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Fund Features

25/05/2018 | 3:22 PM  Emerging market tech firms should outperform the likes of Facebook, Amazon and Google, according to these asset managers.

25/05/2018 | 9:06 AM  David Pace explains how high active share underpins this Australian equity manager's process, along with focusing on aspects such as remuneration both internally and within the companies it invests in.

23/05/2018 | 9:05 AM  Morningstar analysts believe fund-of-funds can be a good one-stop-shop for general investors, but higher costs may deter some.

22/05/2018 | 9:05 AM  UK stocks have fallen from favour as concerns build about Brexit. But James Henderson welcomes the dip as it has provided opportunity for him to pick up income stocks cheap.

22/05/2018 | 9:05 AM  The future active funds is not quite as bleak as the long-running active versus passive argument might suggest, writes Jeffrey Ptak.

22/05/2018 | 9:05 AM  Nearly one in five managed funds in Europe fail to beat their benchmarks despite charging high fees, but the reasons are more nuanced than you might expect.

21/05/2018 | 9:05 AM  Each of these Australian international equities funds have substantial holdings in at least one of the well-known Chinese companies Tencent, Baidu and Alibaba.

17/05/2018 | 9:05 AM  While Berkshire Hathaway steered a wide berth around cryptocurrency, its latest SEC filing reveals what the conglomerate bought and how much.

17/05/2018 | 9:05 AM  The UK-based management of this 215 million-pound fund are exploiting a regulatory loophole to reduce exposure to local companies in favour of more appealing US-listed companies, writes David Brenchley from London.

15/05/2018 | 9:05 AM  Superannuation did very well over the last five years, with funds posting positive results across the board, according to Morningstar's Australian Superannuation Survey for 1Q 2018.

15/05/2018 | 9:05 AM  High fees are a performance headwind that can be difficult for active managers and investors to overcome, says Mike Roach, head of Vanguard Australia's quantitative equity group.

15/05/2018 | 9:05 AM  

15/05/2018 | 9:05 AM  Small cap stocks might be known for their volatility, but it is possible to reduce risk by investing in companies with quality franchises, according to these asset managers.

11/05/2018 | 9:05 AM  Former hostage negotiator Richard Mullender highlights the value of plain-speaking, explaining why financial advisers should avoid jargon and tailor their message to individual levels of financial literacy.

10/05/2018 | 9:05 AM  What is artificial intelligence? And how can investors profit from the innovation in computer learning?

09/05/2018 | 9:05 AM  Major corporations and venture capital firms are throwing their weight behind the technology that powers bitcoin, but it has limitations.

08/05/2018 | 9:05 AM  The world's largest asset manager is stepping up its engagement efforts to increase corporate responsibility, says Morningstar's Jon Hale.

08/05/2018 | 9:05 AM  The colourful duo behind Berkshire Hathaway discussed some of the world's largest companies at the annual shareholder meeting, including several of their own hits and misses, and a blunt Bitcoin assessment.

04/05/2018 | 9:05 AM  Prospects of North and South Korean peace, India's economic formalisation and increasing Chinese consumer confidence are driving this portfolio manager's interest in Asia.

03/05/2018 | 9:05 AM  Nikko Asset Management's Robert Mann discusses India, providing his views on whether it's economic growth will equal that of China and how investors can access some of the opportunities.

02/05/2018 | 9:05 AM  As technology disrupts a growing number of industries including healthcare, financial services, retail and communication, Emma Wall asks Janus Henderson's Richard Clode what defines a tech stock.

01/05/2018 | 9:05 AM  South Korean equities continue to look cheap compared to Asian peers and fund managers are bullish, but how would reunification affect their investment case?

30/04/2018 | 9:05 AM  Four of these five global equities funds from some of the biggest names in the game – including Platinum – hold Morningstar medals, and all have delivered double-digit returns in the financial year-to-date.

26/04/2018 | 9:05 AM  The combination of already slowing investment, and swiftly falling net exports from tightened terms of trade would be unmanageable, writes US-based Morningstar analyst Stephen Ellis.

24/04/2018 | 9:05 AM  The IMF says a trade war would tear the global trading system apart, but fund managers are much more sanguine and are gearing up for buying opportunities, writes David Brenchley for Morningstar UK.

22/04/2018 | 9:05 AM  How environmental issues are firmly linked with business performance, and why it's in everyone's interests to keep the pressure on corporations worldwide.

20/04/2018 | 9:05 AM  Andrew Lill outlines five risky-looking investment ideas that could offer top returns. Are you brave enough to invest in the unloved?

20/04/2018 | 9:05 AM  Colombia is the highest ranking non-European market for investing sustainability, the Morningstar Sustainability Atlas shows. Australia also scores well.

19/04/2018 | 9:05 AM  Silver and gold specialist Ned Naylor-Leyland from UK's Old Mutual outlines what will drive precious metals higher, and where ESG fits.

19/04/2018 | 9:05 AM  Ethical investors are no longer just focusing on changing company behaviour, they want to change the world, a Morningstar panel has found.

