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.
Colonial FirstChoice Wholesale Pension - Acadian Geard Global Equity FSF0862AU starstarstarstarstar Equity World Other 4.12% 15.04% 36.10%
Colonial FirstChoice Wholesale Pension - RQI Emerging Market Value FSF1209AU starstarstarstarstar Equity Emerging Markets 6.65% 35.15% 21.78%
HOSTPLUS International Shares (H) - Indexed Pension starstarstarstar Equity World - Currency Hedged 7.12% 16.51% 21.75%
Colonial FirstChoice Wholesale Pension - PM Capital Global Companies FSF0831AU starstarstarstar Equity World Large Blend 10.22% 34.00% 20.51%
Colonial FirstChoice Wholesale Pension - RQI Global Value FSF1000AU starstarstarstar Equity World Large Value 1.93% 12.37% 20.01%
Colonial FirstChoice Wholesale Pension - Colonial Geared Growth Plus FSF0947AU starstarstarstar Multisector Aggressive 1.68% 16.17% 19.02%
Colonial FirstChoice Wholesale Pension - RQI Global Value Hedged FSF1001AU starstarstarstar Equity World - Currency Hedged 7.91% 21.18% 18.89%
AMP - SignatureSuper Allocated Pension - Specialist International Shares (H) AMP1156AU starstarstarstar Equity World - Currency Hedged 4.92% 17.39% 18.29%
Colonial FirstChoice Wholesale Pension - Antipodes Global FSF9314AU starstarstarstar Equity World Large Blend 7.84% 28.75% 18.06%
HOSTPLUS International Shares Pension starstarstarstar Equity World Large Blend 0.38% 14.02% 17.96%
Colonial FirstChoice Wholesale Pension - Pendal Global Emerging Market Opportunities FSF9007AU starstarstarstar Equity Emerging Markets 5.69% 29.36% 17.17%
HOSTPLUS International Shares EM Pension starstarstarstar Equity Emerging Markets 10.10% 23.48% 16.63%
Colonial FirstChoice Wholesale Pension - Colonial Emerging Markets FSF1002AU starstarstarstar Equity Emerging Markets 2.84% 26.16% 15.80%
Colonial FirstChoice Wholesale Pension - RQI Australian Value FSF0998AU starstarstarstarstar Equity Australia Large Value 2.50% 15.87% 13.86%
Colonial FirstChoice Wholesale Pension - RQI TTR Australian Value FSF7154AU starstarstarstarstar Equity Australia Large Value 2.21% 13.98% 12.05%
Perpetual WealthFocus Term Allocated Pension - Perpetual Small Companies PER0348AU starstarstarstar Equity Australia Mid/Small Blend 5.22% 26.24% 10.60%
Perpetual WealthFocus Pension - Perpetual Small Companies PER0008AU starstarstarstar Equity Australia Mid/Small Blend 5.22% 26.24% 10.60%
Colonial FirstChoice Wholesale Pension - Schroder Australian Equity FSF0520AU starstarstarstarstar Equity Australia Large Blend 5.41% 13.35% 10.38%
Colonial FirstChoice Wholesale Pension - Colonial Australian Small Companies FSF0537AU starstarstarstar Equity Australia Mid/Small Growth -0.14% 15.44% 9.71%
FirstChoice Wholesale Pension - Schroder TTR Australian Equity FSF7756AU starstarstarstar Equity Australia Large Blend 4.71% 11.71% 9.11%
Colonial FirstChoice Wholesale Pension - Colonial Global Infrastructure Securities FSF0860AU starstarstarstarstar Equity Global Infrastructure - Currency Hedged 5.18% 20.41% 8.95%
Colonial FirstChoice Wholesale Pension - FSI Australian Small Companies FSF0573AU starstarstarstar Equity Australia Mid/Small Blend 0.29% 13.59% 8.92%
FirstChoice Wholesale Pension - Colonial TTR Global Infrastructure Securities FSF8863AU starstarstarstar Equity Global Infrastructure - Currency Hedged 4.58% 17.94% 8.15%
Colonial FirstChoice Wholesale Pension - Lazard Select Australian Equity FSF0523AU starstarstarstarstar Equity Australia Large Value 8.26% 13.55% 7.51%
FirstChoice Wholesale Pension - Lazard Select TTR Australian Equity FSF7141AU starstarstarstar Equity Australia Large Value 7.13% 11.57% 6.50%

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.