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
Annual
3-year
performance
Annual
5-year
performance
A17 Mündelportfolio LLB Invest Kapitalanlagegesellschaft m.b.H.   7.44181    
AB Advantage Dynamic Global Fixed Income Fund AMP Capital Funds Management Ltd 0.46 5.27426 3.05392  
AB Concentrated Australian Equities Fund AllianceBernstein Investment Management Australia Limited 0.5 28.66247    
AET Cash Deposit Fund Australian Executor Trustees Limited 3.01      
Affluence Investment Fund Affluence Funds Management Limited   10.02665 7.12825 8.19079
Aim Global High Conviction Fund Aitken Investment Management Pty Ltd   2.43508 1.20465  
AIMS Commercial Mortgage Fund Retail AIMS Fund Management Limited 2.1262 1.99779 2.11991 2.19551
Alexander Fixed Income Fund Ordinary Units Equity Trustees Ltd        
Alluvium Global Fund Alluvium Asset Management Pty Ltd   -2.70826 4.47864  
AMP Capital Global Growth Opportunities Fund AMP Capital Investors Limited 0.78 30.62057 19.65539 14.248
AMP Flexible Annuity Plan – Managed (Mature) National Mutual Life Assoc of Aus Ltd 1.77 14.48372 8.96192 7.24526
AMP Flexible Lifetime & CustomSuper – Plato Australian Shares Income Fund AMP Superannuation Limited 2.44 21.51866 9.61044 7.37135
AMP Growth Bond Specialist Australian Shares AMP Life Limited 1.16 17.93022 8.83301 7.13979
ANZ Flexible Income Plan – Managed (Series 1) OnePath Life Limited 1.8 14.36277 8.10626 6.45539
ANZ Mortgage Fund ANZ Managed Investments Limited 1 32.12647 2.90487 -7.48692
ANZ OA Inv-OnePath Select Leaders NEF OnePath Custodians Pty Limited 2.66 25.20048 7.11352 4.14459
Aquasia Enhanced Credit Fund Aquasia Pty Ltd   5.3689 5.65423 5.76475
ARCO Absolute Trust ARCO Investment Management Pty Ltd   -11.43395 -1.02049 1.05199
Arrow Primary Infrastructure Fund Arrow Funds Management Limited 2.03 13.94811 18.71434 19.18853
Asteron Care Bnd NEF-Fix Interest Asteron Holdings Limited 1.5 6.14295 2.64461 2.20205
Asteron Life PIP Quantum – Capital Guaranteed Asteron Life Limited 1 0.36447 0.41323 0.57849
Atlantic Absolute Return Fund Regal Funds Management Pty Limited   57.46927 19.80118 18.05747
AUI Diversified Property Fund Australian Unity Property Limited 1.42 7.97075 13.86262 14.27287
Aurora Fortitude Absolute Return Fund Aurora Funds Management Limited 1.4 -7.49125 -25.59903 -16.99011
Auscap Long Short Australian Equities Fund Auscap Asset Management Pty Ltd 4.15 10.67441 4.76971 9.07099
Australian Equities Extension Fund Specialised Private Capital Limited 4.23 28.78551 11.46426 11.1208
bankmecu High Yield Investment Account IOOF Investment Management Limited 0 1.49892 1.95886  
Barwon Global Listed Private Equity Fund Barwon Investment Partners PTY LTD   19.49887 12.88114 9.70755
Bell Global Emerging Companies Fund Bell Asset Management Limited 1.38 25.73276 16.74094 11.17834
BetaShares Custom Portfolio Solutions – Global Growth Fund BetaShares Capital Ltd 1.82 28.37036 21.47973  
BlackRock Advantage Australian Equity Fund BlackRock Investment Mgmt (AUS) Ltd 0.79 28.34485 13.47284 10.30725
Blue Sky Student Accomodation Fund 5 Blue Sky Private Equity Limited   12.00655 12.8558  
Bronte Capital Amalthea Bronte Capital Management Pty Ltd 0 19.61026 18.51969 12.84304
BT Capital Protection Cash Class 2026 BT Financial Group Ltd   1.17571 1.37374  
Cambridge Global Smaller Companies Fund Class A units Grant Samuel Fund Services Limited 1.86 8.05391    
Capital Group Global Equity Fund (AU) Capital Group Investment Mgmt Ltd 0.96 26.48162 16.06808 12.69212
Celeste Australian Small Companies Fund Celeste Funds Management Limited 1.2 22.3592 9.77111 10.74478
Centuria 111 SGT Fund Centuria Property Funds Limited   34.89984    
