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.
PM Capital Australian Companies PMC0101AU starstarstarstarstar Equity Australia Large Blend -6.19% 13.30% 17.41%
Acadian Global Equity Long Short - Class A FSF1978AU starstarstarstarstar Equity World Large Value 1.31% 22.85% 17.32%
Acadian Wholesale Global Equity Long Short FSF0788AU starstarstarstarstar Equity World Large Value 1.15% 22.42% 17.00%
Colonial FirstChoice Investments - Acadian Global Equity Long/Short FSF0875AU starstarstarstarstar Equity World Large Value 1.17% 22.32% 16.73%
Atlantic Pacific Australian Equity OMF0003AU starstarstarstarstar Equity Australia Long Short 4.25% 23.15% 13.90%
ClearBridge RARE Infrastructure Income B SSB4647AU starstarstarstarstar Equity Global Infrastructure - Currency Hedged 1.79% 17.88% 12.85%
ClearBridge RARE Infrastructure Income TGP0016AU starstarstarstarstar Equity Global Infrastructure - Currency Hedged 1.69% 17.31% 12.29%
MCP Credit Trust PER7572AU starstarstarstarstar High Yield Credit 2.00% 16.92% 11.96%
Aspect Diversified Futures - Class A FSF1086AU starstarstarstar Alternative - Systematic Trend 0.53% 32.75% 11.57%
Aspect Wholesale Diversified Futures FSF1081AU starstarstarstar Alternative - Systematic Trend 0.50% 32.44% 11.36%
Colonial FirstChoice Investments - Aspect Diversified Futures FSF1084AU starstarstarstar Alternative - Systematic Trend 0.49% 32.45% 11.08%
Lazard Defensive Australian Equity LAZ0022AU starstarstarstarstar Equity Australia Large Blend -1.85% 17.58% 10.36%
RARE Infrastructure Wholesale Plus Value Hedged BTA0543AU starstarstarstar Equity Global Infrastructure - Currency Hedged 2.94% 13.87% 9.66%
RARE Infrastructure Wholesale Plus Value Unhedged BTA0546AU starstarstarstarstar Equity Global Infrastructure 3.43% 13.22% 9.20%
ClearBridge RARE Infrastructure Value Unhedged TGP0034AU starstarstarstar Equity Global Infrastructure 3.20% 12.97% 8.95%
ATLAS Infrastructure Australian Fdr Fund - Hedged PIM9253AU starstarstarstar Equity Global Infrastructure - Currency Hedged -3.04% 15.26% 8.00%
Macquarie Global Infrastructure Securities Fund Unhedged A AMP1593AU starstarstarstar Equity Global Infrastructure 2.34% 15.41% 7.72%
Vanguard Global Infrastructure ETF starstarstarstar Equity Global Infrastructure 3.74% 13.41% 7.31%
Vanguard Global Infrastructure Index VAN0023AU starstarstarstar Equity Global Infrastructure 3.74% 13.39% 7.26%
P/E Global FX Alpha Fund MAQ5143AU starstarstarstarstar Alternative - Macro Trading 5.03% 29.05% 6.50%
Lazard Select Australian Equity (I Class) LAZ0005AU starstarstarstar Equity Australia Large Value -4.00% 20.74% 6.30%
Lazard Select Australian Equity (W Class) LAZ0013AU starstarstarstar Equity Australia Large Value -4.03% 20.55% 6.14%
True Index Global Infrastructure Securities MAQ0831AU starstarstarstar Equity Global Infrastructure 2.51% 12.65% 5.27%
Investors Mutual Equity Income IML0005AU starstarstarstar Equity Australia Derivative Income -1.65% 13.29% 3.78%
Global Pure Alpha A Class BPF0005AU starstarstarstar Alternative - Macro Trading 0.55% 17.34% 1.47%

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 $55 p.a. and capped at $550 p.a. for total investments over $100,000*. You can also benefit from low brokerage costs of $4.40 or 0.088% (whichever is greater on any buys or sells).

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. 

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