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

How private assets are transforming capital markets and super

Super funds and private assets in the spotlight after ASIC release. On Feb. 26, 2025, the Australian Securities and Investments Commission, or ASIC, released a paper titled “Australia’s evolving capital markets: A discussion paper on the dynamics between public and private markets.” The paper discusses the changing Australian capital markets landscape, focusing on both the rapid growth in the capital allocated to private assets and the influence of Australian superannuation funds on private markets.

Humble Goode Financial Planning & Wealth Management

**“Building & Preserving Personal Wealth.”**

Humble Goode Financial | Blog

Humble Goode Financial Planning & Wealth Management

“Building & Preserving Personal Wealth.”

**“Building & Preserving Personal Wealth.”**