Centuria Australian Shares Fund Centuria Life Limited 1.2 11.18472 7.15011 7.90451
CFML Antipodes Global Fund ClearView Financial Management Limited 1.2 8.69125    
CFML Managed Investment Bond – Guaranteed Cash Colonial Mutual Life Ass Society Ltd 1.5 0.24493 0.29493 0.39559
Challenger Guaranteed Income Fund – 3.40 cents p.a. 31 Mar 2021 Challenger Retire and Invmt Svcs Ltd. 0 5.93477    
Challenger Guaranteed Pension Fund – 30 June 2021 Challenger Retirement Services Pty Ltd 0 5.67713 5.27672 6.24505
Charter Hall Direct Office Wholesale A Charter Hall Direct Property Mgmt Ltd 0.58 9.64644 14.84171 15.2347
CI Australian Equities Fund Cooper Investors Pty Limited   25.8712 12.83891 10.48047
Clime International Fund EQT Responsible Entity Services Limited 1.72 17.10997 12.01809 10.11664
Col PSL – Managed Bond Non Super Colonial Portfolio Services Limited 1.4 10.99408 6.70509 5.4238
Collins St Value Fund Collins St Asset Management Pty Ltd   38.62698 12.17591  
Com Life IncomeSelect – Retirement Income Plan Commonwealth Life Limited        
Crescent Australian Equity Crescent Funds Management (Aust) Limited 1.58 23.71579 5.1195 2.25272
Crown Diversified Trend Access Fund Atrium Investment Management Pty Ltd   10.08792    
Cyan C3G Fund Cyan Investment Management Pty Ltd 1.71 21.18896 12.81736 21.12432
Daintree Core Income Trust Perennial Investment Management Limited 0.6 4.71979    
DDH Preferred Income Fund DDH Graham Limited 0.82 5.03922 5.68501 4.4736
Dimensional Australian Core Equity Trust DFA Australia Limited 0.31 22.92672 12.00986 10.54559
DS Capital Growth Fund DS Capital Pty Ltd 17.24 19.97224 11.24942 13.89255
Ellerston Australian Market Neutral Fund Ellerston Capital Limited 1.7 12.37776 2.35364 4.11359
Elstree Enhanced Income Fund Elstree Investment Management Ltd 0.77 7.19615 6.71143 5.24257
Equitable Investors Dragonfly Equitable Investors Pty Ltd   -10.4424    
Equus Point Capital Market Neutral Fund Equity Trustees Ltd   0.28098    
Ethical Partners Australian Share Fund Ethical Partners Funds Management Pty Ltd   13.50593    
Fidelity Asia Fund FIL Responsible Entity (Australia) Ltd 1.15 29.16426 18.79802 15.9006
Fiducian Australian Shares Fund Fiducian Investment Management Services Limited 1.01 25.54465 12.92528 10.91888
Fiducian Australian Smaller Companies Shares Fund Fiducian Portfolio Services Limited 2.15 20.03829 10.4796 11.79916
Frame Futures Fund Primary Securities Ltd   -0.1996 -3.30015  
Franklin Australian Core Plus Bond Fund Class I Franklin Templeton Investments Aus Ltd 0.38 11.92735    
Franklin Templeton Multisector Bond W Franklin Templeton Investments Aus Ltd 0.93 -6.82774 -0.4409 -0.69028
Ganes Focused Value Fund Ganes Capital Management Limited 1.69 15.17999 12.02787 9.83851
Ganes Value Growth Fund Macro Capital Limited 1.2 12.09733 12.2857 10.22325
GDI No. 42 Office Trust GDI Funds Management Limited        
GDI No.36 Perth CBD Office Trust GDI Funds Management Limited   0.10504    
Generation Life Investment Bond Generation Life Term Deposit Fund Generation Life Limited 0.65 0.88593 0.9894 1.1564
Glenmore Australian Equities Fund Glenmore Asset Management Pty Ltd   37.50355    
GMO Systematic Global Macro Trust Class B GMO Australia Limited 1.01 -0.66117 2.04349 2.74921
Hamilton Investment Fund – Multi Asset Portfolio Hamilton Asset Management Limited   15.58281 6.04678 5.26065
Heathley Direct Medical Fund No. 2 Heathley Asset Management Limited   7.32867    
Hyperion Small Growth Companies Fund Hyperion Asset Management 1.25 27.3101 13.86284 13.74525
i Capital International Value Capital Dynamics (Australia) Limited   12.3528 -0.20333 -0.53327
