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
14.73% 0.22% 1.56% Download the prospectus for this fund Download latest report
Intelligent Investor Growth Model
Inception 1 Jul 2015
12.53% -1.77% -1.66% Download the prospectus for this fund Download latest report
InvestSMART International Equities Model
Inception 24 Oct 2014
10.71% 1.51% 4.94% Download the prospectus for this fund Download latest report
InvestSMART Property Model
Inception 23 Dec 2015
9.27% 3.68% 5.03% Download the prospectus for this fund Download latest report
InvestSMART Core Growth
Inception 24 Oct 2014
8.12% 1.55% 4.16% Download the prospectus for this fund Download latest report
InvestSMART Diversified Income Model
Inception 29 Dec 2014
4.89% 1.16% 2.81% Download the prospectus for this fund Download latest report
InvestSMART Fixed Income Model
Inception 23 Dec 2015
2.06% 0.27% 0.85% Download the prospectus for this fund Download latest report
* Returns from 31 Mar 2017 before expenses and fees

Top performing investment fund

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 Type Category Benchmark MER Unit Price (in) Unit Price (out)
Ausbil Australian Geared Equity AAP0002AU Investment Fund Equity Australia Large Geared S&P/ASX 200 TR AUD - $0.715 $0.711
Cromwell Phoenix Opportunities Fund CRM0028AU Investment Fund Equity Australia Mid/Small Value S&P/ASX Small Ordinaries TR AUD - $1.986 $1.966
AMP Gen-CFS Geared Australian Share NMF0004AU Investment Fund Equity Australia Large Geared S&P/ASX 200 TR AUD 2.92 $0.755 $0.747
CFS Wholesale Geared Share FSF0043AU Investment Fund Equity Australia Large Geared S&P/ASX 200 TR AUD 1.05 $4.341 $4.304
Fiducian Geared Australian Shares FPS0011AU Investment Fund Equity Australia Large Geared S&P/ASX 200 TR AUD 1.1 $1.310 $1.300
AMP Capital Specialist Geared Aus Shr AMP0968AU Investment Fund Equity Australia Large Geared S&P/ASX 200 TR AUD - $1.337 $1.323
Acadian Wholesale Geared Global Equity FSF0891AU Investment Fund Equity World Other MSCI World NR AUD - $0.927 $0.921
AMP Specialist Geared Australian Share A AMP0969AU Investment Fund Equity Australia Large Geared S&P/ASX 200 TR AUD - $0.974 $0.964
BT Wholesale Geared Imputation RFA0130AU Investment Fund Equity Australia Large Geared S&P/ASX 200 TR AUD 1.17 $1.095 $1.086
CFS FC Inv-CFS Geared Share FSF0264AU Investment Fund Equity Australia Large Geared S&P/ASX 200 TR AUD 3 $1.338 $1.326
BT Geared Imputation Fund (Retail) RFA0062AU Investment Fund Equity Australia Large Geared S&P/ASX 200 TR AUD - $0.744 $0.738
CFS FC Inv-Acadian Geared Global Eq FSF0876AU Investment Fund Equity World Other MSCI World NR AUD - $0.721 $0.716
Forager International Shares FHT0032AU Investment Fund Equity World Large Blend MSCI World Ex Australia NR AUD - $1.663 $1.657
BetaShares FTSE RAFI Australia 200 ETF Investment Fund Equity Australia Large Blend S&P/ASX 200 TR AUD - - -
Ausbil 130/30 Focus - Retail AAP0008AU Investment Fund Equity Australia Large Growth S&P/ASX 200 TR AUD - $1.442 $1.434
Ausbil 130/30 Focus - Wholesale AAP0003AU Investment Fund Equity Australia Large Growth S&P/ASX 200 TR AUD - $1.554 $1.545
Schroder Equity Opportunities SCH0035AU Investment Fund Equity Australia Large Blend S&P/ASX 200 TR AUD - $1.032 $1.024
iShares S&P Small-Cap (AU) Investment Fund Equity North America MSCI USA NR AUD - - -
Macquarie Australian Equities MAQ0278AU Investment Fund Equity Australia Large Blend S&P/ASX 200 TR AUD 0.77 $1.674 $1.666
Schroder Australian Equity Fund SCH0002AU Investment Fund Equity Australia Large Blend S&P/ASX 200 TR AUD 0.64 $10.531 $10.478
BT Ptnr Aus Share Gr 1 WS BTA0242AU Investment Fund Equity Australia Large Growth S&P/ASX 200 TR AUD 1.03 $1.573 $1.563
Antipodes Asia P IOF0203AU Investment Fund Equity Asia Pacific w/o Japan MSCI AC Asia Ex Japan NR AUD 1.33 $1.291 $1.283
Antipodes Global Fund - Long Only I IOF0080AU Investment Fund Equity World Large Growth MSCI World Ex Australia NR AUD 1.25 $0.949 $0.943
iShares Asia 50 (AU) Investment Fund Equity Asia Pacific w/o Japan MSCI AC Asia Ex Japan NR AUD - - -
PM Capital Australian Opportunities PMC0101AU Investment Fund Equity Australia Large Blend S&P/ASX 200 TR AUD 1.09 $2.041 $2.031

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