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.
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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.
HOSTPLUS International Shares - Indexed Pension starstarstarstarstar Equity World Large Blend 12.80% 30.24% 15.41%
Brighter Optimiser Multi-manager International Shares - Pension RSA1018AU starstarstarstarstar Equity World Large Blend 13.59% 28.29% 14.83%
ANZ Smart Choice Pension - International Equities UnHedge MMF2251AU starstarstarstarstar Equity World Large Blend 13.90% 28.31% 14.36%
OnePath OneAnswer - Frontier Pension - Optimix Global Shares MMF1664AU starstarstarstar Equity World Large Blend 14.42% 28.26% 14.35%
OnePath OneAnswer - Frontier Pension - International Shares Index MMF1694AU starstarstarstarstar Equity World Large Blend 13.95% 28.42% 14.17%
Perpetual WF Pension Vanguard International Shares Index PER1351AU starstarstarstar Equity World Large Blend 13.85% 28.03% 14.11%
OnePath OneAnswer - Frontier Pension - BlackRock AdIntlEq MMF1593AU starstarstarstar Equity World Large Blend 13.86% 29.95% 13.83%
CVW WF - CLAL Index International Shares (Pensn) CVW0031AU starstarstarstar Equity World Large Blend 13.68% 27.68% 13.69%
ANZ OneAnswer - Term Allocated Pension - BlackRock Advantage International Equities EF ANZ0666AU starstarstarstar Equity World Large Blend 13.75% 29.18% 13.35%
ANZ OneAnswer - Term Allocated Pension - OnePath International Shares Index NE ANZ0922AU starstarstarstar Equity World Large Blend 13.92% 27.68% 13.25%
OnePath OneAnswer - Term Allocated Pension - International Shares Index EF MMF0802AU starstarstarstar Equity World Large Blend 12.89% 28.22% 13.20%
OnePath OneAnswer - Term Allocated Pension - BlackRock Advantage International EqEF MMF0752AU starstarstarstar Equity World Large Blend 13.21% 29.91% 13.06%
Brighter Optimiser Ironbark Pal Property - Pension RSA0937AU starstarstarstarstar Equity Australia Real Estate 15.94% 38.25% 11.47%
OnePath OneAnswer - Frontier Pension - AUSPrptySecsIdx MMF1696AU starstarstarstar Equity Australia Real Estate 15.99% 34.78% 11.01%
AMP - Multifund Flexible Income Plan - AMP Listed Property Trusts AMP0473AU starstarstarstar Equity Australia Real Estate 15.04% 36.47% 10.86%
Perpetual WealthFocus Pension - Vanguard Property Securities Index PER0159AU starstarstarstar Equity Australia Real Estate 15.80% 34.36% 10.83%
Perpetual WealthFocus Term Allocated Pension - Vanguard Property Securities Index PER0361AU starstarstarstar Equity Australia Real Estate 15.80% 34.36% 10.83%
OnePath OneAnswer - Term Allocated Pension - Australian Property Securities Index EF MMF0942AU starstarstarstarstar Equity Australia Real Estate 15.81% 30.98% 10.53%
Optimix Term Allocated Pension - Property Securities EF LEF0069AU starstarstarstar Equity Australia Real Estate 14.53% 29.46% 10.37%
OnePath OneAnswer - Term Allocated Pension - Optimix Property Securities EF (Closed) MMF0820AU starstarstarstar Equity Australia Real Estate 14.53% 29.46% 10.37%
OneAnswer - Frontier Allocated Pension - Arrowstreet Global Equities (Hedged) MMF1587AU starstarstarstarstar Equity World - Currency Hedged 11.98% 29.16% 9.96%
OnePath OneAnswer - Term Allocated Pension - Australian Property Securities Index NE MMF0930AU starstarstarstar Equity Australia Real Estate 15.81% 30.41% 9.82%
ANZ OneAnswer - Term Allocated Pension - Arrowstreet Global Equities Hedged EF ANZ0662AU starstarstarstarstar Equity World - Currency Hedged 11.95% 28.83% 9.60%
OnePath OneAnswer - Term Allocated Pension - Arrowstreet Global Equities Hedged - EF MMF0746AU starstarstarstarstar Equity World - Currency Hedged 12.40% 27.75% 9.14%
ANZ OneAnswer - Term Allocated Pension - Arrowstreet Global Equities Hedged NEF ANZ0663AU starstarstarstarstar Equity World - Currency Hedged 11.95% 28.38% 9.03%

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

Portability

At any time, you can terminate the fee arrangement with us and manage the securities yourself. You will have no capital gains tax (CGT) events triggered if you wish to transfer the listed securities held within your PMA to another broking account to self-manage (transfer fees may apply). 

Diversification

You can invest in model portfolios of listed securities covering a range of asset classes such as Australian equities, international equities, listed property and fixed income, combining investment expertise with complete administration of your portfolio including ongoing rebalancing and full tax reporting. 

Capped Investment Fees and low brokerage

Our investment management fees start at just $55 p.a. and capped at $550 p.a. for total investments over $100,000*. You can also benefit from low brokerage costs of $4.40 or 0.088% (whichever is greater on any buys or sells).

See the range of InvestSMART's diversified capped-fee portfolios here.

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.