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.
| Fund name | Morningstar rating | Sector | 3 Mth | 1 Yr | 3 Yr | Download PDS (PDF)Download Prospectus or PDS (PDF) |
|---|---|---|---|---|---|---|
| Colonial FirstChoice Investments - Acadian Geared Global Equity |  |
Equity World Other | 6.09% | 55.6% | 27.53% |
|
| Colonial FirstChoice Investments - PM Capital Absolute Performance | |
Equity World Large Blend | -5.12% | 41.88% | 21.23% |
|
| BlackRock W Global Small Capital | |
Equity World Mid/Small | -6.7% | 40.55% | 15.42% |
|
| Naos Emerging Companies Long Short Equity | |
Equity Australia Mid/Small Growth | 10.58% | 40.13% | -2.58% |
|
| Colonial FirstChoice Wholesale Inv - Goldman Sachs W Global Sm Co | |
Equity World Mid/Small | -3.81% | 39.43% | 17.44% |
|
| Colonial FirstChoice Investments - GSachs Global Small Comp | |
Equity World Mid/Small | -3.99% | 38.22% | 16.47% |
|
| Perpetual WFIA - BlackRock Global Sml Capl | |
Equity World Mid/Small | -6.09% | 37.51% | 13.71% |
|
| PM Capital Absolute Performance | |
Equity World Large Blend | -5.94% | 34.77% | 17.79% |
|
| Acadian Wholesale Global Equity | |
Equity World Large Value | 0.96% | 34.52% | 17.34% |
|
| Perpetual WFIA - Templeton Global Equity | |
Equity World Large Value | 0.92% | 33.99% | 15.32% |
|
| Colonial FirstChoice Investments - Acadian Global Equity LS | |
Equity World Large Value | 0.73% | 33.36% | 16.57% |
|
| Colonial FirstChoice Investments - Colonial Acadian Global Equity | |
Equity World Large Value | 0.76% | 33.32% | 16.36% |
|
| Colonial FirstChoice Investments - Generation Global Share | |
Equity World Large Growth | -2.02% | 33.06% | 14.85% |
|
| Invesco Wholesale Global Matrix Unhedged | |
Equity World Large Blend | 0.32% | 32.87% | 15.44% |
|
| IOOF/Perennial Flex International | |
Equity World Large Growth | -2.34% | 32.75% | 11.88% |
|
| Platinum European | |
Equity Europe | -3.08% | 32.17% | 14.23% |
|
| BT International Share Retail | |
Equity World Large Blend | -0.52% | 31.37% | 15.23% |
|
| Colonial FirstChoice Investments - BT Core Global Share | |
Equity World Large Blend | -0.59% | 31.36% | 15.18% |
|
| Russell International Shares A | |
Equity World Large Blend | -0.91% | 30.99% | 13.81% |
|
| Colonial Wholesale Index Global Share | |
Equity World Large Blend | -0.21% | 30.98% | 15.15% |
|
| Platinum International Technology | |
Equity Global Technology | -4.86% | 30.82% | 12.48% |
|
| Vanguard Index International Shares | |
Equity World Large Blend | -0.31% | 30.68% | 14.91% |
|
| OnePath OA IP - MFS Global Equity EF | |
Equity World Large Growth | -0.23% | 29.98% | 16.86% |
|
| Colonial FirstChoice Investments - Colonial Index Global Share | |
Equity World Large Blend | -0.41% | 29.89% | 14.21% |
|
| OnePath OA IP - Vanguard International Share Index EF | |
Equity World Large Blend | -0.41% | 29.79% | 14.17% |
|
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
