Morningstar Australia's annual Fund Manager of the Year Awards, which were held in Sydney on Friday night.

03/03/2017 | 12:27 PM  

03/03/2017 | 12:27 PM  While President Trump's first speech in front of Congress was a success in many ways, it does not necessarily change the inherent difficulties of policymaking in Washington, PIMCO's Libby Cantrill says.

13/08/2015 | 12:27 PM  Quality fund managers across a range of asset classes can now be easily selected using Morningstar's new fund screener.

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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%
2.25 -- --

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 13.33 18.19 11.18
Foundation Assertive 4 10.43 15.07 8.23
Nikko AM Growth EF 3 12.28 14.76 8.81
Nikko AM Growth NEF 3 12.25 14.76 8.79
Invesco WS Diversified Growth-Class A 4 11.33 14.74 8.68
ANZ Smart Choice Super-Legg Mason Div 0 11.93 14.72 --
IOOF Profile 75 3 9.52 14.64 8.07
Invesco WS Diversified Growth-Class R 4 11.19 14.43 8.37
North Multi Manager Active Growth 5 10.80 14.26 8.87
Legg Mason Martin Currie Divers Gr Tr 5 10.11 14.23 9.46
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
ANZ Smart Choice Super Moderate 0 10.48 14.03 --
Legg Mason Martin Currie Divers Inc Tr 0 10.87 13.84 --
Capital Group Emerging Mkts Ttl Opps(AU) 4 8.32 13.29 7.47
BlackRock Global Allocation Aus D 5 7.50 12.44 7.13
BlackRock Global Allocation Aus S 5 7.43 12.25 6.94
BlackRock P Invs Gbl Allocation Aus C 4 7.40 12.11 6.76
VicSuper Flexible Income Balanced 5 7.56 11.97 8.47
CFS FC W Pen-FC M-Index W Moderate 0 6.85 11.72 --
Foundation Balanced 4 7.78 11.56 7.10
CFS FC Multi-Index Moderate-Class A 0 6.80 11.49 --
Australian Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Dimensional Australian Value Trust 2 14.93 27.98 8.79
Legg Mason Martin Currie Select Opps A 3 15.55 26.06 10.05
NAM Tyndall WS Plus Australian Share 0 19.85 25.56 --
Nikko AM Australian Share W 4 19.75 25.33 9.63
Perpetual WFP-Maple-Brown Abbott Aus Shr 3 13.03 25.10 7.43
Perpetual WFTAP-Maple-Brown Abb Aus Sh 3 13.03 25.10 7.43
Optimum Corp Sup-Suncorp Aust Shares Val 4 18.87 25.04 9.63
Optimum Pers Sup-Suncorp Aust Shares Val 4 18.87 25.04 9.63
Nikko AM Australian Share Value 3 19.37 24.54 9.00
Collins St Value Fund 0 4.37 23.95 --
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Macquarie Life WS-Aus Enhanced Eq 0 16.98 25.04 10.32
Macquarie Life Mas-Aus Enhanced Eq 5 16.94 24.88 10.12
Access Schroder Australian Equity 3 10.62 24.83 2.87
PM Capital Australian Opportunities 4 11.27 24.23 11.17
Legg Mason Martin Currie Core Equity M 4 10.00 24.00 6.92
BT Integrity Core Australian Share 4 15.73 23.83 6.75
Col SAP - Schroder Australian Equity 4 15.81 23.52 7.00
Macquarie Wholesale Australian Equities 0 16.96 23.42 12.73
Macquarie Australian Equities 5 16.90 23.24 12.53
Asteron Life Quantum Sup - Equity Fund 4 17.63 23.17 8.64
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Ausbil 130/30 Focus - Retail 4 13.85 22.77 7.96
Ausbil 130/30 Focus - Wholesale 4 14.04 22.33 7.96
BT Ptnr Aus Share Gr 1 WS 4 14.33 20.81 5.13
BT PPSI-BT WS Ptnr Aus Shr Gr 1 4 14.33 20.81 5.63
Russell Aus Opportunities Portfolio 5 11.66 19.95 8.83
BT Ptnr Aus Share Gr 1 Retail 3 13.75 19.62 4.02
Col SAP - CFS Ws Indexed Australian Sh 4 15.13 19.49 8.47
Macquarie High Conviction 5 16.59 19.27 15.57
ClearView Pension Plan Aus Shares Gr 4 11.22 19.08 7.49
ClearView RO Bond Aus Shares Growth 3 11.22 18.77 6.87
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
CFS FC W Pen-Celeste W Aus Small Co 3 6.87 26.26 8.19
CFS FC Pen-Celeste Aus Small Co 2 6.46 25.40 6.86
Celeste Australian Small Companies 3 5.47 24.84 6.81
CFS FC W Inv-Celeste W Aus Small Co 3 5.66 24.78 6.58
CFS FC Inv-Celeste Aus Small Co 3 5.27 23.84 5.82
CFS FC W PSup-Celeste W Aus Small Co 3 6.02 23.09 7.17
CFS FC PSup-Celeste Aus Small Co 2 5.74 22.45 6.59
Perpetual Pure Microcap Fund 5 1.32 19.01 26.30
OC Micro-Cap 4 -2.64 16.99 13.78
ANZ Smart Choice Super-BT Smaller Comp 4 11.55 16.90 9.25
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Platinum Unhedged Fund 5 17.13 24.89 13.14
Acadian Wholesale Global Eqty Long Short 4 15.35 23.21 18.65
CFS FC W Pen-Acadian W Glb Equity LS 5 15.31 23.12 18.69
CFS FC Pen-Acadian Glb Equity LS 4 14.98 22.37 17.90
CFS FC Inv-Acadian Glb Equity LS 4 14.95 22.35 17.86
CFS FC W PSup-Acadian W Glb Equity LS 5 13.56 20.89 16.66
CFS FC PSup-Acadian Glb Equity LS 4 13.43 20.34 16.07
Dimensional Global Value Trust 3 15.70 20.33 11.06
Strategic International Equity 4 14.73 19.19 11.03
Realindex RAFIĀ® Global Share-Class A 3 13.31 18.32 11.44
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Forager International Shares 5 17.66 29.79 15.05
Montgomery Global Fund 0 16.71 26.26 --
PM Capital Global Companies 3 25.35 24.61 14.80
CFS FC W Pen-PM Capital W Glb Companies 4 24.23 23.05 16.36
CFS FC W Inv-PM Capital W Glb Companies 3 24.33 23.03 16.15
Orbis Global Equity Fund Retail Class 0 14.23 22.93 --
Asteron Wealth Bond Sup - Int'l Fund 4 19.54 22.90 15.20
Asteron DA Wealthbond - International 4 19.54 22.90 15.20
Asteron Sup Performance - Int'l Fund 4 19.54 22.89 15.25
Asteron DA Performance - International 4 19.54 22.89 15.25
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Generation Wholesale Global Share 5 17.37 25.80 20.21
CFS FC W Pen-Generation W Global Share 5 17.31 25.65 20.24
CFS FC Inv-Generation Global Share 5 17.13 25.21 20.00
CFS FC Pen-Generation Global Share 5 17.09 25.12 20.08
CFS FC W PSup-Generation W Global Share 5 15.19 22.78 18.09
CFS FC PSup-Generation Global Share 5 15.14 22.56 17.88
CFS FC ESup-Generation Global Share 5 15.21 22.46 17.73
Antipodes Global Fund - Long Only I 4 12.05 22.05 18.39
Antipodes Global Fund - Long Only P 0 12.34 21.84 --
MLC MKey TAP - Global Share Growth Style 3 14.14 20.24 14.74