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
InvestSMART Property Model
Inception 23 Dec 2015
14.38% 3.63% 9.19% Download the prospectus for this fund Download latest report
Intelligent Investor Growth Model
Inception 1 Jul 2015
13.15% -4.11% 3.62% Download the prospectus for this fund Download latest report
Intelligent Investor Equity Income Model
Inception 1 Jul 2015
12.29% -4.07% 3.36% Download the prospectus for this fund Download latest report
InvestSMART International Equities Model
Inception 24 Oct 2014
9.40% -4.54% 2.46% Download the prospectus for this fund Download latest report
InvestSMART Growth Model
Inception 24 Oct 2014
6.82% -2.41% 3.21% Download the prospectus for this fund Download latest report
InvestSMART High Growth Model
Inception 27 Oct 2014
6.62% -2.65% 3.14% Download the prospectus for this fund Download latest report
InvestSMART Income Model
Inception 29 Dec 2014
4.99% 0.17% 3.53% Download the prospectus for this fund Download latest report
InvestSMART Balanced Model
Inception 29 Dec 2014
4.34% -1.43% 2.75% Download the prospectus for this fund Download latest report
InvestSMART Conservative Model
Inception 29 Dec 2014
4.33% -0.63% 2.34% Download the prospectus for this fund Download latest report
InvestSMART Fixed Income Model
Inception 23 Dec 2015
2.86% 0.60% 1.86% Download the prospectus for this fund Download latest report
* Returns from 30 Jun 2016 before expenses and fees

Top performing managed 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 Morningstar rating Sector 3 Mth 1 Yr 3 Yr Download Prospectus or PDS (PDF)
Macquarie Australian Small Companies starstarstarstar Equity Australia Mid/Small Growth 11% 50.53% 24.22% Download the prospectus for this fund
Terra Capital - Natural Resource Fund starstarstar Equity Global Resources 27.14% 45.75% 34.96% Download the prospectus for this fund
Microequities Deep Value Microcap starstarstarstarstar Equity Australia Mid/Small Value 6.63% 37.02% 24.18% Download the prospectus for this fund
Spheria Australian Smaller Companies starstarstarstar Equity Australia Mid/Small Growth 8.23% 36.84% 14.63% Download the prospectus for this fund
Ausbil MicroCap starstarstarstarstar Equity Australia Mid/Small Blend 2.95% 27.51% 30.09% Download the prospectus for this fund
CFS Wholesale Developing Companies starstarstarstar Equity Australia Mid/Small Growth 5.92% 25.96% 17.02% Download the prospectus for this fund
OnePath OA IP-Optimix Property Sec EF starstarstar Equity Australia Real Estate 11.46% 24.3% 16.71% Download the prospectus for this fund
APN AREIT starstarstarstarstar Equity Australia Real Estate 9.06% 24.24% 18.67% Download the prospectus for this fund
CFS Wholesale Index Property Securities starstarstarstar Equity Australia Real Estate 9.15% 24.12% 18.19% Download the prospectus for this fund
CFS FC W Inv-Ironbark W Property Sec starstarstar Equity Australia Real Estate 8.6% 24.06% 17.34% Download the prospectus for this fund
Macquarie Master Property Securities starstarstar Equity Australia Real Estate 9.22% 24% 17.55% Download the prospectus for this fund
BT Property Securities W starstarstarstar Equity Australia Real Estate 9.39% 23.81% 17.71% Download the prospectus for this fund
APN Property for Income starstarstarstar Equity Australia Real Estate 8.03% 23.64% 17.66% Download the prospectus for this fund
Vanguard Index Australian Property Secs starstarstar Equity Australia Real Estate 9.06% 23.62% 17.61% Download the prospectus for this fund
APN Property for Income No. 2 starstarstarstar Equity Australia Real Estate 7.91% 23.61% 17.76% Download the prospectus for this fund
Zurich Investments Aus Property Secs starstarstarstarstar Equity Australia Real Estate 8.96% 23.4% 18.36% Download the prospectus for this fund
CFS Wholesale Property Securities starstarstar Equity Australia Real Estate 8.71% 23.39% 17.61% Download the prospectus for this fund
CFS FC Inv-CFS Index Property Sec starstarstar Equity Australia Real Estate 8.98% 23.24% 17.35% Download the prospectus for this fund
Antares Prof Listed Property starstarstarstar Equity Australia Real Estate 8.79% 23.08% 17.2% Download the prospectus for this fund
FirstChoice WS Property Securities starstarstar Equity Australia Real Estate 8.79% 23.07% 17.92% Download the prospectus for this fund
CFS FC W Inv-BT W Property Investment starstarstarstar Equity Australia Real Estate 9.19% 23.05% 17.15% Download the prospectus for this fund
OnePath OA IP-Vangard Prp Sec Index EF starstarstar Equity Australia Real Estate 8.73% 22.7% 16.75% Download the prospectus for this fund
CFS FC-APN Wholesale AREIT starstarstar Equity Australia Real Estate 7.65% 22.5% 17.7% Download the prospectus for this fund
BT Property Secs Retail starstarstar Equity Australia Real Estate 9.08% 22.4% 16.37% Download the prospectus for this fund
AMP Gen-BlackRock Prop Securities Ind starstarstar Equity Australia Real Estate 8.68% 22.3% 16.58% Download the prospectus for this fund

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund