InvestSMART
Don’t let high fees kill your performance
Over the past 10 years, 74% of funds have underperformed their industry standard benchmark. Is your fund one of them?
Search and review your fund's current performance and watch our in-depth webinar to learn how to assess your fund's performance and pick your next one.
74%
Funds underperforming
their benchmark
-2.53%
Average underperformance
$640 Billion
Funds under management
1.54%
Average fees per year
Data sourced from Morningstar. Find out more
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Check your fund's current performance and fees. Search by APIR Code, Fund name or Fund manager.
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How to assess your managed fund & how to choose your next one.
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1. Fund Performance Comparison as at {{fund.returnDate | date:'dd MMM yyyy'}}

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers and {{ fund.benchmark.name }} (Historical performance is not a reliable indicator of future performance.) Data sourced from Morningstar. Find out more

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Peers
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You could pay less for better returns. {{ fund.model.name }} Portfolio
3. Is your fund a dud? Here's what to do next
Watch the in-depth webinar
How to assess your managed fund & how to choose your next one.
Watch video
Consider switching
The {{ fund.model.name }} Portfolio provides a similar asset allocation to the managed fund {{ fund.name }}.
Our fee is only 0.55% p.a. and they are capped at $550 p.a.*
Learn more
Talk to us
Curious about how our portfolios work? Want to learn why so many managed funds underperform?
Schedule a call to speak to an investment professional about the {{ fund.model.name }} Portfolio.
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Watch the in-depth webinar
How to assess your managed fund & how to choose your next one.
Watch video
Talk to us
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