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Re-rated Funds
Print
These funds have been recently re-rated by Morningstar.
To learn more about Morningstar's fund ratings please
click here
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Search for Re-rated Funds
Fund Name
(leave blank for all funds, use * as wildcard)
Sector/Asset Class
ALL
Alternative - Australia Agricultural
Alternative - Australia Hedge Funds
Alternative - Australia Long/short
Alternative - Australia Private Equity
Alternative - Global Hedge Funds
Alternative - Global Infrastructure
Alternative - Global Long/short
Australian Bonds
Australian Cash
Australian Cash Enhanced
Diversified Credit
Equity Region Asia Pacific W/o Japan
Equity Region Australia Large Blend
Equity Region Australia Large Geared
Equity Region Australia Large Growth
Equity Region Australia Large Value
Equity Region Australia Mid/small Blend
Equity Region Australia Mid/small Growth
Equity Region Australia Mid/small Value
Equity Region Australia Other
Equity Region Emerging Markets
Equity Region Europe
Equity Region Japan
Equity Region North America
Equity Region World / Australia
Equity Region World Large Blend
Equity Region World Large Growth
Equity Region World Large Value
Equity Region World Mid/small Blend
Equity Region World Mid/small Growth
Equity Region World Mid/small Value
Equity Region World Other
Equity Sector Australia - Natural Resources
Equity Sector Australia - Real Estate
Equity Sector Global - Real Estate
Equity Sector Global - Technology
Global Bonds
Global/australian Bonds
High Yield
Miscellaneous
Mortgages
Mortgages - Aggressive
Multi-strategy Income
Multisector - Aggressive
Multisector - Balanced
Multisector - Conservative
Multisector - Growth
Multisector - Moderate
Reserve Backed
Unlisted and Direct Property - Australia
Unlisted and Direct Property - Global
Manager
ALL
Abacus Funds Management Limited
Aberdeen Asset Management Limited
Advance Asset Management Limited
AMP Capital Investors
AMP Superannuation Limited
APN Funds Management Limited
Armytage Private Ltd
Ascend Asset Management Limited
Aspen Funds Management Ltd
Astarra Capital Limited
Atom Funds Management Pty Ltd
Ausbil Dexia Limited
Austock Asset Management
Australian Ethical Investment Limited
Australian Ethical Superannuation Pty Ltd
Australian Executor Trustees Limited
Australian Skandia Limited
Australian Unity Funds Management Limited
AXA-National Mutual Funds Management Ltd
Ballina Mortgage Management Limited
Becton Investment Management Limited
BlackRock Investment Managers
BT Asset Management Ltd
BT Funds Management Ltd
BT Funds Management No.2 Limited
Centro Manager Limited
Challenger Managed Investments Limited
Charter Hall Funds Management Limited
Clime Asset Management Pty Ltd
Colonial First State Investments Limited
Credit Suisse Asset Management (Australia) Ltd
Cromwell Property Securities Limited
DDH Graham Limited
Deutsche Asset Management (Australia) Limited
Eley Griffiths Group Pty Ltd
Emerging Growth Capital Investors Ltd
Equity Trustees Limited
Falkiner Global Investors Limited
Fitzpatrick's Dealer Group Pty Ltd
Fortis Investment Management Australia Limited
Fundhost Limited
Ganes Capital Management Limited
Goldlink Managed Investments Limited
Goldman Sachs JBWere Asset Management
Goldman Sachs JBWere Managed Funds Limited
GREAT SOUTHERN FUNDS MANAGEMENT LIMITED
Hastings Capital Limited
HFA Asset Management Limited
Hunter Hall Investment Management Limited
ING Custodians Pty Limited
ING Funds Management Limited
ING Investment Management Limited
ING Life Limited
INVESCO Australia Ltd
Investa Property Group
IOOF Australia Limited
JPMorgan Investments Australia Limited
Karara Capital Limited
Kinsmen Securities Limited
La Trobe Capital & Mortgage Corporation Limited
Lachlan REIT Limited
Lifeplan Australia Friendly Society Limited
Lincoln Indicators Pty Ltd
Liontamer Investments Ltd
LM Investment Management Ltd
MacarthurCook Funds Management Limited
Macquarie Direct Property Management Limited
Macquarie Financial Products Management Limited
Macquarie Investment Management Limited
Magellan Asset Management Limited
Man Investments Australia Ltd
Mariner Securities Limited
Mayne Investments Limited
MFS Investment Management LTD
Mirvac AQUA Pty Limited
MLC Investments Limited
MLC Limited
MMC Asset Management Limited
Morgan Stanley Investment Management
MQ Portfolio Management Limited
NavraInvest
Opis Capital Limited
Opus Capital Limited
Orchard Funds Management
Patersons Asset Management Limited
Patriot Asset Management Ltd
