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 HOW0016AU starstarstarstarstar Equity Australia Mid/Small Blend 433.33% 312.61% 94.19%
Paragon Australian Long Short Fund PGF0001AU starstarstarstar Equity Australia Long Short 50.34% 258.52% 77.70%
Betashares Global Gold Mnrs Currency Hedged ETF starstarstarstar Equity Global Resources 39.11% 189.94% 60.56%
Pengana High Conviction Equities B PCL9196AU starstarstarstarstar Equity World Mid/Small 10.74% 38.21% 45.73%
Pengana High Conviction Equities HHA0020AU starstarstarstarstar Equity World Mid/Small 10.04% 37.14% 45.40%
VanEck Gold Miners ETF starstarstarstarstar Equity Global Resources 3.89% 84.61% 42.29%
Global X Semiconductor ETF starstarstarstarstar Equity Global Technology 5.53% 73.38% 38.81%
Global X Uranium ETF starstarstarstar Equity Global Resources 7.59% 96.69% 37.33%
Apis Global Long/Short Wholesale HFL0108AU starstarstarstarstar Equity World Long Short 10.86% 58.14% 27.71%
Global X Copper Miners ETF AUD Income starstarstarstar Equity Global Resources 0.21% 77.47% 25.67%
RQI Emerging Markets Value - Class A FSF1101AU starstarstarstarstar Equity Emerging Markets 13.55% 39.08% 24.86%
Ironbark Apis Global Small Companies DAM7739AU starstarstarstarstar Equity World Mid/Small 10.63% 67.59% 24.28%
Lazard Emerging Markets Equity (I Class) LAZ0003AU starstarstarstarstar Equity Emerging Markets 2.34% 28.68% 21.55%
Ellerston 2050 Wholesale ECL5651AU starstarstarstarstar Equity Australia Mid/Small Blend 3.17% 29.22% 21.19%
Regal Australian Small Companies Fund RGL0004AU starstarstarstar Equity Australia Mid/Small Blend -14.65% 32.03% 21.00%
Colonial FirstChoice Investments - PM Capital Global Companies FSF0813AU starstarstarstarstar Equity World Large Blend 6.23% 30.28% 20.43%
Colonial FirstChoice - PM Capital Global Companies FSF0798AU starstarstarstar Equity World Large Blend 6.24% 30.33% 20.40%
iShares Asia 50 ETF (AU) starstarstarstarstar Equity Asia Pacific w/o Japan 1.06% 34.11% 20.29%
Global X Battery Tech & Lithium ETF starstarstarstar Equity World Large Blend 4.28% 79.50% 19.27%
Pendal Wholesale Plus Global Emerging Markets Opportunities BTA0550AU starstarstarstar Equity Emerging Markets 8.62% 33.26% 18.66%
Colonial FirstChoice - Pendal Global Emerging Market Opportunities FSF9393AU starstarstarstar Equity Emerging Markets 8.36% 32.76% 18.54%
SGH Opportunities DMP6133AU starstarstarstar Equity Australia Mid/Small Blend -11.05% 29.90% 18.27%
JANA Emerging Markets Share Trust CHN6433AU starstarstarstar Equity Emerging Markets -2.36% 30.18% 17.51%
Armytage Micro Capital Activist ETL3064AU starstarstarstar Equity Australia Mid/Small Value 1.61% 30.72% 14.66%
Katana Australian Equity Fund KTA0002AU starstarstarstarstar Equity Australia Other 4.56% 29.40% 11.29%

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.