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MANAGED FUNDS News & Analysis

Future Focus: A better way to use financial advisers' favourite investment strategy
Personal Finance
Future Focus: A better way to use financial advisers' favourite investment strategy
An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
Shani Jayamanne | 10 February 2025
Future Focus: Why I use managed funds
Funds
Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
Shani Jayamanne | 03 February 2025
How to invest with a couple of dollars
Personal Finance
How to invest with a couple of dollars
The investment products allowing you to invest with small amounts, with no brokerage or additional investment fees.
Shani Jayamanne | 08 October 2024
Quarterly Economic Briefing: Q1 2024
Markets
Quarterly Economic Briefing: Q1 2024
Investors began the year optimistic of a soft landing; fast-forward a few months, and rate-cut expectations have been pushed out as economic...
Morningstar Manager Research Analysts | 09 May 2024
ETFs vs. managed funds: the Australian David and Goliath
ETFs
ETFs vs. managed funds: the Australian David and Goliath
In Australia, David is ETFs valued at only 3% of the Goliath of managed funds, yet when we report ETF flows and characteristics as representing the...
Graham Hand | 22 June 2023
The cost of not backing the big market winners
Funds
The cost of not backing the big market winners
When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their...
Graham Hand | 25 May 2023
The cost of not backing the big market winners
Funds
The cost of not backing the big market winners
When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their...
Graham Hand | 25 May 2023
What investors should look for in a fund manager
Funds
What investors should look for in a fund manager
We outline what we believe investors should look for in a fund manager and examine the differing funds management models in Australia.
Michael Malseed | 23 May 2023
Why factor analysis supports Jack Bogle’s key principles
Funds
Why factor analysis supports Jack Bogle’s key principles
Vanguard's Jack Bogle was correct that costs do a better job of forecasting future net returns.
John Rekenthaler | 18 April 2023
Vanguard slipping to second place in fund flows race
ETFs
Vanguard slipping to second place in fund flows race
After 15 years, Vanguard is set to hand the top spot to iShares, thanks to active fund outflows.
Katherine Lynch | 16 December 2022