FUNDS News & Analysis

This week's chart of the week looks at the impact of fees on the success of funds.

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...

The funds that have been rated negative by our analysts have characteristics in common.

The September 2024 quarter presented a mixed performance across various asset classes in New Zealand.

Insights from Morningstar’s Q3 New Zealand Sustainable Flow report

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...

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...

This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the...

We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed...

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...