The managed funds listed below are not currently rated by Canstar as they do not meet our ratings criteria due to one or more of the following reasons:

  • The fund had less than $50 Million under management at the time of the rating; 
  • The fund is a wrap only product;
  • The fund can only be accessed via a financial adviser;
  • The fund has a minimum investment amount over $20,000;
  • The fund is a Hedge Fund;
  • The fund had less than three years of performance at the time of the rating; 
  • The fund may be closed to new investors

However, we realise that you may currently be in one of the Managed Funds listed below or be looking at these as a viable alternative and therefore we have provided you with some useful information to help you compare.

←swipe to view fund performance→
Fund name Registered company Indirect cost ratio 1-year performance Average annual 3-year performance Average annual 5-year performance
360 Capital Active Value Equity Fund 360 Capital FM Limited 17.44% 0.00%
AB Dynamic Global Fixed Income Fund AllianceBernstein Investment Management Australia Limited 0.55% 3.01% 2.72% 3.27%
Acorn Capital Micro Opportunities Fund Ordinary Acorn Capital Limited 0.00% 0.00%
ACRA Diversified Fund Perpetual Investment Management 0.00% 0.00%
Affluence Small Company Fund Ordinary Affluence Funds Management Limited 22.89% 6.30%
Aim Global High Conviction Fund Aitken Investment Management Pty Ltd 14.27% 0.23% 4.90%
AIMS Commercial Mortgage Wholesale AIMS Fund Management Limited 1.45% 1.81% 2.49% 2.63%
Alceon High Conviction Absolute Return Fund Foundation Alceon Liquid Strategies Pty Limited 34.23% 12.00%
Alium Market Neutral Fund Ordinary Class Dempsey Capital Pty Ltd 16.76% 10.77%
Alluvium Global Fund Alluvium Asset Management Pty Ltd -2.38% -0.28%
AMP Capital Global Companies Fund – Institutional Class O AMP Capital Funds Management Ltd 28.57% 25.33%
AMP Generations – Colonial FS Geared Aust Share National Mutual Funds Management Limited 2.94% 10.67% 17.84% 15.95%
AMP Growth Bond – Multi-Manager Australian Small Companies AMP Life Limited 1.00% 6.89% 6.32% 8.26%
AMP Prosperity Bond – Australian Equities Portfolio N. M. Superannuation Pty Ltd 1.56% 3.49% 5.54% 5.52%
AMP Secure Investment Bond – Managed National Mutual Life Assoc of Aus Ltd 3.12% -0.16% 2.43% 2.66%
Anacacia Wattle Fund Anacacia Pty Ltd 27.67% 20.22% 18.75%
Aquasia Private Investment Fund Aquasia Pty Ltd 10.36% 0.00%
Argonaut Natural Resources Fund Argonaut Funds Management Pty Ltd 3.00% 0.00% 0.00%
Arnott Opportunities Trust Main Class Arnott Capital Pty Ltd 19.90% 0.00%
Asteron Wealth Bond Priv – International SUNCORP Life and Superannuation Limited 1.95% 6.36% 7.70% 6.49%
Aura High Yield SME Fund Aura Funds Management Pty Ltd 3.45% 9.15% 10.14%
Aurora Fortitude Absolute Return Fund Aurora Funds Management Limited 1.40% -6.07% -24.68% -19.12%
Auscap Long Short Australian Equities Fund – Daily Platform Class Auscap Asset Management Limited 1.54% 10.54% 0.00%
Australian Unity Diversified Property Fund Australian Unity Property Limited 2.91% 12.78% 11.53% 14.36%
Aviva Investors Multi-Strategy Fixed Income Fund I AUD Acc Trust Company (RE Services) Limited 1.04% 0.91% 0.00%
Barwon Global Listed Private Equity Fund Barwon Investment Partners PTY LTD 8.58% 9.76% 12.32%
Barwon Healthcare Property Fund Barwon Property Funds Management Pty Limited 10.11% 7.16% 8.64%
Bombora Special Investments Growth Fund Bombora Investment Management Pty Ltd 29.81% 0.00%
