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
Hyperion Global Growth Companies B WHT8435AU starstarstarstarstar Equity World Large Growth
iShares S&P Small - Capital ETF starstarstarstarstar Equity North America
Regal Australian Small Companies Fund RGL0004AU starstarstarstar Equity Australia Mid/Small Blend
Acadian Wholesale Geared Global Equity FSF0891AU starstarstarstarstar Equity World Other
Colonial FirstChoice Investments - Acadian Geared Global Equities FSF0876AU starstarstarstarstar Equity World Other
Pengana High Conviction Equities HHA0020AU starstarstarstarstar Multisector Aggressive
THB US Micro Capital ETL0413AU starstarstarstar Equity North America
BetaShares NASDAQ 100 ETF starstarstarstarstar Equity North America
BetaShares Geared US Equities - Currency Hedged starstarstarstarstar Equity World - Currency Hedged
AMP - Generations - Colonial Geared Australian Share NMF0004AU starstarstarstar Equity Australia Large Geared
Ausbil Australian Geared Equity AAP0002AU starstarstarstar Equity Australia Large Geared
Colonial Wholesale Geared Share FSF0043AU starstarstarstar Equity Australia Large Geared
William Blair Global Leaders ETL0388AU starstarstarstarstar Equity World Large Growth
Selector Australian Equities DDH0002AU starstarstarstar Equity Australia Mid/Small Growth
Macquarie Small Companies MAQ0088AU starstarstarstarstar Equity Australia Mid/Small Growth
Colonial FirstChoice Investments - Colonial Geared Share FSF0264AU starstarstarstar Equity Australia Large Geared
Macquarie Master Small Companies MAQ0085AU starstarstarstar Equity Australia Mid/Small Growth
Macquarie Australian Small Companies MAQ0454AU starstarstarstarstar Equity Australia Mid/Small Growth
Ausbil MicroCap AAP0007AU starstarstarstarstar Equity Australia Mid/Small Blend
Acadian Wholesale Global Equity Long Short FSF0788AU starstarstarstarstar Equity World Large Value
Colonial FirstChoice Investments - Acadian Global Equity Long/Short FSF0875AU starstarstarstarstar Equity World Large Value
Flinders Emerging Companies A ETL0444AU starstarstarstar Equity Australia Mid/Small Growth
Hyperion Small Growth Companies BNT0101AU starstarstarstar Equity Australia Mid/Small Growth
Fidelity Future Leaders FID0026AU starstarstarstar Equity Australia Mid/Small Blend
Nikko AM Global Share SUN0031AU starstarstarstarstar Equity World Large Blend

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 cannot 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.

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.