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.
NovaPort Smaller Companies Class B HOW0017AU starstarstarstarstar Equity Australia Mid/Small Blend 350.00% 336.15% 99.78%
NovaPort Smaller Companies HOW0016AU starstarstarstarstar Equity Australia Mid/Small Blend 433.33% 312.61% 92.45%
NovaPort Smaller Companies Class I HOW0018AU starstarstarstarstar Equity Australia Mid/Small Blend 320.00% 305.91% 89.21%
Global X Semiconductor ETF starstarstarstarstar Equity Global Technology -5.26% 48.97% 52.38%
Acadian Geared Global Equity FSF0891AU starstarstarstarstar Equity World Other 1.33% 32.68% 43.90%
Colonial FirstChoice Investments - Acadian Geared Global Equity FSF0876AU starstarstarstarstar Equity World Other 1.35% 32.68% 43.85%
iShares Asia 50 ETF (AU) starstarstarstarstar Equity Asia Pacific w/o Japan -6.13% 23.39% 32.37%
Apis Global Long/Short Wholesale HFL0108AU starstarstarstarstar Equity World Long Short -0.90% 27.75% 30.05%
Arrowstreet Global Equity Fund (Hedged) MAQ0079AU starstarstarstarstar Equity World - Currency Hedged 0.93% 22.88% 25.03%
RQI Global Value - Hedged - Class A FSF0975AU starstarstarstar Equity World - Currency Hedged 1.10% 22.68% 23.50%
Colonial FirstChoice Investments - RQI Global Value Hedged FSF0983AU starstarstarstar Equity World - Currency Hedged 1.02% 22.31% 23.13%
Capital Group Global Equity (AU) WHT0044AU starstarstarstar Equity World Large Blend 62.76% 63.46% 22.58%
Realindex Global Shares Fund (Scr) - Class A (Closed) FSF1771AU starstarstarstarstar Equity World Large Value 8.45% 26.73% 22.12%
Acadian Global Equity Long Short - Class A FSF1978AU starstarstarstarstar Equity World Large Value 6.21% 23.74% 21.96%
Barrow Hanley Emerging Markets PER6134AU starstarstarstar Equity Emerging Markets -6.09% 22.91% 21.63%
Acadian Global Equity Long Short FSF0788AU starstarstarstarstar Equity World Large Value 6.10% 23.30% 21.53%
Colonial FirstChoice Investments - Acadian Global Equity Long/Short FSF0875AU starstarstarstarstar Equity World Large Value 6.10% 23.30% 21.51%
Regal Emerging Companies Opports Gen RGL8372AU starstarstarstar Equity Australia Mid/Small Value 6.82% 23.29% 21.07%
AQR Wholesale Managed Futures 7P PER6348AU starstarstarstarstar Alternative - Systematic Trend 6.29% 22.47% 14.96%
Optimix Wholesale Global Shares A LEF0047AU starstarstarstar Equity World Large Blend 6.52% 22.26% 14.78%
AQR Wholesale Managed Futures 1P PER0634AU starstarstarstar Alternative - Systematic Trend 6.25% 22.26% 14.67%
Invesco True Balance A GTU0109AU starstarstarstar Multisector Flexible 6.19% 24.74% 10.56%
Invesco True Balance P GTU8275AU starstarstarstar Multisector Flexible 6.19% 24.75% 10.56%
Aspect Diversified Futures - Class A FSF1086AU starstarstarstar Alternative - Systematic Trend 10.62% 33.14% 7.63%
Aspect Diversified Futures FSF1081AU starstarstarstar Alternative - Systematic Trend 10.54% 32.80% 7.52%

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.