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Top Performing Managed Funds

Top Performing Managed Funds

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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
 S&P;
Rating
 Sector
 Historical Returns+ More information... Download
Prospectus or PDS
(PDF)		 Request
Prospectus or PDS
(via post)
3 Mth
 1 Yr
 3 Yr
Magellan Global Not Rated Equity World Large Blend 10.57% 20.21% 11.81% Download the prospectus for this fund Request the prospectus/PDS for this fund
Cromwell Phoenix Property Securities Not Rated Equity Australia Real Estate 5.3% 15.14% 26.29% Download the prospectus for this fund Request the prospectus/PDS for this fund
AMP Capital Fund Australian Bond Not Rated Bonds - Australia 5.28% 13.58% 9.5% Download the prospectus for this fund n/a
Aspen Parks Property Not Rated Unlisted and Direct Property 2.44% 12.63% 14.41% Download the prospectus for this fund Request the prospectus/PDS for this fund
UBS Australian Bond Bonds - Australia 5.56% 12.09% 8.38% Download the prospectus for this fund Request the prospectus/PDS for this fund
Vanguard Index Diversified Bond Bonds - Global / Australia 3.68% 11.78% 8.74% Download the prospectus for this fund Request the prospectus/PDS for this fund
DDH Fixed Interest Bonds - Australia 5.78% 11.42% 9.42% Download the prospectus for this fund Request the prospectus/PDS for this fund
UBS Diversified Fixed Income Bonds - Global / Australia 4.37% 10.39% 10.09% Download the prospectus for this fund Request the prospectus/PDS for this fund
Colonial FirstChoice Investments - FirstChoice Fixed Interest Not Rated Bonds - Global / Australia 3.33% 10.02% 9.2% Download the prospectus for this fund Request the prospectus/PDS for this fund
IOOF/Perennial Flex Fixed Interest Not Rated Bonds - Australia 4.34% 9.66% 8.35% Download the prospectus for this fund Request the prospectus/PDS for this fund
MLC UT/MKey InvSerT Diversified Debt Bonds - Global / Australia 3.16% 8.86% 8.03% Download the prospectus for this fund Request the prospectus/PDS for this fund
IOOF MultiMix Diversified Fixed Interest Not Rated Bonds - Global / Australia 2.93% 8.78% 9.81% Download the prospectus for this fund Request the prospectus/PDS for this fund
UBS Global Credit Not Rated Diversified Credit 1.94% 8.71% 12.43% Download the prospectus for this fund Request the prospectus/PDS for this fund
Trilogy Monthly Income Trust Not Rated Mortgages Aggressive 2.24% 8.32% 7.8% Download the prospectus for this fund Request the prospectus/PDS for this fund
OnePath OA IP - UBS Diversified Fix Income EF Not Rated Bonds - Global / Australia 3.14% 8.19% 8.43% Download the prospectus for this fund Request the prospectus/PDS for this fund
APN AREIT Equity Australia Real Estate 4.95% 7.98% 16.69% Download the prospectus for this fund Request the prospectus/PDS for this fund
La Trobe Australian Mortgage Pooled Mortgage Mortgages Aggressive 1.89% 7.98% 7.8% Download the prospectus for this fund Request the prospectus/PDS for this fund
BT Multi-manager Fixed Interest Retail Not Rated Bonds - Global / Australia 2.28% 7.65% 8.48% Download the prospectus for this fund Request the prospectus/PDS for this fund
UBS Absolute Return AUD Not Rated Hedge Funds - Global 0.18% 7.63% 8.43% Download the prospectus for this fund Request the prospectus/PDS for this fund
Aust Unity Property Securities Ordinary Not Rated Equity Australia Real Estate 3.45% 7.35% 9.61% Download the prospectus for this fund Request the prospectus/PDS for this fund
BlackRock Asset Allocation Alpha D Not Rated Hedge Funds - Global 2.52% 7.29% -0.77% Download the prospectus for this fund Request the prospectus/PDS for this fund
Smallco Investment Not Rated Equity Australia Mid/Small Blend 7.28% 7.22% 20% Download the prospectus for this fund Request the prospectus/PDS for this fund
Advance International Fix Intr Multi-blend Bonds - Global 1.32% 7.2% 9.71% Download the prospectus for this fund Request the prospectus/PDS for this fund
Colonial FirstChoice Investments - FirstChoice Defensive Not Rated Multisector Conservative 2.1% 6.44% 7.15% Download the prospectus for this fund Request the prospectus/PDS for this fund
OnePath OA IP - LM Global MultiSector Bond EF Not Rated Multi-Strategy Income 0.85% 6.37% 13.8% Download the prospectus for this fund Request the prospectus/PDS 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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