2020 DIRECTINVEST's Find a Fund tool helps you research and compare managed funds, superannuation and pension funds. The Find a Fund
tool allows you to use different search criteria to obtain independent fund ratings provided by both Morningstar and Standard & Poor's. When you're ready to invest, simply download a product disclosure statement from the fund profile page for the application form.
About the tool - Search Criteria
Fine tune your search with the following search criteria:
Search criteria
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What it means
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| Fund Type |
Select from the drop down list to limit the search to investment type.
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Fund Manager
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Search for all fund managers or limit your search to one or more preferred fund managers by holding down Ctrl (PC) or Apple Command (Mac) key to make multiple selections. Please note that you may find multiple names for a fund manager (this is due to how their funds are profiled by Morningstar) so it may be necessary to select all the fund manager variations to find available funds.
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Asset Category
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Search all asset classes or limit your search to one or more preferred asset classes by holding down Ctrl (PC) or Apple Command key (Mac) key to make multiple selections.
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Standard & Poor's Ratings
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Limit your search by Standard & Poor's star ratings. This is a Boolean search that works in conjunction with Morningstar ratings, please see below on how to limit your search by Standard & Poor's and Morningstar ratings. What do the star ratings mean? |
Morningstar ratings
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Limit your search by Morningstar ratings. This is a Boolean search that works in conjunction with Standard & Poor's ratings, please see below on how to limit your search by Standard & Poor's and Morningstar ratings. What do the star ratings mean? |
Limit by Fund Manager
When searching for a particular fund manager you may come across more than one fund manager name and it will be necessary to select all the fund manager variations for a complete list of available funds.
Below is a list of fund manager variations:
Fund manager
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Variations
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AMP
AMP Capital |
AMP Capital Investors |
| Australian Unity Investments |
Australian Unity Funds Management
Australian Unity Property |
| AXA |
AXA - National Mutual Funds Management
IPAC Asset Management |
| BT |
BT Funds Management
BT Funds Management No.2
Westpac Financial Services
|
| ING |
ING Custodians
ING Funds Management
ING Investment Management
ING Life
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| MLC |
MLC Investments
MLC Limited
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| Spectrum Super |
Australian Wealth Management
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Zurich
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Zurich Australia
Zurich Australian Superannuation
Zurich Investment Management |
Limit by Standard & Poor's AND Morningstar Ratings
Limit your search by Standard & Poor's and Morningstar ratings by selecting one or more options for
each rating type.
This is a Boolean 'AND' search, when limiting your search by one rating, you must also consider the alternative rating. The search will only generate funds where BOTH sets of ratings searches are present.
Examples
5 star Standard & Poor's AND Morningstar funds ONLY
By checking the 5 Star for S&P and 5 Star for Morningstar boxes, only those funds with BOTH 5 Star S&P ratings and 5 Star Morningstar ratings present will come up on the search.
Limit by only 5 star Standard & Poor's rating
By checking the 5 Star for S&P and all boxes for Morningstar, only those funds with any Morningstar rating AND 5 Star S&P rating will come up on the search.
A search for 5 Star S&P rated funds should include ALL rated funds from Morningstar as the search result includes ANY Morningstar Fund with a 5 Star S&P rating, and vice versa.
Reviewing search results
Click on the fund name in the search results to view the Morningstar Quicktake report on the fund. To find out more information, select to Download or request a product disclosure statement on the fund profile page. The application form enclosed will contain 2020 DIRECTINVEST dealer details for your entry fee rebate. Click here to find out more on
How to Invest.