Bronte Capital Amalthea Fund Platform Class Bronte Capital Management Pty Ltd -5.38% 0.00%
BWA Cash Management Account BWA Managed Investments Limited 0.01% 0.01% 0.02%
Cambridge Bedford Property Fund Ordinary Units KordaMentha Funds Management Pty Ltd 12.44% 0.00%
CC Marsico Global Fund – Institutional Class Channel Investment Management Limited 1.03% 30.12% 21.12% 16.89%
Centuria ATP Fund Centuria Property Funds Limited 0.08% 75.91% 53.00%
Centuria Healthcare Property Fund Centuria Prprty Fds No.2 Ltd 0.00% 0.00%
Centuria LifeGoals Bennelong Concentrated Australian Equites Fund Centuria Life Limited 21.34% 0.00%
CFML Stewart Investors Worldwide Sustainability Fund ClearView Financial Management Limited 1.22% 13.37% 11.81% 10.86%
Challenger Guaranteed Income Fund – 3.40 cents p.a. 31 Mar 2021 Challenger Retire and Invmt Svcs Ltd. 0.00% 0.00% 0.00%
Charter Hall Direct CDC Trust Ordinary Charter Hall Direct Property Mgmt Ltd 2.48% 26.82% 15.59% 12.95%
CI Asian Equities Fund Cooper Investors Pty Limited 1.07% 12.80% 10.93% 11.19%
Clime Fixed Interest Fund Wholesale Units Clime Asset Management Pty Ltd 2.51% 0.00%
Col IGB – Property Fund Colonial Mutual Life Ass Society Ltd 1.62% 11.01% 7.65% 5.73%
Collins St Value Fund Collins St Asset Management Pty Ltd 32.39% 18.58%
CVS Lane First Mortgage Fund CVS Lane Capital Partners Pty Limited 8.32% 8.57%
Cyan C3G Fund Cyan Investment Management Pty Ltd 1.71% 2.02% 4.66% 11.99%
Dimensional Global Sustainability Trust Hedged DFA Australia Limited 0.42% 14.55% 10.60%
DS Capital Growth Fund DS Capital Pty Ltd 2.13% 19.91% 13.72% 12.49%
Elstree Enhanced Income Fund Elstree Investment Management Ltd 0.77% 6.73% 5.64% 6.86%
Equitable Investors Dragonfly Equitable Investors Pty Ltd 10.57% -6.77%
Ethical Partners Australian Share Fund Class B Ethical Partners Funds Management Pty Ltd 0.80% -4.47% 0.00%
Fiducian Technology Fund Fiducian Investment Management Services Limited 1.44% 35.22% 23.45% 19.91%
First Guardian Master Fund Boutique Development Class Falcon Capital Limited 16.97% 0.00%
Foundation Assertive Fund IOOF Investment Services Ltd 0.59% 0.51% 4.83% 7.39%
Frame Futures Fund Primary Securities Ltd 9.73% -0.60%
Frazis Fund Master Class Evolution Trustees Limited 84.31% 0.00%
Freehold Debt Income Fund Ordinary Freehold Investment Management Limited 8.57% 0.00%
GDI No.33 Brisbane Office Trust GDI Funds Management Limited 0.65% 0.05% 0.00%
Generation Life Bennelong Concentr’d Aus Equities Generation Life Limited 11.09% 0.00%
Geometrica Fund Class B Founder Units – Platform Class Geometrica Capital Pty Ltd 22.71% 0.00%
Glenmore Australian Equities Fund Glenmore Asset Management Pty Ltd 7.30% 17.05%
GMO Systematic Global Macro Trust Class A GMO Australia Limited 1.01% 8.52% 2.49% 5.28%
Gyrostat Absolute Return Income Equity Fund Gyrostat Capital Management Pty Ltd 7.44% 5.85% 4.00%
Hamilton Investment Fd-Permanent Portfolio Units Hamilton Asset Management Limited 0.52% 5.73% 3.99%
i Capital International Value Capital Dynamics (Australia) Limited -3.02% -0.98% -2.23%
ICAM Duxton Port Infrastructrue Trust Ordinary Units ICAM Duxton No 1 Pty Ltd 56.04% 0.00%
Infrastructure Partners Investment Fund Core Vasco Investment Managers Limited 0.66% 0.53% 4.12%
Intelligent Investor Australian Growth Fund InvestSMART Funds Management Limited 0.97% 15.82% 4.00%
IOOF WealthBuilder Australian Shares Geared – Colonial First State IOOF Limited 2.95% 9.83% 13.76% 12.86%
