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InvestSMART Diversified Portfolios Returns* Download
Since Inception Inception dates vary 1 Mth 3 Mth Prospectus or PDS (PDF) Latest
Report
International Equities
Inception 24 Oct 2014
25.52% 4.79% 5.64% Download the prospectus for this fund Download latest report
High Growth
Inception 27 Oct 2014
15.27% 4.09% 2.40% Download the prospectus for this fund Download latest report
Growth
Inception 24 Oct 2014
14.23% 3.64% 2.20% Download the prospectus for this fund Download latest report
Balanced
Inception 29 Dec 2014
7.22% 2.89% 1.92% Download the prospectus for this fund Download latest report
Conservative
Inception 29 Dec 2014
5.64% 2.08% 1.51% Download the prospectus for this fund Download latest report
Income
Inception 29 Dec 2014
4.36% 2.31% 1.10% Download the prospectus for this fund Download latest report
* Returns as at 31 Jul 2015 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)
Colonial FirstChoice Investments - PM Capital Global Companies Equity World Large Blend 3.77% 44.14% 38.47% Download the prospectus for this fund
Macquarie Asia New Stars No.1 Equity Asia Pacific w/o Japan 1.35% 44.09% 39.29% Download the prospectus for this fund
Colonial FirstChoice W Inv - PM Capital W Global Companies Equity World Large Blend 2.57% 42.68% 38.61% Download the prospectus for this fund
Platinum Japan Equity Japan -2.1% 42.2% 39% Download the prospectus for this fund
OnePath OA IP - Magellan Global Trust EF/Sel Equity World Large Value 9.42% 39.11% 27.84% Download the prospectus for this fund
PM Capital Global Companies Equity World Large Blend 2.34% 38.44% 35.44% Download the prospectus for this fund
OnePath OA IP - Magellan Global Trust NEF Equity World Large Value 9.25% 37.96% 26.73% Download the prospectus for this fund
Perpetual WFIA - BlackRock Global Sml Capl Equity World Mid/Small 8.4% 36.86% 34.16% Download the prospectus for this fund
Acadian Wholesale Global Equity Long Short Equity World Large Value 3.17% 36.76% 30.52% Download the prospectus for this fund
Colonial FirstChoice W Inv - Magellan W Global Equity World Large Blend 3.02% 36.51% 27.19% Download the prospectus for this fund
Magellan Global Equity World Large Blend 2.99% 36.13% 27.26% Download the prospectus for this fund
Colonial FirstChoice Investments - Acadian Global Equity LS Equity World Large Value 3.03% 35.78% 29.61% Download the prospectus for this fund
BT Japanese Share Retail Equity Japan 1.4% 35.54% 24.59% Download the prospectus for this fund
Colonial FirstChoice Investments - Magellan Global Equity World Large Blend 2.97% 35.53% 26.22% Download the prospectus for this fund
IFP Global Franchise Equity World Large Blend 2.31% 34.96% 25.68% Download the prospectus for this fund
OnePath OA IP - MFS Global Equity EF Equity World Large Growth 8.14% 34.78% 29.73% Download the prospectus for this fund
Fidelity China Equity Greater China -18.75% 34.67% 26.48% Download the prospectus for this fund
OnePath OA IP - BlackRock Sci International Equity EF Equity World Large Blend 6.58% 34.63% 29.3% Download the prospectus for this fund
BlackRock W Global Small Capital Equity World Mid/Small 1.5% 34.26% 34.52% Download the prospectus for this fund
Perpetual WFIA - MFS Global Equity Equity World Large Growth 7.62% 33.9% 28.88% Download the prospectus for this fund
OnePath OA IP - MFS Global Equity NE Equity World Large Growth 7.98% 33.73% 28.66% Download the prospectus for this fund
Generation Wholesale Global Share Equity World Large Growth -0.22% 32.67% 28.48% Download the prospectus for this fund
Colonial FirstChoice Investments - Generation Global Share Equity World Large Growth -0.33% 32.61% 27.92% Download the prospectus for this fund
Invesco Wholesale Global Matrix - Unhedged Equity World Large Blend 5.83% 32.49% 29.05% Download the prospectus for this fund
OnePath OA IP - Vanguard International Share Index EF Equity World Large Blend 6.96% 31.96% 27.89% 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