InvestSMART

Top performing allocated pension managed 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 guide
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 guide

Top performing allocated pension managed 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.
Colonial FirstChoice Wholesale Pension - Acadian Geard Global Equity FSF0862AU starstarstarstarstar Equity World Other -10.64% 22.80% 27.98%
HOSTPLUS International Shares (H) - Indexed Pension starstarstarstar Equity World - Currency Hedged 7.12% 16.51% 21.75%
Colonial FirstChoice Wholesale Pension - PM Capital Global Companies FSF0831AU starstarstarstarstar Equity World Large Blend -5.07% 21.40% 19.63%
Colonial FirstChoice Wholesale Pension - RQI Emerging Market Value FSF1209AU starstarstarstarstar Equity Emerging Markets 1.48% 25.25% 19.55%
Colonial FirstChoice Wholesale Pension - RQI Global Value Hedged FSF1001AU starstarstarstar Equity World - Currency Hedged 1.33% 20.35% 18.44%
HOSTPLUS International Shares Pension starstarstarstar Equity World Large Blend 1.92% 16.69% 18.08%
AMP - SignatureSuper Allocated Pension - Specialist International Shares (H) AMP1156AU starstarstarstar Equity World - Currency Hedged -0.54% 18.22% 17.41%
Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus FSF0947AU starstarstarstarstar Multisector Aggressive -5.87% 17.66% 17.00%
HOSTPLUS International Shares EM Pension starstarstarstar Equity Emerging Markets 10.10% 23.48% 16.63%
Colonial FirstChoice Wholesale Pension - Antipodes Global FSF9314AU starstarstarstar Equity World Large Blend -0.33% 21.30% 15.07%
Colonial FirstChoice Wholesale Pension - Colonial Geared Index Australian Shares FSF3906AU starstarstarstarstar Equity Australia Large Geared -3.11% 16.73% 14.84%
Colonial FirstChoice Wholesale Pension - RQI Australian Value FSF0998AU starstarstarstarstar Equity Australia Large Value 1.55% 21.52% 14.44%
HOSTPLUS Australian Shares Indexed Pension starstarstarstarstar Equity Australia Large Blend 7.58% 17.18% 13.20%
HOSTPLUS Growth Pension starstarstarstar Multisector Aggressive 2.90% 13.37% 12.76%
Colonial FirstChoice Wholesale Pension - RQI TTR Australian Value FSF7154AU starstarstarstarstar Equity Australia Large Value 1.42% 18.95% 12.60%
Colonial FirstChoice Wholesale Pension - Pendal Global Emerging Market Opportunities FSF9007AU starstarstarstar Equity Emerging Markets -4.16% 16.50% 12.56%
AustralianSuper Australian Shares Pension starstarstarstarstar Equity Australia Large Blend 1.72% 15.82% 12.28%
HOSTPLUS Australian Shares Pension starstarstarstar Equity Australia Large Blend 4.70% 14.06% 11.80%
Colonial FirstChoice Wholesale Pension - Colonial Global Infrastructure Securities FSF0860AU starstarstarstarstar Equity Global Infrastructure - Currency Hedged 8.87% 19.83% 11.35%
Colonial FirstChoice Wholesale Pension - Colonial Index Global Listed Infrastructure Securities FSF3165AU starstarstarstar Equity Global Infrastructure - Currency Hedged 8.90% 15.57% 10.79%
AMP - SignatureSuper Allocated Pension - Australian Share Index AMP1136AU starstarstarstar Equity Australia Large Blend -1.75% 12.89% 10.78%
Colonial FirstChoice Wholesale Pension - Schroder Australian Equity FSF0520AU starstarstarstarstar Equity Australia Large Blend 2.09% 15.55% 10.31%
FirstChoice Wholesale Pension - Schroder TTR Australian Equity FSF7756AU starstarstarstar Equity Australia Large Blend 1.91% 13.78% 9.08%
Perpetual WealthFocus Term Allocated Pension - Perpetual Small Companies PER0348AU starstarstarstar Equity Australia Mid/Small Blend -9.80% 15.16% 7.62%
Perpetual WealthFocus Pension - Perpetual Small Companies PER0008AU starstarstarstar Equity Australia Mid/Small Blend -9.80% 15.16% 7.62%

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.