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BEST PERFORMING MANAGED FUNDS

Top 5 Australian equities
By · 21 Feb 2010
By ·
21 Feb 2010
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Top 5 Australian equities

Fund name Fund size 1 yr perf 3 yr perf 5 yr perf Fee % Star rating

Synergy (Inv)-Aviva High Growth Shares 0.44 40.24 3.59 10.21 NAV NAv

Greencape Wholesale High Conviction Fd 56.49 37.13 3.52 NAv 1.71 *****

Aviva Investors Prof High Growth Shrs 1241.64 40.35 3.21 9.95 1.14 *****

AXA Gen - P Partners High Gr Aust Eq 26.17 38.79 2.63 9.02 1.94 *****

Aviva Investors Pers High Growth Shrs 34.67 39.36 2.54 9.13 1.95 *****

Top 5 International equities

Fund name Fund size 1 yr perf 3 yr perf 5 yr perf Fee % Star rating

IOOF GIS Premium China 0.67 36.51 6.93 NAv 2.72 NAv

IOOF OIS Premium China 4.23 35.82 6.33 NAv 3.29 NAv

Platinum International Fund 8720 14.13 3.66 8.12 1.54 *****

K2 Select Internat'l Absolute Return 170.8 30.04 2.81 12.6 2.21 *****

IOOF GIS Platinum Internat'l 3.14 13.3 2.81 7.22 2.45 *****

Top 5 listed property

Fund name Fund size 1 yr perf 3 yr perf 5 yr perf Fee % Star rating

Perpetual WFIF Perpetual Property Inc 1.43 6.74 -16.18 NAv 1.95 *****

Synergy (Inv) BT (W) Property Inv Pool 0.1 26.67 -18.13 -3.81 NAV NAv

IOOF GIS APN Property for Income 0.45 9.05 -18.42 -3.75 1.85 *****

IOOF OIS APN Property for Income 5.65 8.44 -18.85 -4.23 2.3 *****

Aviva Investors Prof Listed Property 24.05 15.52 -19.19 -4.3 0.72 *****

Top 5 multi-sector growth

Fund name Fund size 1 yr perf 3 yr perf 5 yr perf Fee % Star rating

CFS FC Inv - FirstChoice Defensive 40.62 9.06 3.64 4.37 1.55 ***

IOOF GIS Defensive 0.1 6.68 3.27 4.34 1.35 ***

Mercer Defensive Fund 21.11 8.28 3.22 4.96 0.7 ***

BT PPS: Investment - BT Sustain Cons 4.23 7.87 3.17 5.65 0.9 *****

Synergy (Inv) ING Ws Capital Stable Pool 0.21 8.17 2.86 5.04 NAV NAv

Source: MORNINGSTAR RESEARCH17/2/2010

Notes: Funds are ranked by three-year return. Fee = The fund's annual fee. NYR = Not Yet Rated.

Copyright: Morningstar Australasia Pty Ltd (Morningstar) ABN: 95 090 665 544, AFSL: 240892 (a subsidiary of Morningstar, Inc). All rights reserved.

Disclaimer: The data and content contained herein are not guaranteed to be accurate, complete or timely. Neither Morningstar, nor its affiliates nor their content providers will have any liability for use or distribution of any of this information. To the extent that any of this information constitutes advice, it is general advice that has been prepared by Morningstar without reference to your objectives, financial situation or needs. Before acting, you should consider the appropriateness of the advice and obtain financial, legal and taxation advice before making any financial investment decision. Investors should obtain the relevant product disclosure statement and consider it before making any decision to invest. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/fsg.asp

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