FUNDS News & Analysis

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...

Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.

Small caps are currently trading at a substantial discount compared with their large-cap counterparts.

The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others...

Investing is about figuring out what works for you. Managed funds solve the right problems for me.

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 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...

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.