YOUR GUIDE TO MANAGED FUNDS DATA
The data in these tables provides information on several asset classes – Australian equities, international equities and multisector funds (sometimes called balanced funds).
Funds have been ranked by size or performance as listed on the top of each table.
The returns published are net (after) the annual management fee but do not take into account any transaction (entry/ exit) fees an investor may have to pay. The returns are before tax.
Morningstar, a leading global provider of investment research, supplies our managed funds data.
Funds smaller than $10 million and with a minimum investment of more than $25,000 have been filtered out. Morningstar relies on the fund managers to supply data monthly; if updates have not been provided, a fund may be omitted.
Morningstar has developed a star rating system to help investors identify quality funds. Morningstar calculates and publishes star ratings for more than 7000 funds monthly using the latest fund performance data.
Funds less than three years old are not rated. The ratings are not for predicting future performance. Take a look at "What they mean" for an explanation of the star ratings.
For more news, research and video content on investing, as well as screening and portfolio management tools on managed funds, ETFs, stocks and credit securities visit morningstar.com.au.