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 1 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.
BetaShares Global Gold Miners ETF - Currency Hedged starstarstarstar Equity Global Resources 29.55% 79.40% 28.11%
Colonial FirstChoice - Baillie Gifford Wholesale LT Global Growth FSF1201AU starstarstarstarstar Equity World Large Growth 25.12% 71.58% 32.47%
Colonial FirstChoice Investments - Baillie Gifford LT Global Growth FSF1207AU starstarstarstarstar Equity World Large Growth 24.92% 70.14% 31.31%
Market Vectors Gold Miners ETF starstarstarstarstar Equity Global Resources 21.15% 55.85% 28.88%
Perpetual Global Innovation Share PER1547AU starstarstarstarstar Equity World Large Blend 20.01% 40.11% 26.08%
BetaShares NASDAQ 100 ETF starstarstarstarstar Equity North America 10.70% 34.05% 27.86%
Loftus Peak Global Disruption MMC0110AU starstarstarstar Equity World Large Growth 13.18% 27.66% 21.52%
CC Marsico Global Fund - Institutional Class CHN0001AU starstarstarstarstar Equity World Large Growth 15.53% 26.88% 23.67%
BT Technology Retail BTA0127AU starstarstarstarstar Equity Global Technology 11.75% 26.81% 27.70%
CC Marsico Global Fund - Retail Class CHN0002AU starstarstarstarstar Equity World Large Growth 14.38% 24.79% 22.57%
Ellerston Australian MicroCap Fund ECL0984AU starstarstarstar Equity Australia Mid/Small Blend 24.14% 23.90% 17.80%
Hyperion Global Growth Companies B WHT8435AU starstarstarstarstar Equity World Large Growth 13.71% 23.46% 26.53%
BetaShares CPS - Global Growth Fund BSC0004AU starstarstarstar Equity World Large Growth 12.55% 23.23% 21.60%
Hyperion Global Growth Companies A WHT0070AU starstarstarstarstar Equity World Large Growth 13.14% 22.47% 24.88%
ChinaAMC China Opportunities Fund SLT0065AU starstarstarstarstar Equity Greater China 10.68% 21.51% 11.01%
T. Rowe Price Wholesale Plus Global Equity BTA0538AU starstarstarstarstar Equity World Large Growth 12.75% 21.17% 20.32%
Franklin Global Growth I FRT0010AU starstarstarstarstar Equity World Large Growth 9.04% 20.76% 18.77%
Advance Property Securities Wholesale ADV0052AU starstarstarstar Equity Australia Real Estate 11.81% 20.67% 9.57%
Franklin Global Growth Wholesale FRT0009AU starstarstarstarstar Equity World Large Growth 9.00% 20.57% 18.58%
Mirae Asset Asia Great Consumer Equities Fund ETL7477AU starstarstarstarstar Equity Asia Pacific w/o Japan 3.79% 20.46% 18.18%
ETFS Morningstar Global Technology ETF starstarstarstar Equity Global Technology 12.45% 20.44% 25.20%
T. Rowe Price Global Equity I ETL0071AU starstarstarstarstar Equity World Large Growth 11.99% 20.13% 19.73%
Platinum Asia PLA0004AU starstarstarstar Equity Asia Pacific w/o Japan 10.20% 20.00% 12.14%
Colonial FirstChoice - T. Rowe Price Wholesale Global Equity FSF0481AU starstarstarstarstar Equity World Large Blend 11.40% 19.94% 19.45%
AMP Capital - Global Companies Institutional Open starstarstarstarstar Equity World Large Blend 9.85% 19.91% 26.03%

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.

FAQs

Instead of owning the underlying securities, investors buy units in the managed fund and will receive distributions according to the amount of units they hold.
Managed funds allow individuals to invest in assets or asset classes that may normally be difficult for an individual to access on their own, for example international markets. Additionally, they have diversification benefits and the fund is managed by a professional fund manager.

Managed funds are either listed or unlisted. Listed managed funds trade on the share market. This means they can be bought or sold on the share market. Investors can access them by buying units through their broker. Unlisted managed funds are not traded on a share market. To purchase (or sell) units in an unlisted managed fund, you must buy (or sell) directly through the fund manager. 

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. Investors will own units in the managed fund but not the underlying securities.