Top 10 Funds available on InvestNow – November 2018
Returns are after fees but before tax, in NZD, for the month ending 30 November 2018. Past performance is not indicative of future results.
Performance summary – all funds
| Fund | Sector | 1 month | 3 months | 6 months | 1 year | 2 years | 3 years | 5 years | 10 years |
|---|---|---|---|---|---|---|---|---|---|
| Nikko AM Global Equity Hedged Fund | International Equities | 4.84% | -6.79% | -5.98% | -1.37% | 9.33% | 7.55% | 8.61% | - |
| Smartshares NZ Mid Cap Fund (MDZ) | Australasian Equities | 4.15% | 1.53% | 5.47% | 7.84% | 18.60% | 16.37% | 17.48% | 14.92% |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 3.46% | -2.65% | -0.79% | 0.73% | 9.48% | 10.26% | 9.27% | 13.48% |
| AMP Capital Global Property Securities Fund | Listed property | 2.95% | -3.13% | 0.99% | 1.52% | 6.54% | 3.23% | 8.73% | 13.51% |
| Mint Australia New Zealand Real Estate Investment Trust | Listed property | 2.95% | 0.86% | 5.57% | 8.24% | 8.43% | 7.34% | 10.60% | 10.22% |
| OneAnswer Property Securities Fund | Listed property | 2.76% | 0.52% | 5.84% | 9.32% | 9.07% | 8.51% | 11.55% | 12.01% |
| India Avenue Equity Fund – Retail Class | International Equities | 2.56% | -13.76% | -4.52% | -11.41% | - | - | - | - |
| Harbour Real Estate Investment Fund | Listed property | 2.37% | - | - | - | - | - | - | - |
| AMP Capital Australasian Property Index Fund | Listed property | 2.15% | -0.49% | 4.72% | 7.46% | 8.82% | 8.48% | 8.87% | 2.44% |
| Smartshares NZ Top 50 Fund (FNZ) | Australasian Equities | 1.79% | -3.27% | 2.87% | 8.52% | 14.75% | 13.94% | 14.21% | 13.48% |
| Fisher Funds Property & Infrastructure Fund | Diversified | 1.49% | 1.28% | 6.66% | 7.42% | 14.99% | 11.67% | 12.51% | - |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 1.40% | -4.22% | 2.10% | 6.72% | 12.06% | 11.86% | - | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 1.34% | -4.91% | -0.05% | 2.51% | - | - | - | - |
| Harbour Australasian Equity Income Fund | Australasian Equities | 1.17% | -2.07% | 2.74% | 3.40% | 8.23% | 6.76% | 9.89% | - |
| Russell Global Opportunities Fund $NZ Hedged Class B | International Equities | 1.06% | -6.07% | -3.41% | -2.87% | 9.89% | 7.89% | 8.73% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | 1.04% | -6.10% | -3.48% | -2.98% | 9.76% | 7.78% | 8.58% | - |
| Salt Investment Funds Enhanced Property Fund | Listed property | 1.01% | -0.17% | 4.81% | 6.02% | 8.78% | 8.73% | - | - |
| AMP Capital NZ Shares Index Fund | Australasian Equities | 0.85% | -4.94% | 2.73% | - | - | - | - | - |
| Devon Dividend Yield Fund | Australasian Equities | 0.79% | -2.65% | 2.21% | 2.12% | 3.35% | 6.34% | 10.93% | - |
| Pathfinder Global Property Fund | Listed property | 0.64% | -3.85% | 2.51% | 1.39% | 7.12% | 4.54% | - | - |
| AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | 0.35% | -0.33% | 0.14% | - | - | - | - | - |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | 0.32% | -0.39% | -2.64% | - | - | - | - | - |
| Nikko AM Global Shares Fund | International Equities | 0.28% | -9.02% | -0.93% | 5.08% | - | - | - | - |
| Nikko AM Global Bond Fund | International Fixed Interest | 0.22% | -0.36% | 0.28% | 0.26% | 1.58% | 2.59% | - | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | 0.22% | -0.69% | -0.22% | -0.35% | 2.28% | 3.17% | 4.69% | - |
| Nikko AM Income Fund | New Zealand Fixed Interest | 0.21% | 0.54% | 3.20% | 4.73% | 6.12% | 4.90% | 6.07% | 7.09% |
| Nikko AM NZ Cash Fund | Cash and Cash Equivalents | 0.19% | 0.60% | 1.20% | 2.47% | 2.60% | 2.71% | - | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.17% | 0.53% | 1.08% | 2.15% | 2.16% | 2.30% | 2.79% | 3.20% |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.13% | 0.46% | 1.02% | 2.09% | 2.15% | 2.19% | 2.47% | 2.58% |
| AMP Capital Global Shares Fund | International Equities | 0.06% | -5.76% | -1.18% | -0.51% | 11.24% | 8.80% | 9.42% | 10.94% |
