Log in
Get Started
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 pack
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 pack

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 Returns
3 Mth. 1 Yr. 3 Yr.
Colonial FirstChoice - Baillie Gifford Wholesale LT Global Growth FSF1201AU starstarstarstarstar Equity World Large Growth 4.44% 72.21% 37.72%
Colonial FirstChoice Investments - Baillie Gifford LT Global Growth FSF1207AU starstarstarstarstar Equity World Large Growth 4.42% 71.48% 36.70%
OC Micro - Capital OPS0004AU starstarstarstarstar Equity Australia Mid/Small Blend 7.51% 57.66% 21.96%
Perpetual Global Innovation Share PER1547AU starstarstarstarstar Equity World Large Blend 4.43% 51.97% 28.31%
Lennox Australian Microcap Fund HOW1289AU starstarstarstar Equity Australia Mid/Small Blend 1.89% 51.74% 19.27%
T. Rowe Price Global Equity (Hedged) ETL0312AU starstarstarstarstar Equity World - Currency Hedged 7.80% 43.81% 16.65%
Lakehouse Small Companies Fund OMF6696AU starstarstarstarstar Equity Australia Mid/Small Growth 4.43% 43.11% 23.00%
Lakehouse Global Growth Fund OMF1140AU starstarstarstarstar Equity World Large Growth 2.34% 42.47% 28.35%
Australian Ethical Emerging Companies Wholesale AUG0027AU starstarstarstarstar Equity Australia Mid/Small Blend 3.83% 41.94% 24.44%
Australian Ethical Emerging Companies AUG0026AU starstarstarstarstar Equity Australia Mid/Small Blend 3.70% 41.09% 23.67%
Hyperion Global Growth Companies B WHT8435AU starstarstarstarstar Equity World Large Growth 2.01% 40.62% 27.63%
Ellerston Australian MicroCap Fund ECL0984AU starstarstarstar Equity Australia Mid/Small Blend 4.12% 40.09% 19.92%
Hyperion Global Growth Companies A WHT0070AU starstarstarstarstar Equity World Large Growth 1.49% 37.98% 25.58%
Capital Group New Perspective Hedged (AU) CIM0008AU starstarstarstarstar Equity World - Currency Hedged 6.73% 37.74% 15.71%
Arrowstreet Global Equity Hedged MAQ0079AU starstarstarstarstar Equity World - Currency Hedged 13.05% 37.38% 11.55%
Loftus Peak Global Disruption MMC0110AU starstarstarstarstar Equity World Large Growth 3.20% 37.13% 23.07%
Bennelong Emerging Companies Fund BFL3779AU starstarstarstar Equity Australia Mid/Small Blend 10.83% 37.02% 27.24%
OnePath OneAnswer - Frontier Investment Portfolio - Arrowstreet Global Equities Hedged MMF1470AU starstarstarstar Equity World - Currency Hedged 12.91% 36.98% 11.43%
Colonial Managed Investment Funds - Global Tech & Comm FSF0144AU starstarstarstar Equity Global Technology 3.56% 36.51% 24.63%
Platinum International Brands Fund PLA0100AU starstarstarstar Equity World Large Blend 11.81% 36.43% 12.72%
Platinum Asia PLA0004AU starstarstarstar Equity Asia Pacific w/o Japan 8.44% 36.38% 12.93%
ETFS Morningstar Global Technology ETF starstarstarstarstar Equity Global Technology 3.32% 35.85% 25.63%
Hyperion Small Growth Companies BNT0101AU starstarstarstarstar Equity Australia Mid/Small Growth -0.60% 35.33% 19.65%
Platinum Asia ETF starstarstarstar Equity Asia Pacific w/o Japan 8.37% 35.21% 12.84%
Platinum Asia P PLA9999AU starstarstarstar Equity Asia Pacific w/o Japan 8.35% 34.99% 12.73%

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

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.