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FUND MANAGER OF THE YEAR News & Analysis

3 cheap ASX stocks owned by top rated funds
Stocks
3 cheap ASX stocks owned by top rated funds
Our analysts think these companies are undervalued and their shares appear to have the stamp of approval from highly rated managers.
Joseph Taylor | 20 February 2025
5 things professional investors do that you shouldn’t
Personal Finance
5 things professional investors do that you shouldn’t
Ignoring the compelling sounding strategies of professional investors can be hard. It just might be the secret to getting what you want out of your...
Mark Lamonica | 07 January 2025
Are changes in investor preferences hurting returns?
Personal Finance
Are changes in investor preferences hurting returns?
Innovation in the financial services industry is providing us with more choice...but at what cost?
Mark Lamonica | 12 November 2024
Aussie stocks to hold forever
Personal Finance
Aussie stocks to hold forever
This week's Investing Compass episode interviews James Gruber on his list of Aussie stocks to hold forever.
Mark Lamonica | 08 September 2024
Active funds fell short of passive peers in latest research by Morningstar
Personal Finance
Active funds fell short of passive peers in latest research by Morningstar
Long-term trends and low costs can help investors decide between active and passive funds.
28 August 2024
The ATO has SMSF asset valuations in its crosshairs
Retirement
The ATO has SMSF asset valuations in its crosshairs
SMSF trustees need to ensure they value their assets at least annually and that those valuations are fair and reasonable, based on objective and...
Julie Steed | 10 July 2024
Morningstar reassess view of Platinum ETF and fund
Funds
Morningstar reassess view of Platinum ETF and fund
Changes to the portfolio management team drive a ratings revision.
Michael Malseed | 25 April 2024
Active vs. passive in listed real estate
Funds
Active vs. passive in listed real estate
Deciding whether to use an active or passive vehicle for the different allocations within an investment portfolio is an important decision that...
Steven Le | 12 November 2023
Why LICs are closing and more should follow
Funds
Why LICs are closing and more should follow
 The heyday of LICs is in the past, when issuers paid generous fees to brokers and advisers to put their clients into new structures. Most LICs now...
Graham Hand | 21 September 2023
Investing Compass: Market outlook: 3 steps to financial independence
Personal Finance
Investing Compass: Market outlook: 3 steps to financial independence
Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three steps.
Mark Lamonica | 06 September 2023