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 3 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.
NovaPort Smaller Companies Class B HOW0017AU starstarstarstarstar Equity Australia Mid/Small Blend 350.00% 336.15% 99.78%
NovaPort Smaller Companies HOW0016AU starstarstarstarstar Equity Australia Mid/Small Blend 433.33% 312.61% 92.45%
NovaPort Smaller Companies Class I HOW0018AU starstarstarstarstar Equity Australia Mid/Small Blend 320.00% 305.91% 89.21%
Global X Semiconductor ETF starstarstarstarstar Equity Global Technology 16.19% 106.24% 50.47%
Acadian Geared Global Equity FSF0891AU starstarstarstarstar Equity World Other 18.09% 46.19% 37.15%
Colonial FirstChoice Investments - Acadian Geared Global Equity FSF0876AU starstarstarstarstar Equity World Other 18.04% 46.14% 37.11%
VanEck Gold Miners ETF starstarstarstar Equity Global Resources -13.54% 35.83% 34.08%
Apis Global Long/Short Wholesale HFL0108AU starstarstarstarstar Equity World Long Short -2.29% 44.92% 31.32%
iShares Asia 50 ETF (AU) starstarstarstarstar Equity Asia Pacific w/o Japan 14.97% 54.27% 30.84%
JANA Emerging Markets Share Trust CHN6433AU starstarstarstarstar Equity Emerging Markets 11.52% 45.36% 24.48%
VanEck MSCI Mltfac Emerging Markets Equities ETF starstarstarstarstar Equity Emerging Markets 14.21% 35.63% 24.31%
Lazard Emerging Markets Equity (I Class) LAZ0003AU starstarstarstarstar Equity Emerging Markets 11.21% 35.26% 24.26%
Global X Copper Miners ETF AUD Income starstarstarstar Equity Global Resources 2.29% 72.25% 24.05%
Ironbark Apis Global Small Companies DAM7739AU starstarstarstar Equity World Mid/Small -14.96% 30.97% 23.43%
Arrowstreet Global Equity Fund (Hedged) MAQ0079AU starstarstarstarstar Equity World - Currency Hedged 8.44% 32.70% 22.49%
Regal Emerging Companies Opports Gen RGL8372AU starstarstarstar Equity Australia Mid/Small Value 9.58% 40.76% 21.40%
Barrow Hanley Emerging Markets PER6134AU starstarstarstar Equity Emerging Markets 13.44% 47.90% 21.37%
BlackRock Advantage Hedged International Equity D BGL0109AU starstarstarstarstar Equity World - Currency Hedged 6.55% 29.09% 20.94%
RQI Global Value - Hedged - Class A FSF0975AU starstarstarstarstar Equity World - Currency Hedged 7.83% 29.15% 20.65%
Schroder Global Value Fund (Hedged) - WC SCH0032AU starstarstarstar Equity World - Currency Hedged 8.45% 34.48% 20.23%
Colonial FirstChoice Investments - Colonial Wellington Global Small Companies FSF0093AU starstarstarstar Equity World Mid/Small 8.20% 30.58% 19.11%
Polaris Global Equity Fund (Hedged) MAQ2806AU starstarstarstar Equity World - Currency Hedged 9.54% 41.07% 18.99%
AQR Wholesale Managed Futures 7P PER6348AU starstarstarstarstar Alternative - Systematic Trend -1.24% 29.15% 17.51%
Aspect Diversified Futures - Class A FSF1086AU starstarstarstar Alternative - Systematic Trend -0.55% 34.74% 4.85%
Aspect Diversified Futures FSF1081AU starstarstarstar Alternative - Systematic Trend -0.62% 34.39% 4.77%

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.