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.
Paragon Australian Long Short Fund PGF0001AU starstarstarstar Equity Australia Long Short 53.81% 233.62% 62.77%
VanEck Gold Miners ETF starstarstarstarstar Equity Global Resources 30.91% 158.53% 61.15%
Betashares Global Gold Mnrs Currency Hedged ETF starstarstarstar Equity Global Resources 39.11% 189.94% 60.56%
Global X Semiconductor ETF starstarstarstarstar Equity Global Technology 15.11% 67.53% 47.23%
Pengana High Conviction Equities B PCL9196AU starstarstarstarstar Equity World Mid/Small 10.74% 38.21% 45.73%
Pengana High Conviction Equities HHA0020AU starstarstarstarstar Equity World Mid/Small 10.04% 37.14% 45.40%
Global X Uranium ETF starstarstarstar Equity Global Resources 15.31% 99.17% 39.74%
Global X Copper Miners ETF AUD Income starstarstarstar Equity Global Resources 40.14% 122.42% 36.22%
Apis Global Long/Short Wholesale HFL0108AU starstarstarstarstar Equity World Long Short 20.02% 66.33% 31.58%
iShares Asia 50 ETF (AU) starstarstarstarstar Equity Asia Pacific w/o Japan 17.81% 46.46% 28.06%
Ironbark Apis Global Small Companies DAM7739AU starstarstarstarstar Equity World Mid/Small 21.97% 74.96% 26.86%
SGH Opportunities DMP6133AU starstarstarstar Equity Australia Mid/Small Blend 10.46% 54.45% 25.88%
VanEck MSCI Mltfac Emerging Markets Equities ETF starstarstarstarstar Equity Emerging Markets 12.91% 37.96% 25.70%
Orbis Global Equity Fund Retail Class ETL0463AU starstarstarstarstar Equity World Large Value 7.48% 34.57% 25.53%
Lazard Emerging Markets Equity (I Class) LAZ0003AU starstarstarstarstar Equity Emerging Markets 10.80% 38.39% 25.42%
RQI Emerging Markets Value - Class A FSF1101AU starstarstarstarstar Equity Emerging Markets 13.55% 39.08% 24.86%
JANA Emerging Markets Share Trust CHN6433AU starstarstarstar Equity Emerging Markets 13.61% 45.41% 23.78%
Paradice Australian Small Capital Fund B ETL0739AU starstarstarstarstar Equity Australia Mid/Small Blend 6.54% 44.77% 23.11%
Barrow Hanley Emerging Markets PER6134AU starstarstarstar Equity Emerging Markets 13.15% 45.67% 18.91%
Ironbark Renaissance Wholesale Plus Australian Small Companies BTA0477AU starstarstarstar Equity Australia Mid/Small Blend 5.24% 36.84% 17.07%
Ironbark Renaissance Australian Sm Comp PAT0002AU starstarstarstar Equity Australia Mid/Small Blend 5.24% 37.21% 17.04%
Lazard Global Listed Infrastructure S LAZ1657AU starstarstarstarstar Equity Global Infrastructure - Currency Hedged 11.83% 34.52% 16.93%
Lazard Global Listed Infrastructure LAZ0014AU starstarstarstarstar Equity Global Infrastructure - Currency Hedged 11.81% 34.40% 16.79%
Lazard Global Listed Infrastructure Active ETF starstarstarstarstar Equity Global Infrastructure - Currency Hedged 11.55% 34.09% 16.70%
PM Capital Australian Companies PMC0101AU starstarstarstarstar Equity Australia Large Blend 8.27% 37.13% 10.29%

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.