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 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.
Ausbil Global Resources AAP5928AU starstarstarstarstar Equity World Long Short 7.58% 25.49% 35.80%
L1 Capital Long Short - Wholesale ETL4912AU starstarstarstar Equity World Long Short 12.15% 31.78% 29.07%
PM Capital Australian Companies PMC0101AU starstarstarstarstar Equity Australia Large Blend 10.12% 22.79% 21.33%
Spheria Australian Microcap WHT0066AU starstarstarstar Equity Australia Mid/Small Blend 2.66% 25.10% 21.15%
Reitway Global Property Portfolio - Inst SLT0057AU starstarstarstarstar Equity Global Real Estate 13.29% 35.86% 20.04%
State Street Global Index Plus Trust SST0010AU starstarstarstar Equity World Large Blend 7.72% 31.54% 19.60%
Reitway Global Property Portfolio SLT0054AU starstarstarstarstar Equity Global Real Estate 13.16% 35.26% 19.53%
BT Wrap Essentials - Ironbark GTP Global Equity Thematic WFS0414AU starstarstarstar Equity World Large Blend 5.21% 32.59% 18.92%
Microequities Value Income PIM9091AU starstarstarstar Equity Australia Mid/Small Value 7.38% 21.74% 18.66%
Acadian Global Equity Long Short - Class A FSF1978AU starstarstarstarstar Equity World Large Value 0.80% 40.49% 18.18%
Acadian Wholesale Global Equity Long Short FSF0788AU starstarstarstarstar Equity World Large Value 0.72% 40.15% 17.91%
Colonial FirstChoice Investments - Acadian Global Equity Long/Short FSF0875AU starstarstarstarstar Equity World Large Value 0.70% 39.95% 17.56%
Aspect Diversified Futures - Class A FSF1086AU starstarstarstar Alternative - Systematic Trend 21.15% 30.94% 13.61%
Aspect Wholesale Diversified Futures FSF1081AU starstarstarstar Alternative - Systematic Trend 21.06% 30.62% 13.40%
Paradice Australian Small Capital Fund B ETL0739AU starstarstarstar Equity Australia Mid/Small Blend 10.93% 23.25% 13.11%
Colonial FirstChoice Investments - Aspect Diversified Futures FSF1084AU starstarstarstar Alternative - Systematic Trend 21.08% 30.62% 13.04%
Frame Futures Fund MSC0001AU starstarstarstar Alternative - Macro Trading -0.85% 23.53% 12.42%
Atlantic Pacific Australian Equity OMF0003AU starstarstarstar Equity Australia Long Short 12.48% 23.63% 11.95%
AMP Capital - Fund International Shares A AMP0682AU starstarstarstar Equity World Large Blend 1.98% 24.30% 11.39%
Lazard Defensive Australian Equity LAZ0022AU starstarstarstar Equity Australia Large Blend 16.95% 28.53% 10.90%
Harvest Lane Asset Management Absolute Pls FHT6993AU starstarstarstar Alternative - Other -1.10% 24.46% 10.08%
Macquarie Global Infrastructure Securities Fund Unhedged A AMP1593AU starstarstarstar Equity Global Infrastructure 5.59% 23.44% 9.12%
Lazard Australian Equity (I Class) LAZ0006AU starstarstarstar Equity Australia Large Value 15.58% 22.27% 7.30%
Lazard Australian Equity (W Class) LAZ0010AU starstarstarstar Equity Australia Large Value 15.54% 22.08% 7.16%
P/E Global FX Alpha Fund MAQ5143AU starstarstarstarstar Alternative - Macro Trading 9.74% 31.60% 6.35%

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. 

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