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.
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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.
OnePath OneAnswer - Frontier TTR OnePath GlbSmlrCompShr MMF4091AU starstarstarstar Equity World Mid/Small 2.17% 13.19% 15.21%
OnePath OneAnswer - FPS Global Smlr Companies Shares (Closed) MMF1788AU starstarstarstarstar Equity World Mid/Small 2.17% 13.19% 15.21%
HOSTPLUS International Shares - Indexed Sup starstarstarstarstar Equity World Large Blend -2.34% 11.37% 14.64%
HOSTPLUS International Shares - Indexed TTR starstarstarstarstar Equity World Large Blend -2.34% 11.37% 14.64%
OA - Antipodes Global (Long only) MMF1820AU starstarstarstar Equity World Large Value 5.26% 14.46% 14.16%
OA Frontier TTR - Antipodes Global (Lng only) MMF2962AU starstarstarstar Equity World Large Value 5.26% 14.46% 14.16%
Perpetual WealthFocus Super - Perpetual International Shares PER0024AU starstarstarstar Equity World Large Value 4.66% 14.11% 13.29%
OnePath OneAnswer - Frontier Personal Super - International Shares Index MMF1817AU starstarstarstar Equity World Large Blend -2.14% 11.26% 13.27%
OnePath OneAnswer - Frontier TTR OnePath International Shares Index MMF9588AU starstarstarstar Equity World Large Blend -2.14% 11.26% 13.27%
OnePath OneAnswer - Frontier Personal Super - BlackRockAdIntlEq MMF1942AU starstarstarstar Equity World Large Blend -1.78% 10.51% 13.26%
OnePath OneAnswer - Frontier TTR BlackRock Advantage IntlEq MMF6030AU starstarstarstar Equity World Large Blend -1.78% 10.51% 13.26%
AMP Deferred Annuity NEF - AMP International Shares AMP0723AU starstarstarstar Equity World Large Blend -2.27% 11.05% 13.07%
ANZ Smart Choice Super - International Equities Unhedged MMF2148AU starstarstarstar Equity World Large Blend -2.18% 11.18% 13.05%
MLC Sup Bond - MIF Australian Shares EF/DEF NFS0309AU starstarstarstarstar Equity Australia Large Blend -3.26% 24.03% 11.78%
Vision International Equities Super starstarstarstarstar Equity World Large Blend -1.16% 10.45% 11.43%
Vision International Equities TTR starstarstarstarstar Equity World Large Blend -1.16% 10.45% 11.43%
OA Frontier TTR - MoneyForLife Index Cnsv MMF8243AU starstarstarstarstar Multisector Moderate 24.35% 28.82% 11.16%
OA - MoneyForLife Index Conservative MMF1778AU starstarstarstarstar Multisector Moderate 24.36% 28.56% 11.00%
OnePath OneAnswer - Frontier Personal Super - OnePath Global Shares MMF1756AU starstarstarstar Equity World Large Blend -1.88% 8.88% 10.75%
Asteron Wealth Bond Sup - International Fund (Closed) TYN0403AU starstarstarstar Equity World Large Blend 2.66% 8.66% 9.96%
MLC MKSF - Platinum Asia Fund MLC0846AU starstarstarstar Equity Asia Pacific w/o Japan 1.93% 13.84% 6.45%
MLC MKPFPR - Platinum Asia Fund NUL4708AU starstarstarstarstar Equity Asia Pacific w/o Japan 1.93% 13.84% 6.45%
ANZ Smrt Chc Spr ClrBrdg RARE InfraValH MMF2170AU starstarstarstar Equity Global Infrastructure 4.52% 11.96% 3.50%
Suncorp Super Bond - Suncorp Traditional Growth (Closed) SUN0405AU starstarstarstar Multisector Growth -4.70% 10.02% -5.43%
Suncorp Sup Lifesaver Suncorp Traditional Growth (Closed) SUN0412AU starstarstarstar Multisector Growth -4.70% 10.02% -5.43%

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.