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.
Ironbark Royal London Concentrated Global Shares MGL0004AU starstarstarstarstar Equity World Large Blend 1.19% 24.71% 21.28%
Capital Group Global Equity (AU) WHT0044AU starstarstarstarstar Equity World Large Blend 18.89% 38.74% 17.00%
Market Vectors Morningstar Wide Moat ETF starstarstarstarstar Equity North America -2.00% 27.26% 16.75%
Invesco Wholesale Global Opportunities - Unhedged GTU0102AU starstarstarstar Equity World Large Blend -0.47% 22.76% 16.52%
Pzena Emerging Markets Value Wholesale ETL0483AU starstarstarstarstar Equity Emerging Markets -5.10% 27.81% 16.29%
iShares Global 100 ETF (AU) starstarstarstarstar Equity World Large Blend -0.68% 24.47% 14.76%
iShares Core MSCI World Ex Australian ESG ETF starstarstarstarstar Equity World Large Blend -0.03% 24.79% 14.32%
iShares S&P 500 ETF starstarstarstarstar Equity North America -0.24% 20.91% 13.82%
SPDR S&P 500 ETF starstarstarstar Equity North America -0.39% 20.72% 13.68%
BetaShares NASDAQ 100 ETF starstarstarstar Equity North America -2.61% 27.93% 13.27%
Bronte Capital Amalthea BCM0001AU starstarstarstarstar Equity World Long Short 9.38% 21.77% 12.85%
Bronte Capital Amalthea Fund Platform B BCM1657AU starstarstarstar Equity World Long Short 9.38% 21.77% 12.69%
Bronte Capital Amalthea Fund Platform BCM0006AU starstarstarstar Equity World Long Short 9.37% 21.77% 12.56%
Vaneck Msci International Quality Etf starstarstarstarstar Equity World Large Blend 0.10% 29.04% 11.99%
Vanguard MSCI International ETF starstarstarstar Equity World Large Blend -0.43% 21.70% 11.97%
Global X EURO STOXX 50 ETF starstarstarstarstar Equity Europe -4.93% 37.88% 11.63%
iShares Europe ETF (AU) starstarstarstar Equity Europe -2.59% 28.75% 10.94%
Lazard Emerging Markets Equity (I Class) LAZ0003AU starstarstarstar Equity Emerging Markets -1.75% 23.20% 10.88%
SPDR S&P World ex Australia ETF starstarstarstar Equity World Large Blend -0.82% 22.89% 10.83%
iShares Global 100 AUD Hedged ETF starstarstarstarstar Equity World - Currency Hedged -3.24% 21.19% 10.49%
iShares Core MSCI World ex Australian ESG AUHDETF starstarstarstar Equity World - Currency Hedged -2.51% 22.54% 10.22%
Vanguard Etclly Conservative International Shares ETF starstarstarstar Equity World Large Blend -0.77% 22.01% 10.18%
Loftus Peak Global Disruption Managed Fund ETF starstarstarstar Equity World Large Growth -1.93% 33.75% 8.61%
Loftus Peak Global Disruption MMC0110AU starstarstarstar Equity World Large Growth -7.12% 30.77% 6.90%
Fidelity China FID0011AU starstarstarstarstar Equity Greater China -10.22% 21.23% 0.53%

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 $55 p.a. and capped at $550 p.a. for total investments over $100,000*. You can also benefit from low brokerage costs of $4.40 or 0.088% (whichever is greater on any buys or sells).

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.