JANA High Alpha Global Share Trust with Currency Hedge MLC Investments Limited 8.47% 7.28%
JB High Alpha Fund JB Markets Pty Ltd -39.69% -12.18%
K2 Asian Absolute Return Fund K2 Asset Management Ltd 2.23% 10.47% 4.82% 5.21%
Katana Australian Equity Fund Katana Asset Management Ltd 0.88% 21.71% 11.79% 10.84%
KC Diversified Income Fund Keystone Capital Limited 2.50% 8.90% 9.29%
KeyInvest Life Events Bond International Shares Indexed KeyInvest Limited 4.03% 7.79%
La Trobe Financial 12 Month Term Account La Trobe Financial Asset Management Limited 1.46% 4.74% 5.11% 5.19%
Legg Mason Martin Currie Core Equity Trust Class M Units Legg Mason Asset Management Ltd (AU) 0.65% 18.60% 7.24%
LIB – T.Rowe Price Global Equity Fund Lifeplan Australia Friendly Society Ltd 19.00% 0.00%
Liberty Term Investment Fund Liberty Fiduciary Limited 1.88% 4.01% 4.84% 5.06%
Life Settlements Wholesale Fund Life Settlements Funds Limited 3.40% -4.41% -14.24% -9.48%
Longreach Direct Lending Fund AMAL Trustees Pty Ltd 8.05% 0.00%
Loomis Sayles Global Equity Fund Investors Mutual Limited 1.23% 7.94% 0.00%
Lumenary Global Founders Fund Lumen Investment Management Pty Ltd 22.03% 12.78%
Man AHL Alpha (AUD) Man Investments Australia Ltd 2.00% 6.83% 4.29% 2.77%
Man AHL Gold (AUD) HSBC Trustee (Cook Islands) Ltd 22.38% 10.58% 6.39%
Manning Private Debt Fund Manning Asset Management Pty Ltd 1.17% 5.67% 6.44%
Mason Stevens Credit Fund Mason Stevens Limited 0.01% 3.81% 3.69% 4.73%
Max One High Yield Fixed Income Fund B Australian Capital Funds Management Limited 2.00% 0.00% 0.00%
MCP Wholesale Investments Trust The Trust Company Limited 5.07% 5.84%
Melling Capital Management Dynamic Volatility Fund Melling Capital Management Pty Ltd 2.68% 2.52% 2.99%
Mercer Australian Small Companies Fund Mercer Investments (Australia) Limited 1.67% 18.73% 11.03% 11.50%
Merricks Capital Partners Fund Merricks Capital Pty Limited 0.26% 10.19% 11.26%
Microequities Pure Microcap Value Fund Microequities Asset Management Pty Ltd 1.80% 19.07% 6.01%
MLC CG Investment Bond-MIF Growth MLC Limited 2.41% 4.53% 5.65%
Moelis Australia Secured Loan Series Moelis Australia Asset Management 0.85% 5.83% 0.00%
MoneySpot Investment Fund MSI Funds Management Limited 12.11% 12.71%
Montaka Global Fund Montgomery Investment Management Pty Ltd -20.45% 0.00%
MPG Retail Brands Property Trust MPG Funds Management Ltd 0.75% 5.51% 8.38% 13.93%
Netwealth Hedged International Equities Index Fund Netwealth Investments Limited 0.30% 10.29% 0.00%
Newmark Hardware Trust Newmark Capital Limited 3.59% 23.28% 0.00%
Ninety One Australia Funds – Emerging Markets Equity Fund J Ninety One Australia Pty Limited 6.03% 0.00%
Northcape Capital Global Emerging Markets Fund Northcape Capital Pty Ltd 33.47% 16.86% 14.65%
OnePath Allocated Annuity-Emerging Companies OnePath Custodians Pty Limited 1.80% 11.79% 7.30% 9.43%
OnePath Allocated Annuity-Stable OnePath Life Limited 1.65% 1.72% 2.54% 2.43%
Ophir Global Opportunities Fund Class A Ophir Asset Management Pty Ltd 0.25% 48.76% 0.00%
Optar Australian Concentrated Fund Optar Pty Limited -14.62% -0.18%
Ord Minnett Cash Management Ord Minnett Management Limited 1.16% 0.09% 0.48%
Packer & Co Investigator Trust Packer & Co Limited 3.08% -13.24% 4.56% 7.24%
Paragon Australian Long Short Fund Paragon Funds Management Ltd 1.46% 16.58% -2.08% 6.72%
Platinum Global Fund Platinum Investment Management Ltd. 1.35% 7.53% 4.84% 8.83%
Pre Select Conservative Fund Navigator Australia Limited 0.60% 5.37% 4.35% 4.76%
