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
Evans and Partners International Fund ETL0390AU starstarstarstarstar Equity World Large Blend 17.35% 29.35% 16.21%
Hyperion Global Growth Companies B WHT8435AU starstarstarstarstar Equity World Large Growth 15.97% 28.52% 24.86%
BetaShares NASDAQ 100 ETF starstarstarstarstar Equity North America 16.81% 26.90% 25.37%
Market Vectors Morningstar Wide Moat ETF starstarstarstarstar Equity North America 12.23% 26.57% 19.33%
Regal Australian Small Companies Fund RGL0004AU starstarstarstar Equity Australia Mid/Small Blend 32.86% 26.12% 16.21%
VanEck Vectors Australian Property ETF starstarstarstarstar Equity Australia Real Estate 5.54% 25.10% 10.89%
Legg Mason Martin Currie Global LT Uncon A SSB0066AU starstarstarstarstar Equity World Large Blend 16.39% 24.72% 18.19%
Loftus Peak Global Disruption MMC0110AU starstarstarstar Equity World Large Growth 17.22% 24.67% 20.06%
Magellan Global MGE0001AU starstarstarstarstar Equity World Large Blend 12.95% 24.20% 16.85%
Zurich Investments Concentrated Global Growth ZUR0617AU starstarstarstarstar Equity World Large Growth 17.85% 24.13% 20.74%
Magellan Global Equities starstarstarstarstar Equity World Large Blend 12.95% 24.04% 16.83%
Magellan Wholesale Plus Global BTA0565AU starstarstarstarstar Equity World Large Blend 13.02% 23.85% 16.85%
OneAnswer - Frontier Investment Portfolio - Magellan Global MMF1556AU starstarstarstarstar Equity World Large Blend 12.82% 23.81% 16.67%
Colonial FirstChoice - Magellan Wholesale Global Share FSF1198AU starstarstarstarstar Equity World Large Blend 12.85% 23.58% 16.59%
AMP - Generations - Colonial Geared Australian Share NMF0004AU starstarstarstar Equity Australia Large Geared 21.83% 23.28% 20.25%
AMP Capital - Property Securities AMP0697AU starstarstarstar Equity Australia Real Estate 7.24% 22.98% 9.67%
Evans and Partners International Hedged ETL0391AU starstarstarstarstar Equity World - Currency Hedged 14.03% 22.94% 15.06%
Colonial FirstChoice Investments - Magellan Global FSF1204AU starstarstarstar Equity World Large Blend 12.61% 22.92% 15.73%
Magellan Advantage Global AMP2080AU starstarstarstarstar Equity World Large Blend 12.51% 22.83% 16.43%
AMP Capital - Listed Property Trusts A AMP0255AU starstarstarstar Equity Australia Real Estate 7.07% 22.38% 9.21%
Walter Scott Wholesale Plus Global Equity BTA0542AU starstarstarstar Equity World Large Growth 13.54% 22.14% 16.92%
AMP - Flexible Lifetime Investments - S2 - Magellan Global AMP2041AU starstarstarstar Equity World Large Blend 12.29% 21.88% 15.60%
Walter Scott Global Equity MAQ0410AU starstarstarstar Equity World Large Growth 13.57% 21.77% 16.62%
UBS Property Securities Fund SBC0816AU starstarstarstarstar Equity Australia Real Estate 7.72% 21.64% 10.14%
SPDR S&P 500 ETF starstarstarstar Equity North America 13.30% 21.53% 17.87%

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.