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”

Originally published at - www.rainmaker.com.au/media-release/fy-2024-2025-managed-funds-performance

About Rainmaker Information

Rainmaker Information, founded in 1992, is a leading Australian-based financial services information publishing house providing marketing intelligence, research, and consulting services on the wealth management industry. 

Rainmaker gathers and generates in-depth marketing intelligence with industry research, data, professional development and media capabilities. These resources can be accessed with a subscription to the Rainmaker MarketPro terminal. 

Rainmaker Information is owned by Institutional Shareholder Services (ISS) and is part of its ISS Market Intelligence business. 

www.rainmaker.com.au

About ISS Market Intelligence

ISS Market Intelligence (MI) is a leading global provider of data, analytics, insights, media, and events solutions to the global financial services industry. 

ISS MI empowers global asset and wealth management firms, insurance companies, distributors, service providers, and technology firms by providing cutting-edge market-engagement platforms and the actionable intelligence necessary to fully assess their target markets, identify and analyse the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business.  

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Julian Clarkstone 
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