InvestSMART

Top performing investment funds

A managed fund is a pooled investment. Investors combine their money with other investors, and this pool of funds is managed by a fund manager.
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Top performing investment funds

The Top performing managed funds list is determined by the 3 year historical return of funds rated 3 stars or higher by Morningstar Research.
Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
NovaPort Smaller Companies Class B HOW0017AU starstarstarstar Equity Australia Mid/Small Blend 350.00% 336.15% 99.78%
NovaPort Smaller Companies HOW0016AU starstarstarstarstar Equity Australia Mid/Small Blend 433.33% 312.61% 92.45%
Global X Semiconductor ETF starstarstarstarstar Equity Global Technology 22.48% 132.98% 54.27%
Global X Uranium ETF starstarstarstar Equity Global Resources -3.24% 105.41% 41.75%
Colonial FirstChoice - Acadian Geared Global Equity FSF0891AU starstarstarstarstar Equity World Other 6.52% 51.66% 35.48%
Colonial FirstChoice Investments - Acadian Geared Global Equity FSF0876AU starstarstarstarstar Equity World Other 6.51% 51.57% 35.45%
Apis Global Long/Short Wholesale HFL0108AU starstarstarstarstar Equity World Long Short 16.12% 80.63% 34.49%
Colonial Managed Investment Funds - Global Tech & Comm FSF0144AU starstarstarstar Equity Global Technology 4.45% 40.88% 33.11%
Ironbark Apis Global Small Companies DAM7739AU starstarstarstarstar Equity World Mid/Small 23.50% 97.24% 33.10%
Pengana High Conviction Equities B PCL9196AU starstarstarstarstar Equity World Mid/Small -19.11% 35.67% 30.69%
Pengana High Conviction Equities HHA0020AU starstarstarstarstar Equity World Mid/Small -19.31% 35.12% 30.64%
iShares Asia 50 ETF (AU) starstarstarstarstar Equity Asia Pacific w/o Japan 6.72% 60.28% 27.56%
Global X Battery Tech & Lithium ETF starstarstarstar Equity World Large Blend 20.47% 113.72% 26.82%
Global X Copper Miners ETF AUD Income starstarstarstar Equity Global Resources -10.90% 89.05% 25.14%
JANA Emerging Markets Share Trust CHN6433AU starstarstarstar Equity Emerging Markets 3.63% 47.49% 22.81%
iShares Global 100 AUD Hedged ETF starstarstarstarstar Equity World - Currency Hedged 4.23% 39.96% 22.79%
Lazard Emerging Markets Equity (I Class) LAZ0003AU starstarstarstarstar Equity Emerging Markets 2.81% 35.05% 22.67%
Arrowstreet Global Equity Fund (Hedged) MAQ0079AU starstarstarstarstar Equity World - Currency Hedged 4.79% 36.70% 22.45%
Regal Australian Small Companies Fund RGL0004AU starstarstarstar Equity Australia Mid/Small Blend -9.58% 40.56% 22.10%
BlackRock Advantage Hedged International Equity D BGL0109AU starstarstarstarstar Equity World - Currency Hedged 5.75% 35.33% 21.79%
RQI Emerging Markets Value - Class A FSF1101AU starstarstarstarstar Equity Emerging Markets 1.06% 35.09% 20.88%
Schroder Global Value Fund (Hedged) - WC SCH0032AU starstarstarstar Equity World - Currency Hedged 4.62% 39.07% 19.61%
Regal Emerging Companies Opports Gen RGL8372AU starstarstarstarstar Equity Australia Mid/Small Value 0.07% 38.98% 18.89%
Colonial FirstChoice Investments - Colonial Wellington Global Small Companies FSF0093AU starstarstarstar Equity World Mid/Small 8.13% 36.23% 18.00%
Colonial Janus Henderson Global Natural Res FSF0038AU starstarstarstar Equity Global Resources 0.69% 57.09% 15.68%

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.