Home
Managed funds
Managed funds overview

Managed funds

Research, compare and invest in over 2,000 managed funds, including wholesale funds not usually available to DIY investors.

I want to...

Managed funds
Superannuation
Retirement

Top performing investment funds

Find more of the best performing managed funds

Fund	12 month return	Morningstar rating
Smallco Investment	54.46%
Perpetual WFIA - Perpetual Geared Australian	54.43%
Colonial FirstChoice Investments - Colonial Geared Share	52.77%
Smallco Broadcap	46.59%
Colonial FirstChoice Investments - Colonial Geared Australian Share - Core	42.72%
UBS Property Securities	40.01%
Platinum Japan	39.94%
Cromwell Phoenix Property Securities	37.37%
Perpetual WFIA - Perpetual Ethical SRI	36.56%
BT Geared Imputation Fund (Retail)	35.04%

Top performing super funds

Fund	12 month return	Morningstar rating
Colonial FirstChoice Personal Super - Colonial Geared Share	57.12%
Perpetual WealthFocus Super - Perpetual Geared Australian	50.98%
Colonial FirstChoice Personal Super - Colonial Geared Australian Share - Core	44.12%
MLC MasterKey Super - IncomeBuilder	34.5%
Perpetual WealthFocus Super - Perpetual Ethical SRI	33.1%
Colonial FirstChoice Personal Super - Perpetual Industrial Share	32.37%
Colonial FirstChoice Personal Super - Colonial Index Property Securities	31.11%
OnePath OA PS - Optimix Property Securities EF	31.06%
Perpetual WealthFocus Super - Perpetual Indl Share	30.67%
Colonial FirstChoice Personal Super - Maple - Brown Abbott Imput	30.36%

Top performing pension funds

Fund	12 month return	Morningstar rating
Colonial FirstChoice Pen - Colonial Geared Share	61.33%
Perpetual WFP - Perpetual Geared Australian	57.98%
Colonial FirstChoice Pen - Colonial Geared Australian Share - Core	49.57%
Perpetual WFP - Perpetual Ethical SRI	37.97%
Colonial FirstChoice Pen - Perpetual Industrial Share	36.3%
Perpetual WFP - Perpetual Indl Share	34.17%
Colonial FirstChoice Pen - Acadian Geared Global Equity	32.96%
Colonial FirstChoice Pen - Colonial Index Property Securities	32.79%
OnePath OA AP - Optimix Property Securities EF	32.63%
Perpetual WFP - BlackRock Index Australian LPrpty	31.93%

Most popular managed funds

Managed fund	Morningstar rating
Smallco Investment
Perpetual WFIA - Perpetual Geared Australian
Smallco Broadcap
Vanguard High Yield Australian Shares
Cromwell Phoenix Property Securities
APN AREIT
Perpetual WFIA - Perpetual Ethical SRI
AMP Capital Global Property Securities H
Pengana Australian Equities
Platinum Japan

The SMH Guide to Investing in Shares via SMSFs

An educational booklet that outlines how to get the most from your share investments for retirement thorugh your self managed super fund.

More details...

Fairfax Media

Our sites

IMPORTANT: This information has been prepared without taking into account your objectives, financial situation or needs and you should consider if the information is appropriate for you before making an investment decision. Neither InvestSMART Financial Services Pty Ltd nor any of its Related Companies make any recommendations as to the merits of any investment opportunity referred to in its emails or its related websites. Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. You should consider the product disclosure statement before making a decision about the product. All indications of performance returns are historical and can not be relied upon as an indicator for future performance.

Fairfax Media network navigation

Site Navigation

Managed funds

I want to...

The SMH Guide to Investing in Shares via SMSFs

Our sites