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 Returns
3 Mth 1 Yr 3 Yr
Quay Global Real Estate Fund AAA0001AU starstarstarstarstar Equity Global Real Estate 7.78% 26.93% 10.85%
Quay Global Real Estate - Daily Series BFL0020AU starstarstarstarstar Equity Global Real Estate 7.84% 26.51% 10.72%
VanEck Vectors Australian Property ETF starstarstarstarstar Equity Australia Real Estate 12.28% 25.13% 11.53%
Dimensional Global Real Estate Trust DFA0005AU starstarstarstar Equity Global Real Estate 8.01% 23.72% 7.68%
AMP Capital - Property Securities AMP0697AU starstarstarstar Equity Australia Real Estate 12.68% 23.49% 10.05%
True Index Global Infrastructure Securities MAQ0831AU starstarstarstarstar Infrastructure - Global 8.89% 22.85% 11.02%
Macquarie True Index Global Real Estate Securities MAQ0832AU starstarstarstar Equity Global Real Estate 7.31% 22.70% 7.83%
Macquarie Property Securities MAQ0054AU starstarstarstarstar Equity Australia Real Estate 12.18% 22.05% 10.51%
BT Personal Portfolio Service Investment - Macquarie Wholesale Property Securities WFS0261AU starstarstarstarstar Equity Australia Real Estate 12.18% 22.05% 10.51%
BT Personal Portfolio Service Investment - Macquarie Mas Property Securities WFS0298AU starstarstarstarstar Equity Australia Real Estate 12.19% 21.91% 10.47%
Macquarie Master Property Securities MAQ0063AU starstarstarstarstar Equity Australia Real Estate 12.19% 21.91% 10.47%
Hyperion Global Growth Companies B WHT8435AU starstarstarstarstar Equity World Large Growth 8.18% 21.87% 20.60%
Macquarie Wholesale Property Securities MAQ0287AU starstarstarstarstar Equity Australia Real Estate 12.15% 21.75% 10.40%
Resolution Capital Global Property Securities Unhedged SII IOF0184AU starstarstarstarstar Equity Global Real Estate 8.26% 21.46% 9.80%
Pendal Wholesale Plus Property Securities BTA0540AU starstarstarstar Equity Australia Real Estate 11.93% 21.06% 9.74%
Market Vectors Morningstar Wide Moat ETF starstarstarstarstar Equity North America 5.52% 20.96% 18.96%
Strategic Global Property DFA0006AU starstarstarstar Equity Global Real Estate 6.30% 20.70% 7.92%
Advance Property Securities Wholesale ADV0052AU starstarstarstar Equity Australia Real Estate 11.81% 20.67% 9.57%
UBS Property Securities Fund SBC0816AU starstarstarstar Equity Australia Real Estate 12.38% 20.49% 10.22%
Evans and Partners International Fund ETL0390AU starstarstarstar Equity World Large Blend 8.79% 19.95% 12.80%
CFML Colonial Infrastructure NRM0036AU starstarstarstar Infrastructure - Global 8.38% 19.90% 10.40%
Zurich Investments Concentrated Global Growth ZUR0617AU starstarstarstarstar Equity World Large Growth 9.48% 19.79% 17.98%
Magellan Infrastructure (Unhedged) MGE0006AU starstarstarstar Infrastructure - Global 9.10% 19.51% 9.33%
iShares MSCI BRIC ETF (AU) starstarstarstar Equity Emerging Markets -3.31% 19.48% 7.47%
SGH LaSalle Global Property Rich ETL0394AU starstarstarstar Equity Global Real Estate 3.37% 19.26% 6.52%

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.