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Fund Features

A multi-billion-dollar asset manager has taken the crown for top performing Australian equity large growth fund, beating the index by almost 7 per cent.

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Our monthly update detailing the short- and long-term performance of major indices.

Platinum Asset Management is implementing an ESG screen to its investment process, impacting how it views sectors such as coal mining, CEO Andrew Clifford revealed last week.

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Fund Styles

Large Value

About this style

These Funds own mostly larger-sized companies the fund manager believes are overlooked by the market and trading relatively cheaply

Fund Example Morningstar
Rating
Net Assets
$mil
1 y% 3y%
60.71 -- --

More info on this example...

10 Top Tens

Multisector Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Partners Group Global Multi-Asset 5 3.62 4.75 9.23
Statewide Super Growth (Pensions) 5 0.32 4.59 8.75
Care Pension Sustainable Balanced 0 1.73 4.56 --
Statewide Super Active Bal (Pensions) 5 0.45 4.46 8.37
MySuper (Super) 5 0.34 4.25 7.97
Care Super Sustainable Balanced 0 1.71 4.08 6.82
Statewide Super Active Balanced (Super) 5 0.43 4.06 7.51
HESTA Super Core Pool 0 0.58 3.91 7.44
Care Pension Balanced 0 0.03 3.78 --
AMP - FIP - Property Biased NEF 3 2.05 3.77 5.92
Multisector Balanced
Fund Name Morningstar
Rating
6m% 1y% 3y%
Statewide Super Cnsrv Bal (Pensions) 5 0.86 4.33 7.29
Statewide Super Conservative Bal (Super) 5 0.82 3.96 6.55
Sunsuper Income Account Retirement 5 0.81 3.50 7.27
Sunsuper Retirement 5 0.73 3.10 6.42
Sunsuper Lifecycle Retirement Pool 5 0.72 3.09 6.36
Smartsave MySuper Balanced 4 1.16 2.69 4.86
Care Pension Conservative Balanced 0 -0.10 2.65 --
Optimum All Ann - Suncorp Trad Balanced 5 -0.46 2.56 6.55
VicSuper Flexible Income Balanced 5 0.40 2.44 6.98
VicSuper FutureSaver Balanced 5 0.27 2.17 6.36
Australian Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Col SAP - CFS Ws Australian Share 5 -2.19 5.92 7.81
Prime Value Emerging Opportunities Fund 4 0.51 5.33 7.72
Solaris Australian Equity Long Short Fd 0 -2.81 5.32 --
Col SPS - CFS Wsale Aus Share 4 -1.94 5.32 6.90
BT Lifetime PS-CFS Australian Shares 3 -1.66 5.18 5.94
BT PPSP-CFS W Imputation 3 -2.05 4.97 6.19
OnePath OA AP-CFS WS Imputation EF 3 -2.80 4.90 5.77
OnePath OA TAP-CFS Imputation EF 3 -2.80 4.90 5.77
Col SAP - CFS Ws Imputation 4 -2.59 4.81 7.30
OnePath OA FR Pen-Bennelong Aust Eq 5 -8.52 4.77 9.96
Australian Large Growth
Fund Name Morningstar
Rating
6m% 1y% 3y%
Selector High Conviction Equity A 5 -1.88 12.56 13.34
Platypus Australian Equities - Wholesale 4 -7.39 5.76 8.03
Suncorp BSuper Pen-Hyperion Aus Grwth Co 0 -0.98 5.65 --
CFS FC W Pen-CFS W Concentrated Aus Shr 4 -3.21 5.45 7.30
ANZ A Pension - CFS Wsale Leaders Fund 4 -3.50 5.40 7.06
Smallco Broadcap 5 -1.66 5.35 9.18
Platypus Australian Equities - Retail 4 -7.66 5.23 7.44
Spheria Opportunities 5 -3.20 4.91 11.61
CFS FC W PSup-CFS W Concentrated Aus Shr 4 -2.84 4.90 6.46
Suncorp BSuper Bus-Hyperion Aus Grwth Co 0 -1.08 4.75 --
Australian Mid/Small Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
QVG Opportunities Fund 0 -0.93 23.60 --
Perennial Value Microcap Opportunities 0 -3.52 14.68 --
Lakehouse Small Companies Fund 0 1.37 12.04 --
Eley Griffiths Group Emerging Companies 0 -1.02 11.15 --
Regal Australian Small Companies Fund 1 -11.08 8.73 6.99
Smallco Investment 5 -2.46 7.84 10.13
CFS FC W Pen-OC W Premium Small Comp 3 -4.54 7.10 8.61
CFS FC Pen-OC Premium Small Comp 2 -4.46 6.79 7.85
CFS FC W PSup-OC W Premium Small Comp 3 -3.79 6.52 7.76
CFS FC Inv-OC Premium Small Comp 3 -4.50 6.41 7.84
World Large Value
Fund Name Morningstar
Rating
6m% 1y% 3y%
OA Frontier AP-Magellan Global 5 6.56 9.75 9.08
ANZ A Pension - Magellan Global (AAP) 4 6.54 9.72 9.05
OnePath OA TAP-Magellan Global EF/Sel 4 5.12 9.24 8.06
OnePath OA AP-Magellan Global EF/Sel 4 5.11 9.23 8.06
OA Frontier PS-Magellan Global 5 6.25 9.22 8.42
ANZ OA Pen-Magellan Global EF 4 6.11 8.83 8.16
ANZ OA TAP-Magellan Global EF 2 6.45 8.75 2.84
OnePath OA AP-Magelan Global NEF 4 4.79 8.58 7.41
OnePath OA TAP-Magellan Global NEF 4 4.79 8.58 7.41
ANZ OA Sup-Magellan Global EF 4 5.82 8.34 7.55
World Large Blend
Fund Name Morningstar
Rating
6m% 1y% 3y%
Nikko AM Global Share 5 2.12 10.85 10.35
Magellan WS Plus Global 5 6.65 10.21 9.44
Magellan Global 5 6.77 10.17 9.25
MFS® Low Volatility Global Equity Trust 4 7.66 10.10 8.04
CFS FC-Magellan W Global Share 5 6.64 10.00 9.14
CFS FC W Pen-Magellan W Global Shares 5 6.63 9.98 9.16
OA Frontier IP-Magellan Global 5 6.65 9.86 9.15
AMP SigSup AP-Magellan Global 5 6.02 9.85 8.57
Magellan Advantage Global 0 6.11 9.68 --
AMP FS R-Magellan Global 4 5.91 9.63 8.28