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.
Global X Semiconductor ETF starstarstarstarstar Equity Global Technology -4.85% 51.96% 20.23%
Global X FANG+ ETF starstarstarstarstar Equity North America 3.75% 54.33% 19.72%
Pengana High Conviction Equities HHA0020AU starstarstarstarstar Equity World Mid/Small 13.89% 116.97% 19.54%
Pengana High Conviction Equities B PCL9196AU starstarstarstarstar Equity World Mid/Small 13.59% 113.66% 19.50%
Loftus Peak Global Disruption Managed Fund ETF starstarstarstarstar Equity World Large Growth 5.76% 50.20% 15.75%
Loftus Peak Global Disruption MMC0110AU starstarstarstarstar Equity World Large Growth 5.76% 50.20% 15.75%
BT Technology Retail BTA0127AU starstarstarstar Equity Global Technology 3.94% 46.86% 12.25%
AMP Capital - Specialist Geared Australian Shares starstarstarstar Equity Australia Large Geared 1.59% 44.85% 9.62%
Resolution Capital Real Assets B WHT7398AU starstarstarstarstar Equity Australia Real Estate 5.28% 47.68% 8.82%
Resolution Capital Real Assets WHT0014AU starstarstarstarstar Equity Australia Real Estate 5.31% 47.92% 8.67%
Pendal Wholesale Plus Property Securities BTA0540AU starstarstarstarstar Equity Australia Real Estate 4.93% 48.79% 8.08%
Colonial Managed Investment Funds - Property Securities FSF0012AU starstarstarstar Equity Australia Real Estate 3.86% 49.71% 8.06%
Colonial Managed Investment Funds - Property Securities NEF FSF0211AU starstarstarstar Equity Australia Real Estate 3.84% 49.67% 8.06%
Resolution Capital Core Plus Property Securities II IOF0044AU starstarstarstarstar Equity Australia Real Estate 4.87% 49.96% 7.68%
UBS CBRE Property Securities Fund SBC0816AU starstarstarstar Equity Australia Real Estate 4.52% 52.15% 7.65%
Lakehouse Global Growth Fund OMF1140AU starstarstarstar Equity World Large Growth 5.71% 46.58% 7.53%
Macquarie Australian Listed Real EstateA AMP0255AU starstarstarstar Equity Australia Real Estate 5.55% 53.15% 7.42%
BT Property Securities Retail BTA0051AU starstarstarstar Equity Australia Real Estate 4.84% 48.61% 7.30%
Colonial Geared Share FSF0043AU starstarstarstar Equity Australia Large Geared 3.83% 61.24% 7.27%
MLC MKUT/MKIS - Proprety Securities Fund MLC0013AU starstarstarstar Equity Australia Real Estate 4.59% 48.50% 7.08%
Fiducian Property Securities FPS0007AU starstarstarstar Equity Australia Real Estate 5.09% 49.26% 6.86%
Ironbark Paladin Property Securities PAL0002AU starstarstarstar Equity Australia Real Estate 4.36% 47.86% 6.71%
Hyperion Small Growth Companies BNT0101AU starstarstarstarstar Equity Australia Mid/Small Growth 10.37% 50.18% 5.67%
Charter Hall Maxim Property Securities COL0001AU starstarstarstar Equity Australia Real Estate 4.82% 46.27% 4.67%
Hyperion Australian Growth Companies BNT0003AU starstarstarstar Equity Australia Large Growth 9.76% 52.37% 2.21%

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.