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Investment Opportunities > Managed Funds > Top 20 Performing Funds Print this page [ A ] [ A ] [ A ]


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 - CFS Colliers Geared Glob Property Sec Not Rated $5000.00 41.45% -40.82% N/A N/A
ING OA IP ING Glbl Prop Secs Fnd - EF/Sel Not Rated $1000.00 35.67% -13.34% N/A N/A
Perpetual WFIF RREEF Global Property Security Not Rated $-999.00 32.47% -12.86% N/A N/A
BlackRock P Inv International Gold (Class C) Not Rated Not Rated $5000.00 31.84% 3.85% 9.63% 2.25%
Perpetual WFIA RREEF Global Property Secuity Not Rated Not Rated $2000.00 31.77% N/A N/A N/A
ING OA IP ING Glbl Prop Secs Fnd - NE Not Rated $1000.00 31.02% -9.32% N/A N/A
Perpetual WFIF Credit Suisse Global Income Fund Not Rated $-999.00 28.57% 4.08% N/A N/A
Perpetual WFIA Credit Suisse Global Income Not Rated Not Rated $2000.00 27.03% N/A N/A N/A
ING OA IP BT Sml Comp Trst - EF/Sel $1000.00 23.65% -8.85% 5.98% 2.00%
BT Global Property Retail Not Rated $5000.00 23.06% -10.25% -0.45% 1.85%
ING OA IP Legg Mason Gl Mul Sect Bd TrEF Not Rated Not Rated $1000.00 22.21% N/A N/A N/A
CFS FC Inv - CFS Colliers Global Property Sec $5000.00 22.17% -14.12% -1.90% 1.85%
OC Dynamic Equity Fund Not Rated $45000.00 20.94% -15.21% -1.20% 1.72%
EQT PIMCO Global Bond Fund $5000.00 19.34% 10.92% 7.60% 0.65%
ING OA IP-BlackRock Mthly Inc Trst-EF/Sel Not Rated $1000.00 19.21% -5.87% N/A 1.65%
Perpetual WFIF BlackRock Monthly Income Not Rated $2000.00 19.20% -5.07% N/A N/A
AXA Generations - PIMCO Global Fixed Interest $2000.00 19.16% 9.11% 6.42% 1.41%
ING OA IP Vngrd Prop Secs Indx Trst EF/Sel Not Rated $1000.00 18.74% -24.28% N/A 1.44%
CFS FC Inv - FirstChoice Global Property Sec Not Rated $5000.00 18.74% -14.33% N/A N/A
OC Premium Equity Fund Not Rated $45000.00 18.73% -15.07% -1.50% 1.72%

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