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BENNELONG News & Analysis

'Funds to watch' list: Morningstar eyes 8 new strategies
Funds
'Funds to watch' list: Morningstar eyes 8 new strategies
Eight investment strategies from managers including Macquarie, Daintree Capital and Hyperion have been added to Morningstar's watchlist.
Emma Rapaport | 23 August 2019
Aussie stocks tipped to underperform in second-half
Funds
Aussie stocks tipped to underperform in second-half
Political and regulatory risk mean investors should brace for a tougher second-half to fiscal 2019, even as results for first half earnings season so...
Nicki Bourlioufas | 17 February 2019
5 dividend hits, 4 misses in funds study
Funds
5 dividend hits, 4 misses in funds study
Dividends remained quite stable, while realised capital gains fluctuated from year to year, according to a Morningstar study that tracked 34...
Glenn Freeman | 26 July 2018
5 best and worst performing equity funds of FY2018
Funds
5 best and worst performing equity funds of FY2018
Big bets on Flight Centre and Reliance Worldwide paid off for for one Australian fund manager, while overweight positions on Telstra hurt others,...
Emma Rapaport | 24 July 2018
No clear link between high fees, active share and outperformance
Funds
No clear link between high fees, active share and outperformance
Nearly one in five managed funds in Europe fail to beat their benchmarks despite charging high fees, but the reasons are more nuanced than you might...
Glenn Freeman | 22 May 2018