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18/01/2018 | 8:40 AM  Multi-asset strategies may make more sense than ever amid ongoing volatility, and these are some of the preferred areas for Morningstar Investment Management's senior portfolio manager, Brad Bugg.

15/01/2018 | 5:32 PM  Morningstar views this fund as one of the best ways investors can access quality small-cap companies.

15/01/2018 | 4:40 PM  Amid all the hand-wringing around the supposedly unstoppable rise of passive investing and demise of active, Lori M. Heinel explains State Street's more measured view.

12/01/2018 | 2:28 PM  The transformational effect of the internet, the transition away from cash transactions and ageing populations are key trends this year, according to Ian Warmerdam from Janus Henderson.

11/01/2018 | 2:12 PM  Jon Hale says climate risk, asset manager engagement, and growing advisor interest will be key issues in the coming year.

11/01/2018 | 8:46 AM  The confidence of professional investors declined at the end of 2018, according to a global study of investor sentiment conducted by State Street Global Exchange.

10/01/2018 | 10:10 AM  What are the risks facing emerging markets this year? And will investors who venture in be rewarded? We reveal the funds to add to your portfolio.

05/01/2018 | 11:33 AM  

02/01/2018 | 10:24 AM  With 2017 a strong year of growth for exchange-traded funds and other products, we look at which were the hottest funds of the year and what this could mean into 2018.

29/12/2017 | 8:19 AM  Good news for income investors--fixed income is going to pay a better rate of interest next year, says Morningstar's Peter Gee.

28/12/2017 | 8:05 AM  Investors in emerging markets have had a rough ride in recent years, but the outperformance of China and technology stocks could be a cause for optimism.

28/12/2017 | 8:05 AM  Investors who backed the current synchronised global business cycle have been richly rewarded, and the current outlook suggests the cycle has further to run.

27/12/2017 | 8:08 AM  Australian investors now have the opportunity to invest in the future with the launch of specific funds targeting disruptive innovators.

21/12/2017 | 8:18 AM  Currently, the positive bullish drivers of the market are winning over the more cautious bearish ones, says Fidelity International's James Abela.

19/12/2017 | 8:14 AM  Many of the headwinds will likely remain but pockets of strengthening economic activity will provide opportunities, Fidelity's Paul Taylor says.

18/12/2017 | 10:01 AM  While the local tech sector is relatively small, the good news for Aussie investors is that managed funds or ETFs enable them to get diversified exposure to tech shares listed offshore.

15/12/2017 | 4:31 PM  These funds from a variety of managers have recently been added to the Morningstar Prospects Report.

15/12/2017 | 9:55 AM  We provide a listing of promising investment strategies we believe may be worthy of greater investor attention but that are not yet covered by Morningstar Manager Research.

13/12/2017 | 9:54 AM  Disentangling these effects is difficult, particularly in the later phase of the cycle which is probably where we are now.

12/12/2017 | 7:55 AM  With thousands of managed funds available in Australia, the Morningstar fund ratings serve as an aid for investors who want to avoid underperforming managers.

07/12/2017 | 9:56 AM  Telstra is not a global technology company, as much as it may now wish to call itself one, says Schroders deputy head of Australian equities Andrew Fleming.

06/12/2017 | 4:29 PM  The strangely low level of market volatility concern among investors, despite everything, and Bitcoin were among wide-ranging topics discussed by senior global executives from State Street Global Advisors last week.

06/12/2017 | 10:08 AM  Fidelity's UK-based head of equities Sonja Laud explains what has driven positive returns over the past 12 months and looks ahead to where investors can make gains in 2018.

05/12/2017 | 10:39 AM  

05/12/2017 | 8:22 AM  The Schroders Global Investor Study finds that even established investors are not putting away enough for retirement. Europeans are saving the least.

05/12/2017 | 8:22 AM  As always, the ability of fund managers to find the future growth shares and avoid the big underperformers will be key.

04/12/2017 | 8:16 AM  UK-based asset manager Columbia Threadneedle has revealed that it is heavily invested in Japanese equities going into the New Year.

30/11/2017 | 4:03 PM  Some 142 Australian fund managers, with more than $563 billion in assets under management, have been targeted in a push for greater transparency of underlying portfolio holdings.

28/11/2017 | 10:34 AM  The best economic growth in a decade and a tightening of the Franco-German axis at the heart of the 19-member euro zone will keep money flowing into the bloc in 2018.

23/11/2017 | 8:07 AM  Schroders' Value Perspective team set about narrowing down the 55,000-odd listed companies in the world to half a dozen or so "must-own" stocks. Here's how.

16/11/2017 | 8:13 AM  Dean Tenerelli of T. Rowe Price says investors should expect further gains from European companies, especially telecoms and banks.

15/11/2017 | 8:46 AM  As investors, one of our most unhelpful psychological flaws is the desire to seek out information that reinforces our existing beliefs. So how do we avoid the pitfalls?

