Top Performers
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 |
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Intelligent Investor Growth Model Inception 1 Jul 2015 |
21.50% | 2.29% | 6.40% |
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Intelligent Investor Equity Income Model Inception 1 Jul 2015 |
20.00% | 2.89% | 5.69% |
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InvestSMART Property Model Inception 23 Dec 2015 |
17.23% | -2.61% | 6.17% |
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InvestSMART International Equities Model Inception 24 Oct 2014 |
11.48% | 1.38% | 0.44% |
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InvestSMART High Growth Model Inception 27 Oct 2014 |
8.45% | 0.02% | 1.58% |
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InvestSMART Growth Model Inception 24 Oct 2014 |
8.34% | -0.02% | 1.60% |
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InvestSMART Income Model Inception 29 Dec 2014 |
6.00% | -0.27% | 2.64% |
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InvestSMART Balanced Model Inception 29 Dec 2014 |
5.77% | 0.15% | 1.59% |
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InvestSMART Conservative Model Inception 29 Dec 2014 |
5.25% | 0.17% | 1.57% |
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InvestSMART Fixed Income Model Inception 23 Dec 2015 |
4.14% | 0.55% | 1.86% |
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| * Returns from 31 Aug 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) |
|---|---|---|---|---|---|---|
| Terra Capital - Natural Resource Fund |  |
Equity Global Resources | 10.84% | 87.23% | 27.2% |
|
| Macquarie Australian Small Companies | |
Equity Australia Mid/Small Growth | 6.28% | 56.72% | 20.55% |
|
| Microequities Deep Value Microcap | |
Equity Australia Mid/Small Value | 13.12% | 40.13% | 25.33% |
|
| Spheria Australian Smaller Companies | |
Equity Australia Mid/Small Growth | 0.04% | 36.32% | 11.62% |
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| CFS Wholesale Developing Companies | |
Equity Australia Mid/Small Growth | 16.81% | 35.55% | 17.82% |
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| Ausbil MicroCap | |
Equity Australia Mid/Small Blend | 5.17% | 34.87% | 26.8% |
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| Forager Wholesale Value | |
Equity Australia Mid/Small Value | 7.71% | 32.39% | 15.56% |
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| Selector Australian Equities | |
Equity Australia Mid/Small Growth | 6.67% | 28.11% | 16.07% |
|
| OnePath OA IP-Optimix Property Sec EF | |
Equity Australia Real Estate | 6.88% | 28.09% | 18.35% |
|
| Celeste Australian Small Companies | |
Equity Australia Mid/Small Blend | 19.34% | 27.69% | 4.23% |
|
| CFS Wholesale Small Companies-Core | |
Equity Australia Mid/Small Blend | 8.72% | 27.59% | 17.04% |
|
| FirstChoice WS Aus Small Companies | |
Equity Australia Mid/Small Growth | 8.72% | 27.26% | 12.23% |
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| UBS Property Securities | |
Equity Australia Real Estate | 7.79% | 27.15% | 19.3% |
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| CFS FC W Inv-Ironbark W Property Sec | |
Equity Australia Real Estate | 8.1% | 27.14% | 19.46% |
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| Zurich Investments Aus Property Secs | |
Equity Australia Real Estate | 7% | 26.71% | 19.76% |
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| OnePath OA IP-OP Emerging Companies EF | |
Equity Australia Mid/Small Growth | 4.43% | 26.45% | 11.26% |
|
| CFS FC Inv-FirstChoice Aus Small Co | |
Equity Australia Mid/Small Growth | 8.48% | 26.18% | 11.31% |
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| CFS FC Inv-Ironbark Property Sec | |
Equity Australia Real Estate | 7.83% | 25.97% | 18.39% |
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| Macquarie Master Property Securities | |
Equity Australia Real Estate | 6.55% | 25.77% | 19.44% |
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| BT Property Securities W | |
Equity Australia Real Estate | 6.67% | 25.73% | 19.46% |
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| APN AREIT | |
Equity Australia Real Estate | 5.41% | 25.65% | 19.06% |
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| Ironbark Karara Australian Small Comp | |
Equity Australia Mid/Small Blend | 4.18% | 25.63% | 10.91% |
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| FirstChoice WS Property Securities | |
Equity Australia Real Estate | 6.37% | 25.52% | 19.43% |
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| Lincoln Retail Australian Growth | |
Equity Australia Large Growth | 7.22% | 25.46% | 11.77% |
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| CFS Wholesale Index Property Securities | |
Equity Australia Real Estate | 6.01% | 25.42% | 19.53% |
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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
