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
Inception 1 Jul 2015
14.280.00% 1.11% 2.86% Download the prospectus for this fund Download latest report
Intelligent Investor Growth
Inception 1 Jul 2015
12.470.00% 0.92% 3.08% Download the prospectus for this fund Download latest report
InvestSMART International Equities
Inception 24 Oct 2014
10.90.00% -2.54% 4.31% Download the prospectus for this fund Download latest report
InvestSMART Core Growth
Inception 24 Oct 2014
7.370.00% -1.25% 0.85% Download the prospectus for this fund Download latest report
InvestSMART Property
Inception 23 Dec 2015
4.70.00% -5.05% -4.03% Download the prospectus for this fund Download latest report
InvestSMART Diversified Income
Inception 29 Dec 2014
4.240.00% -0.60% -0.53% Download the prospectus for this fund Download latest report
InvestSMART Interest Income
Inception 23 Dec 2015
2.290.00% -0.34% 0.74% Download the prospectus for this fund Download latest report
InvestSMART Hybrid Income
Inception 1 Jul 2017
% -% 0.00% Download the prospectus for this fund
* Returns to 30 Jun 2017 after investment & admin fees

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 Type Category Benchmark MER Unit Price (in) Unit Price (out)
Acadian Wholesale Geared Global Equity FSF0891AU Investment Fund Equity World Other MSCI World NR AUD - $0.855 $0.850
CFS FC Inv-Acadian Geared Global Eq FSF0876AU Investment Fund Equity World Other MSCI World NR AUD - $0.661 $0.656
CFS FC W Inv-PM Capital W Glb Companies FSF0798AU Investment Fund Equity World Large Blend MSCI World Ex Australia NR AUD 3.33 $1.236 $1.230
CFS FC Inv-PM Capital Glb Companies FSF0813AU Investment Fund Equity World Large Blend MSCI World Ex Australia NR AUD 4.96 $1.250 $1.244
Platinum Unhedged Fund PLA0006AU Investment Fund Equity World Large Value MSCI World Ex Australia NR AUD 1.54 $1.576 $1.568
Schroder Asia Pacific SCH0006AU Investment Fund Equity Asia Pacific w/o Japan MSCI AC Asia Ex Japan NR AUD 0.95 $2.301 $2.285
Invesco WS Gbl Opportunities Hgd-Class R GTU0098AU Investment Fund Equity World - Currency Hedged Vanguard Intl Shares Index Hdg AUD TR - $0.697 $0.692
Invesco WS Gbl Opportunities Hgd-Class A GTU0008AU Investment Fund Equity World - Currency Hedged Vanguard Intl Shares Index Hdg AUD TR 1.08 $0.709 $0.705
Platinum European Fund PLA0001AU Investment Fund Equity Europe MSCI Europe NR AUD 1.54 $3.408 $3.391
Platinum International Brands Fund PLA0100AU Investment Fund Equity World Large Blend MSCI World Ex Australia NR AUD 1.54 $2.442 $2.430
Forager International Shares FHT0032AU Investment Fund Equity World Large Blend MSCI World Ex Australia NR AUD - $1.565 $1.559
PM Capital Australian Opportunities PMC0101AU Investment Fund Equity Australia Large Blend S&P/ASX 200 TR AUD 1.09 $1.985 $1.975
AMP Gen-CFS Geared Australian Share NMF0004AU Investment Fund Equity Australia Large Geared S&P/ASX 200 TR AUD 2.92 $0.723 $0.716
Forager Wholesale Value WPC0003AU Investment Fund Equity Australia Mid/Small Value S&P/ASX Small Ordinaries TR AUD 1.03 $1.471 $1.464
BlackRock WS Hedged Global Small Capital MAL0135AU Investment Fund Equity World - Currency Hedged Vanguard Intl Shares Index Hdg AUD TR 1.3 - $0.543
Antipodes Global Fund - Long Only I IOF0080AU Investment Fund Equity World Large Growth MSCI World Ex Australia NR AUD 1.25 $0.909 $0.904
BlackRock P Invs Hedged Global Sm Cap MAL0131AU Investment Fund Equity World - Currency Hedged Vanguard Intl Shares Index Hdg AUD TR 1.65 - $0.562
Martin Currie Global Emerging Markets ETL0201AU Investment Fund Equity Emerging Markets MSCI EM NR AUD - $1.445 $1.439
BT Wholesale Geared Imputation RFA0130AU Investment Fund Equity Australia Large Geared S&P/ASX 200 TR AUD 1.17 $0.953 $0.945
BT PPSI-BT WS Geared Imputation WFS0367AU Investment Fund Equity Australia Large Geared S&P/ASX 200 TR AUD - $0.953 $0.945
Fidelity China FID0011AU Investment Fund Equity Greater China MSCI AC Golden Dragon NR AUD 1.2 $31.863 $31.610
BlackRock Hedged Global Small Capital MAL0127AU Investment Fund Equity World - Currency Hedged Vanguard Intl Shares Index Hdg AUD TR 2.1 - $0.524
BT WE Lazard Glbl Listed Infrastructure WFS0447AU Investment Fund Infrastructure - Global S&P Global Infrastructure NR Hdg AUD - $1.597 $1.588
Premium Asia MAQ0635AU Investment Fund Equity Asia Pacific w/o Japan MSCI AC Asia Ex Japan NR AUD - $1.281 $1.275
BT Geared Imputation Fund (Retail) RFA0062AU Investment Fund Equity Australia Large Geared S&P/ASX 200 TR AUD - $0.662 $0.657

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