| OneAnswer New Zealand Share Fund | Australasian Equities | 0.06% | -5.76% | 1.79% | 7.15% | 11.77% | 12.60% | 12.54% | 14.07% |
| AMP Capital RIL NZ Shares Fund | Australasian Equities | 0.05% | -4.50% | 1.74% | 7.60% | 12.06% | 12.26% | 13.79% | - |
| AMP Capital All Country Global Shares Index Fund | International Equities | 0.03% | -6.12% | -1.11% | - | - | - | - | - |
| Fisher Funds BondPlus Fund | International Fixed Interest | 0.03% | -0.49% | -0.05% | -0.18% | 1.91% | 2.66% | 4.28% | 7.04% |
| AMP Capital RIL Conservative Fund | Diversified | 0.02% | -1.39% | 0.37% | 0.72% | 3.42% | 3.01% | 3.94% | 4.70% |
| Fisher Funds Conservative Fund | Diversified | 0.02% | -1.10% | - | - | - | - | - | - |
| AMP Capital Hedged Global Fixed Interest Fund | International Fixed Interest | -0.01% | -0.93% | -0.57% | -0.89% | 1.43% | 2.07% | 3.68% | 6.55% |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | -0.04% | 0.35% | 1.81% | 3.31% | 3.87% | 3.80% | 4.63% | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | -0.05% | 0.28% | 2.54% | 3.84% | 4.04% | 3.80% | 4.58% | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | -0.05% | 0.28% | 1.75% | 3.10% | 3.93% | 4.03% | 4.79% | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.07% | 0.29% | 2.03% | 3.51% | 4.07% | 4.01% | 4.99% | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.10% | 0.27% | 2.16% | 3.38% | 3.97% | 4.14% | 5.21% | 5.62% |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | -0.14% | 0.34% | 2.17% | 3.75% | 4.76% | 4.45% | 5.43% | - |
| Russell Investments NZ Shares Fund | Australasian Equities | -0.15% | -5.93% | 1.23% | 6.41% | 10.89% | 11.88% | 11.91% | - |
| Nikko AM NZ Bond Fund | New Zealand Fixed Interest | -0.18% | 0.22% | 2.31% | 3.67% | 4.42% | 4.11% | 5.11% | - |
| OneAnswer Balanced Fund | Diversified | -0.20% | -4.56% | -0.78% | 0.82% | 7.33% | 5.64% | 7.49% | 8.82% |
| Mint Australia New Zealand Active Equity Trust | Australasian Equities | -0.23% | -6.47% | 0.61% | 8.71% | 14.02% | 12.56% | 13.47% | 14.52% |
| Fisher Funds Income Fund | International Fixed Interest | -0.25% | -0.44% | 0.24% | -0.32% | -0.61% | -0.55% | -0.09% | - |
| Harbour Income Fund | Diversified | -0.27% | -1.63% | 0.94% | 2.32% | 4.69% | 3.99% | - | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | -0.27% | -0.35% | 0.21% | 0.34% | - | - | - | - |
| Mint Diversified Income Fund – Retail | Diversified | -0.28% | -0.21% | 1.55% | 3.38% | 4.52% | 4.44% | - | - |
| AMP Capital Global Listed Infrastructure Fund | International Equities | -0.30% | -3.27% | 2.56% | -2.85% | 7.19% | 4.90% | 8.90% | - |
| AMP Capital RIL Balanced Fund | Diversified | -0.30% | -3.74% | -0.18% | 0.75% | 6.75% | 5.01% | 5.97% | - |
| Fisher Funds Multi Sector Fund | Diversified | -0.38% | -3.50% | -0.11% | 1.31% | 5.64% | 4.91% | 6.06% | 7.42% |
| AMP Capital RIL Growth Fund | Diversified | -0.44% | -5.75% | -1.22% | -0.18% | 9.14% | 6.35% | 6.78% | 7.81% |
| AMP Capital Income Generator Fund | Diversified | -0.46% | -3.05% | 0.16% | 0.90% | 5.09% | 5.42% | - | - |
| AMP Capital RIL Global Shares Fund | International Equities | -0.47% | -6.80% | -2.21% | -1.44% | 11.16% | 6.72% | 7.53% | 9.26% |
| Fisher Funds Growth Fund | Diversified | -0.62% | -5.52% | - | - | - | - | - | - |
| Fisher Funds International Growth Fund | International Equities | -0.68% | -9.00% | -2.41% | 3.99% | 15.70% | 7.93% | 8.72% | 9.28% |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | -0.88% | -9.41% | -1.19% | 5.24% | 11.27% | 12.00% | 11.31% | 13.59% |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | -1.07% | -10.01% | -1.90% | 4.55% | 9.56% | 9.79% | 10.43% | 11.42% |
| AMP Capital Global Multi-Asset Fund | Diversified | -1.08% | -3.19% | -2.13% | -1.68% | 2.77% | 3.32% | - | - |
| OneAnswer Equity Selection Fund | Australasian Equities | -1.09% | -4.59% | -0.93% | -0.83% | 3.58% | 6.38% | 7.51% | 9.93% |
