BEST PERFORMING MANAGED FUNDS
Top 5 Australian equities
Top 5 Australian equitiesFund name Fund size 1 yr perf 3 yr perf 5 yr perf Fee % Star ratingSynergy (Inv)-Aviva High Growth Shares 0.44 40.24 3.59 10.21 NAV NAvGreencape 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 equitiesFund name Fund size 1 yr perf 3 yr perf 5 yr perf Fee % Star ratingIOOF GIS Premium China 0.67 36.51 6.93 NAv 2.72 NAvIOOF OIS Premium China 4.23 35.82 6.33 NAv 3.29 NAvPlatinum 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 propertyFund name Fund size 1 yr perf 3 yr perf 5 yr perf Fee % Star ratingPerpetual 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 NAvIOOF 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 growthFund name Fund size 1 yr perf 3 yr perf 5 yr perf Fee % Star ratingCFS 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 NAvSource: MORNINGSTAR RESEARCH17/2/2010Notes: 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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