Top Multi Asset Portfolios funds

Ranked on 3-year returns after fees, to 30 Sept 2026.

Category average, 3 yrs

9.5% p.a.

Funds ranked

26

Extra unit classes folded in

9

Not ranked (under 3 yrs or $20M)

51

RankFund3 yrs p.a.
1CFS Geared Growth PlusColonial First StateGeared23.1%
2CFS Enhanced Index High GrowthColonial First State16.1%
3FirstChoice Wholesale Investments - CFS Select High GrowthColonial First State14.9%
4Perpetual Global Allocation Alpha FundPerpetual Investment Management14.4%
5CFS Enhanced Index Balanced-Class A Dis AUDColonial First State12.7%
6CFS GrowthColonial First State12.4%
7CFS BalancedColonial First State11.4%
8Ausbil BalancedAusbil Investment Management11.0%
9FirstChoice Wholesale Investments - CFS Select DiversifiedColonial First State10.7%
10CFS ModerateColonial First State10.4%

See the full ranking of all 26 funds

Sign up free to see every ranked fund with 1, 3 and 5-year returns, fees, size, how each compares with the category, and which you can hold on ausbiz Wrap or in super.

How we rank

Funds are ranked on their 3-year annualised return after fees, using FE fundinfo data to 30 Sept 2026. A fund needs 3 years of history and at least $20M in assets. Where a fund has several unit classes, only the lowest-fee class is ranked. Ties go to the lower-fee fund. A few funds without FE fundinfo data are ranked on returns supplied by their manager; these are marked "Manager-supplied data".

Independence

Fund managers can't pay for a rank, and sponsored or featured listings play no part in it. Funds from the ausbiz group are marked "Related party". Geared funds borrow to invest, so their returns and losses are magnified.

Important

Past performance is not a reliable indicator of future performance. This is general information only and doesn't take into account your objectives, financial situation or needs. Read the PDS and TMD before investing. ausbiz Invest, AFSL 436859.

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