16/04/2018 | 9:05 AM  This trio of sectors spanning UK water, European utilities and US real estate are of substantial interest for Jim Lydotes from BNY Mellon Investment Management.

13/04/2018 | 9:05 AM  This fund manager thinks about the infrastructure sector quite differently than most other professional investors.

13/04/2018 | 9:05 AM  Each of these Australian-domiciled funds hold positions in companies providing raw materials for the expanding lithium battery segment.

12/04/2018 | 9:05 AM  Morningstar analysts highlight the following areas within the broader technology sector as likely sources of ground-breaking investment opportunities.

11/04/2018 | 9:05 AM  Smaller companies shooting out the lights always sing when they're winning, but like most of us, are largely silent for the more common losses.

10/04/2018 | 9:05 AM  The Australian dollar is particularly vulnerable to escalating trade tensions between the United States and China, writes Simon Derrick.

10/04/2018 | 9:05 AM  JP Morgan's Richard Titherington tells Emma Wall why a weak US dollar is good for emerging markets, and why investors should not be put off by a trade war.

09/04/2018 | 9:05 AM  Financial services businesses continue to under-perform investor expectations, even though overall trust in the financial system has risen since 2016, a study has shown.

06/04/2018 | 9:05 AM  Australian investors' dividend addiction is creating problems in the long-term, says Bennelong senior analyst, Neale Goldston-Morris.

06/04/2018 | 9:05 AM  Because timing and tilting your portfolio's asset allocations is complex, Morningstar's Elliot Lucas compares and contrasts the most popular ways of simplifying the process.

05/04/2018 | 9:05 AM  Andrew Lill discusses the return of equity market volatility and other trends of 1Q 2018, looks at how inflation affects equity and fixed income investors, and expectations for interest rate movements.

05/04/2018 | 9:05 AM  While investors would be wise to proceed with caution over the next 12 to 18 months, the situation shouldn't warrant all-out panic, explains J.P. Morgan's Tai Hui.

05/04/2018 | 9:05 AM  

05/04/2018 | 9:05 AM  Even before news of Facebook's latest transgressions hit the headlines, this fund manager reversed its overweight position on these large-cap technology companies.

04/04/2018 | 9:05 AM  Here's what Morningstar analysts think of these medal-rated funds that hold exposures to market behemoths Facebook, Amazon, Apple, Netflix and Google parent Alphabet.

29/03/2018 | 9:05 AM  These Morningstar-rated funds with Australian domiciles have the highest rates of exposure to Facebook shares within our coverage universe, and all but one of them hold medal ratings.

28/03/2018 | 9:05 AM  Industrial, technology and consumer are favoured sectors over the medium-term for Calvert Research and Management, which also holds strong convictions about firearm manufacturers and related companies.

28/03/2018 | 9:05 AM  Contrary to much of the rhetoric, investors can still find plenty of upside in stocks if they look hard enough, according to T. Rowe Price associate portfolio manager, Hari Balkrishna.

28/03/2018 | 9:05 AM  With growing recognition of environmental and sustainability principles among investors worldwide, more strategies are emerging and ESG fund flows are increasing.

27/03/2018 | 9:05 AM  In an environment of rising interest rates and increasing market volatility, the role of multi-asset investing is evolving, says Nikko Asset Management's Tanuj Dutt.

27/03/2018 | 9:05 AM  ESG principles are increasingly important to companies in heading off potential risks and differentiating themselves, says Calvert Research & Management's John Streur.

26/03/2018 | 9:05 AM  Even most successful funds will underperform over certain time periods. Most people aren't cut out for this and therefore should use index funds, writes Jeffrey Ptak.

26/03/2018 | 9:05 AM  Suggestions on generating retirement income; the pros and cons of holding cash as an investment; and Peter Warnes' view on the recent proposal for more superannuation meddling ranked among our most-read topics last week.

26/03/2018 | 9:05 AM  As market volatility continues to build, there are various methods investors can deploy to protect portfolios.

22/03/2018 | 9:05 AM  Emerging markets may have risen in value significantly over the past two years, but we're only just getting started, says Neptune's Ewan Thompson.

21/03/2018 | 9:05 AM  Japanese stocks look attractive relative to global equities, and fund investors are buying into the story, according to Morningstar Direct data.

20/03/2018 | 9:05 AM  With four main cash-based options for investors, these are some of the pros and cons of increasing cash allocations within your portfolio.

19/03/2018 | 9:05 AM  Opposition Leader Bill Shorten's proposed change to dividend imputation refunds stirred reader interest last week, with articles on this topic among our most read, along with Donald Trump's tariffs; the outcome of a global dividend study.

19/03/2018 | 9:05 AM  How research-enhanced index strategies combine advantages of traditional passive funds with some of the benefits enjoyed by active fund investors.

More...