14/11/2017 | 8:03 AM  Successful investment processes require a set of beliefs, a coherent, aligned and consistently applied process, and a time horizon to match.

13/11/2017 | 8:03 AM  With separately managed accounts growing in popularity, some fund managers are building their own versions that are more unit trust than SMA.

08/11/2017 | 8:03 AM  Investors weighing up smaller Aussie retailers are overlooking three key considerations, says Spheria portfolio manager, Marcus Burns.

08/11/2017 | 8:03 AM  While much of the stock market offers reasonable returns, pockets of obvious excess and speculation are clearly developing, says Schroders' Martin Conlon.

07/11/2017 | 8:03 AM  Higher levels of regulation and disclosure appear to be driving down the costs of investing, according to a Morningstar study.

07/11/2017 | 8:03 AM  Australia's managed fund industry has grown strongly over the year, with more money going offshore as investors diversify their portfolios into global assets.

06/11/2017 | 8:03 AM  

31/10/2017 | 8:03 AM  Though political uncertainty doesn't necessarily mean market volatility, ongoing unpredictability may strengthen the case for these managed volatility funds.

25/10/2017 | 8:03 AM  Global equity markets in the hot-spots of North America and China are now overheated with few opportunities outside of emerging markets, according to asset manager Hexavest.

25/10/2017 | 8:03 AM  Deciding between an index-driven or active management approach for your investment portfolio isn't the binary choice you might have expected.

24/10/2017 | 8:03 AM  China's transition from a country of middle-income earners to a nation of high-income earners would mean it was no longer an emerging market.

23/10/2017 | 8:03 AM  Investors Mutual's Anton Tagliaferro looks at a couple of quality companies which he believes boast strong competitive advantages.

23/10/2017 | 8:03 AM  Value investing is all about keeping you on the right side of the averages and ensuring you are not caught out by your own emotions.

19/10/2017 | 8:03 AM  Investors seeking decent returns may need to consider shifting focus from developed markets toward emerging economies, according to two prominent multi-asset fund managers.

18/10/2017 | 8:03 AM  It has been 30 years since Black Monday, the biggest one-day fall in stock market history. What happened and how do today's markets compare to 1987?

17/10/2017 | 8:03 AM  Australian managed fund investors benefit from above-average sales practices and a favourable fee environment, according to a Morningstar study comparing 25 fund markets around the globe.

17/10/2017 | 8:03 AM  Schroders deputy head of Australian equities Andrew Fleming explores why so many industry challengers perform well initially and why so many incumbents find it difficult to respond.

16/10/2017 | 8:03 AM  Markets are enjoying a potent cocktail that will require investors to focus on some important but interconnected areas, according to Schroders' Simon Doyle.

12/10/2017 | 8:03 AM  The debate on whether to use passive or actively-managed funds can sometimes be one-sided. Schroders research suggests investors should keep an open mind.

12/10/2017 | 8:03 AM  Brexit, Catalonia, North Korea, Trump, European elections. All of these have at times over the past 18 months seemed to be key market drivers--but the reality is more nuanced.

11/10/2017 | 8:03 AM  Gold is back in the spotlight after an increase in geopolitical risks, says Julian Chillingworth, CIO at UK-based investment manager Rathbones.

09/10/2017 | 8:03 AM  A confluence of new technologies, geopolitical events and global economic shifts are forever disrupting some of the world's greatest companies and business models, says Magellan's Hamish Douglass.

