Скачать или смотреть Evaluating New Funds & ETFs for 2026: 5 Questions Every Investor Must Ask

New investment funds and ETFs are launching faster than ever, but not all of them deserve your money.

In this episode, Mark and Shani are joined by Shamir Popat, Senior Manager Research Analyst at Morningstar, to break down how investors should evaluate new funds, avoid hype-driven mistakes, and focus on what actually leads to long-term success.

With over 7,000 funds launched and 3,000 closures since 2000, the challenge for investors isn’t access — it’s discernment. Shamir shares Morningstar’s research-backed framework and the five key questions investors should ask before investing in any new fund or ETF.

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Disclaimer:
This video has been prepared for clients of Morningstar Australasia Pty Ltd and/or New Zealand wholesale clients of Morningstar Research Ltd. Any general advice has been provided without reference to your financial objectives,
situation or needs.

You should consider the advice in light of these matters and any relevant Product Disclosure
Statement before making any decision to invest. To obtain advice for your own situation, contact a financial advisor.

For more information please read our Financial Services Guide (or ‘FSG’) available at:
www.morningstar.com.au/s/fsg.pdf or by calling us on 1800 03 44 55.

By viewing this video you agree to the FSG being made available to you electronically via the Morningstar website or by contacting us for a copy.

Past performance does not necessarily indicate a financial product’s future performance.

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