Infrastructure Partners Investment Fund Core Vasco Investment Managers Limited   4.74663 6.89462  
Investors Mutual All Industrials Share Fund Investors Mutual Limited 0.99 16.19789 7.4122 7.84547
IOOF – Estate Essentials Bond IOOF Limited 1.48 1.20244 2.09699 2.90346
IOOF WealthBuilder Australian Shares Core – Fidelity IOOF Australia Limited 1.75 17.16976 8.2329  
Jamieson Coote Bonds Active Fund Jamieson Coote Bonds Pty Ltd   11.6723 5.81998  
Janus Henderson Tactical Income Fund Janus Henderson Investors (AUS) FM Ltd 0.45 3.09717 3.02225 3.00456
JB High Alpha Fund JB Markets Pty Ltd   0.72919    
K2 Australian Absolute Return Fund K2 Asset Management Ltd 1.58 7.03562 3.72163 4.2596
Katana Australian Equity Fund Katana Asset Management Ltd 0.02 15.77644 10.65633 8.35514
KeyInvest – Funeral Bond KeyInvest Limited 1.95 1.49892 1.23221 1.56755
La Trobe Financial 12 Month Term Account La Trobe Financial Asset Management Limited 1.46 5.27321 5.30823 5.38076
Legg Mason Brandywine Global Fixed Income Fund Class A Legg Mason Asset Management Ltd (AU) 0.7 7.67288 4.30847 3.09044
Liberty Term Investment Fund Liberty Fiduciary Limited 1.88 5.28095 5.31104 5.46606
Life Settlements Wholesale Fund GI Asset Management Limited 2 -30.58277 -12.59348 -5.66745
LM First Mortgage Income Fund LM Investment Management Ltd 0.85 3.50882 4.55117 6.11268
Macquarie Allocated Annuity-Capital Stable Macquarie Life Limited 1.91 7.48344 4.42264 3.97977
Mahogany Imperium Fund Mahogany Fund Management Pty Ltd        
Man AHL Alpha (AUD) Man Investments Australia Ltd 1.99 10.92641 3.83861 1.95517
Man AHL Diversified (AUD) HSBC Trustee (Cook Islands) Ltd   13.88576 2.9753 1.38321
Manning Private Debt Fund Manning Asset Management Pty Ltd 1.17 6.62444 6.18014  
Mason Stevens Credit Fund Mason Stevens Limited 0.95 7.3654 4.99645 5.10037
Melling Capital Management Dynamic Volatility Fund Melling Capital Management   0.75874    
Mercer Australian Fixed Interest Fund Mercer Investments (Australia) Limited 0.4 12.6254 6.12993 4.97261
Mercer Cash Fund – Cash Units Mercer (Australia) Pty Ltd 0.35 1.65296 1.76949 1.94001
Merricks Capital Partners Fund Merricks Capital Pty Limited   10.7938    
Microequities Deep Value Fund Microequities Asset Management Pty Ltd 0 14.34273 4.20605 12.22602
MLC – Breakthrough Bond MLC Limited 1.99 10.82092 6.32038 5.50493
MLC Inflation Plus – Assertive Portfolio – Class B MLC Investments Limited 2.57 9.88819 5.45929 5.04569
Moelis Australia Secured Loan Series Moelis Australia Asset Management   8.18907    
Montaka Global Fund Montgomery Global Investment Management Pty Ltd   6.62191    
MPG Retail Brands Property Trust MPG Funds Management Ltd 0.75 19.45715 21.68154 23.72291
NAOS Emerging Opportunities Fund Naos Asset Management Limited   2.5076 -1.0268  
Nat Aust Investment Bond – Balanced MLC Limited 1.5003 10.59228 6.11515 5.30562
National Investment Trust – Balanced Fund MLC Investments Limited 2.09 14.00426 8.12687 6.4745
Netwealth Active 30/70 Conservative Fund Netwealth Investments Limited 0.65 10.30836 5.76788 4.79163
Netwealth Active 50/50 Balanced Fund Netwealth Investment Funds 0.7 13.21886 7.38797 6.40597
NewActon East Property Fund Placer Property Limited   11.15696 11.49549 10.52326
Newmark Hardware Trust Newmark Capital Limited        
Nikko AM ARK Global Disruptive Innovation Fund Nikko AM Limited 1.35 24.55439    
Northcape Capital Global Emerging Markets Fund Northcape Capital Pty Ltd   19.71003 14.76087 10.89921
OC Cash Management Fund OC Funds Management Limited 0.5 1.47261 1.60767 1.8699
Ophir Opportunities Fund Ophir Asset Management Pty Ltd   33.72311 20.59159 22.37857