Fund Styles

Large Value

About this style

These Funds own mostly larger-sized companies the fund manager believes are overlooked by the market and trading relatively cheaply

Fund Example Morningstar
Rating
Net Assets
$mil
1 y% 3y%
2.02 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Partners Group Global Multi-Asset 5 2.36 12.34 9.35
BT Super for Life Growth Fund Retir 5 3.75 12.01 7.95
AustralianSuper Pension Balanced 5 4.40 10.95 9.20
CBUS Super Income Stream Growth 0 5.06 10.54 9.40
AustralianSuper Balanced 5 4.10 10.06 8.44
Invesco WS Diversified Growth-Class A 4 5.78 10.00 7.97
Invesco WS Diversified Growth-Class R 5 5.62 9.99 7.76
Ausbil Balanced 5 5.12 9.93 7.31
VicSuper Flexible Income Growth 5 3.59 9.66 7.12
Care Pension Balanced 0 4.63 9.53 --
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
BlackRock Concentrated Total Return E2 0 9.25 28.16 --
Chester High Conviction 0 9.07 27.57 --
BlackRock Australian Share 4 11.24 22.77 10.18
BlackRock Concentrated Industrial 0 10.47 21.59 --
SGH Australia Plus 5 7.45 19.28 15.84
Regal Australian Long Short Equity 5 9.79 18.61 7.14
Regal Long Short Australian Equity 5 9.64 18.53 7.16
Katana Australian Equity Fund 5 8.81 17.35 7.78
Solaris Australian Equity Long Short Fd 0 12.26 16.69 --
OnePath OA FR Pen-Bennelong Aust Eq 5 7.81 16.42 11.48
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Lincoln Wholesale Australian Growth 2 9.97 25.47 7.13
Lincoln Retail Australian Growth 2 9.55 24.48 6.28
BlackRock Equity 4 11.53 23.65 10.97
BlackRock Australian Share Plus 3 11.47 23.45 10.76
Spheria Opportunities 5 8.11 20.59 11.08
Platypus Australian Equities - Wholesale 4 9.88 19.73 9.87
Bennelong Concentrated Australian Eq 5 6.69 19.61 17.68
Platypus Australian Equities - Retail 4 9.62 19.24 9.29
SGH20 Professional Investor 3 10.01 17.97 12.03
SGH20 3 10.01 17.97 12.03
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Perennial Value Microcap Opportunities 0 22.17 58.57 --
Regal Australian Small Companies Fund 5 19.39 42.39 24.00
Lakehouse Small Companies Fund 0 9.38 39.25 --
Ophir Opportunities Class E 5 7.82 37.92 22.33
Ophir Opportunities 5 7.63 37.28 21.34
Ellerston Australian MicroCap Fund 0 5.83 33.92 --
OC Micro-Cap 5 9.48 33.55 16.10
Eley Griffiths Group Emerging Companies 0 7.61 32.79 --
Ophir High Conviction 0 11.57 31.29 --
Ausbil MicroCap 5 11.58 28.67 16.29
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
ANZ ASA-Platinum International 4 3.28 18.17 9.17
BT PPSP-MLC Platinum Global Share 4 3.19 18.14 8.47
BT PPSS-MLC Platinum Global Share 4 2.56 15.97 7.00
OnePath Integra-MLC Platinum Global 4 2.81 15.76 7.91
Realindex Global Share-Class A 4 6.86 15.40 8.72
Realindex Wholesale Global Shr 4 6.75 15.16 8.53
CFS FC W Pen-Realindex W Global Shr 4 6.74 15.15 8.51
Acadian Wholesale Global Eqty Long Short 5 2.71 14.34 12.47
CFS FC W Pen-Acadian W Glb Equity LS 5 2.72 14.31 12.46
CFS FC Inv-Realindex Global Shr 3 6.29 14.20 7.61
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Platinum International Brands Fund 4 6.43 24.18 14.00
Platinum Unhedged Fund 5 4.68 21.36 12.39
Nanuk New World 0 6.42 21.35 --
Platinum Global Fund 4 3.51 21.16 9.62
Nikko AM Global Share 5 10.67 20.85 11.68
CFS FC-T. Rowe Price W Glb Eqty 4 8.50 20.61 10.68
BT PPSI-Platinum International 5 3.84 20.56 10.15
Platinum International Fund 5 3.84 20.56 10.15
CFS FC W Pen-T. Rowe Price W Glb Eqty 5 8.48 20.54 10.64
CFS FC W Inv-Platinum International 4 3.97 20.28 9.71
World Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Hyperion Global Growth Companies B 5 12.35 24.28 17.41
Hyperion Global Growth Companies A 0 11.13 23.16 --
William Blair Global Leaders 4 11.02 22.04 11.80
T. Rowe Price WS Plus Global Equity 5 8.98 22.00 12.53
T. Rowe Price Global Equity 4 8.91 21.82 12.24
OnePath OA FR IP-T. Rowe Price Global Eq 5 8.78 21.60 12.10
BetaShares CPS - Global Growth Fund 0 9.58 21.52 --
OnePath OA FR Pen-T. Rowe Price Gbl Eq 5 8.70 21.40 11.92
Antipodes Global Fund - Long Only I 5 8.61 21.19 14.75
Franklin Global Growth I 5 8.61 20.85 13.50