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.
AMP - Generations - Colonial Geared Australian Share NMF0004AU starstarstarstar Equity Australia Large Geared 11.40% 89.04% 23.38%
Lennox Australian Microcap Fund HOW1289AU starstarstarstar Equity Australia Mid/Small Blend 7.50% 86.32% 23.04%
FSI Wholesale Geared Share FSF0043AU starstarstarstarstar Equity Australia Large Geared 13.91% 85.95% 22.57%
Colonial Managed Investment Funds - Geared Share FSF0044AU starstarstarstarstar Equity Australia Large Geared 13.87% 85.67% 21.77%
Colonial FirstChoice Investments - FSI Geared Share FSF0264AU starstarstarstarstar Equity Australia Large Geared 13.87% 85.58% 21.76%
Colonial Managed Investment Funds - Geared Share NEF FSF0205AU starstarstarstarstar Equity Australia Large Geared 13.85% 85.38% 21.49%
Forager International Shares FHT0032AU starstarstarstarstar Equity World Large Blend 17.70% 84.02% 22.56%
Acadian Wholesale Geared Global Equity FSF0891AU starstarstarstarstar Equity World Other 26.92% 81.68% 23.05%
Colonial FirstChoice Investments - Acadian Geared Global Equities FSF0876AU starstarstarstarstar Equity World Other 26.87% 81.03% 21.45%
SGH Emerging Companies ETL0118AU starstarstarstar Equity Australia Mid/Small Growth 7.82% 79.77% 19.98%
UBS Microcap Fund UBS0057AU starstarstarstar Equity Australia Mid/Small Blend 12.69% 69.96% 19.82%
Microequities Global Value Microcap MIC0003AU starstarstarstar Equity World Mid/Small 10.98% 69.80% 14.15%
Australian Ethical Emerging Companies Wholesale AUG0027AU starstarstarstarstar Equity Australia Mid/Small Blend 2.63% 68.94% 26.32%
Australian Ethical Emerging Companies AUG0026AU starstarstarstarstar Equity Australia Mid/Small Blend 2.49% 67.98% 25.57%
Ausbil MicroCap AAP0007AU starstarstarstarstar Equity Australia Mid/Small Blend 14.72% 67.80% 19.63%
OC Micro - Capital OPS0004AU starstarstarstarstar Equity Australia Mid/Small Blend 2.41% 66.63% 23.20%
FSI Wholesale Developing Companies FSF0468AU starstarstarstar Equity Australia Mid/Small Growth 9.13% 66.43% 10.12%
Bennelong Emerging Companies Fund BFL3779AU starstarstarstar Equity Australia Mid/Small Blend 10.33% 65.13% 28.96%
Regal Emerging Companies RGL0006AU starstarstarstar Equity Australia Mid/Small Value 9.79% 64.87% 12.74%
Macquarie Australian Emerging Companies MAQ7203AU starstarstarstar Equity Australia Mid/Small Blend 9.37% 64.50% 20.00%
ANZ OneAnswer - Investment Portfolio - Arrowstreet Global Equities Hedged EF ANZ0330AU starstarstarstar Equity World - Currency Hedged 10.30% 64.15% 12.71%
OnePath OneAnswer - Frontier Investment Portfolio - OnePath Geared Australian Shares Index MMF1541AU starstarstarstar Equity Australia Large Geared 14.70% 64.14% 13.27%
OnePath Arrowstreet Global Equities Hedged Trust EF MMF0408AU starstarstarstar Equity World - Currency Hedged 10.37% 64.12% 12.65%
OnePath Wholesale Geared Australian Shares Index Trust B MMF0990AU starstarstarstar Equity Australia Large Geared 14.71% 63.61% 13.15%
OnePath OneAnswer - Investment Portfolio - Geared Australian Shares Index Trust NEF MMF0986AU starstarstarstar Equity Australia Large Geared 14.42% 61.88% 11.58%

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

Portability

At any time, you can terminate the fee arrangement with us and manage the securities yourself. You will have no capital gains tax (CGT) events triggered if you wish to transfer the listed securities held within your PMA to another broking account to self-manage (transfer fees may apply). 

Diversification

You can invest in model portfolios of listed securities covering a range of asset classes such as Australian equities, international equities, listed property and fixed income, combining investment expertise with complete administration of your portfolio including ongoing rebalancing and full tax reporting. 

Capped Investment Fees and low brokerage

Our investment management fees start at just $99 p.a. and capped at $451 p.a. for total investments over $82,000*. You can also benefit from low brokerage costs of $5.50 or 0.11% (whichever is greater on any buys or sells). Whether you’re investing $100,000 or $10M, you will never pay InvestSMART more than $451 p.a.* across our entire range of capped fee portfolios.

See the range of InvestSMART's diversified capped-fee portfolios here.

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.