Top funds by category

Category average 9.5% p.a. over 3 years

1. 1CFS Geared Growth PlusColonial First StateGeared23.1% p.a.
2. 2CFS Enhanced Index High GrowthColonial First State16.1% p.a.
3. 3FirstChoice Wholesale Investments - CFS Select High GrowthColonial First State14.9% p.a.
4. 4Perpetual Global Allocation Alpha FundPerpetual Investment Management14.4% p.a.
5. 5CFS Enhanced Index Balanced-Class A Dis AUDColonial First State12.7% p.a.

Category average 8.8% p.a. over 3 years

1. 1RQI Australian ValueColonial First State14.9% p.a.
2. 2CFS Geared Australian ShareColonial First StateGeared13.3% p.a.
3. 3Ausbil Active Sustainable Equity FundAusbil Investment Management13.3% p.a.
4. 4Ausbil Australian Geared Equity FundAusbil Investment ManagementGeared11.3% p.a.
5. 5CFS Index Australian Share - Class AColonial First State11.2% p.a.

Category average 15.8% p.a. over 3 years

1. 1CFS Wellington Global Tech & CommunicationsColonial First State33.6% p.a.
2. 2CFS Geared Global ShareColonial First StateGeared27.4% p.a.
3. 3RQI Global Value-HedgedColonial First State21.4% p.a.
4. 4CFS Index Global Share Hedged AColonial First State20.7% p.a.
5. 5Ironbark Robeco Global Developed Enhanced Index Equity Fund - Class A (Unhedged)Ironbark Asset Management19.9% p.a.

Category average 5.3% p.a. over 3 years

1. 1Perpetual ESG Credit Income FundPerpetual Investment Management7.3% p.a.
2. 2Perpetual Credit IncomePerpetual Investment Management7.3% p.a.
3. 3Perpetual Pure Credit Alpha WPerpetual Investment Management7.2% p.a.
4. 4Perpetual Diversified Income FundPerpetual Investment Management6.5% p.a.
5. 5Perpetual High Grade Floating RatePerpetual Investment Management5.6% p.a.

Category average 13.3% p.a. over 3 years

1. 1Ausbil MicroCap FundAusbil Investment Management25.3% p.a.
2. 2Ausbil Australian SmallCap FundAusbil Investment Management15.3% p.a.
3. 3RQI Australian Small Cap ValueColonial First State14.5% p.a.
4. 4Perpetual Pure Microcap FundPerpetual Investment Management13.0% p.a.
5. 5CFS MIF-Macquarie Australian Emerging CompaniesColonial First State10.9% p.a.

Category average 5.5% p.a. over 3 years

1. 1CFS Janus Henderson Global Natural ResourcesColonial First State13.4% p.a.
2. 2Acadian Defensive Income-Class AColonial First State10.3% p.a.
3. 3Perpetual Share Plus Long Short Fund - Class SPerpetual Investment Management8.8% p.a.
4. 4Aspect Diversified FuturesColonial First State7.4% p.a.
5. 5Ausbil Long Short Focus FundAusbil Investment Management7.4% p.a.

Category average 8.9% p.a. over 3 years

1. 1Perpetual Private Real Estate Implemented PortfolioPerpetual Investment Management9.7% p.a.
2. 2CFS Property SecuritiesColonial First State9.3% p.a.
3. 3CFS Index Property SecuritiesColonial First State9.1% p.a.
4. 4CFS Index Global Property Securities - Class AColonial First State8.6% p.a.
5. 5CFS MIF-Property SecuritiesColonial First State8.0% p.a.

Category average 4.6% p.a. over 3 years

1. 1CFS Wholesale CashColonial First State4.9% p.a.
2. 2CFS Enhanced Cash - Class A Dis AUDColonial First State4.8% p.a.
3. 3CFS Enhanced CashColonial First State4.6% p.a.
4. 4Perpetual Exact Market Return FundPerpetual Investment Management4.2% p.a.

Category average 5.5% p.a. over 3 years

1. 1Perpetual Diversified Income Fund - Class SPerpetual Investment Management6.8% p.a.
2. 2Nexis Fixed Income FundNexis AdvisoryManager-supplied data5.5% p.a.
3. 3Perpetual Income Opportunities FundPerpetual Investment Management4.3% p.a.

Category average 21.6% p.a. over 3 years

1. 1RQI Emerging Markets ValueColonial First State22.9% p.a.
2. 2CFS Emerging MarketsColonial First State20.3% p.a.