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%
40.59 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Partners Group Global Multi-Asset 0 9.44 17.13 --
BT Super for Life Growth Fund Retir 5 9.32 16.56 10.43
AustralianSuper Pension Balanced 5 7.47 14.88 10.92
Fiducian Growth Fund 4 8.44 14.34 10.03
Centuria Growth Bond 5 6.98 14.05 8.57
AustralianSuper Balanced 5 6.76 13.59 9.87
BT Wholesale Plus Future Goals 0 8.55 13.41 --
Ausbil Balanced 5 8.77 13.07 9.28
Col SAP - Colonial Growth Fund 5 7.16 13.04 9.48
CBUS Super Income Stream Growth 0 7.13 13.02 10.86
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
BT Wholesale Plus Active Balanced 0 7.68 12.18 --
AQR Global Risk Premium Trust Class 1F 2 8.70 12.01 5.14
VicSuper Flexible Income Balanced 5 5.79 11.40 8.21
DDH Balanced Growth 3 6.38 11.39 6.40
Suncorp BSuper Pen-BlackRock Glbl Alloc 0 5.00 10.59 --
Optimum All Ann - Suncorp Trad Balanced 5 6.46 10.50 8.06
BlackRock Global Allocation Aus D 5 4.74 10.47 6.75
VicSuper FutureSaver Balanced 5 5.12 10.43 7.54
BT Wholesale Balanced Returns 4 6.71 10.29 6.40
BT PPSI-BT WS Balanced Returns 4 6.71 10.29 6.40
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
BlackRock Concentrated Total Return E2 0 24.27 34.47 --
BlackRock Australian Share 4 17.80 29.82 11.91
Macquarie Life WS-Aus Enhanced Eq 5 21.38 29.69 16.41
Macquarie Life Mas-Aus Enhanced Eq 5 21.43 29.46 16.19
BlackRock Concentrated Industrial 0 16.64 28.94 --
SGH Australia Plus 5 13.34 26.52 19.56
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
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
BlackRock Equity 3 18.31 30.76 12.67
BlackRock Australian Share Plus 3 18.20 30.55 12.50
Bennelong Concentrated Australian Eq 5 14.36 28.63 20.94
Platypus Australian Equities - Wholesale 4 10.88 22.92 11.94
Platypus Australian Equities - Retail 3 10.68 22.35 11.31
SGH20 3 13.80 21.57 13.26
SGH20 Professional Investor 3 13.80 21.45 13.26
Spheria Opportunities 5 15.51 21.39 15.82
Macquarie High Conviction 5 8.90 20.77 18.86
Greencape High Conviction 4 11.38 19.93 9.98
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Lakehouse Small Companies Fund 0 30.20 43.78 --
Ophir Opportunities Class E 0 32.16 37.16 --
Ophir Opportunities 5 31.76 36.45 28.46
OC Micro-Cap 5 28.45 33.35 22.32
Ophir High Conviction 0 19.65 29.99 --
OC Dynamic Equity 4 16.94 29.80 18.38
Regal Australian Small Companies Fund 0 31.86 28.22 --
Fidelity Future Leaders 4 18.31 27.59 16.83
BT Wholesale MidCap 4 16.07 24.82 16.83
Spheria Australian Microcap 0 19.59 24.26 --
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
Platinum Unhedged Fund 5 15.77 31.56 15.80
Platinum Global Fund 5 15.22 26.87 12.64
BT PPSI-MLC Platinum Global Share 5 13.72 26.21 12.61
BT PPSP-MLC Platinum Global Share 4 11.93 24.69 11.04
ANZ ASA-Platinum International 4 12.34 22.76 11.61
BT PPSS-MLC Platinum Global Share 4 11.00 22.73 9.86
OnePath Integra-MLC Platinum Global 4 11.88 21.64 10.32
Perpetual Wholesale International Share 4 9.68 19.43 12.10
CFS FC W Inv-Perpetual W Global Share 4 9.73 19.40 11.79
CFS FC W Pen-Perpetual W Global Share 4 9.72 19.35 11.77
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Platinum International Brands Fund 4 11.66 29.53 15.24
MLC Wholesale Platinum Global 4 13.71 26.21 12.61
Suncorp BSuper Pen-Platinum Intl 0 13.80 25.96 --
MLC UT/MKey InvSer Platinum Global 4 13.39 25.38 11.84
MLC MKey Pens-Platinum Global Fund 4 13.39 25.22 11.69
OnePath OA FR IP-Platinum International 4 13.64 25.17 12.51
Platinum International Fund 5 14.30 25.16 12.80
OnePath OA FR Pen-Platinum International 4 13.58 25.12 12.50
MLC MKey AP - Platinum Global Fund 4 13.33 25.07 11.56
MLC MKey TAP - Platinum Global Fund 4 13.33 25.07 11.56
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
CC Marsico Global Fund - Instl Class 0 12.91 28.78 --
CC Marsico Global Fund - Retail Class 0 12.74 28.67 --
Loftus Peak Global Disruption 2 12.27 27.96 13.00
BetaShares CPS - Global Growth Fund 0 9.82 26.34 --
Franklin Global Growth I 4 12.17 25.71 14.76
Franklin Global Growth W 4 12.08 25.51 14.57
Generation Wholesale Global Share 5 8.78 25.32 17.16
CFS FC W Pen-Generation W Global Share 5 8.81 25.29 17.09
Hyperion Global Growth Companies A 0 11.59 25.28 --
T. Rowe Price WS Plus Global Equity 4 10.95 24.81 13.76
Australian Real Estate
Fund Name Morningstar
Rating
6m% 1y% 3y%
Crescent Diversified Property 5 9.30 20.30 13.41
Experts' Choice Property and Infras 4 5.73 13.10 9.35
Folkestone Maxim A-REIT Securities 4 11.33 11.99 14.38
Cromwell Phoenix Property Securities 5 10.98 11.86 13.15
Fiducian Property Securities 5 10.54 9.75 11.92
Access Macquarie Prop Securities 2 -4.09 9.41 14.78
The Property Income Plus Fund 4 11.61 9.35 11.24
Col SAP - Multi Mgr Property Securities 4 7.34 8.85 11.07
Freehold Australian Property 0 5.04 8.83 --
SG Hiscock Premier Property Securities 5 10.86 8.68 11.79