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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
Regal Australian Small Companies Fund RGL0004AU starstarstarstarstar Equity Australia Mid/Small Blend 1.23% 42.39% 24.00%
Macquarie Small Companies MAQ0088AU starstarstarstar Equity Australia Mid/Small Growth 4.59% 38.90% 27.67%
Macquarie Master Small Companies MAQ0085AU starstarstarstar Equity Australia Mid/Small Growth 4.56% 38.72% 27.47%
Macquarie Australian Small Companies MAQ0454AU starstarstarstar Equity Australia Mid/Small Growth 4.14% 37.15% 27.22%
OC Micro-Cap OPS0004AU starstarstarstarstar Equity Australia Mid/Small Blend -1.61% 33.55% 16.10%
Fidelity China FID0011AU starstarstarstar Equity Greater China -1.75% 28.90% 7.77%
Ausbil MicroCap AAP0007AU starstarstarstarstar Equity Australia Mid/Small Blend -0.25% 28.67% 16.29%
SGH Emerging Companies ETL0118AU starstarstarstar Equity Australia Mid/Small Growth -8.86% 27.91% 26.25%
iShares Asia 50 ETF (AU) starstarstarstarstar Equity Asia Pacific w/o Japan 1.65% 27.37% 11.99%
Legg Mason Martin Currie Emerging Mkts ETL0201AU starstarstarstar Equity Emerging Markets 0.63% 27.36% 12.78%
OC Dynamic Equity OPS0001AU starstarstarstar Equity Australia Mid/Small Blend 0.21% 27.04% 16.12%
Fidelity Future Leaders FID0026AU starstarstarstar Equity Australia Mid/Small Blend 1.87% 26.81% 13.88%
Selector Australian Equities DDH0002AU starstarstarstar Equity Australia Mid/Small Growth 2.52% 25.99% 13.21%
JPMorgan Emerging Markets Opportunities PER0713AU starstarstarstar Equity Emerging Markets -1.89% 25.77% 8.55%
AMP FLI S2-FD Asian Share AMP1408AU starstarstarstar Equity Asia Pacific w/o Japan 1.03% 25.72% 8.92%
Advance Asian Shares Multi-Blend W ADV0083AU starstarstarstar Equity Asia Pacific w/o Japan -0.15% 25.54% 13.07%
iShares MSCI BRIC ETF (AU) starstarstarstar Equity Emerging Markets -2.11% 25.02% 7.32%
AMP Capital Australian Small Companies AMP0577AU starstarstarstar Equity Australia Mid/Small Blend 0.79% 24.37% 14.86%
Platinum Asia PLA0004AU starstarstarstar Equity Asia Pacific w/o Japan -1.52% 24.28% 8.29%
Hyperion Global Growth Companies B WHT8435AU starstarstarstarstar Equity World Large Growth 6.16% 24.28% 17.41%
CFS FC W Inv-Platinum Asia FSF1079AU starstarstarstar Equity Asia Pacific w/o Japan -1.59% 24.21% 8.65%
Platinum International Brands Fund PLA0100AU starstarstarstar Equity World Large Blend 4.33% 24.18% 14.00%
Premium Asia Property MAQ0574AU starstarstarstarstar Miscellaneous -4.89% 24.14% 3.69%
UBS Australian Small Companies Fund UBS0004AU starstarstarstar Equity Australia Mid/Small Blend 0.78% 24.08% 14.08%
AMP Capital Australian Small Companies A AMP0446AU starstarstarstar Equity Australia Mid/Small Blend 0.71% 23.97% 14.50%

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Data shown on this website is sourced by Morningstar
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