Pentacle Property Funds Management Ltd
Perpetual Investment Management Limited
Platinum Asset Management
PM Capital Limited
Portfolio Partners Limited
Premier Asset Management Pty Ltd
Prime Value Asset Management
Quantum Syndicate Management Pty Ltd
RACV
Real Estate Cap Partners Managed Investments Ltd
Russell Investment Management Limited
Sandhurst Trustees Limited
Select Asset Management Limited
Smallco Investment Manager
SMF Funds Management Limited
Souls Funds Management Limited
Sovereign MF Limited
St Laurence Capital Limited
Statewide Superannuation Trust
Stockland Funds Management Limited
SUNCORP Life and Superannuation Limited
Suncorp Metway Investment Management Limited
TechInvest Pty Limited
Tricom Investment Management Limited
Trilogy Funds Management Limited
Tyndall Investment Management Limited
UBS Global Asset Management (Aust) Ltd
Valuestream Australian Equities Fund
Vanguard Investments Australia Ltd
Ventura Investment Management Ltd
Viento Group Limited
Westpac Funds Management Limited
Wilson HTM Investment Mgmt Pty Ltd
Wright Patton Shakespeare Capital Limited
Zurich Investment Management Limited
Fund Type
ALL
Investment Funds
Super Funds
Pension Funds
Re-rating Date
From
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31
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
To
01
02
03
04
05
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07
08
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13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
Re-rating Direction
All
Up
Down
Order results by
Re-rated Date
Current Rating
Rating After Change
Fund Name
3 Month Returns
1 Year Returns
3 Year Returns
Sector/Asset Class
Management Expense Ratio (MER)
Minimum Investment
Ascending
Descending
Re-Rated Funds
Records to view per page:
25
50
100
Fund Name
Date
Re-rated
Change in
Morningstar
Rating
Morningstar
Rating
Historical Returns
+
Download
Prospectus or PDS
(PDF)
Request
Prospectus or PDS
(via post)
3 Mth
1 Yr
3 Yr
Macquarie SO AP - Macquarie OneChoice
30th Jun
2008
Not Available
-3.97%
-17.71%
4.04%
n/a
Perpetual WFTAP - ABN Amro Glob Eq Fd
30th Jun
2008
-4.88%
-18.07%
-1.24%
n/a
Perpetual WFTAP - Barclays Aust Share Fund
30th Jun
2008
-2.28%
-13.38%
11.62%
n/a
Perpetual WFTAP - Challenger FM Prop Sec Fund
30th Jun
2008
-12.22%
-35.52%
-2.46%
n/a
Perpetual WFTAP - Goldman S JBWere Int
30th Jun
2008
-5.3%
-15.16%
1.34%
n/a
Perpetual WFTAP - Intech Grwth Fd
30th Jun
2008
-2.88%
-11.94%
4.91%
n/a
Perpetual WFTAP - Intech Int Sh Act (unhedged)
30th Jun
2008
-6.87%
-23.04%
-1.17%
n/a
Perpetual WFTAP - Perpetual Bal Grwth Fd
30th Jun
2008
-2.62%
-10.16%
4.93%
n/a
Perpetual WFTAP - Sch Bal Fd
30th Jun
2008
-3.05%
-9.63%
6.37%
n/a
Perpetual WFTAP - UBS Def Inv
30th Jun
2008
-3.04%
-6.1%
2.51%
n/a
Perpetual WFTAP - Vanguard Int Sh Ind Fd (Hedged)
30th Jun
2008
-0.43%
-13.9%
6.36%
n/a
BT Lifetime Super Employer Plan - Westpac Balanced
30th Jun
2008
-3.43%
-10.98%
3.75%
n/a
BT Lifetime Super Employer Plan Schroder Balanced
30th Jun
2008
-2.26%
-7.14%
5.57%
n/a
La Trobe Australian Mortgage Fund-Pooled Mortgages
30th Jun
2008
2.03%
7.89%
7.58%
n/a
AET Growth Fund
30th Jun
2008
-4.09%
-16.99%
3.06%
n/a
AET Balanced Fund
30th Jun
2008
-2.73%
-13.35%
3.76%
n/a
Goldman Sachs JBWere Leaders Fund
30th Jun
2008
2.22%
-8.16%
11.62%
Falkiner Global Absolute Returns Fund
30th Jun
2008
-4.41%
-31.2%
-2.41%
RACV Allo Pension Capital Stable
30th Jun
2008
-0.04%
-0.61%
4.05%
n/a
RACV Allo Pension Growth
30th Jun
2008
-3.14%
-12.17%
4.77%
n/a
RACV Savings Product Capital Stable
30th Jun
2008
0%
0.1%
3.5%
n/a
RACV Rollover Bond Capital Stable
30th Jun
2008
-0.07%
0.08%
4.4%
n/a
Stockland Direct Office Trust No. 1
30th Jun
2008
Not Available
Not Available
0.58%
39.28%
53.96%
Closed
Closed
BlackRock Monthly Income Fund (Class R Units)
30th Jun
2008
Not Applicable
Not Applicable
4.15%
-6.98%
2.47%
n/a
Mayne Investment Northern Investment Trust Fund
30th Jun
2008
1.99%
7.78%
7.16%
n/a
BT Lifetime Personal Super Macquarie Conserv NCF
30th Jun
2008
-1.32%
-3.7%
3.08%
n/a
BT Investment - BT Asian Share Fund
30th Jun
2008
-11.12%
-17.86%
8.63%
BT Investment - BT Asian Share Fund
30th Jun
2008
-11.12%
-17.86%
8.63%
BT Lifetime - Personal Super BT Balanced Returns
30th Jun
2008
-1.65%
-9.36%
4.7%
n/a
BlackRock Balanced Fund
30th Jun
2008
-1.56%
-6.31%
7.84%
Macquarie Super/RO Plan - Deposit Fund
30th Jun
2008
Not Available
Not Available
1.39%
5.01%
4.33%
n/a
Macquarie A Pension - Deposit Fund
30th Jun
2008
Not Available
Not Available
1.62%
5.88%
4.33%
n/a