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.
BetaShares Geared US Equities Currency Hedged ETF starstarstarstar Equity World - Currency Hedged 9.66% 111.52% 36.41%
Regal Emerging Companies Fund II RGL1073AU starstarstarstarstar Equity Australia Mid/Small Value 17.93% 48.84% 31.74%
FSI Wholesale Geared Share FSF0043AU starstarstarstarstar Equity Australia Large Geared 5.30% 65.90% 30.29%
Acadian Wholesale Geared Global Equity FSF0891AU starstarstarstarstar Equity World Other 1.15% 94.33% 29.93%
Ausbil Global Resources AAP5928AU starstarstarstarstar Equity World Long Short 9.98% 83.45% 29.85%
Colonial Managed Investment Funds - Geared Share FSF0044AU starstarstarstarstar Equity Australia Large Geared 5.29% 65.72% 29.63%
Colonial FirstChoice Investments - FSI Geared Share FSF0264AU starstarstarstarstar Equity Australia Large Geared 5.29% 65.71% 29.60%
Colonial Managed Investment Funds - Geared Share NEF FSF0205AU starstarstarstarstar Equity Australia Large Geared 5.28% 65.54% 29.41%
Ausbil MicroCap AAP0007AU starstarstarstarstar Equity Australia Mid/Small Blend 17.64% 62.21% 29.22%
ETFS Battery Tech and Lithium ETF starstarstarstarstar Equity World Large Blend 0.29% 55.85% 29.18%
Colonial FirstChoice Investments - Acadian Geared Global Equities FSF0876AU starstarstarstarstar Equity World Other 1.15% 94.07% 28.61%
DNR Capital Australian Emerging Companies PIM4357AU starstarstarstarstar Equity Australia Mid/Small Growth 1.97% 51.46% 26.53%
L1 Capital Long Short - Wholesale ETL4912AU starstarstarstar Equity World Long Short 12.85% 87.25% 26.18%
L1 Capital Long Short - Retail ETL0490AU starstarstarstar Equity World Long Short 12.79% 81.86% 24.74%
Claremont Global Fund (hedged) ETL0391AU starstarstarstarstar Equity World - Currency Hedged 6.41% 49.07% 24.16%
Microequities Pure Microcap Value MIC5676AU starstarstarstar Equity Australia Mid/Small Value 14.08% 59.64% 21.87%
Sandon Capital Activist FHT0010AU starstarstarstarstar Equity Australia Long Short 5.14% 57.03% 20.70%
OnePath OneAnswer - Frontier Investment Portfolio - OnePath Geared Australian Shares Index MMF1541AU starstarstarstarstar Equity Australia Large Geared 0.53% 58.39% 19.06%
OnePath Wholesale Geared Australian Shares Index Trust B MMF0990AU starstarstarstarstar Equity Australia Large Geared 0.54% 58.40% 18.89%
OnePath OneAnswer - Investment Portfolio - Geared Australian Shares Index Trust NEF MMF0986AU starstarstarstar Equity Australia Large Geared 0.28% 56.78% 17.40%
ANZ OneAnswer - Investment Portfolio - OnePath Geared Australian Shares Index Trust NEF MMF0984AU starstarstarstar Equity Australia Large Geared 0.28% 56.78% 17.40%
OptiMix Trusts - Geared Australian Shares Index Trust NEF MMF0988AU starstarstarstar Equity Australia Large Geared 0.28% 56.78% 17.40%
iShares Core MSCI WldexAusESGLdrsAUHDETF starstarstarstar Equity World - Currency Hedged 6.10% 47.27% 17.05%
UBS CBRE Global Property Securities Fund HML0016AU starstarstarstar Equity Global Real Estate 4.42% 49.17% 13.96%
BT Geared Imputation Fund (Retail) RFA0062AU starstarstarstar Equity Australia Large Geared 3.05% 54.73% 12.85%

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.