Funds News & Analysis

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.
How to tell if a fund or ETF will likely underperform
How to tell if a fund or ETF will likely underperform
funds
KiwiSaver Survey | September Quarter 2024

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

New Zealand sustainable funds buck global trends

Insights from Morningstar’s Q3 New Zealand Sustainable Flow report
funds
Listed Investment Companies monthly performance: September 2024

Listed Investment Companies monthly performance: September 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
Are average returns enough to achieve your goals?

Are average returns enough to achieve your goals?

Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
funds
Chart of the week: What's in a name? Balanced funds appear anything but balanced

Chart of the week: What's in a name? Balanced funds appear anything but balanced

This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
funds
Morningstar Medalist Ratings: Improving Ratings Efficacy

Morningstar Medalist Ratings: Improving Ratings Efficacy

We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed investments.
funds
Listed Investment Companies monthly performance: August 2024

Listed Investment Companies monthly performance: August 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: July 2024

Listed Investment Companies monthly performance: July 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
KiwiSaver Survey | June Quarter 2024

KiwiSaver Survey | June Quarter 2024

KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of the year.
funds
Listed Investment Companies monthly performance: June 2024

Listed Investment Companies monthly performance: June 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: May 2024

Listed Investment Companies monthly performance: May 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
Contrasting views of investing that may both be right

Contrasting views of investing that may both be right

Hyperion and Schroders take different investment approaches but the contrasts can inform all investors on how to view markets.
funds
Listed Investment Companies monthly performance: April 2024

Listed Investment Companies monthly performance: April 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
KiwiSaver Survey - March Quarter 2024

KiwiSaver Survey - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.
funds
Morningstar reassess view of Platinum ETF and fund

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
of 45
Viewing 1 to 16 of 717