Morningstar

Equities | 6 May 16

The cheaper a fund is, the better the chance it outperforms its peer group, a study by Morningstar has shown.

Equities | 18 Apr 16

Morningstar selects its top 10 newcomers in the Europe ex UK equity sector, according to senior analyst Muna Abu-Habsa.

Many of the newcomers are small in size, with four funds with less than $40m. Investors should also be aware that a one-year time frame is a short period to assess fund performance.

Asia | 15 Apr 16

Returns from mainland funds might look attractive to overseas investors, but be aware of the differences in product design and investment style, said Morningstar China director of manager research, Rachel Wang.

Retirement | 8 Apr 16

UK Sipp provider AJ Bell has created three risk-rated portfolios designed to deliver returns in a low return, low interest rate and low inflation world, explains investment director Russ Mould.

Multi Asset | 7 Apr 16

Multi asset funds lost money for the second consecutive month in February, for the first time since March 2009. Funds that invest mainly in bonds have been bleeding most of late, while medium-risk funds actually saw net inflows.