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Top Performing Managed Funds

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The Top Performing Funds list is determined by the 1 year historical return of funds rated 3 stars or higher by Morningstar Research.

Most Popular Funds
Fund Name Morningstar
Rating
 S&P
Rating
 Sector
 Historical Returns+ More information... Download
Prospectus or PDS
(PDF)		 Request
Prospectus or PDS
(via post)
3 Mth
 1 Yr
 3 Yr
Aspen Parks Property Fund Not Rated Unlisted and Direct Property - Australia 7.14% 15.04% 21.1% Download the prospectus for this fund Request the prospectus/PDS for this fund
Aust Unity Healthcare Property Trust Unlisted and Direct Property - Australia 1.38% 13.68% 20.54% Download the prospectus for this fund Request the prospectus/PDS for this fund
Mirvac AQUA High Income Fund Mortgages - Aggressive 2.36% 9.49% 9.55% Download the prospectus for this fund Request the prospectus/PDS for this fund
Richmond Mortgage Fund Not Rated Mortgages 2.01% 7.84% 7.16% Download the prospectus for this fund Request the prospectus/PDS for this fund
EQT PIMCO Global Bond Fund Global Bonds -1.08% 7.71% 4.32% Download the prospectus for this fund Request the prospectus/PDS for this fund
Skandia GWS-Skandia Barclays Overseas Bond Index Not Rated Global Bonds -0.84% 7.65% 4.21% Download the prospectus for this fund Request the prospectus/PDS for this fund
Credit Suisse Private Inv - Int'l Fixed Interest Global Bonds -1.47% 7.14% 3.2% Download the prospectus for this fund Request the prospectus/PDS for this fund
UBS Cash Fund Australian Cash 1.88% 7.14% 6.29% Download the prospectus for this fund Request the prospectus/PDS for this fund
Skandia GIS-Skandia Barclays Overseas Bond Index Not Rated Global Bonds -0.99% 7.11% 3.7% Download the prospectus for this fund Request the prospectus/PDS for this fund
AXA Generations - Australian Monthly Income Not Rated Mortgages 1.9% 7.05% 6.29% Download the prospectus for this fund Request the prospectus/PDS for this fund
Mariner Mortgage Trust Retail Class Mortgages 1.88% 7.04% 6.54% Download the prospectus for this fund Request the prospectus/PDS for this fund
Mirvac AQUA Income Fund Mortgages 1.9% 7.04% 6.64% Download the prospectus for this fund Request the prospectus/PDS for this fund
Skandia GWS-Skandia Aus Unity Mortgage Income Not Rated Mortgages 1.83% 6.91% 6.39% Download the prospectus for this fund Request the prospectus/PDS for this fund
AXA Generations - Barclays Int'l F/Int Ind Not Rated Global Bonds -0.96% 6.86% 3.6% Download the prospectus for this fund Request the prospectus/PDS for this fund
AXA Generations - PIMCO Global Fixed Interest Not Rated Global Bonds -1.24% 6.81% 3.45% Download the prospectus for this fund Request the prospectus/PDS for this fund
Challenger Howard Mortgage Fund Mortgages 1.77% 6.78% 6.35% Download the prospectus for this fund Request the prospectus/PDS for this fund
Skandia GWS-Skandia UBS Cash Not Rated Australian Cash 1.79% 6.72% 5.92% Download the prospectus for this fund Request the prospectus/PDS for this fund
Goldman Sachs JBWere Cash Trust Australian Cash 1.74% 6.5% 5.6% Download the prospectus for this fund Request the prospectus/PDS for this fund
Skandia OIS-Skandia Barclays Overseas Bond Index Not Rated Global Bonds -1.1% 6.47% 3.07% Download the prospectus for this fund Request the prospectus/PDS for this fund
BT Investment - BT Cash Management Trust Australian Cash 1.74% 6.45% 5.55% Download the prospectus for this fund Request the prospectus/PDS for this fund
CFS - Cash Management Trust Australian Cash 1.79% 6.37% 5.48% Download the prospectus for this fund Request the prospectus/PDS for this fund
Skandia GIS-Skandia Aus Unity Mortgage Income Not Rated Mortgages 1.69% 6.37% 5.86% Download the prospectus for this fund Request the prospectus/PDS for this fund
EQT Mortgage Income Fund Mortgages 1.53% 6.17% 5.92% Download the prospectus for this fund Request the prospectus/PDS for this fund
Skandia GIS-Skandia UBS Cash Not Rated Australian Cash 1.66% 6.16% 5.37% Download the prospectus for this fund Request the prospectus/PDS for this fund
Perpetual WFI Perpetual's Mortgage Mortgages 1.57% 5.89% 5.79% Download the prospectus for this fund Request the prospectus/PDS for this fund
Managed Fund data is supplied by Morningstar Research and Standard & Poor's Information Services and is subject to the following disclaimer. * Dates for historical returns vary from fund to fund

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