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Aussie managers outperform in AprilThursday, 15 May 2014 | Staff Reporter

The Australian share managers outperformed their international peers by 90 basis points in

April, according to the latest Morningstar Australian Institutional Survey.

The median Australian share manager generated a 1.7 per cent return during April, while

the median international share strategy produced a return of 0.8 per cent.

The Morningstar survey indicated

the median international share

strategy underperformed the MSCI

World ex-Australia NR Index by 0.2

per cent.

International share strategies remain

ahead in the longer term, but with

the median share strategy producing

a return of 32 per cent in the past

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Monday 26th May 2014

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year and 15.6 per cent per annum

over three years compared to the

12.4 per cent one-year return and

10.2 per cent three-year annualised

return for the median Australian

share manager.

The best performing Australian share

strategies in the 12 months leading

to 30 April 2014 were Millinium with

a return of 25.4 per cent, Wilson

HTM at 19.1 per cent and Solaris

High Alpha at 18.9 per cent.

The strongest performing

international share funds to 30 April

2014 were Bernstein Strategic at

40.5 per cent, Orbis at 39.1 per cent

and GMO at 37.8 per cent.

During April, Australian shares

outperformed international shares,

with the ASX 300 up 1.7 per cent

compared to the MSCI World ex-

Australia NR Index of one per cent.

The best performing Australian sharemarket sectors over the month included energy at 3.4

per cent, utilities at 3.3 per cent, and consumer staples at 3.1 per cent.

During the month, the Australian listed property index increased 5.7 per cent, while global

property was up 3.6 per cent over the same period.

The Australian Property Securities Index gained 2.6 per cent in the past 12 months, with

Zurich the top performer with a return of 5.8 per cent, followed by SG Hiscock at 4.7 per

cent, and Challenger at 4.5 per cent.

Morningstar also published the results of the Morningstar Australian Superannuation

Survey yesterday, which indicated the median growth fund returned a one per cent return

for April.

Longer annualised median returns for the median growth fund were 11.6 per cent for 12

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months, 8.9 per cent for three years and 10.1 per cent for five years.

The best-performing super growth super funds in the 12 months to 30 April 2014 were Legg

Mason Growth at 16.3 per cent, REST Super Diversified at 14.9 per cent and REST Super

Core at 14.2 per cent.

In terms of the balanced options, which includes funds with a 40 to 60 per cent allocation

to growth assets, Rest Super Balanced with a return of 10.9 per cent, AMP Moderate

Growth at 9.1 per cent and AMP Moderately Conservative at 8.9 per cent were the best

performers.

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