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 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.
Colonial FirstChoice - Baillie Gifford Wholesale LT Global Growth FSF1201AU starstarstarstarstar Equity World Large Growth 26.52% 90.91% 36.44%
Colonial FirstChoice Investments - Baillie Gifford LT Global Growth FSF1207AU starstarstarstarstar Equity World Large Growth 26.40% 89.34% 35.25%
BetaShares Global Gold Miners ETF - Currency Hedged starstarstarstar Equity Global Resources 21.24% 51.30% 24.14%
BetaShares NASDAQ 100 ETF starstarstarstarstar Equity North America 13.80% 43.92% 29.94%
Perpetual Global Innovation Share PER1547AU starstarstarstarstar Equity World Large Blend 12.88% 43.20% 26.02%
Hyperion Global Growth Companies B WHT8435AU starstarstarstarstar Equity World Large Growth 23.24% 38.89% 31.47%
Hyperion Global Growth Companies A WHT0070AU starstarstarstarstar Equity World Large Growth 22.59% 37.55% 29.67%
Loftus Peak Global Disruption MMC0110AU starstarstarstarstar Equity World Large Growth 13.01% 37.16% 24.26%
BT Technology Retail BTA0127AU starstarstarstarstar Equity Global Technology 10.98% 35.26% 28.71%
Colonial Managed Investment Funds - Global Tech & Comm FSF0144AU starstarstarstar Equity Global Technology 12.62% 34.94% 24.44%
Ellerston Australian MicroCap Fund ECL0984AU starstarstarstar Equity Australia Mid/Small Blend 25.40% 34.07% 19.99%
CC Marsico Global Fund - Institutional Class CHN0001AU starstarstarstarstar Equity World Large Growth 11.25% 32.38% 24.52%
OC Micro - Capital OPS0004AU starstarstarstarstar Equity Australia Mid/Small Blend 25.92% 31.39% 21.87%
CC Marsico Global Fund - Retail Class CHN0002AU starstarstarstar Equity World Large Growth 10.48% 30.07% 23.40%
BetaShares CPS - Global Growth Fund BSC0004AU starstarstarstar Equity World Large Growth 7.10% 29.57% 22.34%
Market Vectors Gold Miners ETF starstarstarstarstar Equity Global Resources 10.57% 29.48% 23.31%
T. Rowe Price Global Equity (Hedged) ETL0312AU starstarstarstarstar Equity World - Currency Hedged 17.26% 28.23% 15.47%
BetaShares Global Sstnbty Leaders ETF starstarstarstarstar Equity World Large Growth 6.18% 27.82% 23.49%
ChinaAMC China Opportunities Fund SLT0065AU starstarstarstarstar Equity Greater China 12.84% 26.60% 11.21%
Capital Group New Perspective Hedged (AU) CIM0008AU starstarstarstarstar Equity World - Currency Hedged 19.16% 26.09% 14.58%
Hyperion Australian Growth Companies BNT0003AU starstarstarstarstar Equity Australia Large Growth 17.22% 26.01% 18.88%
T. Rowe Price Wholesale Plus Global Equity BTA0538AU starstarstarstarstar Equity World Large Growth 8.40% 25.42% 21.16%
Hyperion Small Growth Companies BNT0101AU starstarstarstarstar Equity Australia Mid/Small Growth 14.26% 25.41% 20.07%
Colonial FirstChoice - T. Rowe Price Wholesale Global Equity FSF0481AU starstarstarstarstar Equity World Large Blend 7.42% 24.61% 20.45%
T. Rowe Price Global Equity I ETL0071AU starstarstarstarstar Equity World Large Growth 7.71% 24.44% 20.59%

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.

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.