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.
BetaShares NASDAQ 100 ETF starstarstarstarstar Equity North America 6.75% 36.80% 34.08%
Acadian Wholesale Geared Global Equity FSF0891AU starstarstarstarstar Equity World Other -3.40% 72.64% 32.95%
FSI Wholesale Geared Share FSF0043AU starstarstarstarstar Equity Australia Large Geared -6.09% 39.16% 32.32%
Regal Emerging Companies Fund II RGL1073AU starstarstarstarstar Equity Australia Mid/Small Value 7.29% 36.77% 32.24%
Colonial Managed Investment Funds - Geared Share FSF0044AU starstarstarstarstar Equity Australia Large Geared -6.09% 39.06% 31.69%
Colonial FirstChoice Investments - Acadian Geared Global Equities FSF0876AU starstarstarstarstar Equity World Other -3.40% 72.44% 31.66%
Colonial FirstChoice Investments - FSI Geared Share FSF0264AU starstarstarstarstar Equity Australia Large Geared -6.08% 39.03% 31.65%
Colonial Managed Investment Funds - Geared Share NEF FSF0205AU starstarstarstarstar Equity Australia Large Geared -6.08% 38.97% 31.47%
Ausbil Global Resources AAP5928AU starstarstarstarstar Equity World Long Short 3.73% 60.11% 29.30%
Ausbil MicroCap AAP0007AU starstarstarstarstar Equity Australia Mid/Small Blend 3.93% 44.96% 28.41%
Spheria Australian Microcap WHT0066AU starstarstarstar Equity Australia Mid/Small Blend 10.97% 46.22% 27.36%
Eley Griffiths Group Emerging Companies PIM5346AU starstarstarstarstar Equity Australia Mid/Small Blend 7.16% 38.64% 26.95%
DNR Capital Australian Emerging Companies PIM4357AU starstarstarstarstar Equity Australia Mid/Small Growth -0.51% 39.89% 26.32%
Claremont Global Fund ETL0390AU starstarstarstarstar Equity World Large Blend 5.51% 38.01% 25.55%
SPDR S&P 500 ETF starstarstarstarstar Equity North America 9.90% 35.71% 24.28%
iShares S&P 500 ETF starstarstarstarstar Equity North America 10.00% 36.00% 24.18%
Microequities Pure Microcap Value MIC5676AU starstarstarstar Equity Australia Mid/Small Value 5.81% 40.97% 23.36%
Alphinity Global Equity HOW0164AU starstarstarstarstar Equity World Large Blend 3.88% 39.62% 22.83%
Ganes Focused Value GCM0001AU starstarstarstarstar Equity Australia Mid/Small Value 1.49% 35.90% 22.04%
iShares Core MSCI World Ex Australian ESG LdrsETF starstarstarstar Equity World Large Blend 9.49% 37.85% 22.03%
Sandon Capital Activist FHT0010AU starstarstarstarstar Equity Australia Long Short -2.05% 43.46% 20.36%
Acadian Global Equity Long Short - Class A FSF1978AU starstarstarstarstar Equity World Large Value 8.40% 50.44% 17.06%
Acadian Wholesale Global Equity Long Short FSF0788AU starstarstarstarstar Equity World Large Value 8.33% 50.14% 16.81%
Colonial FirstChoice Investments - Acadian Global Equity Long/Short FSF0875AU starstarstarstarstar Equity World Large Value 8.29% 49.90% 16.37%
Vanguard International Property Securities Index VAN0018AU starstarstarstarstar Equity Global Real Estate 11.04% 37.29% 12.31%

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 $99 p.a. and capped at $451 p.a. for total investments over $82,000*. You can also benefit from low brokerage costs of $5.50 or 0.11% (whichever is greater on any buys or sells). Whether you’re investing $100,000 or $10M, you will never pay InvestSMART more than $451 p.a.* across our entire range of capped fee portfolios.

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. 

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