| Fisher Funds Global Fund | International Equities | -1.12% | -7.14% | -1.89% | -2.26% | 9.67% | 5.78% | 6.72% | 8.18% |
| Pathfinder Global Water Fund | International Equities | -1.16% | -7.10% | -2.57% | -7.01% | 5.13% | 3.66% | 6.81% | - |
| Nikko AM Core Equity Fund | Australasian Equities | -1.46% | -8.59% | -3.40% | 5.71% | 15.24% | 14.97% | 14.57% | - |
| Fisher Funds Australian Growth Fund | Australasian Equities | -1.50% | -10.82% | -2.87% | 0.76% | 8.49% | 6.73% | 5.58% | 13.11% |
| Nikko AM Global Equity Unhedged Fund | International Equities | -1.80% | -11.55% | -4.96% | -2.95% | 11.80% | 4.98% | 9.41% | - |
| Pathfinder Global Responsibility Fund | International Equities | -2.03% | -8.29% | -1.60% | -4.32% | - | - | - | - |
| Smartshares Total World Fund (TWF) | International Equities | -2.04% | -9.39% | -2.91% | -2.06% | 11.19% | 5.14% | - | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | -2.08% | -10.62% | -3.22% | 1.40% | 18.73% | 9.52% | 12.43% | 9.97% |
| Russell Emerging Markets Fund Class B | International Equities | -2.13% | -9.21% | -10.87% | -12.04% | 8.52% | 6.28% | 5.01% | - |
| Smartshares US 500 Fund (USF) | International Equities | -2.31% | -8.32% | 2.44% | 5.10% | 13.95% | 8.14% | - | - |
| Salt Investment Funds NZ Dividend Appreciation Fund | Australasian Equities | -2.47% | -7.35% | -1.60% | 2.26% | 8.88% | 10.78% | - | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | -2.49% | -9.59% | -9.74% | -10.37% | 10.73% | 6.63% | 4.72% | 5.00% |
| Harbour Australasian Equity Fund | Australasian Equities | -2.51% | -10.00% | -2.67% | 2.55% | 13.86% | 13.32% | 12.50% | - |
| Devon Trans-Tasman Fund | Australasian Equities | -2.82% | -7.71% | -0.98% | 0.57% | 6.23% | 6.61% | 8.82% | - |
| Nikko AM Concentrated Equity Fund | Australasian Equities | -2.90% | -12.64% | -10.38% | -0.47% | 13.30% | 10.72% | 13.45% | 12.66% |
| Morphic Global Opportunities Fund | International Equities | -3.03% | -9.59% | -5.75% | -6.55% | 9.73% | 4.57% | 8.29% | - |
| Devon Alpha Fund | Australasian Equities | -3.17% | -6.44% | -2.43% | 2.27% | 6.65% | 5.11% | 7.72% | - |
| Smartshares Europe Fund (EUF) | International Equities | -3.17% | -11.27% | -7.44% | -8.91% | 10.15% | 0.58% | - | - |
| OneAnswer International Share Fund | International Equities | -3.25% | -8.93% | -0.73% | -1.07% | 13.73% | 7.17% | 11.38% | 11.38% |
| AMP Capital Core Global Shares Fund | International Equities | -3.26% | -8.03% | 0.41% | -1.56% | 11.83% | 7.15% | 10.43% | 8.52% |
| Smartshares Australian Top 20 Fund (OZY) | Australasian Equities | -3.30% | -10.33% | -3.78% | -3.21% | 4.89% | 3.81% | 1.92% | 6.57% |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | -3.67% | -8.87% | 0.68% | 0.47% | - | - | - | - |
| Russell Global Opportunities Fund Class B | International Equities | -3.73% | -9.73% | -2.74% | -4.86% | 11.46% | 5.67% | 9.32% | - |
| Russell Investments Global Shares Fund | International Equities | -3.76% | -9.78% | -2.83% | -5.01% | 11.29% | 5.51% | 9.11% | - |
| Harbour Australasian Equity Focus Fund – Retail | Australasian Equities | -3.93% | -13.02% | -5.28% | 0.28% | 14.99% | 12.27% | - | - |
| Elevation Capital Value Fund | International Equities | -5.85% | -8.09% | -1.56% | -4.56% | 3.34% | 3.05% | 5.11% | - |
| Smartshares Australian Mid Cap Fund (MZY) | Australasian Equities | -5.85% | -14.49% | -8.24% | -6.95% | 8.92% | 8.83% | 9.55% | 8.37% |
| OneAnswer Australian Share Fund | Australasian Equities | -6.72% | -16.10% | -12.32% | -12.90% | 1.85% | -0.47% | 0.15% | 6.49% |
| Devon Australian Fund | Australasian Equities | -6.77% | -12.08% | -5.73% | -4.57% | 3.92% | 4.43% | 6.63% | - |
| Pathfinder Commodity Plus Fund | Commodities | -6.86% | -9.92% | -8.74% | 6.49% | 1.84% | 1.28% | 0.29% | - |
Notes
All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.
Past performance is not indicative of future results.