InvestSMART

Top performing superannuation fund 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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Top performing superannuation fund 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 Personal Super - Acadian Geared Global Equities FSF0869AU starstarstarstarstar Equity World Other 3.66% 13.32% 31.98%
Colonial FirstChoice Employer Super - RQI Emerging Market Value FSF1364AU starstarstarstarstar Equity Emerging Markets 5.93% 31.33% 20.04%
Colonial FirstChoice Wholesale Personal Super - RQI Emerging Market Value FSF1223AU starstarstarstarstar Equity Emerging Markets 5.80% 30.87% 19.66%
Colonial FirstChoice Wholesale Personal Super - PM Capital Global Companies FSF0837AU starstarstarstar Equity World Large Blend 9.13% 30.08% 18.57%
AMP - SignatureSuper - Specialist International Shares (H) AMP0953AU starstarstarstar Equity World - Currency Hedged 4.71% 16.64% 18.45%
Colonial FirstChoice Employer Super - RQI Global Value FSF1365AU starstarstarstarstar Equity World Large Value 1.90% 11.70% 18.25%
Colonial FirstChoice Wholesale Personal Super - RQI Global Value FSF1005AU starstarstarstar Equity World Large Value 1.81% 11.29% 17.92%
Colonial FirstChoice Wholesale Employer Super - RQI Global Value Hedged FSF1366AU starstarstarstar Equity World - Currency Hedged 7.20% 19.43% 17.42%
Colonial FirstChoice Wholesale Personal Super - Colonial Geared Growth Plus FSF0956AU starstarstarstarstar Multisector Aggressive 1.68% 14.90% 17.19%
Colonial FirstChoice Wholesale Personal Super - RQI Global Value Hedged FSF1006AU starstarstarstar Equity World - Currency Hedged 7.12% 19.03% 17.10%
Colonial FirstChoice Wholesale Personal Super - Antipodes Global FSF9997AU starstarstarstar Equity World Large Blend 6.91% 25.37% 16.05%
HOSTPLUS International Shares Super starstarstarstar Equity World Large Blend 0.36% 12.95% 15.97%
Colonial FirstChoice Wholesale Personal Super - Pendal Global Emerging Market Opportunities FSF2790AU starstarstarstar Equity Emerging Markets 5.17% 26.14% 15.48%
Colonial FirstChoice Employer Super - Platinum Asia FSF1367AU starstarstarstarstar Equity Asia Pacific w/o Japan 3.66% 26.61% 12.51%
Colonial FirstChoice Wholesale Personal Super - Platinum Asia FSF1093AU starstarstarstar Equity Asia Pacific w/o Japan 3.63% 26.45% 12.21%
Colonial FirstChoice Wholesale Personal Super - RQI Australian Value FSF1003AU starstarstarstarstar Equity Australia Large Value 2.20% 13.95% 12.14%
Perpetual WealthFocus Super - Lazard Global Listed Infrastructure PER0445AU starstarstarstarstar Equity Global Infrastructure 4.63% 21.94% 10.96%
AMP - SignatureSuper - Specialist Australian Small Companies AMP0951AU starstarstarstar Equity Australia Mid/Small Blend -2.83% 14.14% 10.23%
Colonial FirstChoice Employer Super - Schroder Australian Equity FSF1360AU starstarstarstarstar Equity Australia Large Blend 4.92% 12.24% 9.59%
Colonial FirstChoice Wholesale Personal Super - Schroder Australian Equity FSF0588AU starstarstarstar Equity Australia Large Blend 4.82% 11.80% 9.25%
Perpetual WealthFocus Super - Perpetual Small Companies PER0025AU starstarstarstar Equity Australia Mid/Small Blend 4.33% 22.61% 9.15%
Colonial FirstChoice Employer Super - Colonial Global Infrastructure Securities FSF1344AU starstarstarstarstar Equity Global Infrastructure - Currency Hedged 4.75% 18.62% 8.59%
Colonial FirstChoice Wholesale Personal Super - Colonial Global Infrastructure Securities FSF0866AU starstarstarstar Equity Global Infrastructure - Currency Hedged 4.66% 18.24% 8.22%
Colonial FirstChoice Wholesale Personal Super - FSI Australian Small Companies FSF0646AU starstarstarstar Equity Australia Mid/Small Blend 0.32% 12.12% 7.98%
Colonial FirstChoice Wholesale Personal Super - Lazard Select Australian Equity FSF0591AU starstarstarstarstar Equity Australia Large Value 7.38% 11.99% 6.78%

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.