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.
Optimix Term Allocated Pension OnePath Global Smlr Com Shares EF (Closed) LEF0075AU starstarstarstarstar Equity World Mid/Small -0.65% 16.57% 16.12%
OnePath OneAnswer - Term Allocated Pension - Global Smlr Companies Shares EF MMF0832AU starstarstarstar Equity World Mid/Small -1.16% 15.98% 16.00%
HOSTPLUS International Shares - Indexed Pension starstarstarstar Equity World Large Blend -6.95% 13.94% 15.30%
OnePath OneAnswer - Frontier Pension - International Shares Index MMF1694AU starstarstarstarstar Equity World Large Blend -6.72% 13.76% 14.99%
OnePath OneAnswer - Term Allocated Pension - BlackRock Advantage International EqEF MMF0752AU starstarstarstar Equity World Large Blend -6.88% 13.42% 14.87%
OnePath OneAnswer - Term Allocated Pension - International Shares Index EF MMF0802AU starstarstarstar Equity World Large Blend -5.99% 14.49% 14.67%
OnePath OneAnswer - Term Allocated Pension - International Shares Index NE MMF0803AU starstarstarstar Equity World Large Blend -5.99% 14.49% 14.24%
Perpetual WealthFocus Term Allocated Pension - Perpetual International Shares PER0343AU starstarstarstar Equity World Large Value -0.56% 13.85% 12.63%
Perpetual WealthFocus Pension - Perpetual International Shares PER0130AU starstarstarstar Equity World Large Value -0.56% 13.85% 12.63%
Perpetual WealthFocus Term Allocated Pension - Perpetual Industrial Shares PER0342AU starstarstarstar Equity Australia Large Value -2.47% 15.81% 11.61%
Perpetual WealthFocus Pension - Perpetual Industrial Shares PER0010AU starstarstarstar Equity Australia Large Value -2.47% 15.81% 11.61%
OnePath OneAnswer - Term Allocated Pension - OnePath Select Leaders EF/Sel MMF0806AU starstarstarstar Equity Australia Large Blend -1.21% 16.07% 9.24%
OnePath OneAnswer - Term Allocated Pension - OnePath Australian Shares EF MMF0768AU starstarstarstar Equity Australia Large Blend -1.61% 15.12% 8.98%
OA - OnePath Australian Shares MMF1619AU starstarstarstar Equity Australia Large Blend -3.42% 13.68% 8.67%
ANZ Flexible Income Plan - Australian Shares ANZ0259AU starstarstarstar Equity Australia Large Growth -3.52% 13.57% 8.60%
OnePath OneAnswer - Term Allocated Pension - BlackRock Advantage Australian Equities EF MMF0748AU starstarstarstar Equity Australia Large Blend -1.60% 13.86% 8.37%
AMP - Multifund Flexible Income Plan - AMP Listed Property Trusts AMP0473AU starstarstarstarstar Equity Australia Real Estate 3.62% 14.54% 8.24%
OnePath OneAnswer - Term Allocated Pension - OnePath Property Securities EF MMF0804AU starstarstarstar Equity Australia Real Estate -0.52% 14.12% 7.55%
Optimix Term Allocated Pension - Property Securities NE (Closed) LEF0070AU starstarstarstar Equity Australia Real Estate -0.82% 13.34% 7.45%
OnePath OneAnswer - Term Allocated Pension - SG Hiscock Property - EF/Sel MMF0762AU starstarstarstar Equity Australia Real Estate -0.62% 14.02% 7.18%
OnePath OneAnswer - Term Allocated Pension - OnePath Property Securities NE MMF0805AU starstarstarstar Equity Australia Real Estate -0.52% 14.12% 7.15%
Perpetual WealthFocus Pension - Lazard Global Listed Infrastructure PER0443AU starstarstarstar Equity Global Infrastructure 9.01% 17.73% 6.90%
NGS Super Infrastructure Pension starstarstarstar Equity Global Infrastructure 3.64% 17.07% 4.39%
OnePath OneAnswer - Ftr P TTR OP Gb Listed InfrasFS MMF9033AU starstarstarstar Equity Global Infrastructure - Currency Hedged 3.22% 16.20% 3.21%
AMP - Multifund Flexible Income Plan - Specialist Property & Infrastructure AMP0987AU starstarstarstarstar Equity Global Real Estate 3.46% 14.39% 0.36%

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.