Top 10 Funds available on InvestNow – May 2017
All returns are after fees but before tax, for the month ending 31 May 2017. Past performance is not indicative of future results.
Performance summary – all funds
Fund | Sector | Month to May 31 | Year to March 31 | 5 year average return |
Fisher Funds Property & Infrastructure Fund | Diversified | 2.20% | 12.84% | 13.72% |
Fisher Funds International Growth Fund | International Equities | 1.80% | 11.16% | 7.97% |
Vanguard International Shares Select Exclusions Index Fund (Hedged) – NZD Class | International Equities | 1.68% | - | - |
Salt Investment Funds Enhanced Property Fund | Unlisted Property | 1.63% | 2.55% | - |
Russell Global Opportunities Fund $NZ Hedged Class B | International Equities | 1.56% | 21.05% | 14.71% |
Russell Investments Hedged Global Shares Fund | International Equities | 1.54% | 19.02% | 0.00% |
Fishers Funds New Zealand Growth Fund | Australasian Equities | 1.50% | 12.37% | 16.56% |
AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 1.33% | 1.69% | 4.66% |
Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 1.17% | 1.74% | - |
Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 1.01% | 2.12% | 4.68% |
Harbour Australasian Equity Income Fund | Australasian Equities | 0.79% | 7.45% | 15.55% |
Hunter Global Fixed Interest Fund | International Fixed Interest | 0.79% | - | - |
Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.77% | 2.59% | 4.86% |
Harbour Income Fund | New Zealand Fixed Interest | 0.75% | 3.95% | - |
Mint Australia New Zealand Real Estate Investment Trust | Australasian Equities | 0.67% | -0.80% | 11.87% |
Russell Investments Global Fixed Interest Fund | International Fixed Interest | 0.61% | 3.70% | 6.35% |
Fisher Funds Income Fund | New Zealand Fixed Interest | 0.60% | 3.75% | 5.08% |
Harbour NZ Advanced Equity Beta Fund | Australasian Equities | 0.55% | 8.04% | - |
Mint Australia New Zealand Active Equity Trust | Australasian Equities | 0.26% | 8.37% | 17.33% |
Mint Diversified Income Fund – Retail | Diversified | 0.26% | 3.26% | - |
T. Rowe Price Global Equity Growth Fund | International Equities | 0.24% | 12.14% | - |
AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.20% | 2.34% | 3.14% |
Russell Investments NZ Shares Fund | Australasian Equities | 0.14% | 7.59% | - |
AMP Cash Advantage Fund (Rabobank) | Cash and Cash Equivalents | 0.09% | 1.55% | - |
Salt Investment Funds NZ Dividend Appreciation Fund | Australasian Equities | -0.24% | 7.64% | - |
Russell Emerging Markets Fund Class B | International Equities | -0.90% | 25.50% | 7.44% |
Harbour Australasian Equity Fund | Australasian Equities | -0.94% | 10.96% | 17.24% |
Vanguard International Shares Select Exclusions Index Fund | International Equities | -1.09% | - | - |
Russell Global Opportunities Fund Class B | International Equities | -1.20% | 18.92% | 14.43% |
Russell Investments Global Shares Fund | International Equities | -1.22% | 14.50% | - | Harbour Australasian Equity Focus Fund – Retail | Australasian Equities | -1.92% | 11.71% | - |
Devon Trans-Tasman Fund | Australasian Equities | -2.70% | 10.60% | 14.05% |
Fisher Funds Australian Growth Fund | Australasian Equities | -2.90% | 6.58% | 7.55% |
Notes
All returns are after fees but before tax.
For the Vanguard International Shares Select Exclusions Fund, we have shown the NZD return of -1.09% as advised by Vanguard – this fund returned 2.72% in AUD terms.
1-year and 5-year returns are displayed for comparison. These figures are as at 31 March 2017, and are taken from Fund Updates provided to the Disclose Register ( 1-year and 5-year returns are not shown for funds which are less than 1 year or less than 5 years old).
Past performance is not indicative of future results.