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 Equity Income Model
Inception 1 Jul 2015
14.08% -3.94% -0.13% Download the prospectus for this fund Download latest report
Intelligent Investor Growth Model
Inception 1 Jul 2015
14.00% -6.16% -2.25% Download the prospectus for this fund Download latest report
InvestSMART International Equities Model
Inception 24 Oct 2014
8.30% -0.65% -1.60% Download the prospectus for this fund Download latest report
InvestSMART High Growth Model
Inception 27 Oct 2014
5.80% -1.55% -2.51% Download the prospectus for this fund Download latest report
InvestSMART Growth Model
Inception 24 Oct 2014
5.73% -1.60% -2.51% Download the prospectus for this fund Download latest report
InvestSMART Balanced Model
Inception 29 Dec 2014
3.61% -1.19% -1.74% Download the prospectus for this fund Download latest report
InvestSMART Income Model
Inception 29 Dec 2014
3.57% -0.64% -0.21% Download the prospectus for this fund Download latest report
InvestSMART Conservative Model
Inception 29 Dec 2014
3.46% -0.94% -1.18% Download the prospectus for this fund Download latest report
InvestSMART Property Model
Inception 30 Dec 2015
3.04% -7.79% -14.10% Download the prospectus for this fund Download latest report
InvestSMART Fixed Income Model
Inception 30 Dec 2015
2.99% -0.64% -0.21% Download the prospectus for this fund Download latest report
* Returns from 31 Oct 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 -10.28% 67.85% 15.92% Download the prospectus for this fund
CFS Wholesale Developing Companies starstarstarstarstar Equity Australia Mid/Small Growth -1.39% 23.09% 14.64% Download the prospectus for this fund
OnePath OA IP-Optimix Property Sec EF starstarstarstar Equity Australia Real Estate -7.06% 17.53% 15.18% Download the prospectus for this fund
Spheria Australian Smaller Companies starstarstar Equity Australia Mid/Small Growth -1.76% 17.48% 10.12% Download the prospectus for this fund
Forager Wholesale Value starstarstar Equity Australia Mid/Small Value -4.63% 16.58% 11.33% Download the prospectus for this fund
OnePath OA IP-Optimix Property Sec NE starstarstar Equity Australia Real Estate -7.19% 16.53% 14.23% Download the prospectus for this fund
Invesco WS Aus Share starstarstar Equity Australia Large Blend 0.34% 16.19% 7.51% Download the prospectus for this fund
Celeste Australian Small Companies starstarstar Equity Australia Mid/Small Blend -2.22% 16.06% 3.34% Download the prospectus for this fund
Microequities High Income Value Microcap starstarstar Equity Australia Mid/Small Value 5.56% 16.02% 10.04% Download the prospectus for this fund
Schroder Australian Equity Fund starstarstarstar Equity Australia Large Blend 5.82% 15.6% 3.67% Download the prospectus for this fund
CFS FC W Inv-Schroder Australian Equity starstarstar Equity Australia Large Blend 5.77% 15.31% 3.25% Download the prospectus for this fund
Schroder WS Australian Equity starstarstarstar Equity Australia Large Blend 5.74% 15.26% 3.38% Download the prospectus for this fund
CFS FC W Inv-Realindex W Australian Shr starstarstar Equity Australia Large Value 3.41% 15.02% 5.5% Download the prospectus for this fund
Perpetual WFIA-Investor Mutual Fut Ledr starstarstar Equity Australia Mid/Small Value -2.02% 14.8% 12.3% Download the prospectus for this fund
CFS FC Inv-Schroder Aus Equity starstarstar Equity Australia Large Blend 5.53% 14.3% 2.37% Download the prospectus for this fund
Ausbil Australian Geared Equity starstarstar Equity Australia Large Geared 0.79% 14.23% 4.46% Download the prospectus for this fund
AMP Gen-Schroder Australian Equity starstarstar Equity Australia Large Blend 5.88% 14.18% 2.6% Download the prospectus for this fund
Select Listed Investments starstarstarstar Alternative Strategies 3.65% 14.1% 10.6% Download the prospectus for this fund
CFS FC Inv-Realindex Aus Share starstarstar Equity Australia Large Value 3.2% 14.06% 4.63% Download the prospectus for this fund
AUI Property Income Fund W starstarstar Unlisted and Direct Property -1.22% 13.87% 12.64% Download the prospectus for this fund
FirstChoice WS Aus Small Companies starstarstar Equity Australia Mid/Small Growth -3.45% 13.82% 9.62% Download the prospectus for this fund
CFS FC W Inv-Ironbark W Property Sec starstarstar Equity Australia Real Estate -10.31% 13.08% 15.1% Download the prospectus for this fund
CFS Wholesale Small Companies-Core starstarstarstar Equity Australia Mid/Small Blend -4.97% 12.88% 13.1% Download the prospectus for this fund
CFS FC Inv-FirstChoice Aus Small Co starstarstar Equity Australia Mid/Small Growth -3.65% 12.86% 8.71% Download the prospectus for this fund
CFS FC-Antares W Elite Opport starstarstarstar Equity Australia Large Blend 1.82% 12.71% 6.41% 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