Morningstar picks its multi-sector favourites

Investment researcher Morningstar has released its latest review of multi-sector funds, awarding eight ‘gold’ ratings and 11 ‘silver’, concluding that they are a useful way for some investors to manage risk. Morningstar reviewed 77 multi-sector funds, focusing on flexible, or…

A dynamic approach to retirement income

By allowing annual retirement income to fluctuate within preset bands, retirees have the flexibility to maintain spending and can also put away some upside for a rainy day, new research argues. Investment manager Vanguard has developed a retirement income planning…

Fees matter even more in retirement

Funds management fees have a bigger impact on financial outcomes in retirement than they do in the years before retirement, according to a new report. Vanguard has produced a suite of research reports designed to help Australians plan for their…

Zenith picks its top ETFs

Just four of 163 exchange traded funds listed on the Australian Securities Exchange have been rated ‘highly recommended’ by investment researcher Zenith Investment Partners in its latest review of the sector. Three of them are offered by the same fund…

Active struggles to beat passive in global equity segment

Local actively managed global equity funds underperformed index fund returns in 2016 – the fourth year in a row and the sixth year out of the last 10 that active has been beaten by passive in the global equity segment.…