TOPIC

MANAGED FUND NAMES News & Analysis

Australia lags the world in fund disclosure
Funds
Australia lags the world in fund disclosure
A global report into managed funds shows Australia continues to have the weakest portfolio disclosure requirements in the developed world.
Sarah Dowling | 19 May 2023
ESG-friendly funds for the value investor
Funds
ESG-friendly funds for the value investor
We take a look at two managed funds with above average ESG ratings that are not skewed to growth companies.
Nicola Chand | 11 July 2022
LICs ETFs and MFs: Four ways to invest in the same fund and save money
Funds
LICs ETFs and MFs: Four ways to invest in the same fund and save money
Why invest in an unlisted fund when the listed version of the same fund is priced at a discount? Why hold a listed version at a premium when the...
Graham Hand | 23 March 2022
No losers in sight: The best performing equity funds of 2021
Funds
No losers in sight: The best performing equity funds of 2021
Every open-ended equity fund in the Morningstar Australia universe had a positive return in FY 2021.
Lewis Jackson | 09 July 2021
The ultimate EOFY checklist for SMSFs: 2021
Retirement
The ultimate EOFY checklist for SMSFs: 2021
Take advantage of opportunities and avoid a knock on the door. Here are 25 items to check.
Liam Shorte | 17 June 2021
'Quality' ETFs under the microscope
ETFs
'Quality' ETFs under the microscope
Interest in the quality factor has been a recurring theme among the more popular factor ETFs, helped along by some very attractive returns.
Kongkon Gogoi | 26 November 2020
Magellan waxes as Platinum wanes
Funds
Magellan waxes as Platinum wanes
Hamish Douglass has got the edge over his fund rival by unearthing steadier returns in different sectors.
Emma Rapaport | 07 May 2020
The best and worst Aussie equity funds of 2019
Funds
The best and worst Aussie equity funds of 2019
We sort the wheat from the chaff in a year marked by record low rates, weak growth and trade tensions.
Emma Rapaport | 19 December 2019
'Funds to watch' list: Morningstar eyes 8 new strategies
Funds
'Funds to watch' list: Morningstar eyes 8 new strategies
Eight investment strategies from managers including Macquarie, Daintree Capital and Hyperion have been added to Morningstar's watchlist.
Emma Rapaport | 23 August 2019
Gold-rated Aussie equity funds and how to buy them
Funds
Gold-rated Aussie equity funds and how to buy them
Greencape Capital, Fidelity International, and Schroders rank highly for their leadership, portfolio management, and shrewd investing approach.
Emma Rapaport | 15 May 2019