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Top Performing Managed Funds

Top Performing Managed Funds

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

Top Performing Managed 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
Colonial FirstChoice Investments - Colonial Geared Share Equity Australia Large Geared -0.33% 109.16% -11.4% Download the prospectus for this fund Request the prospectus/PDS for this fund
AXA Generations - Colonial First State Geared Australian Share Not Rated Equity Australia Large Geared 4.18% 106.04% -13.03% Download the prospectus for this fund Request the prospectus/PDS for this fund
Perpetual WFIF Perpetual Ethical SRI Equity Australia Large Value -1.46% 83.31% -2.22% Download the prospectus for this fund Request the prospectus/PDS for this fund
Hunter Hall Australian Value Trust Equity Australia Mid/Small Value -4.86% 78.76% 1.18% Download the prospectus for this fund Request the prospectus/PDS for this fund
Wilson HTM Priority Growth Fund Not Rated Equity Australia Mid/Small Growth -3.89% 76.42% 11.51% Download the prospectus for this fund Request the prospectus/PDS for this fund
Credit Suisse Select Investment - Global Income Fund Multi-Strategy Income 7.1% 72.25% 4.55% Download the prospectus for this fund Request the prospectus/PDS for this fund
AMP Capital Global Property Securities Fund H Equity Global Real Estate 3.96% 71.64% -16.26% Download the prospectus for this fund n/a
UBS Australian Small Companies Fund Equity Australia Mid/Small Blend -2.44% 71.48% 6.92% Download the prospectus for this fund Request the prospectus/PDS for this fund
Challenger Smaller Companies Fund Equity Australia Mid/Small Blend -0.45% 70.31% 1.83% Download the prospectus for this fund Request the prospectus/PDS for this fund
Pengana Emerging Companies Fund Equity Australia Mid/Small Blend 0.36% 69.97% -2.24% Download the prospectus for this fund Request the prospectus/PDS for this fund
RREEF Global Property Securities Fund Equity Global Real Estate 3.99% 69.56% -20.47% Download the prospectus for this fund n/a
Russell International Property Securities Fund $A Hedge Cls A Not Rated Equity Global Real Estate 2.89% 68.86% -17.6% Download the prospectus for this fund n/a
BT Wholesale - Smaller Companies Fund Equity Australia Mid/Small Blend -1.36% 65.36% -3% Download the prospectus for this fund n/a
Colonial FirstChoice Investments - Colonial Colliers Global Property Securities Equity Global Real Estate 5.66% 65.24% -18.93% Download the prospectus for this fund Request the prospectus/PDS for this fund
BT Smaller Companies Fund (Retail) Equity Australia Mid/Small Blend -1.51% 64.61% -4.08% Download the prospectus for this fund Request the prospectus/PDS for this fund
ING OneAnswer Investment Platform - BT Small Companies Trust - EF/Sel Equity Australia Mid/Small Blend -1.63% 63.6% -3.72% Download the prospectus for this fund Request the prospectus/PDS for this fund
Colonial FirstChoice Investments - Colonial Future Leaders Equity Australia Mid/Small Growth -0.91% 63.34% -2.16% Download the prospectus for this fund Request the prospectus/PDS for this fund
BT Wholesale Geared Imputation Fund Equity Australia Large Geared -4.68% 63.15% -10.72% Download the prospectus for this fund n/a
Aberdeen Financials Fund Equity Australia Large Value 3.13% 61.81% -1.13% Download the prospectus for this fund Request the prospectus/PDS for this fund
UBS Australian Share Fund Equity Australia Large Blend -0.85% 58.97% 2.47% Download the prospectus for this fund Request the prospectus/PDS for this fund
Patriot Small Companies Fund Equity Australia Mid/Small Blend 0.5% 57.24% 4.79% Download the prospectus for this fund Request the prospectus/PDS for this fund
BlackRock P Inv Hedged Global Sm Capital Equity World - Currency Hedged 6.96% 56.88% -2.24% Download the prospectus for this fund Request the prospectus/PDS for this fund
Selector Australian Equities Fund Not Rated Equity Australia Mid/Small Growth -3.67% 56.3% -9.19% n/a Request the prospectus/PDS for this fund
AXA Generations - UBS Australian Equity Not Rated Equity Australia Large Blend -1% 56.24% 1.4% Download the prospectus for this fund Request the prospectus/PDS for this fund
BlackRock Hedged Global Small Capital Fund Equity World - Currency Hedged 6.87% 56.23% -2.66% 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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