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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Top performing investment funds

The Top performing managed funds list is determined by the 3 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.
Pengana High Conviction Equities B PCL9196AU starstarstarstar Equity World Mid/Small 10.74% 38.21% 45.73%
Pengana High Conviction Equities HHA0020AU starstarstarstarstar Equity World Mid/Small 10.04% 37.14% 45.40%
VanEck Gold Miners ETF starstarstarstarstar Equity Global Resources 31.41% 121.44% 45.20%
Global X Semiconductor ETF starstarstarstarstar Equity Global Technology 27.82% 52.58% 42.90%
BetaShares Global Gold Miners ETF - Currency Hedged starstarstarstar Equity Global Resources 33.06% 121.83% 40.80%
Colonial Managed Investment Funds - Global Tech & Comm FSF0144AU starstarstarstar Equity Global Technology 10.36% 33.73% 36.62%
Plato Global Alpha A WHT1465AU starstarstarstarstar Equity World Large Blend 8.89% 34.39% 35.35%
BetaShares Video Games and Esports ETF starstarstarstar Equity Global Technology -1.28% 42.02% 32.63%
Antipodes Global SMID Fund P WHT1464AU starstarstarstarstar Equity World Mid/Small 11.15% 33.75% 27.46%
Global X Copper Miners ETF AUD Income starstarstarstar Equity Global Resources 28.70% 52.25% 24.22%
PM Capital Global Companies PMC0100AU starstarstarstarstar Equity World Large Blend 7.96% 34.55% 23.94%
Ellerston Micro Capital Client ECL5380AU starstarstarstar Equity Australia Mid/Small Blend 4.32% 34.11% 23.17%
Lazard Emerging Markets Equity (I Class) LAZ0003AU starstarstarstarstar Equity Emerging Markets 10.63% 35.46% 22.26%
Apis Global Long/Short Wholesale HFL0108AU starstarstarstarstar Equity World Long Short 10.56% 48.63% 21.71%
iShares Asia 50 ETF (AU) starstarstarstar Equity Asia Pacific w/o Japan 13.67% 43.32% 21.64%
Baker Steel Electrum Institutional EVO5929AU starstarstarstar Equity Global Resources 35.23% 44.32% 21.47%
Colonial FirstChoice Investments - PM Capital Global Companies FSF0813AU starstarstarstar Equity World Large Blend 7.66% 33.24% 20.97%
NovaPort Smaller Companies HOW0016AU starstarstarstar Equity Australia Mid/Small Blend -2.78% 35.11% 20.66%
RQI Emerging Markets Value - Class A FSF1101AU starstarstarstarstar Equity Emerging Markets 6.90% 34.92% 19.80%
Contrarius Global Equity Retail ETL4012AU starstarstarstar Equity World Large Blend 22.66% 41.26% 19.69%
Ironbark Apis Global Small Companies DAM7739AU starstarstarstar Equity World Mid/Small 7.48% 44.01% 18.68%
Paradice Australian Small Capital Fund B ETL0739AU starstarstarstar Equity Australia Mid/Small Blend 11.54% 36.25% 17.94%
L1 Capital Long Short - Wholesale ETL4912AU starstarstarstarstar Equity Australia Long Short 14.85% 36.00% 17.32%
L1 Capital Long Short - Daily ETL0490AU starstarstarstar Equity Australia Long Short 14.75% 35.48% 16.96%
Armytage Micro Capital Activist ETL3064AU starstarstarstar Equity Australia Mid/Small Value 16.90% 36.67% 12.87%

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

Portability

At any time, you can terminate the fee arrangement with us and manage the securities yourself. You will have no capital gains tax (CGT) events triggered if you wish to transfer the listed securities held within your PMA to another broking account to self-manage (transfer fees may apply). 

Diversification

You can invest in model portfolios of listed securities covering a range of asset classes such as Australian equities, international equities, listed property and fixed income, combining investment expertise with complete administration of your portfolio including ongoing rebalancing and full tax reporting. 

Capped Investment Fees and low brokerage

Our investment management fees start at just $55 p.a. and capped at $550 p.a. for total investments over $100,000*. You can also benefit from low brokerage costs of $4.40 or 0.088% (whichever is greater on any buys or sells).

See the range of InvestSMART's diversified capped-fee portfolios here.

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.