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BEST PERFORMING MANAGED FUNDS

Top 5 Australian equities
By · 18 Apr 2010
By ·
18 Apr 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

Emerging Resources Company Share Fd 40.8 72.82 6.77 NAv 2.19 NAv

Goldman Sachs JBWere Resources Fd 18.46 35.33 6.64 12.50 1.9 NAv

Greencape W'sale High Conviction Fd 59.46 44.02 5.14 NAv 1.71 *****

Synergy (Inv)-Aviva High Growth Shares 0.39 41.50 3.89 10.53 NAV *****

Macq High Conviction Incentives Fd 2.27 56.06 3.78 NAv 1.11 *****

Top 5 International equities

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

Platinum International Fd 8720 23.27 4.85 8.24 1.54 *****

Platinum Unhedged Fd 72.6 39.03 4.18 NAv 1.54 *****

Aberdeen China Opportunities Fd 13.8 34.3 3.93 10.93 1.95 NAv

AXA Gen - Platinum Internat'l Equity 41.22 21.68 3.78 7.05 2.50 ****

Access Platinum International 10.5 21.66 3.77 NAv 2.7 *****

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 1.38 18.38 -15.36 -3.48 1.95 *****

Synergy (Inv) BT (W) Property Inv Pool 0.1 47.36 -16.81 -2.70 NAV *****

Perpetual WFIF APN Property for Inc 7.99 19.03 -17.55 -3.53 2.1 *****

Aviva Investors Prof Listed Property 25.38 33.28 -17.93 -3.27 0.72 *****

ING OA Inv Pfolio-Property Securities 6.19 36.3 -19.41 -4.45 2.65 *****

Top 5 multi-sector growth

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

BlackRock Global Allocation (Aus) D 483.68 32.74 3.99 NAv 0.2 *****

CFS FC Inv - FirstChoice Defensive 39.75 11.08 3.77 4.60 1.55 ***

BlackRock Global Allocation (Aus) S 33.99 32.37 3.63 NAv 0.4 *****

BlackRock P Inv Gl Allocation Aust C 24.32 32.14 3.38 NAv 0.6 *****

Mercer Defensive Fund 21.21 10.16 3.3 5.12 0.7 ****

Source: MORNINGSTAR RESEARCH14/4/2010

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. Note that the Morningstar Rating is an assessment of a fund's past performance - based on both return and risk - which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision. 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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