Most popular managed funds

The most popular funds list is determined by the number of Product Disclosure Statements (PDS) requested and downloaded by InvestSMART members over the last 30 days.

Most popular funds
Rank Fund name Morningstar
rating
Historical returns+   Download
PDS 
(PDF)
3 Mth
1 Yr
3 Yr
1 Colonial FirstChoice Investments - Acadian Geared Global Equity 1.31% 61.59% 27.96% Download the prospectus for this fund
2 Colonial FirstChoice Investments - PM Capital Absolute Performance -1.35% 49.1% 20.82% Download the prospectus for this fund
3 Smallco Broadcap 7.24% 34.9% 26.89% Download the prospectus for this fund
4 BlackRock W Global Small Capital -1.1% 50.15% 16.55% Download the prospectus for this fund
5 Smallco Investment 7.48% 34.05% 29.38% Download the prospectus for this fund
6 Cromwell Phoenix Property Securities 4.51% 10.95% 20.09% Download the prospectus for this fund
7 Magellan Global -2.99% 30.58% 23.07% Download the prospectus for this fund
8 Perpetual WFIA - BlackRock Global Sml Capl -0.96% 46.08% 14.74% Download the prospectus for this fund
9 Packer & Co Investigator Trust -2.37% 29.19% 17.43% Download the prospectus for this fund
10 Sandhurst BMF - Sandhurst Index Share 1.66% 11.64% 15% Download the prospectus for this fund
11 Vanguard High Yield Australian Shares 0.76% 13.09% 13.79% Download the prospectus for this fund
12 Perpetual WFIA - Templeton Global Equity -1.58% 38.46% 14.7% Download the prospectus for this fund
13 Perpetual WFIA - Perpetual Geared Australian -0.42% 33.9% 17.52% Download the prospectus for this fund
14 The Montgomery Not Rated 4.01% 12.88% n/a Download the prospectus for this fund
15 Colonial FirstChoice Wholesale Inv - Goldman Sachs W Global Sm Co 0.71% 47.8% 17.62% Download the prospectus for this fund
16 IFP Global Franchise -2.69% 27.34% 18.74% Download the prospectus for this fund
17 Intelligent Investor Wholesale Value -0.55% 21.08% 20.19% Download the prospectus for this fund
18 Bentham Wholesale Global Income 2.09% 11.73% 9.82% Download the prospectus for this fund
19 AMP Gen - Alternative Balanced Fund Not Rated 1.1% 12.23% 8.66% Download the prospectus for this fund
20 Trilogy Monthly Income Trust 2% 7.62% 8.28% Download the prospectus for this fund
21 Perpetual WFIA - Lazard Global Listed Infrastructure 7.78% 27.39% 16.58% Download the prospectus for this fund
22 BT International Share Retail -1.67% 35.32% 14.58% Download the prospectus for this fund
23 Platinum International -3.16% 35.42% 12.39% Download the prospectus for this fund
24 Advance Moderate Multi-blend W 1.15% 7.09% 6.58% Download the prospectus for this fund
25 Platinum International Healthcare Not Rated -0.43% 31.82% 21.1% Download the prospectus for this fund

MorningstarThe data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund



Advertisement

Trade Shares Online from $19.95^
Free Guides

The SMH Guide to Powers of Attorney

Handing over, what if you need someone else to make decisions for you? There are times in your life when you can't fulfil your financial obligations personally.

More details...

Advertisement


Sponsored Links

Feedback Form