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Best of Breed: H1 2026

Explore the benefits of investing in high-conviction funds in the Australian and New Zealand markets.

Actively managed strategies continue to offer investors more portfolio options, but the increasing amount of active funds is making it harder for investors to choose which strategies hold long-term promise and merit. To help cut through the noise, Morningstar researchers have compiled a list of active strategies within the Morningstar fund universe that are considered the most compelling for Australian and New Zealand investors.

The inaugural edition of the report highlights six equity strategies, given investor interest has become more selective recently for Australian and New Zealand equities. Each mentioned strategy includes its reason for inclusion, analysis of its people, process, and portfolio pillars, and its Morningstar Medalist Rating and Morningstar Rating. Each edition’s strategies are drawn from foundational or trending asset classes and are qualitatively covered by Morningstar’s manager research team, blending short- and long-term investment analysis.

Access the report to learn which funds within the equity universe you should evaluate for your own investment strategy.

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Morningstar Australasia Pty Limited (ABN 95 090 665 544, AFSL 240892) and Morningstar Research Ltd are subsidiaries of Morningstar, Inc. Morningstar Investment Management Australia Limited (ABN 54 071 808 501, AFSL 22896) is the Responsible Entity and issuer of the Morningstar Investment Funds. Morningstar Australasia Pty Limited and Morningstar Research Ltd do not publish qualitative research on Morningstar Investment Management Australia Limited’s products and do not endorse, issue, sell or promote those products. No guarantee is provided in relation to capital repayment, income or performance. Past performance is not a reliable indicator of future performance.