Prime Value Emerging Opportunities Fund Prime Value Asset Management 1.25% 23.41% 15.81% 13.71%
Progressive Global Fund WACC Pty Ltd 4.40% 0.00%
QVG Long Short Fund Investor QVG Long Short Company Pty Ltd 19.23% 0.00%
QVG Opportunities Fund QVG Capital Pty Ltd 8.53% 16.67%
RACQ Bank Cash Investment Account QT Mutual Bank Limited 0.00% 0.00% 0.00%
Ravenhall Office Trust Trilogy Funds Management Limited 4.19% 8.02% 8.00% 8.00%
RC Global Infra-Energy Fund RC Global Funds Management Pty Limited -6.88% 0.12%
Realside Adelaide Office Fund Realside Asset Management Pty Ltd 0.00% 0.00%
Regal Emerging Companies Fund III Regal Funds Management Pty Limited 80.37% 0.00%
Samuel Terry Absolute Return Group A Class Samuel Terry Asset Management Pty Ltd 0.00% 0.00%
Saville Capital Emerging Companies Fund One Funds Management Ltd 7.63% 62.33% 38.36%
Sculptor (AU) Global Multi-Strategy Fund The Trust Company 0.00% 0.00%
Sestante Global Macro Fund AZ Sestante Limited 0.90% 4.98% 3.45%
Skyring Fixed Income Fund Skyring Asset Management Limited 0.77% 6.62% 0.00%
Smallco Investment Fund Smallco Investment Manager 1.40% 19.41% 12.82% 12.17%
Spire USA Multifamily Fund IV (AUD) Spire Capital Pty Ltd -4.66% 0.00%
Sterling Fund Units Sterling Equity Pty Ltd 16.97% 17.92% 20.77%
Student Quarters Property Trust BSPE SPV 1 Pty Limited 6.76% 5.60%
Student Quarters Yield Trust BSPE SPV 2 Pty Limited 2.22% 2.64%
TAIM ASX200 Momentum Fund Class A TAIM Investments Pty Ltd -15.26% -1.94%
Terra Capital Natural Resource Fund Terra Capital Natural Resource Fund Pty Ltd 34.61% -2.59% 18.17%
The Apollo Capital Fund Non Correlated Capital Pty Ltd 168.28% 0.00%
The Impact Fund Class A MARQ Private Funds Pty Ltd 3.14% 0.00%
The Income and Growth Fund Platform PURE Asset Management Pty Ltd 0.00% 0.00%
The Stables Property Fund Ordinary Units Placer Property Limited 9.12% 9.80%
The TAMIM Fund Asia Small Companies CTSP Funds Management Pty Limited -0.55% 0.00%
Thynne Street Property Fund KM Property Funds Limited 0.00% 0.00%
Totus High Conviction Fund Ordinary Class Totus Capital Pty Ltd 24.69% 18.43%
TPI Australian Share Fund Trumper Park Investments Pty Limited 22.31% 10.04% 12.52%
TPT Select Mortgage Fund TPT Wealth Limited 1.19% 2.29% 2.75% 2.90%
Valara Partners Fund Ordinary Units VPF Nominees Pty Ltd 7.72% 5.11%
Valuedo Global Equity (I) MASTERINVEST Kapitalanlage GmbH -11.45% -4.26%
VF Strategic Equities Fund Series A Viburnum Funds Pty Ltd 7.98% 10.42% 9.21%
Warakirri Ethical Australian Equities Warakirri Asset Management Pty Ltd 0.77% 2.65% 3.62%
WaveStone Capital Absolute Return Fund WaveStone Capital Pty Limited 1.84% 0.50% 5.70% 5.53%
WCM International Small Cap Growth Fund (Managed Fund) Switzer Asset Management Limited 11.02% 34.99% 0.00%
WCM Quality Global Growth Fund (Managed Fund) Class B Hedged WCM Investment Management 1.41% 0.00% 0.00%
Westpac Investment Protection Growth Plus Westpac Life Insurance Services Limited 1.00% 1.36% 3.70% 4.48%
Wingate Investment Partners Trust No. 3 Wingate Financial Services Pty Ltd 0.00% 8.17% 9.78% 10.12%
Wisdom Australian Equities Fund Wisdom Funds Pty Ltd 0.99% 7.96% 4.35% 6.50%
Yarra Emerging Leaders Fund Yarra Funds Management Limited 1.25% 4.95% 7.65% 7.09%
Zank Income Fund Vasco Trustees Limited 1.55% 6.17% 8.65%
Zebedee L-S Equity Access Fund Atrium Investment Management Pty Ltd 9.68% 0.00%

The data in this table is sourced from Morningstar and refers to data as at 31/12/2020.