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.
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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.
OnePath OneAnswer - Term Allocated Pension - Global Smlr Companies Shares EF MMF0832AU starstarstarstarstar Equity World Mid/Small 3.54% 16.57% 16.66%
OnePath OneAnswer - Term Allocated Pension - Global Smlr Companies Shares NE MMF0833AU starstarstarstar Equity World Mid/Small 3.54% 16.57% 16.20%
HESTA International Shares Pension starstarstarstarstar Equity World Large Blend -1.54% 11.48% 16.09%
Optimix Term Allocated Pension OnePath Global Smlr Com Shares EF (Closed) LEF0075AU starstarstarstar Equity World Mid/Small 1.25% 13.98% 15.79%
HOSTPLUS International Shares - Indexed Pension starstarstarstar Equity World Large Blend -2.57% 12.40% 14.80%
OnePath OneAnswer - Frontier Pension - BlackRock AdIntlEq MMF1593AU starstarstarstar Equity World Large Blend -2.26% 11.42% 14.72%
OnePath OneAnswer - Term Allocated Pension - Antipodes Global ( Long only ) EF/Sel MMF0800AU starstarstarstar Equity World Large Value 6.11% 15.56% 14.68%
OnePath OneAnswer - Frontier Pension - International Shares Index MMF1694AU starstarstarstarstar Equity World Large Blend -2.41% 12.10% 14.47%
OnePath OneAnswer - Term Allocated Pension - BlackRock Advantage International EqEF MMF0752AU starstarstarstar Equity World Large Blend -2.00% 11.73% 14.39%
ANZ Smart Choice Pension - International Equities UnHedge MMF2251AU starstarstarstar Equity World Large Blend -2.52% 11.39% 14.16%
OnePath OneAnswer - Term Allocated Pension - International Shares Index EF MMF0802AU starstarstarstar Equity World Large Blend -2.10% 12.84% 14.13%
Perpetual WF Pension Vanguard International Shares Index PER1351AU starstarstarstar Equity World Large Blend -2.83% 11.35% 13.99%
Perpetual WealthFocus Term Allocated Pension - Perpetual International Shares PER0343AU starstarstarstar Equity World Large Value 4.87% 14.79% 13.98%
Perpetual WealthFocus Pension - Perpetual International Shares PER0130AU starstarstarstar Equity World Large Value 4.87% 14.79% 13.98%
AMP - Multifund Flexible Income Plan - AMP International Share AMP0477AU starstarstarstar Equity World Large Blend -2.48% 11.13% 13.93%
OnePath OneAnswer - Term Allocated Pension - International Shares Index NE MMF0803AU starstarstarstar Equity World Large Blend -2.10% 12.84% 13.68%
Vision International Equities Pension starstarstarstarstar Equity World Large Blend -1.35% 11.37% 12.46%
AMP - Multifund Flexible Income Plan - Zurich American Cent Global Growth AMP1063AU starstarstarstar Equity World Large Growth -2.58% 11.11% 12.32%
OnePath OneAnswer - Frontier Pension - T. Rowe Price Global Equities MMF1684AU starstarstarstar Equity World Large Growth -4.29% 8.76% 10.09%
OA - BlackRock Tactical Growth MMF1589AU starstarstarstar Multisector Growth 0.20% 8.75% 7.66%
OnePath OneAnswer - Term Allocated Pension - BlackRock Wholesale Tactical Growth EF MMF0816AU starstarstarstar Multisector Growth 0.48% 9.42% 7.58%
Perpetual WealthFocus Pension - Lazard Global Listed Infrastructure PER0443AU starstarstarstar Equity Global Infrastructure 7.11% 9.12% 5.77%
NGS Super Infrastructure Pension starstarstarstar Equity Global Infrastructure 4.69% 14.63% 4.21%
OnePath OneAnswer - Frontier Pension - OnePath Gb Listed Infrastructure FS MMF8529AU starstarstarstar Equity Global Infrastructure - Currency Hedged 4.93% 15.32% 3.02%
OnePath OneAnswer - Ftr P TTR OP Gb Listed InfrasFS MMF9033AU starstarstarstar Equity Global Infrastructure - Currency Hedged 4.47% 14.39% 2.78%

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.