InvestSMART's Diversified Portfolios combine disciplined investment selection with strategic asset allocation to create investment portfolios that deliver higher returns with fewer fees. Click here to learn more.
InvestSMART Diversified Portfolios Returns Download Prospectus or PDS (PDF)
Since Inception 1 Mth 3 Mth
High Growth 8.8% 4.3% 7.3% Download the prospectus for this fund
Growth 8.5% 4.1% 6.9% Download the prospectus for this fund
Balanced 8.2% 3.8% 6.7% Download the prospectus for this fund
Conservative 7.4% 3.3% 5.8% Download the prospectus for this fund
Income 6.9% 2.8% 5.4% Download the prospectus for this fund
Returns as at 31 Jan 2015. Inception date 22 Sep 2014.

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 Prospectus or PDS (PDF)
Colonial FirstChoice Investments - Acadian Geared Global Equity Equity World Large Blend 4.39% 73.72% 26.72% Download the prospectus for this fund
Platinum Japan Equity Japan 1.92% 70.14% 19.91% Download the prospectus for this fund
Perpetual WFIA - Perpetual Geared Australian Equity Australia Large Geared 13.8% 67.38% 23.53% Download the prospectus for this fund
Colonial Wholesale Geared Share Equity Australia Large Geared 17.44% 62.3% 10.15% Download the prospectus for this fund
Colonial FirstChoice Investments - Colonial Geared Share Equity Australia Large Geared 17.18% 60.82% 9.28% Download the prospectus for this fund
Colonial Managed Investment Funds - Geared Share Equity Australia Large Geared 17.16% 60.68% 9.16% Download the prospectus for this fund
Colonial FirstChoice Investments - PM Capital Absolute Performance Equity World Large Blend 0.79% 58.24% 19.72% Download the prospectus for this fund
BlackRock W Global Small Capital Equity World Mid/Small 7.26% 57.66% 14.59% Download the prospectus for this fund
BlackRock Global Small Capital Equity World Mid/Small 7.49% 57.2% 13.91% Download the prospectus for this fund
BlackRock P Invs Global Small Capital Equity World Mid/Small 7.17% 57.15% 14.2% Download the prospectus for this fund
PM Capital Absolute Performance Equity World Large Blend 1.02% 54.51% 16.65% Download the prospectus for this fund
FirstChoice Wholesale Geared Australian Share Equity Australia Large Geared 18.47% 54.45% 10.9% Download the prospectus for this fund
OnePath OA IP - Optimix Geared Australian Share EF Equity Australia Large Geared 18.01% 50.28% 8.16% Download the prospectus for this fund
OnePath OA IP - Optimix Global Balanced SmCo S2 EF Equity World Mid/Small 3.11% 49.06% 14.72% Download the prospectus for this fund
Colonial FirstChoice Wholesale Inv - Goldman Sachs W Global Sm Co Equity World Mid/Small 2.27% 48.82% 15.25% Download the prospectus for this fund
BlackRock P Invs Hedged Global Sm Capital Equity World - Currency Hedged 12.08% 48.38% 16.14% Download the prospectus for this fund
BlackRock Hedged Global Small Capital Equity World - Currency Hedged 11.97% 47.76% 15.63% Download the prospectus for this fund
Smallco Broadcap Equity Australia Large Growth 7.18% 47.51% 28.16% Download the prospectus for this fund
Colonial FirstChoice Investments - GSachs Global Small Comp Equity World Mid/Small 2.05% 47.5% 14.3% Download the prospectus for this fund
Platinum International Equity World Large Blend 2.99% 45.3% 9.9% Download the prospectus for this fund
Platinum Unhedged Equity World Large Value 4.54% 44.6% 11.19% Download the prospectus for this fund
BT International Share Retail Equity World Large Blend 8.09% 44.38% 15.19% Download the prospectus for this fund
Perpetual WFIA - Templeton Global Equity Equity World Large Value 3.71% 44.14% 13.73% Download the prospectus for this fund
AMP Gen - Platinum International Equity Equity World Large Blend 6.06% 43.9% 8.87% Download the prospectus for this fund
OnePath OA IP - Platinum International EF Equity World Large Blend 2.69% 43.49% 8.64% Download the prospectus for this fund

Morningstar 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