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Australians still face outsized super fees, but shake-up looms

Superannuation fees can add up to a huge long-term expenditure, costing Australians with modest super balances thousands of dollars a year. But costs may start to fall, with some funds and new players working to disrupt the structure.

Nicki Bourlioufas | 11th Oct 2023 | More
Managed funds industry hits record high as super sector thrives

The value of Australian’s superannuation pool rose to a record high of $3.62 trillion in the June quarter, a highlight of the managed funds industry’s surging overall performance over the past year as rising rates and rebounding markets improved asset values.

Nicki Bourlioufas | 27th Sep 2023 | More
As volatility dominates markets, active-vs-passive debate gains steam

The surge in passive investment options in recent years, along with a record of underperformance by active managers, has pushed the ongoing active-versus-passive debate to the fore. Proponents of both styles agree, though, that how each approach performs in volatility will be the key question in 2023.

Lisa Uhlman | 5th May 2023 | More
  • Exchange-traded market hits record-high, with investors turning defensive

    The market for exchange-traded products posted 5 per cent year-over-year growth in March, while listed investment companies continued to see assets under management fall, new ASX data shows. As rising interest rates and cost-of-living bite, though, the trend has begun to slow, with investors seeking safety in defensive ETFs.

    Nicki Bourlioufas | 19th Apr 2023 | More
    Currency swings don’t deter Australians from offshore investments

    For those planning to invest in offshore assets, the decision whether to hedge currency exposure is an important one as movements in the Australian dollar can either erode or add value to an investment.

    Nicki Bourlioufas | 22nd Mar 2023 | More
    Investors turn to currency-hedged options as AUD rises

    With economists expecting the Australian dollar to strengthen this year, investors are looking to currency-hedged funds to remove FX exposure that threatens to erode the value of their international investments.

    Nicki Bourlioufas | 2nd Feb 2023 | More
  • The best and worst ETFs from 2022

    Exchange-traded funds continued to attract inflows from investors in 2022, albeit at a slower pace thanks to rising interest rates and market volatility. Resources and mining-focused funds were clear standouts in a challenging year.

    Lachlan Buur-Jensen | 1st Feb 2023 | More
    Australian dollar’s climb may dent returns from offshore investments

    The Australian dollar’s appreciation from recent lows is eroding returns from unhedged international investments. With analysts mixed on where the currency is heading, opting to hedge foreign currency exposures could provide investors with some peace of mind.

    Nicki Bourlioufas | 23rd Nov 2022 | More
  • Passive funds still reign supreme despite market turbulation

    The pendulum may have swung back towards active management this year, but the domestic ETF market is flush with options and continues to steal FUM.

    Lachlan Buur-Jensen | 14th Oct 2022 | More
    Beware the losers among thematic fund winners

    Thematically focused funds have been the big winners in fund flows in the past three years, but most themes have turned out to be fads, new research shows. According to Morningstar’s latest ‘Global Thematic Funds Landscape Report’, over the three years through March 2021, collective assets under management in the 1,349 thematic funds more than…

    Greg Bright | 7th Jun 2021 | More