FUND FLOWS News & Analysis

Insights from Morningstar’s Q3 New Zealand Sustainable Flow report

Investors are holding onto Australian equities as interest wanes across most asset classes. 

Big flows into cash funds as interest in tech cools.

Multi-asset investors have more choice for lower fees

If so, the industry’s leaders must perform better.

Large growth maintains its supremacy in the Morningstar Style Box during a volatile first half for mutual funds. 

Separately managed accounts offer some of the same benefits as managed funds, but without the pooled structure, providing greater visibility and...

The performance gap between these Australian ESG funds and their plain vanilla equivalent is narrowing, but gains are in lock-step with rising oil...

The performance of some Australian stock funds with tilts toward environmental, social and governance objectives lags their non-ESG equivalents. 

The watchdog has again delayed its requirement for super funds to reveal what's in their portfolios