Optar Australian Concentrated Fund Optar Pty Limited   12.45895 14.08481  
Ord Minnett Cash Management Ord Minnett Management Limited 1.16 0.50639 0.729  
Packer & Co Investigator Trust Packer & Co Limited 1.44 26.90555 15.65897 12.93616
Paragon Australian Long Short Fund Paragon Funds Management Ltd   17.19068 3.77097 6.58394
Pendal Active Balanced Fund Pendal Fund Services Limited 1 14.23579 8.62257 7.08075
Pendal International Share Pendal Institutional Limited 0.97 17.7908 11.96907 10.32355
Platinum Global Fund Platinum Investment Management Ltd. 1.35 16.05295 11.2494 9.5291
Plato Australian Shares Income Fund Pinnacle Fund Services Limited 0.9 22.01967 10.05966 8.01965
PM Capital Enhanced Yield Fund PM CAPITAL Limited 0.79 2.74326 3.48668 3.3043
Pre Select Balanced Fund Navigator Australia Limited 1 11.20998 7.51444 6.48097
Prime Value Growth Fund Prime Value Asset Management 1.43 12.75688 6.97977 4.5131
Principal Global Property Securities Fund Ironbark Asset Mgmt (Fund Services) Ltd 1 18.59969 12.8368 8.72048
QVG Opportunities Fund QVG Capital Pty Ltd   26.07433    
RACQ Bank Cash Investment Account QT Mutual Bank Limited 0      
RC Global Infra-Energy Fund RC Global Funds Management Pty Limited   8.53304    
Russell After-Tax Australian Shares Fund (SuperInvestors) A Russell Investment Management Limited 0.89 21.74032 10.67367 8.60912
Saville Capital Emerging Companies Fund One Funds Management Ltd 1.93 66.385    
Sestante Global Macro Fund AZ Sestante Limited 0.8956 7.05045    
Skyring Fixed Income Fund Skyring Asset Management Limited   6.10525    
Smallco Investment Fund Smallco Investment Manager 3.7 17.48177 13.72637 14.13582
Smarter Money Fund Platform Investor EQT Responsible Entity Services Limited 0.99 2.81772 2.4931 2.78408
Solaris Core Australian Equity Inst Solaris Investment Management Limited 0 26.51063 14.44268 11.80026
Solaris High Alpha Australian Eq Inst Channel Investment Management Limited 0.96 26.17421 14.62683 11.99897
Spire Wholesale Alternative Income No.1 (AUD) Spire Capital Pty Ltd   8.12591 6.21904  
State Street Australian Cash Trust State Street Global Advisors, Australia Services Ltd 0.1 1.88211 1.97537 2.14719
State Street Australian Equities Index Trust State Street Global Advisors (Aus) Ltd 0.16 25.80812 12.49568 9.73345
Suncorp Insurance Bond – Suncorp Traditional Conserv SUNCORP Life and Superannuation Limited 1.23 8.7742 4.90484 4.25884
Terra Capital Ethical Emerging Companies Fund Terra Capital New Horizons Fund Pty Ltd   -6.56065 -3.37531  
Terra Capital Natural Resource Fund Terra Capital Pty Ltd   -8.75348 3.3864 12.15564
The TAMIM Fund Asia Small Companies CTSP Funds Management Pty Limited   9.26955    
Totus Alpha Fund – Founders Series Main Totus Capital Pty Ltd   7.56658 12.6192 13.01042
TPI Australian Share Fund Trumper Park Investments Pty Limited   11.49374 6.78556 11.4877
Trilogy Monthly Income Trust Trilogy Funds Management Limited 0.96 7.56525 7.76746 7.86668
Valuedo Global Equity (I) MASTERINVEST Kapitalanlage GmbH   7.49944    
VF High Conviction Fund Viburnum Funds Pty Ltd 1.74 -3.61832 -0.31913  
Warakirri Charitable Australian Equities Warakirri Asset Management Pty Ltd   12.81958    
Westpac Foundation Plan Balanced Growth Westpac Life Insurance Services Limited 1.65 9.42159 5.1647 4.15338
Wingate Investment Partners Trust No. 3 Wingate Investment Partners 3 Pty Ltd 0 10.29721 10.72438  
Wisdom Australian Equities Fund Wisdom Funds Pty Ltd 0.99 12.74194 7.85326 9.16087
Yarra Australian Equities Fund Yarra Funds Management Limited 0.95 20.96321 10.39454 8.16707

The data in this table is sourced from Morningstar and refers to data as at 30/11/2019.