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 FANG+ ETF starstarstarstarstar Equity North America -12.74% 20.55% 28.01%
Plato Global Alpha A starstarstarstarstar Equity World Large Blend 2.21% 29.14% 27.60%
Colonial Geared Index Global Share FSF5688AU starstarstarstarstar Equity World Large Blend -6.06% 18.27% 23.59%
Vinva Global Systematic Equities Fund BEG1488AU starstarstarstarstar Equity World Large Blend -0.51% 19.30% 21.32%
Lakehouse Global Growth Fund OMF1140AU starstarstarstar Equity World Large Growth -1.66% 22.99% 20.23%
Morningstar Global Opportunities Class A INT9819AU starstarstarstarstar Equity World Large Value 9.50% 20.75% 19.30%
Morningstar Global Opportunities Class Z INT2524AU starstarstarstar Equity World Large Value 9.55% 20.92% 19.28%
SPW Global High Quality - Institutional ETL7705AU starstarstarstar Equity World Large Blend 5.20% 18.69% 19.19%
Magellan Global Opportunities A MGE5500AU starstarstarstarstar Equity World Large Blend 2.00% 19.42% 18.56%
NovaPort Smaller Companies HOW0016AU starstarstarstar Equity Australia Mid/Small Blend 38.97% 55.11% 16.62%
Cromwell Phoenix Global Opportunities CRM0245AU starstarstarstar Equity World Mid/Small 2.08% 21.84% 16.37%
IFP Global Franchise Fund MAQ0404AU starstarstarstarstar Equity World Large Blend 6.49% 25.43% 15.90%
Hyperion Global Growth Companies A WHT0070AU starstarstarstar Equity World Large Growth -12.06% 18.65% 15.29%
NovaPort Smaller Companies Class I HOW0018AU starstarstarstar Equity Australia Mid/Small Blend 39.56% 50.12% 15.23%
Optimix Wholesale Global Shares A LEF0047AU starstarstarstar Equity World Large Blend 6.52% 22.26% 14.78%
LIB - Hyperion Global Growth Companies LIF0628AU starstarstarstar Equity World Large Growth 3.54% 20.88% 14.36%
BetaShares Video Games and Esports ETF starstarstarstarstar Equity Global Technology 6.83% 57.98% 14.13%
MFS Emerging Markets Equity Trust ETL0334AU starstarstarstar Equity Emerging Markets 3.66% 25.62% 11.84%
Macquarie International Infrastructure Securities Unhedged MAQ0825AU starstarstarstar Equity Global Infrastructure 3.59% 18.68% 11.61%
Maple-Brown Abbott Global Listed Infrastructure MPL0006AU starstarstarstarstar Equity Global Infrastructure 8.54% 21.50% 11.44%
Bennelong Emerging Companies Fund BFL3779AU starstarstarstarstar Equity Australia Mid/Small Blend 0.68% 24.12% 10.61%
Resolution Capital Global Listed Infrs A WHT5739AU starstarstarstar Equity Global Infrastructure 6.41% 24.86% 10.03%
Lennox Australian Microcap Fund HOW1289AU starstarstarstar Equity Australia Mid/Small Blend 11.92% 26.85% 9.91%
IFP Global Franchise Fund (Hedged) MAQ0631AU starstarstarstar Equity World - Currency Hedged 6.10% 18.81% 8.35%
Morningstar Global Listed Infrast Hedged A INT9521AU starstarstarstar Equity Global Infrastructure - Currency Hedged 5.75% 19.64% 5.51%

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.