Top performing managed funds

The top performing managed funds list is determined by the 1 year historical return of funds rated 3 stars or higher by Morningstar Research.

Top performing managed funds
Fund name Morningstar
rating
Sector
Historical returns+   Download
PDS 
(PDF)
3 Mth
1 Yr
3 Yr
Colonial FirstChoice Investments - Acadian Geared Global Equity Equity World Other 1.31% 61.59% 27.96% Download the prospectus for this fund
BlackRock W Global Small Capital Equity World Mid/Small -1.1% 50.15% 16.55% Download the prospectus for this fund
Colonial FirstChoice Investments - PM Capital Absolute Performance Equity World Large Blend -1.35% 49.1% 20.82% Download the prospectus for this fund
Colonial FirstChoice Wholesale Inv - Goldman Sachs W Global Sm Co Equity World Mid/Small 0.71% 47.8% 17.62% Download the prospectus for this fund
Colonial FirstChoice Investments - GSachs Global Small Comp Equity World Mid/Small 0.51% 46.51% 16.65% Download the prospectus for this fund
Perpetual WFIA - BlackRock Global Sml Capl Equity World Mid/Small -0.96% 46.08% 14.74% Download the prospectus for this fund
PM Capital Absolute Performance Equity World Large Blend -2.13% 42.05% 17.32% Download the prospectus for this fund
OnePath OA IP - Optimix Global Balanced SmCo S2 EF Equity World Mid/Small -1% 41.15% 15.18% Download the prospectus for this fund
Naos Emerging Companies Long Short Equity Equity Australia Mid/Small Growth 10.58% 40.13% -2.58% Download the prospectus for this fund
Platinum International Technology Equity Global Technology -1.97% 39.55% 12.47% Download the prospectus for this fund
Perpetual WFIA - Templeton Global Equity Equity World Large Value -1.58% 38.46% 14.7% Download the prospectus for this fund
Platinum Unhedged Equity World Large Value -0.66% 37.82% 13.11% Download the prospectus for this fund
Platinum Japan Equity Japan -7.38% 37.5% 17.78% Download the prospectus for this fund
Invesco Wholesale Global Matrix Unhedged Equity World Large Blend -0.44% 36.4% 14.93% Download the prospectus for this fund
Acadian Wholesale Global Equity Equity World Large Value 0.25% 35.64% 16.43% Download the prospectus for this fund
Platinum International Equity World Large Blend -3.16% 35.42% 12.39% Download the prospectus for this fund
Colonial FirstChoice Investments - BT Core Global Share Equity World Large Blend -1.66% 35.35% 14.53% Download the prospectus for this fund
BT International Share Retail Equity World Large Blend -1.67% 35.32% 14.58% Download the prospectus for this fund
Colonial FirstChoice Investments - Generation Global Share Equity World Large Growth 0.7% 34.94% 14.64% Download the prospectus for this fund
Smallco Broadcap Equity Australia Large Growth 7.24% 34.9% 26.89% Download the prospectus for this fund
OnePath OA IP - Platinum International EF Equity World Large Blend -3.4% 34.54% 11.11% Download the prospectus for this fund
Colonial FirstChoice Investments - Colonial Acadian Global Equity Equity World Large Value 0.04% 34.43% 15.45% Download the prospectus for this fund
Russell International Shares A Equity World Large Blend -2.35% 34.22% 13.27% Download the prospectus for this fund
Colonial Wholesale Index Global Share Equity World Large Blend -2.37% 34.19% 14.2% Download the prospectus for this fund
AMP Gen - Inernational Equities Unhedged Equity World Large Growth -2.76% 34.17% 12.79% 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



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