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.
NovaPort Smaller Companies Class B HOW0017AU starstarstarstar Equity Australia Mid/Small Blend 350.00% 336.15% 101.56%
NovaPort Smaller Companies HOW0016AU starstarstarstarstar Equity Australia Mid/Small Blend 433.33% 312.61% 94.19%
Pengana High Conviction Equities B PCL9196AU starstarstarstarstar Equity World Mid/Small 10.74% 38.21% 45.73%
Pengana High Conviction Equities HHA0020AU starstarstarstarstar Equity World Mid/Small 10.04% 37.14% 45.40%
Global X Semiconductor ETF starstarstarstarstar Equity Global Technology 5.53% 73.38% 38.81%
Global X Uranium ETF starstarstarstar Equity Global Resources 7.59% 96.69% 37.33%
Apis Global Long/Short Wholesale HFL0108AU starstarstarstarstar Equity World Long Short 10.86% 58.14% 27.71%
Global X Copper Miners ETF AUD Income starstarstarstar Equity Global Resources 0.21% 77.47% 25.67%
Antipodes Global SMID Fund P WHT1464AU starstarstarstarstar Equity World Mid/Small -2.68% 25.86% 24.77%
Ironbark Apis Global Small Companies DAM7739AU starstarstarstarstar Equity World Mid/Small 10.63% 67.59% 24.28%
Realindex Global Shares Fund (Scr) - Class A (Closed) FSF1771AU starstarstarstarstar Equity World Large Value 8.45% 26.73% 22.12%
Lazard Emerging Markets Equity (I Class) LAZ0003AU starstarstarstarstar Equity Emerging Markets 2.34% 28.68% 21.55%
Regal Australian Small Companies Fund RGL0004AU starstarstarstar Equity Australia Mid/Small Blend -14.65% 32.03% 21.00%
iShares Asia 50 ETF (AU) starstarstarstarstar Equity Asia Pacific w/o Japan 1.06% 34.11% 20.29%
AQR Wholesale Managed Futures 7P PER6348AU starstarstarstarstar Alternative - Systematic Trend 10.79% 27.85% 19.85%
AQR Wholesale Managed Futures 8P PER9072AU starstarstarstar Alternative - Systematic Trend 10.31% 26.78% 19.31%
Global X Battery Tech & Lithium ETF starstarstarstar Equity World Large Blend 4.28% 79.50% 19.27%
SGH Opportunities DMP6133AU starstarstarstar Equity Australia Mid/Small Blend -11.05% 29.90% 18.27%
Regal Emerging Companies Opports Gen RGL8372AU starstarstarstarstar Equity Australia Mid/Small Value -3.50% 32.52% 17.81%
JANA Emerging Markets Share Trust CHN6433AU starstarstarstar Equity Emerging Markets -2.36% 30.18% 17.51%
Schroder Global Value Fund (Hedged) - WC SCH0032AU starstarstarstar Equity World - Currency Hedged 2.49% 28.43% 17.30%
Colonial Janus Henderson Global Natural Res FSF0038AU starstarstarstar Equity Global Resources 11.42% 52.94% 17.06%
Dimensional Australian Value Active ETF starstarstarstarstar Equity Australia Large Value 3.01% 26.94% 15.19%
Armytage Micro Capital Activist ETL3064AU starstarstarstar Equity Australia Mid/Small Value 1.61% 30.72% 14.66%
PM Capital Australian Companies PMC0101AU starstarstarstarstar Equity Australia Large Blend -1.59% 27.32% 8.61%

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.