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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
Wilson HTM Priority Growth Fund Not Rated Equity Region Australia Mid/Small Growth -1.47% 99.7% 14.27% Download the prospectus for this fund Request the prospectus/PDS for this fund
IOOF WIS Blended Australian Geared Shares Not Rated Equity Region Australia Large Geared -3.67% 90.91% -15.14% Download the prospectus for this fund n/a
Colonial FirstChoice Investments - Colonial Geared Share Equity Region Australia Large Geared -2.57% 85.73% -12.26% Download the prospectus for this fund Request the prospectus/PDS for this fund
AXA Generations - Colonial First State Geared Australian Share Not Rated Equity Region Australia Large Geared -0.08% 83.49% -11.86% Download the prospectus for this fund Request the prospectus/PDS for this fund
Hunter Hall Australian Value Trust Equity Region Australia Mid/Small Value -1.59% 79.05% 0.07% Download the prospectus for this fund Request the prospectus/PDS for this fund
Perpetual WFIF Perpetual Ethical SRI Equity Region Australia Large Value -2.45% 72.15% -1.64% Download the prospectus for this fund Request the prospectus/PDS for this fund
Challenger Smaller Companies Fund Equity Region Australia Mid/Small Blend 3.07% 67.3% 2.85% Download the prospectus for this fund Request the prospectus/PDS for this fund
Pengana Emerging Companies Fund Equity Region Australia Mid/Small Blend 0.27% 64.03% -1.9% Download the prospectus for this fund Request the prospectus/PDS for this fund
UBS Australian Small Companies Fund Equity Region Australia Mid/Small Blend -0.28% 63.65% 7.03% Download the prospectus for this fund Request the prospectus/PDS for this fund
IOOF WIS Credit Suisse Global Income Not Rated Multi-Strategy Income 9.76% 61.15% 3.59% Download the prospectus for this fund n/a
IOOF WIS Blended Australian Smaller Companies Not Rated Equity Region Australia Mid/Small Blend -0.17% 60.9% -7.33% Download the prospectus for this fund n/a
Patriot Small Companies Fund Equity Region Australia Mid/Small Blend 0.99% 60.83% 5.33% Download the prospectus for this fund Request the prospectus/PDS for this fund
IOOF GIS Credit Suisse Global Income Not Rated Multi-Strategy Income 9.64% 60.32% 3.07% Download the prospectus for this fund Request the prospectus/PDS for this fund
IOOF OIS Credit Suisse Global Income Not Rated Multi-Strategy Income 9.5% 59.47% 2.56% Download the prospectus for this fund Request the prospectus/PDS for this fund
Eley Griffiths Group Small Companies Fund Equity Region Australia Mid/Small Blend -2.43% 58.63% -2.94% Download the prospectus for this fund Request the prospectus/PDS for this fund
BT Wholesale - Smaller Companies Fund Equity Region Australia Mid/Small Blend -0.28% 56.5% -3.27% Download the prospectus for this fund n/a
BT Smaller Companies Fund (Retail) Equity Region Australia Mid/Small Blend -0.48% 55.83% -4.37% Download the prospectus for this fund Request the prospectus/PDS for this fund
ING OneAnswer Investment Platform - BT Small Companies Trust - EF/Sel Equity Region Australia Mid/Small Blend -0.54% 54.87% -3.96% Download the prospectus for this fund Request the prospectus/PDS for this fund
AMP Capital Australian Small Companies Fund H On Hold Equity Region Australia Mid/Small Blend 3.3% 53.45% -6.02% Download the prospectus for this fund n/a
Colonial FirstChoice Investments - Colonial Future Leaders Equity Region Australia Mid/Small Growth -0.92% 52.13% -2.46% Download the prospectus for this fund Request the prospectus/PDS for this fund
UBS Australian Share Fund Equity Region Australia Large Blend -0.03% 50.25% 2.51% Download the prospectus for this fund Request the prospectus/PDS for this fund
IOOF WIS UBS Australian Share Not Rated Equity Region Australia Large Blend -0.11% 49.79% 2.29% Download the prospectus for this fund n/a
IOOF GIS UBS Australian Share Not Rated Equity Region Australia Large Blend -0.24% 49.02% 1.83% Download the prospectus for this fund Request the prospectus/PDS for this fund
Aberdeen Financials Fund Equity Region Australia Large Value -1.02% 48.3% -1.61% Download the prospectus for this fund Request the prospectus/PDS for this fund
IOOF OIS UBS Australian Share Not Rated Equity Region Australia Large Blend -0.37% 48.29% 1.26% 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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