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.

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
Market Vectors Gold Miners ETF starstarstarstarstar Equity Global Resources 42.63% 73.35% 10.01%
Regal Australian Small Companies Fund RGL0004AU starstarstarstarstar Equity Australia Mid/Small Blend 16.84% 41.29% 17.92%
VanEck Vectors Australian Property ETF starstarstarstarstar Equity Australia Real Estate 8.78% 26.80% 11.89%
Evans and Partners International Fund ETL0390AU starstarstarstarstar Equity World Large Blend 13.70% 26.40% 16.74%
AMP Capital - Property Securities AMP0697AU starstarstarstar Equity Australia Real Estate 9.56% 25.37% 10.32%
UBS Property Securities Fund SBC0816AU starstarstarstarstar Equity Australia Real Estate 9.43% 25.33% 10.62%
AMP Capital - Listed Property Trusts A AMP0255AU starstarstarstar Equity Australia Real Estate 9.43% 24.72% 9.86%
Pendal Wholesale Plus Property Securities BTA0540AU starstarstarstarstar Equity Australia Real Estate 10.27% 23.68% 10.32%
4D Global Infrastructure BFL0019AU starstarstarstar Infrastructure - Global 5.34% 23.25% 13.00%
Macquarie Property Securities MAQ0054AU starstarstarstarstar Equity Australia Real Estate 8.93% 23.15% 10.91%
BT Personal Portfolio Service Investment - Macquarie Wholesale Property Securities WFS0261AU starstarstarstarstar Equity Australia Real Estate 8.93% 23.15% 10.91%
Magellan Infrastructure (Unhedged) MGE0006AU starstarstarstarstar Infrastructure - Global 8.92% 23.12% 14.04%
BT Personal Portfolio Service Investment - Macquarie Mas Property Securities WFS0298AU starstarstarstarstar Equity Australia Real Estate 8.90% 23.07% 10.86%
Macquarie Master Property Securities MAQ0063AU starstarstarstarstar Equity Australia Real Estate 8.90% 23.07% 10.86%
Macquarie Wholesale Property Securities MAQ0287AU starstarstarstarstar Equity Australia Real Estate 8.88% 22.89% 10.80%
Legg Mason Martin Currie Real Income A SSB0026AU starstarstarstarstar Equity Australia Other 9.57% 22.78% 11.30%
True Index Global Infrastructure Securities MAQ0831AU starstarstarstarstar Infrastructure - Global 7.69% 22.70% 13.74%
CFML Colonial Infrastructure NRM0036AU starstarstarstarstar Infrastructure - Global 7.89% 22.52% 13.41%
Zurich Investments Concentrated Global Growth ZUR0617AU starstarstarstarstar Equity World Large Growth 10.85% 22.50% 21.64%
Colonial FirstChoice - Pendal Wholesale Property Investment FSF0503AU starstarstarstar Equity Australia Real Estate 9.68% 22.37% 9.32%
SGH Emerging Companies ETL0118AU starstarstarstar Equity Australia Mid/Small Growth 1.30% 22.26% 11.94%
Dimensional Global Real Estate Trust DFA0005AU starstarstarstarstar Equity Global Real Estate 8.99% 21.52% 9.46%
AMP Capital - Global Infrastructure Securities Unhedged ETF starstarstarstar Infrastructure - Global 7.38% 21.25% 12.34%
Advance Property Securities Wholesale ADV0052AU starstarstarstar Equity Australia Real Estate 11.81% 20.67% 9.57%
Australian Ethical Emerging Companies Whsle AUG0027AU starstarstarstarstar Equity Australia Mid/Small Blend 9.42% 20.44% 13.30%

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 cannot 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

Still deciding if InvestSMART is right for you? These frequently asked questions may help.

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.