Top performing diversified portfolios

InvestSMART's Diversified Portfolios combine disciplined investment selection with strategic asset allocation to create investment portfolios that deliver higher returns with fewer fees. Click here to learn more.
InvestSMART Diversified Portfolios Returns Download Prospectus or PDS (PDF)
Since Inception 1 Mth 3 Mth
High Growth 8.8% 4.3% 7.3% Download the prospectus for this fund
Growth 8.5% 4.1% 6.9% Download the prospectus for this fund
Balanced 8.2% 3.8% 6.7% Download the prospectus for this fund
Conservative 7.4% 3.3% 5.8% Download the prospectus for this fund
Income 6.9% 2.8% 5.4% Download the prospectus for this fund
Returns as at 31 Jan 2015. Inception date 22 Sep 2014.

Top performing managed funds

The Top performing managed funds list is determined by the 1 year historical return of funds rated 3 stars or higher by Morningstar Research.
Fund name Morningstar rating Sector 3 Mth 1 Yr 3 Yr Download Prospectus or PDS (PDF)
Colonial FirstChoice W Inv - Colonial W Geared Global Prpty Securities Equity Global Real Estate 15.63% 65.7% 33.74% Download the prospectus for this fund
Colonial FirstChoice Investments - Colonial Geared Global Property Securities Equity Global Real Estate 15.16% 62.65% 31.24% Download the prospectus for this fund
Premium Asia Property Miscellaneous 17.37% 46.23% 19.17% Download the prospectus for this fund
Acadian Wholesale Geared Global Equity Equity World Other 17.29% 44.99% 48.01% Download the prospectus for this fund
Colonial FirstChoice Investments - Aspect Diversified Futures Hedge Funds - Global 11.61% 43.1% 6.33% Download the prospectus for this fund
Colonial FirstChoice Investments - Acadian Geared Global Equity Equity World Other 16.82% 42.57% 45.43% Download the prospectus for this fund
Macquarie Asia New Stars No.1 Equity Asia Pacific w/o Japan 12.79% 37.65% 28.13% Download the prospectus for this fund
Platinum Asia Equity Asia Pacific w/o Japan 13.82% 35.17% 22.59% Download the prospectus for this fund
Colonial FirstChoice W Inv - Colonial W Index Property Securities Equity Australia Real Estate 16.58% 34.92% 23.03% Download the prospectus for this fund
BT Property Securities W Equity Australia Real Estate 16.01% 34.85% 22.48% Download the prospectus for this fund
Legg Mason Australian Real Income A Equity Australia Real Estate 14.59% 34.78% 24.77% Download the prospectus for this fund
AMP Gen - Legg Mason Property Securities Equity Australia Real Estate 16.05% 34.6% 25.39% Download the prospectus for this fund
Macquarie Master Property Securities Equity Australia Real Estate 16.53% 34.32% 22.94% Download the prospectus for this fund
Antares Prof Listed Property Equity Australia Real Estate 16.08% 34.29% 22.3% Download the prospectus for this fund
Colonial FirstChoice Investments - Colonial Index Property Securities Equity Australia Real Estate 16.39% 34.01% 22.17% Download the prospectus for this fund
Colonial FirstChoice W Inv - Colonial W Property Securities Equity Australia Real Estate 15.36% 33.93% 22.64% Download the prospectus for this fund
Vanguard Index Australian Property Securities Equity Australia Real Estate 16.16% 33.79% 22.23% Download the prospectus for this fund
UBS Property Securities Equity Australia Real Estate 15.68% 33.78% 24.8% Download the prospectus for this fund
Colonial FirstChoice Investments - BT Property Investment Equity Australia Real Estate 15.66% 33.59% 21.19% Download the prospectus for this fund
BT Property Securities Retail Equity Australia Real Estate 15.68% 33.33% 21.11% Download the prospectus for this fund
Colonial FirstChoice W Inv - FC W Property Securities Equity Australia Real Estate 14.95% 33.17% 23.3% Download the prospectus for this fund
Perpetual WFIA - Platinum Asia Equity Asia Pacific w/o Japan 13.34% 33.05% 20.89% Download the prospectus for this fund
Colonial FirstChoice Investments - Principal Property Securities Equity Australia Real Estate 14.72% 32.66% 21.34% Download the prospectus for this fund
Acadian Wholesale Global Equity Long Short Equity World Large Value 14% 32.47% 28.92% Download the prospectus for this fund
Zurich Investments Australian Property Securities Equity Australia Real Estate 14.46% 32.44% 24.31% Download the prospectus for this fund

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund