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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
Regal Australian Small Companies Fund RGL0004AU starstarstarstarstar Equity Australia Mid/Small Blend -3.43% 75.72% 28.88%
Colonial FirstChoice Wholesale Investment - Colonial Wholesale Geared Global Property Securities FSF0892AU starstarstarstar Equity Global Real Estate 7.25% 69.86% 17.14%
BetaShares Geared US Equities Currency Hedged ETF starstarstarstarstar Equity World - Currency Hedged 17.39% 69.00% 25.46%
AMP - Generations - Colonial Geared Australian Share NMF0004AU starstarstarstarstar Equity Australia Large Geared 6.83% 58.61% 21.60%
Colonial Wholesale Geared Share FSF0043AU starstarstarstarstar Equity Australia Large Geared 5.37% 56.95% 21.27%
Colonial FirstChoice Investments - Colonial Geared Share FSF0264AU starstarstarstar Equity Australia Large Geared 5.12% 55.42% 20.15%
Colonial Managed Investment Funds - Geared Share FSF0044AU starstarstarstar Equity Australia Large Geared 5.11% 55.33% 20.05%
Colonial Managed Investment Funds - Geared Share NEF FSF0205AU starstarstarstar Equity Australia Large Geared 5.11% 55.02% 19.65%
Acadian Wholesale Geared Global Equity FSF0891AU starstarstarstarstar Equity World Other 13.98% 53.43% 20.38%
Ausbil Australian Geared Equity AAP0002AU starstarstarstar Equity Australia Large Geared 1.55% 52.53% 18.49%
BetaShares Global Gold Miners ETF - Currency Hedged starstarstarstar Equity Global Resources 14.46% 50.98% 12.58%
Colonial FirstChoice Investments - Acadian Geared Global Equities FSF0876AU starstarstarstarstar Equity World Other 13.44% 50.55% 18.22%
Lakehouse Small Companies Fund OMF6696AU starstarstarstarstar Equity Australia Mid/Small Blend -1.66% 46.22% 27.29%
Australian Ethical Emerging Companies Wholesale AUG0027AU starstarstarstar Equity Australia Mid/Small Blend 7.39% 45.66% 17.13%
Australian Ethical Emerging Companies AUG0026AU starstarstarstar Equity Australia Mid/Small Blend 7.23% 44.69% 16.29%
AMP Capital - Specialist Geared Australian Shares AMP0968AU starstarstarstar Equity Australia Large Geared 0.81% 44.40% 12.96%
AMP Specialist Geared Australian Share A AMP0969AU starstarstarstar Equity Australia Large Geared 0.71% 43.81% 12.51%
Fairview Equity Partners Emerging Companies ANT0002AU starstarstarstar Equity Australia Mid/Small Growth 2.68% 43.13% 16.69%
Ausbil MicroCap AAP0007AU starstarstarstarstar Equity Australia Mid/Small Blend 9.41% 42.07% 18.65%
BT Personal Portfolio Service Investment - BT Wholesale Geared Imputation WFS0367AU starstarstarstarstar Equity Australia Large Geared 1.81% 41.50% 16.45%
UBS Microcap Fund UBS0057AU starstarstarstar Equity Australia Mid/Small Blend 4.55% 41.42% 14.39%
SGH Emerging Companies ETL0118AU starstarstarstar Equity Australia Mid/Small Growth -0.31% 41.35% 15.35%
OC Micro - Capital OPS0004AU starstarstarstarstar Equity Australia Mid/Small Blend 2.42% 41.22% 18.18%
Zurich Investments Concentrated Global Growth ZUR0617AU starstarstarstarstar Equity World Large Growth 4.94% 41.13% 22.29%
Evans and Partners International Fund ETL0390AU starstarstarstarstar Equity World Large Blend 2.81% 39.91% 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.

FAQs

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.