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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
Pengana Emerging Companies Fund Equity Australia Mid/Small Blend -8.89% 36.6% -8.24% Download the prospectus for this fund Request the prospectus/PDS for this fund
Colonial FirstChoice Investments - Colonial Colliers Global Property Securities Equity Global Real Estate -4.63% 36.52% -17.12% Download the prospectus for this fund Request the prospectus/PDS for this fund
AMP Capital Global Property Securities Fund H Equity Global Real Estate -6.75% 35.98% -13.99% Download the prospectus for this fund n/a
ING OneAnswer Investment Platform - ING Global Property Securities Fund - EF/Sel Not Rated Equity Global Real Estate -6.58% 35.57% -13.35% Download the prospectus for this fund Request the prospectus/PDS for this fund
Perpetual WFIF Perpetual Ethical SRI Equity Australia Large Value -9.58% 35.15% -5.36% Download the prospectus for this fund Request the prospectus/PDS for this fund
Colonial FirstChoice Investments - FirstChoice Global Property Securities Not Rated Equity Global Real Estate -5.83% 33.85% -17.18% Download the prospectus for this fund Request the prospectus/PDS for this fund
RREEF Global Property Securities Fund Equity Global Real Estate -5.2% 33.22% -18.17% Download the prospectus for this fund n/a
Platinum International Brands Fund Equity World Large Blend 5.12% 32.36% 5.2% Download the prospectus for this fund Request the prospectus/PDS for this fund
BT Smaller Companies Fund (Retail) Equity Australia Mid/Small Blend -1.48% 30.08% -8.61% Download the prospectus for this fund Request the prospectus/PDS for this fund
Colonial FirstChoice Investments - Celeste Australian Small Companies On Hold Equity Australia Mid/Small Blend -10.01% 30.01% -6.77% Download the prospectus for this fund n/a
Aberdeen Emerging Opportunities Fund Equity Emerging Markets 9.89% 29.37% 6.77% Download the prospectus for this fund Request the prospectus/PDS for this fund
Challenger Smaller Companies Fund Equity Australia Mid/Small Blend -9.42% 27.06% -3.37% Download the prospectus for this fund Request the prospectus/PDS for this fund
BT Property Securities Fund (Retail) Equity Australia Real Estate -0.64% 26.51% -21.45% Download the prospectus for this fund Request the prospectus/PDS for this fund
Addwealth Achiever Fund Not Rated Multisector Growth 1.08% 26.28% -1.13% Download the prospectus for this fund Request the prospectus/PDS for this fund
Hunter Hall Australian Value Trust Equity Australia Mid/Small Value -13.91% 25.81% -5.61% Download the prospectus for this fund Request the prospectus/PDS for this fund
Perpetual WFIF Vanguard Australian Property Securities Index Not Rated Equity Australia Real Estate -0.81% 25.39% -25.09% Download the prospectus for this fund Request the prospectus/PDS for this fund
BT Wholesale - Smaller Companies Fund Equity Australia Mid/Small Blend -9.18% 24.82% -8.22% Download the prospectus for this fund n/a
Ganes Focused Value Fund Not Rated Equity Australia Mid/Small Value -5.78% 24.59% -8.12% Download the prospectus for this fund Request the prospectus/PDS for this fund
Russell International Property Securities Fund $A Hedge Cls A Not Rated Equity Global Real Estate -7.29% 23.98% -15.11% Download the prospectus for this fund n/a
Perpetual WFIF Schroder Australian Equity Equity Australia Large Blend -2.01% 23.85% -4.17% Download the prospectus for this fund Request the prospectus/PDS for this fund
Perpetual WFIA Perpetual Smaller Companies Equity Australia Mid/Small Value -6.96% 23.58% -9.84% 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 -9.38% 23.53% -8.87% Download the prospectus for this fund Request the prospectus/PDS for this fund
BT Partner Australian Shares Growth 1 (Retail) Not Rated Equity Australia Large Blend -2.21% 23.18% -5.13% Download the prospectus for this fund Request the prospectus/PDS for this fund
ING OneAnswer Investment Platform - Schroder Australian Equity - NE Not Rated Equity Australia Large Blend -2.22% 22.99% -5.72% Download the prospectus for this fund Request the prospectus/PDS for this fund
Aberdeen Asian Opportunities Fund Equity Asia Pacific w/o Japan 10.41% 22.73% 2.67% 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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