- #Best performing mutual funds for last 10 years full
- #Best performing mutual funds for last 10 years professional
Only funds with > three year returns were included in any fee comparison, and were compared to Morningstar’s nominated benchmark. This may not include all funds available for retail investment in Australia.
^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison. Historical performance is not a reliable indicator of future performance. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. The peer calculation is inclusive of admin and management fees excludes brokerage and no withdrawals have been made. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database.
Performance figures for periods greater than one year are annualised and presented as "per annum" values. brokerage and assuming dividends re-invested and no withdrawals. # Performance figures are after management and admin fees excl. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu.
Indirect Costs are estimated to be between 0.09% - 0.30% p.a. * InvestSMART’s capped management fees (capped at $451 p.a.) do not include indirect cost ratio charged by ETF providers nor brokerage. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance. You should consider the product disclosure statement before making a decision about a product. Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160.
#Best performing mutual funds for last 10 years professional
IMPORTANT: This information is general financial product advice only and you should consider the relevant product disclosure statement (PDS) or seek professional advice before making any investment decision. How do investors make money from managed funds? See the range of InvestSMART's diversified capped-fee portfolios here. Whether you’re investing $100,000 or $10M, you will never pay InvestSMART more than $451 p.a.* across our entire range of capped fee portfolios.
You can also benefit from low brokerage costs of $5.50 or 0.11% (whichever is greater on any buys or sells). Our investment management fees start at just $99 p.a.
#Best performing mutual funds for last 10 years full
You can invest in model portfolios of listed securities covering a range of asset classes such as Australian equities, international equities, listed property and fixed income, combining investment expertise with complete administration of your portfolio including ongoing rebalancing and full tax reporting. You will have no capital gains tax (CGT) events triggered if you wish to transfer the listed securities held within your PMA to another broking account to self-manage (transfer fees may apply). Vanguard International Property Securities IndexĪt any time, you can terminate the fee arrangement with us and manage the securities yourself. IShares Core MSCI World Ex Australian ESG LdrsETFĪcadian Global Equity Long Short - Class AĪcadian Wholesale Global Equity Long ShortĬolonial FirstChoice Investments - Acadian Global Equity Long/Short BetaShares Geared US Equities Currency Hedged ETFĪcadian Wholesale Geared Sustainability Global EquitiesĬolonial FirstChoice Investments - Acadian Geared Sustainability Global EquitiesĬolonial Managed Investment Funds - Geared ShareĬolonial FirstChoice Investments - FSI Geared Share