FY 2024/2025 managed funds performance
Rainmaker Information
International equities large cap was the top performing asset class in FY 2024-25, with a 16.6% median return for the financial year.
Following international equities large cap was emerging markets (15.2%), Australian large cap (13.3%), Australian small cap (13.1%) and Australian income focused (12.2%), according to Rainmaker Information.
“International equities performance over the past financial year have been very strong, outpacing even the S&P500 for the same period,” said David Gallagher, executive director of research at Rainmaker Information.
“Many factors have contributed to this outcome including economic and policy factors, fiscal stimulus in Europe, improved investor sentiment, investors pivoting toward diversification amid US headwinds, as well as attractive valuations relative to the US."
Medians for multi-asset diversified products in different sectors were higher than in May, with 12.1% for growth, 10.8% for balanced, and 8.0% for capital stable.
Credit products recorded a median return of 7.4% over the 12-month period.
The ESG sector (diversified and sector specific products) recorded a median return of 12.1%.
The top five performing products over the 12-month period were Betashares Video Games and Esports ETF with 90.5% followed by VanEck Video gaming and Esports ETF with 66.8% , Global X Physical Platinum with 65.5%, Betashares Global Gold Miners ETF (H) with 58.2% and VanEck Gold Miners ETF with 57.2%,
“The top 10 positions are still dominated entirely by international equities and alternatives, which hold six and four spots, respectively,” said Gallagher.
“ETFs were also dominant across the best of the performing funds, representing eight of the top 10, and 19 of the top 30”
|
Product |
Type |
Asset class |
1 year return |
|
Betashares Video Games and Esports ETF |
ETF |
International equities |
90.5% |
|
VanEck Video Gaming and Esports ETF |
ETF |
International equities |
66.8% |
|
Global X Physical Platinum |
ETF |
Alternatives |
65.5% |
|
Betashares Global Gold Miners ETF (H) |
ETF |
International equities |
58.1% |
|
VanEck Gold Miners ETF |
ETF |
International equities |
57.2% |
|
HMC Capital Partners Fund I |
Unit trust |
Alternatives |
49.8% |
|
iShares China Large-Cap ETF |
ETF |
International equities |
46.5% |
|
Global X Gold Bullion ETF |
ETF |
Alternatives |
43.5% |
|
Global X Physical Gold |
ETF |
Alternatives |
43.2% |
|
Hyperion Global Growth Companies Fund |
Unit trust |
International equities |
43.0% |
Originally published at - www.rainmaker.com.au/media-release/fy-2024-2025-managed-funds-performance
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