How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.

Morningstar has conducted research on active and passive investment strategies and their associated vehicles since 1986. Strategies are given a rating – Gold, Silver, Bronze, Neutral or Negative. These ratings are a summary expression of our analysts’ forward-looking analysis of the investment strategies. The top three ratings of Gold, Silver, and Bronze all indicate that our analysts expect the rated investment vehicle to beat the Morningstar Category index or category median over the long term.

Jane Ojario14 April 2025FINANCIAL PLANNER ADELAIDE, Financial Advisor Adelaide, Super Funds, ETFComment

Is China Open for Business Again?

Recent Chinese policy announcements have been decidedly market-friendly with the ending of a two-year ban on Australian coal imports, easing up on tech giants and dialling back the stringent “three red lines” that exacerbated a property meltdown. In response, Hong Kong and Chinese mainland equity indices have been among the best performing markets since November last year. The question now is whether this clear shift in policy is likely to fuel a sustained recovery, or should investors remain cautious about conditions in China?

Adam Kerr1 February 2023China, financial planning, Investment Advisor Adelaide, ETFComment

Types of Investments & Asset Classes - How to Gain Exposure for Your Portfolio

Understanding different types of investments or ‘asset classes’, and their characteristics is important when you’re deciding how to meet your investment goals in your desired timeframe. Here is an overview of the different types of investments available, and how to get exposure to them. Let’s start by looking at investment from a broad perspective.

Adam Kerr13 April 2022ETF, Investment Advisor Adelaide, ASX, financial planningComment

Ethical Investments: The impact of electric vehicles on ESG

Did you know you can invest into portfolio of companies that have created and are creating products and services that enable the user, amongst other green initiatives, to reduce or eliminate direct emissions through an Exchange Traded Fund (ETF).

Exchange Traded Funds - An Attractive Investment Vehicle for the Modern Investor

An ETF or Exchange Traded Fund is an investment fund that typically aims to track an asset class or a basket of assets. In general, ETFs aim to track a published index such as the NASDAQ-100 Index in the US or the S&P/ASX 200 Index in Australia. ETFs are cost-effective, flexible, and simple to use. Being exchange traded, ETFs are bought and sold just like any share on a stock exchange. Read on to learn more (7 minute read)

Adam Kerr19 January 2021Financial Advisor Adelaide, Adelaide financial planner, Investment, ETF, low cost investingComment