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Top performing managed funds

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)
Fund name	Morningstar rating	Sector	3 Mth	1 Yr	3 Yr	Download PDS (PDF)
Colonial FirstChoice Investments - Acadian Geared Global Equity		Equity World Other	25.85%	93.77%	30.66%
Platinum Japan		Equity Japan	12.12%	71.68%	20.91%
BlackRock W Global Small Capital		Equity World Mid/Small	17.89%	70.84%	18.12%
Perpetual WFIA - BlackRock Global Sml Capl		Equity World Mid/Small	16.34%	64.81%	16.62%
Colonial FirstChoice Investments - PM Capital Absolute Performance		Equity World Large Blend	13.75%	63.03%	23.94%
Colonial FirstChoice Wholesale Inv - Goldman Sachs W Global Sm Co		Equity World Mid/Small	13.81%	61%	17.87%
Colonial FirstChoice Investments - GSachs Global Small Comp		Equity World Mid/Small	13.55%	59.56%	16.89%
Perpetual WFIA - Perpetual Geared Australian		Equity Australia Large Geared	9.65%	58.75%	20.77%
OnePath OA IP - Optimix Global Balanced SmCo S2 EF		Equity World Mid/Small	12.59%	56.53%	16.51%
PM Capital Absolute Performance		Equity World Large Blend	11.83%	54.22%	20.33%
Platinum International Technology		Equity Global Technology	13.02%	48.95%	13.44%
Magellan Global		Equity World Large Blend	13.39%	48.69%	24.54%
Invesco Wholesale Global Matrix Unhedged		Equity World Large Blend	14.46%	48.65%	16.64%
Perpetual WFIA - Templeton Global Equity		Equity World Large Value	11.3%	47.71%	17.27%
Colonial Wholesale Geared Share		Equity Australia Large Geared	6.15%	47.64%	9.52%
BT International Share Retail		Equity World Large Blend	13.37%	47.6%	16.63%
IOOF/Perennial Flex International		Equity World Large Growth	14.19%	47.6%	12.69%
Colonial FirstChoice Investments - BT Core Global Share		Equity World Large Blend	13.36%	47.47%	16.59%
OnePath OA IP - MFS Global Equity EF		Equity World Large Growth	12.66%	47.38%	18.87%
Platinum International		Equity World Large Blend	11.86%	47.22%	14.03%
Russell International Shares A		Equity World Large Blend	13.35%	47.18%	15.71%
Colonial Wholesale Index Global Share		Equity World Large Blend	13%	47.16%	16.56%
Vanguard Index International Shares		Equity World Large Blend	13.03%	47.12%	16.33%
BT Partner International Shares Core 1 Retail		Equity World Large Blend	12.58%	47.08%	18.65%
Colonial FirstChoice Investments - Acadian Global Equity LS		Equity World Large Value	15.18%	46.99%	17.64%

The 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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