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
Regal Australian Small Companies Fund RGL0004AU starstarstarstarstar Equity Australia Mid/Small Blend
Macquarie Small Companies MAQ0088AU starstarstarstar Equity Australia Mid/Small Growth
Macquarie Master Small Companies MAQ0085AU starstarstarstar Equity Australia Mid/Small Growth
Macquarie Australian Small Companies MAQ0454AU starstarstarstar Equity Australia Mid/Small Growth
Hyperion Global Growth Companies B WHT8435AU starstarstarstarstar Equity World Large Growth
Ausbil MicroCap AAP0007AU starstarstarstarstar Equity Australia Mid/Small Blend
Eley Griffiths Group Small Companies EGG0001AU starstarstarstar Equity Australia Mid/Small Growth
OC Micro - Capital OPS0004AU starstarstarstarstar Equity Australia Mid/Small Blend
Colonial Wholesale Geared Share FSF0043AU starstarstarstarstar Equity Australia Large Geared
Ausbil Australian Geared Equity AAP0002AU starstarstarstar Equity Australia Large Geared
Selector Australian Equities DDH0002AU starstarstarstar Equity Australia Mid/Small Growth
BetaShares NASDAQ 100 ETF starstarstarstarstar Equity North America
Colonial FirstChoice Investments - Colonial Geared Share FSF0264AU starstarstarstar Equity Australia Large Geared
Fidelity Future Leaders FID0026AU starstarstarstarstar Equity Australia Mid/Small Blend
Bennelong Concentrated Australian Equities BFL0002AU starstarstarstarstar Equity Australia Large Growth
Colonial FirstChoice Investments - Bennelong ex-20 Australian Equities FSF1688AU starstarstarstar Equity Australia Mid/Small Growth
Colonial FirstChoice Wholesale Investment - Bennelong ex-20 Wholesale Australian Equities FSF1697AU starstarstarstarstar Equity Australia Mid/Small Growth
Regal Australian Long Short Equity RGL0002AU starstarstarstarstar Equity Australia Large Blend
Acadian Wholesale Geared Global Equity FSF0891AU starstarstarstarstar Equity World Other
Regal Long Short Australian Equity AMR0006AU starstarstarstarstar Equity Australia Large Blend
AMP - Generations - Colonial Geared Australian Share NMF0004AU starstarstarstar Equity Australia Large Geared
William Blair Global Leaders ETL0388AU starstarstarstar Equity World Large Growth
UBS Australian Small Companies Fund UBS0004AU starstarstarstar Equity Australia Mid/Small Blend
Bennelong Australian Equities BFL0001AU starstarstarstar Equity Australia Large Growth
SGH Emerging Companies ETL0118AU starstarstarstar Equity Australia Mid/Small Growth

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
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Helpful information

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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.