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.

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
iShares MSCI BRIC ETF (AU) starstarstarstar Equity Emerging Markets
Hyperion Global Growth Companies B WHT8435AU starstarstarstarstar Equity World Large Growth
Third Link Growth TGP0014AU starstarstarstarstar Equity Australia Large Blend
Morningstar Multi-asset All Growth ASK1209AU starstarstarstarstar Multisector Aggressive
BetaShares NASDAQ 100 ETF starstarstarstarstar Equity North America
Magellan Global MGE0001AU starstarstarstarstar Equity World Large Blend
Magellan Global Equities starstarstarstar Equity World Large Blend
Market Vectors Morningstar Wide Moat ETF starstarstarstarstar Equity North America
OneAnswer - Frontier Investment Portfolio - Magellan Global MMF1556AU starstarstarstarstar Equity World Large Blend
MFS Low Volatility Global Equity Trust ETL0435AU starstarstarstar Equity World Large Blend
Magellan Wholesale Plus Global BTA0565AU starstarstarstarstar Equity World Large Blend
Colonial FirstChoice - Magellan Wholesale Global Share FSF1198AU starstarstarstarstar Equity World Large Blend
Global Pure Alpha B Class BPF0006AU starstarstarstar Alternative Strategies
Global Pure Alpha A Class BPF0005AU starstarstarstar Alternative Strategies
Colonial FirstChoice Investments - Magellan Global FSF1204AU starstarstarstar Equity World Large Blend
Walter Scott Wholesale Plus Global Equity BTA0542AU starstarstarstarstar Equity World Large Growth
Zurich Investments Concentrated Global Growth ZUR0617AU starstarstarstar Equity World Large Growth
Walter Scott Global Equity MAQ0410AU starstarstarstar Equity World Large Growth
DirectMoney Personal Loan OMF0022AU starstarstarstarstar High Yield Credit
AMP - Flexible Lifetime Investments - S2 - Magellan Global AMP2041AU starstarstarstar Equity World Large Blend
Nikko AM Global Share SUN0031AU starstarstarstarstar Equity World Large Blend
Trilogy Monthly Income Trust TGY0003AU starstarstarstar Mortgages Aggressive
Evans and Partners International Fund ETL0390AU starstarstarstarstar Equity World Large Blend
Quay Global Real Estate Fund AAA0001AU starstarstarstarstar Equity Global Real Estate
Stewart Investors Wholesale Worldwide Leaders FSF0047AU starstarstarstar Equity World Large Blend

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 cannot 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.

Helpful information

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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.