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FUNDS News & Analysis

Are average returns enough to achieve your goals?
Funds
Are average returns enough to achieve your goals?
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...
James Gruber | 26 June 2024
Listed Investment Companies monthly performance: May 2024
Funds
Listed Investment Companies monthly performance: May 2024
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.com.au | 21 June 2024
Contrasting views of investing that may both be right
Funds
Contrasting views of investing that may both be right
Hyperion and Schroders take different investment approaches but the contrasts can inform all investors on how to view markets.
James Gruber | 20 June 2024
How to tell if a fund or ETF will likely underperform
Funds
How to tell if a fund or ETF will likely underperform
The funds that have been rated negative by our analysts have characteristics in common.
Shani Jayamanne | 11 June 2024
Listed Investment Companies monthly performance: April 2024
Funds
Listed Investment Companies monthly performance: April 2024
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.com.au | 21 May 2024
KiwiSaver Survey - March Quarter 2024
Funds
KiwiSaver Survey - March Quarter 2024
KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.
Greg Bunkall | 06 May 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 | 21 April 2024
Listed Investment Companies monthly performance: March 2024
Funds
Listed Investment Companies monthly performance: March 2024
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.com.au | 19 April 2024
Why LICs may be close to bottoming
Funds
Why LICs may be close to bottoming
Investor disgust, consolidation, de-listings, price discounts, activist investors entering - it’s what typically happens at business cycle...
James Gruber | 03 April 2024
Listed Investment Companies monthly performance: February 2024
Funds
Listed Investment Companies monthly performance: February 2024
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.com.au | 21 March 2024