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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
Smallco Investment Equity Australia Mid/Small Blend 8.6% 54.46% 23.08% Download the prospectus for this fund
Perpetual WFIA - Perpetual Geared Australian Equity Australia Large Geared 15.25% 54.43% 13.09% Download the prospectus for this fund
Colonial Wholesale Geared Share Equity Australia Large Geared 20.09% 54.18% 1.82% Download the prospectus for this fund
Colonial FirstChoice Investments - Colonial Geared Share Equity Australia Large Geared 19.82% 52.77% 1.12% Download the prospectus for this fund
Smallco Broadcap Equity Australia Large Growth 10.65% 46.59% 22.03% Download the prospectus for this fund
Colonial Wholesale Geared Australian Share - Core Equity Australia Large Geared 15.08% 45.02% 1.83% Download the prospectus for this fund
Colonial FirstChoice Investments - Colonial Geared Australian Share - Core Equity Australia Large Geared 14.64% 42.72% 0.27% Download the prospectus for this fund
UBS Property Securities Equity Australia Real Estate 9.62% 40.01% 14.38% Download the prospectus for this fund
Platinum Japan Equity Japan 25.69% 39.94% 7.23% Download the prospectus for this fund
Cromwell Phoenix Property Securities Equity Australia Real Estate 8.62% 37.37% 22.7% Download the prospectus for this fund
Perpetual WFIA - Perpetual Ethical SRI Equity Australia Large Value 11.7% 36.56% 13.8% Download the prospectus for this fund
BT Geared Imputation Fund (Retail) Equity Australia Large Geared 14.04% 35.04% 4.69% Download the prospectus for this fund
Macquarie Master Property Securities Equity Australia Real Estate 9.26% 34.68% 13.16% Download the prospectus for this fund
Sandhurst BMF - Sandhurst Index Share Equity Australia Large Value 12.02% 34.41% 13.22% Download the prospectus for this fund
AMP Gen - Legg Mason Property Securities Equity Australia Real Estate 9.03% 34.26% 14.09% Download the prospectus for this fund
Colonial Wholesale Index Property Securities Equity Australia Real Estate 8.92% 33.76% 13.13% Download the prospectus for this fund
Antares Prof Listed Property Equity Australia Real Estate 8.64% 33.52% 13.7% Download the prospectus for this fund
Vanguard High Yield Australian Shares Equity Australia Large Blend 12.74% 33.26% 12.8% Download the prospectus for this fund
AMP Gen - Perpetual Industrial Equity Equity Australia Large Value 11.22% 33% 10.26% Download the prospectus for this fund
Perpetual WFIA - Perpetual Indl Share Equity Australia Large Value 12.08% 32.99% 10.55% Download the prospectus for this fund
Colonial FirstChoice Investments - Acadian Geared Global Equity Equity World Large Blend 16.55% 32.97% 13.28% Download the prospectus for this fund
Vanguard Index Property Securities Equity Australia Real Estate 8.78% 32.93% 12.23% Download the prospectus for this fund
Colonial FirstChoice Investments - Colonial Index Property Securities Equity Australia Real Estate 8.74% 32.84% 12.3% Download the prospectus for this fund
Colonial FirstChoice Investments - Perpetual Industrial Share Equity Australia Large Value 11.99% 32.79% 10.62% Download the prospectus for this fund
APN AREIT Equity Australia Real Estate 8.83% 32.62% 15.05% 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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