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Top 20 Performing Funds - 100% entry fee rebate


Investing in the top performing funds is easy. Simply download the product disclosure statement, complete the application and send the forms directly to the fund manager.

Use the Sort By drop down menu to find the top 20 performing managed funds, super funds and pension funds based on 1, 3 and 5 year performance according to Morningstar research from the range of funds available through 2020 DIRECTINVEST. Click on the name of any of the below top managed funds for a one page Quicktake research report.

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Fund NameS&P RatingMorningstar RatingMinimum Investment1 yr3 yr5 yrMERPDS
CFS FC Inv-Aspect Div Futures Not Rated $5000.00 11.57% N/A N/A N/A
OnePath OA Inv-ING Mortgage Trust No 2 Not Rated $1000.00 11.16% 6.62% 6.27% 1.48%
AXA - Generations - BlackRock International Fixed Interest Index Not Rated $2000.00 10.33% 8.06% 7.36% 1.12%
PIMCO EQT Global Bond Fund $5000.00 10.19% 14.99% 9.09% 0.65%
PIMCO EQT Australian Bond Fund $5000.00 10.18% 9.02% 8.22% 0.68%
EQT SGH Property Income Fund $5000.00 10.13% 23.12% -15.27% 1.17%
OnePath OA Inv-Vanguard Index Diversified Bond Fund EF Not Rated Not Rated $1000.00 9.99% N/A N/A N/A
BT Fixed Interest Retail Not Rated $5000.00 9.95% 5.70% 5.80% 1.65%
AXA - Generations - BlackRock Australian Fixed Interest Index Not Rated $2000.00 9.24% 4.72% 6.10% 1.13%
Perpetual WFI-Vanguard Aust FI Idx Not Rated $2000.00 9.22% 4.78% 6.11% 1.30%
CFS FC Inv-ING Diversified Fixed Int Not Rated Not Rated $5000.00 9.21% N/A N/A N/A
OnePath OA Inv-Vanguard Index Diversified Bond Fund NEF Not Rated Not Rated $1000.00 9.15% N/A N/A N/A
AXA Generations - PIMCO Global Fixed Interest Not Rated $2000.00 9.12% 13.57% 8.06% 1.41%
CFS FC Inv-Aberdeen Aus Fixed Inc Not Rated $5000.00 8.96% 5.52% N/A 1.50%
CFS FC Inv-FirstChoice Fixed Int $5000.00 8.91% 8.43% 6.30% 1.50%
Perpetual WFIA-Vanguard Aust FI Idx Not Rated $2000.00 8.84% 4.76% N/A N/A
Perennial Fixed Interest Wholesale Not Rated $25000.00 8.72% 7.08% 7.59% 0.47%
DDH Fixed Interest Fund $2000.00 8.62% 7.01% 6.70% N/A
OnePath OA Inv-ING Diversified Fixed Interest EF/Sel Not Rated $1000.00 8.61% 6.01% 4.24% 1.65%
Perpetual WFI-ING Diversified Fixed Int Not Rated $2000.00 8.56% 5.90% N/A N/A

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20 best performing managed funds displayed above are based on Morningstar performance data.