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
Regal Australian Small Companies Fund RGL0004AU starstarstarstarstar Equity Australia Mid/Small Blend 10.54% 87.25% 33.07%
Colonial Wholesale Geared Share FSF0043AU starstarstarstarstar Equity Australia Large Geared 19.45% 65.49% 27.87%
AMP - Generations - Colonial Geared Australian Share NMF0004AU starstarstarstar Equity Australia Large Geared 18.61% 64.00% 27.22%
Colonial FirstChoice Investments - Colonial Geared Share FSF0264AU starstarstarstar Equity Australia Large Geared 19.14% 63.86% 26.67%
Colonial Managed Investment Funds - Geared Share FSF0044AU starstarstarstar Equity Australia Large Geared 19.13% 63.78% 26.57%
Colonial Managed Investment Funds - Geared Share NEF FSF0205AU starstarstarstar Equity Australia Large Geared 19.12% 63.49% 26.16%
Ausbil Australian Geared Equity AAP0002AU starstarstarstar Equity Australia Large Geared 9.53% 52.25% 21.51%
BT Personal Portfolio Service Investment - BT Wholesale Geared Imputation WFS0367AU starstarstarstarstar Equity Australia Large Geared 11.42% 47.06% 20.45%
Australian Ethical Emerging Companies Wholesale AUG0027AU starstarstarstarstar Equity Australia Mid/Small Blend 8.20% 46.78% 19.20%
AMP Capital - Specialist Geared Australian Shares AMP0968AU starstarstarstar Equity Australia Large Geared 10.64% 45.93% 16.79%
Australian Ethical Emerging Companies AUG0026AU starstarstarstar Equity Australia Mid/Small Blend 8.04% 45.82% 18.34%
AMP Specialist Geared Australian Share A AMP0969AU starstarstarstar Equity Australia Large Geared 10.53% 45.35% 16.32%
Colonial FirstChoice Wholesale Investment - Colonial Wholesale Geared Global Property Securities FSF0892AU starstarstarstar Equity Global Real Estate 5.06% 45.01% 19.33%
BetaShares Global Gold Miners ETF - Currency Hedged starstarstarstar Equity Global Resources 7.20% 43.90% 9.04%
Regal Australian Long Short Equity RGL0002AU starstarstarstarstar Equity Australia Large Blend 9.34% 43.18% 18.13%
Lakehouse Small Companies Fund OMF6696AU starstarstarstarstar Equity Australia Mid/Small Blend 6.07% 42.87% 30.21%
Zurich Investments Concentrated Global Growth ZUR0617AU starstarstarstarstar Equity World Large Growth 12.38% 42.65% 24.86%
BetaShares NASDAQ 100 ETF starstarstarstarstar Equity North America 14.58% 42.36% 26.39%
Regal Long Short Australian Equity AMR0006AU starstarstarstarstar Equity Australia Large Blend 8.95% 42.16% 17.90%
OC Micro - Capital OPS0004AU starstarstarstar Equity Australia Mid/Small Blend 4.65% 41.89% 17.88%
Evans and Partners International Fund ETL0390AU starstarstarstarstar Equity World Large Blend 7.54% 41.76% 21.56%
BetaShares Geared US Equities Currency Hedged ETF starstarstarstarstar Equity World - Currency Hedged 12.19% 41.28% 23.74%
Fiducian Geared Australian Shares FPS0011AU starstarstarstar Equity Australia Large Geared 10.62% 40.98% 16.41%
UBS Microcap Fund UBS0057AU starstarstarstar Equity Australia Mid/Small Blend 3.73% 40.95% 15.21%
Intermede Global Equities Fund PPL0036AU starstarstarstarstar Equity World Large Blend 11.10% 40.14% 20.86%

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.

FAQs

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.