Funds News & Analysis
funds
Listed Investment Companies monthly performance: February 2025
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 tangible assets (NTA).
funds
Future Focus: In defence of managed funds
Some people disagree with my use of managed funds. Here’s my response.
funds
Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
funds
Hyperion Asset Management named Fund Manager of the Year
Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.
funds
Listed Investment Companies monthly performance: January 2025
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 tangible assets (NTA).
funds
Why small caps could shine bright in 2025?
Small caps are currently trading at a substantial discount compared with their large-cap counterparts.
funds
KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
funds
Listed Investment Companies monthly performance: December 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 tangible assets (NTA).
funds
Listed Investment Companies monthly performance: November 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 tangible assets (NTA).
funds
Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
funds
Listed Investment Companies monthly performance: October 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 tangible assets (NTA).
funds
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common.
funds
KiwiSaver Survey | September Quarter 2024
The September 2024 quarter presented a mixed performance across various asset classes in New Zealand.
funds
New Zealand sustainable funds buck global trends
Insights from Morningstar’s Q3 New Zealand Sustainable Flow report
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