Compare your fund

Fund performance & fees comparison

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Review your fund's current performance & fees. Search by APIR Code, Fund name or Fund manager.

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Over the past 10 years, 74% of funds have underperformed their industry standard benchmark.

74%

Funds underperforming
their benchmark

-2.53%

Average underperformance

$640 Billion

Funds under management

1.54%

Average fees per year

Data sourced from Morningstar. Find out more

Search results

1. Fund Performance Comparison as at {{fund.returnDate | date:'dd MMM yyyy'}}

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers and {{ fund.benchmark.name }} (Historical performance is not a reliable indicator of future performance.) Data sourced from Morningstar. Find out more

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Peers

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2. Fees & allocation comparison

Compare fees
Compare allocation

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Investment amount

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InvestSMART's fees

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3. Is your fund a dud? Here's what to do next

Watch the in-depth webinar

How to assess your managed fund & how to choose your next one.

Watch video

Consider switching

The {{ fund.model.name }} Portfolio provides a similar asset allocation to the managed fund {{ fund.name }}.

Our fee is only 0.55% p.a. and they are capped at $550 p.a.*

Learn more

Talk to us

Curious about how our portfolios work? Want to learn why so many managed funds underperform?

Schedule a call to speak to an investment professional about the {{ fund.model.name }} Portfolio.

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Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One

Your managed fund switching checklist. Is fear of capital gains tax holding you back?

The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.

Guide to tidying up your Portfolio Manager holdings

We’re here to help you achieve your financial goals

Effie Zahos

Effie is one of Australia’s leading personal finance commentators with more than two decades of experience helping Australians make the most of their money. A regular money expert on Channel 9’s Today Show and on radio around Australia, Effie is also the author of The Great $20 Adventure and A Real Girl’s Guide to Money and Ditch the Debt and Get Rich.

Wealth creator

Entrepreneur

Money expert

Paul Clitheroe, AM

Paul has 37 years of investment experience and is regarded one of Australia's leading "money" experts. From 1993 to 2002, Paul hosted the popular Channel 9 program Money and now currently writes for newspapers across Australia, is a frequent guest expert on Australia's major television networks and radio.

Paul is Chairman of The Australian Government Financial Literacy Board and Money Magazine. He also holds the Chair of Financial Literacy at Macquarie University.

Chairman

Alan Kohler, AM

Alan has been covering business and markets as a financial journalist for 48 years, including two stints as the Financial Review’s Chanticleer columnist and periods as editor of The Age and the AFR. He also started Eureka Report in 2005 and Business Spectator in 2007.

As well as being Editor-in-Chief of InvestSMART Group, Alan is currently finance presenter on ABC News, Business Editor at Large of The Australian, presenter of the Talking Business channel on Qantas radio and an adjunct professor in the business faculty at Victoria University.

Founder-Eureka Report