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	What it means
Fund Type	Select from the drop down list to limit the search to investment type.
Fund Manager	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.
Asset Category	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.
Standard & Poor's Ratings	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	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	Variations
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
MLC	MLC Investments MLC Limited
Spectrum Super	Australian Wealth Management
Zurich	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.