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Top Performing Managed Funds
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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
Aspen Parks Property Not Rated Unlisted and Direct Property 3.81% 15.36% 8.61% Download the prospectus for this fund Request the prospectus/PDS for this fund
Cromwell Phoenix Property Securities Not Rated Equity Australia Real Estate 4.17% 13.21% 11.06% Download the prospectus for this fund Request the prospectus/PDS for this fund
AMP Capital Future Directions Australian Bond Not Rated Bonds - Australia 2.45% 9.08% 7.58% Download the prospectus for this fund n/a
UBS Diversified Credit Diversified Credit -0.86% 8.63% 7.83% Download the prospectus for this fund Request the prospectus/PDS for this fund
Trilogy First Mortgage Income Trust Not Rated Mortgages Aggressive 1.71% 8.61% 7.28% Download the prospectus for this fund Request the prospectus/PDS for this fund
Magellan Infrastructure Not Rated Infrastructure - Global -0.03% 8.17% 11.42% Download the prospectus for this fund Request the prospectus/PDS for this fund
La Trobe Australian Mortgage Pooled Mortgage Mortgages 1.96% 8.07% 7.74% Download the prospectus for this fund Request the prospectus/PDS for this fund
Abacus Diversified Income Fund II Existing A Not Rated Unlisted and Direct Property 0.75% 7.31% 8.28% Download the prospectus for this fund Request the prospectus/PDS for this fund
UBS Australian Bond Bonds - Australia 1.76% 7.27% 6.81% Download the prospectus for this fund Request the prospectus/PDS for this fund
Vanguard Index Diversified Bond Bonds - Global / Australia 2.69% 7.23% 8.22% Download the prospectus for this fund Request the prospectus/PDS for this fund
NovaPort Smaller Companies Equity Australia Mid/Small Blend 0.29% 7.12% 19.49% Download the prospectus for this fund Request the prospectus/PDS for this fund
IOOF/Perennial Flex Fixed Interest Not Rated Bonds - Australia 1.59% 7.01% 7.82% Download the prospectus for this fund Request the prospectus/PDS for this fund
DDH Fixed Interest Bonds - Australia 0.71% 6.92% 7.04% Download the prospectus for this fund Request the prospectus/PDS for this fund
IOOF MultiMix Diversified Fixed Interest Not Rated Bonds - Global / Australia 1.44% 6.72% 10.22% Download the prospectus for this fund Request the prospectus/PDS for this fund
Colonial FirstChoice Investments - FirstChoice Fixed Interest Bonds - Global / Australia 2.21% 6.68% 8.94% Download the prospectus for this fund Request the prospectus/PDS for this fund
OnePath OA IP - Optimix Australian Fixed Interest EF Not Rated Bonds - Australia 1.53% 6.59% 6.58% Download the prospectus for this fund Request the prospectus/PDS for this fund
La Trobe Australian Mortgage Cash & Mortgage Not Rated Mortgages 1.6% 6.52% 6.1% Download the prospectus for this fund Request the prospectus/PDS for this fund
UBS Diversified Fixed Income Bonds - Global / Australia 0.93% 6.44% 8.54% Download the prospectus for this fund Request the prospectus/PDS for this fund
Colonial FirstChoice Investments - Colonial Global Ltd Infrastructure Securities Not Rated Infrastructure - Global -1.19% 6.21% 10.88% Download the prospectus for this fund Request the prospectus/PDS for this fund
Colonial FirstChoice Investments - Colonial Diversified Fixed Interest Bonds - Global / Australia 0.84% 6% 8.84% Download the prospectus for this fund Request the prospectus/PDS for this fund
EQT Mortgage Income Mortgages 1.46% 5.92% 5.99% Download the prospectus for this fund Request the prospectus/PDS for this fund
MLC UT/MKey InvSerT Diversified Debt Bonds - Global / Australia 1.56% 5.91% 7.26% Download the prospectus for this fund Request the prospectus/PDS for this fund
UBS Global Credit Not Rated Diversified Credit 0.6% 5.87% 9.04% Download the prospectus for this fund Request the prospectus/PDS for this fund
UBS Cash Plus Not Rated Australian Short Term Fixed Interest 0.91% 5.7% 4.92% Download the prospectus for this fund Request the prospectus/PDS for this fund
Aust Unity Healthcare Property Trust Unlisted and Direct Property 0.08% 5.68% 3.61% 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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