Top performing diversified portfolios

InvestSMART's Diversified Portfolios combine disciplined investment selection with strategic asset allocation to create investment portfolios that deliver higher returns with fewer fees. Click here to learn more.
InvestSMART Diversified Portfolios Returns* Download
Since Inception Inception dates vary 1 Mth 3 Mth Prospectus or PDS (PDF) Latest
Report
Intelligent Investor Growth Model
Inception 1 Jul 2015
21.50% 2.29% 6.40% Download the prospectus for this fund Download latest report
Intelligent Investor Equity Income Model
Inception 1 Jul 2015
20.00% 2.89% 5.69% Download the prospectus for this fund Download latest report
InvestSMART Property Model
Inception 23 Dec 2015
17.23% -2.61% 6.17% Download the prospectus for this fund Download latest report
InvestSMART International Equities Model
Inception 24 Oct 2014
11.48% 1.38% 0.44% Download the prospectus for this fund Download latest report
InvestSMART High Growth Model
Inception 27 Oct 2014
8.45% 0.02% 1.58% Download the prospectus for this fund Download latest report
InvestSMART Growth Model
Inception 24 Oct 2014
8.34% -0.02% 1.60% Download the prospectus for this fund Download latest report
InvestSMART Income Model
Inception 29 Dec 2014
6.00% -0.27% 2.64% Download the prospectus for this fund Download latest report
InvestSMART Balanced Model
Inception 29 Dec 2014
5.77% 0.15% 1.59% Download the prospectus for this fund Download latest report
InvestSMART Conservative Model
Inception 29 Dec 2014
5.25% 0.17% 1.57% Download the prospectus for this fund Download latest report
InvestSMART Fixed Income Model
Inception 23 Dec 2015
4.14% 0.55% 1.86% Download the prospectus for this fund Download latest report
* Returns from 31 Aug 2016 before expenses and fees

Top performing managed 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 Morningstar rating Sector 3 Mth 1 Yr 3 Yr Download Prospectus or PDS (PDF)
Terra Capital - Natural Resource Fund starstarstar Equity Global Resources 10.84% 87.23% 27.2% Download the prospectus for this fund
Macquarie Australian Small Companies starstarstar Equity Australia Mid/Small Growth 6.28% 56.72% 20.55% Download the prospectus for this fund
Microequities Deep Value Microcap starstarstarstarstar Equity Australia Mid/Small Value 13.12% 40.13% 25.33% Download the prospectus for this fund
Spheria Australian Smaller Companies starstarstar Equity Australia Mid/Small Growth 0.04% 36.32% 11.62% Download the prospectus for this fund
CFS Wholesale Developing Companies starstarstarstar Equity Australia Mid/Small Growth 16.81% 35.55% 17.82% Download the prospectus for this fund
Ausbil MicroCap starstarstarstarstar Equity Australia Mid/Small Blend 5.17% 34.87% 26.8% Download the prospectus for this fund
Forager Wholesale Value starstarstar Equity Australia Mid/Small Value 7.71% 32.39% 15.56% Download the prospectus for this fund
Selector Australian Equities starstarstarstar Equity Australia Mid/Small Growth 6.67% 28.11% 16.07% Download the prospectus for this fund
OnePath OA IP-Optimix Property Sec EF starstarstar Equity Australia Real Estate 6.88% 28.09% 18.35% Download the prospectus for this fund
Celeste Australian Small Companies starstarstar Equity Australia Mid/Small Blend 19.34% 27.69% 4.23% Download the prospectus for this fund
CFS Wholesale Small Companies-Core starstarstarstar Equity Australia Mid/Small Blend 8.72% 27.59% 17.04% Download the prospectus for this fund
FirstChoice WS Aus Small Companies starstarstar Equity Australia Mid/Small Growth 8.72% 27.26% 12.23% Download the prospectus for this fund
UBS Property Securities starstarstar Equity Australia Real Estate 7.79% 27.15% 19.3% Download the prospectus for this fund
CFS FC W Inv-Ironbark W Property Sec starstarstar Equity Australia Real Estate 8.1% 27.14% 19.46% Download the prospectus for this fund
Zurich Investments Aus Property Secs starstarstarstarstar Equity Australia Real Estate 7% 26.71% 19.76% Download the prospectus for this fund
OnePath OA IP-OP Emerging Companies EF starstarstar Equity Australia Mid/Small Growth 4.43% 26.45% 11.26% Download the prospectus for this fund
CFS FC Inv-FirstChoice Aus Small Co starstarstar Equity Australia Mid/Small Growth 8.48% 26.18% 11.31% Download the prospectus for this fund
CFS FC Inv-Ironbark Property Sec starstarstar Equity Australia Real Estate 7.83% 25.97% 18.39% Download the prospectus for this fund
Macquarie Master Property Securities starstarstar Equity Australia Real Estate 6.55% 25.77% 19.44% Download the prospectus for this fund
BT Property Securities W starstarstarstarstar Equity Australia Real Estate 6.67% 25.73% 19.46% Download the prospectus for this fund
APN AREIT starstarstarstar Equity Australia Real Estate 5.41% 25.65% 19.06% Download the prospectus for this fund
Ironbark Karara Australian Small Comp starstarstarstar Equity Australia Mid/Small Blend 4.18% 25.63% 10.91% Download the prospectus for this fund
FirstChoice WS Property Securities starstarstar Equity Australia Real Estate 6.37% 25.52% 19.43% Download the prospectus for this fund
Lincoln Retail Australian Growth starstarstar Equity Australia Large Growth 7.22% 25.46% 11.77% Download the prospectus for this fund
CFS Wholesale Index Property Securities starstarstarstar Equity Australia Real Estate 6.01% 25.42% 19.53% Download the prospectus for this fund

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund