February 2021 Fund Performance
Download the full performance report below.
This report contains a breakdown of the previous months overall top performing funds and Index Funds. It also contains the most recent figures of the top performing funds and Index Funds of the last 12 months.
This report is aimed to provide an overview of recent short-term performance of the funds hosted on InvestNow. Please note, past performance is not a guarantee of future returns. Returns are after fees, before tax and denominated in NZD. Performance figures over 1 year are annualised.
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Performance summary – all funds
| Name | Category | 1 month | 3 months | 6 months | 1 year | 3 years | 5 years | 10 years |
|---|---|---|---|---|---|---|---|---|
| India Avenue Equity Fund - Retail Class | International Equities | 7.67% | 12.29% | 23.36% | 8.85% | 3.61% | - | - |
| Smartshares Australian Resources ETF (ASR) | Australasian Equities | 7.66% | 20.90% | 20.56% | 39.53% | 14.48% | 24.27% | - |
| Platinum International Fund | International Equities | 6.79% | 9.38% | 16.66% | 17.76% | 4.59% | 10.13% | 7.45% |
| Elevation Capital Global Shares Fund | International Equities | 6.18% | 15.47% | 25.48% | 33.66% | 10.95% | 9.52% | 7.63% |
| Fisher Funds International Growth Fund | International Equities | 6.14% | 8.45% | 12.44% | 30.93% | 17.89% | 17.94% | 10.15% |
| Smartshares Australian Financials ETF (ASF) | Australasian Equities | 5.79% | 10.02% | 20.92% | 4.57% | 0.75% | 5.94% | - |
| OneAnswer Australian Share Fund | Australasian Equities | 5.04% | 8.08% | 13.90% | 5.13% | -0.06% | 3.57% | 2.16% |
| Fisher Funds Global Fund | International Equities | 4.68% | 7.31% | 11.14% | 22.47% | 11.08% | 12.68% | 8.43% |
| AMP Capital Global Property Securities Fund | Listed Property | 4.56% | 6.04% | 9.73% | -2.88% | 6.72% | 5.43% | 8.38% |
| Milford Australian Absolute Growth Fund | Australasian Equities | 4.48% | 7.80% | 13.43% | 18.39% | 10.12% | - | - |
| Pie Australasian Dividend Fund | Australasian Equities | 4.29% | 11.27% | 17.16% | 30.93% | 14.91% | 15.89% | - |
| Russell Investments Global Opportunities Fund $NZ Hedged Class B | International Equities | 3.89% | 8.26% | 15.39% | 23.89% | 7.52% | 12.50% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | 3.88% | 8.19% | 15.25% | 23.65% | 7.38% | 12.37% | - |
| Devon Australian Fund | Australasian Equities | 3.75% | 7.23% | 11.89% | 6.24% | 4.42% | 7.54% | 5.95% |
| Nikko AM Global Shares Hedged Fund | International Equities | 3.43% | 9.10% | 19.55% | 38.11% | - | - | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 3.39% | 8.06% | 14.32% | 25.40% | 6.99% | 12.31% | 10.79% |
| Smartshares US Large Value ETF (USV) | International Equities | 3.15% | 4.67% | 7.33% | 2.39% | 6.31% | 9.07% | - |
| Russell Investments Global Opportunities Fund Class B | International Equities | 2.93% | 5.30% | 8.97% | 10.57% | 8.11% | 11.07% | - |
| Russell Investments Global Shares Fund | International Equities | 2.91% | 5.23% | 8.82% | 10.30% | 7.92% | 10.89% | - |
| AMP Capital Australian Shares Fund | Australasian Equities | 2.87% | 5.74% | 11.22% | 7.84% | 7.13% | 9.29% | 4.71% |
| Antipodes Global Fund - Long (PIE) | International Equities | 2.83% | 4.37% | 11.06% | 12.36% | - | - | - |
| Milford Dynamic Fund | Australasian Equities | 2.82% | 7.87% | 16.93% | 29.92% | 14.52% | 15.65% | - |
| OneAnswer International Share Fund | International Equities | 2.75% | 3.11% | 6.56% | 13.16% | 10.98% | 12.51% | 12.00% |
| Pathfinder Global Responsibility Fund | International Equities | 2.71% | 5.52% | 11.60% | 18.71% | 10.04% | - | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 2.64% | 5.45% | 10.39% | 25.23% | 10.53% | - | - |
| Pie Growth UK & Europe Fund | International Equities | 2.53% | 16.82% | 25.97% | 39.58% | 12.22% | - | - |
| Clarity Global Shares Fund | International Equities | 2.52% | 5.92% | 10.28% | 13.89% | 7.83% | - | - |
| Smartshares US Small Cap ETF (USS) | International Equities | 2.07% | 10.22% | 25.61% | 24.63% | 12.87% | 14.29% | - |
| Salt Long Short Fund | Australasian Equities | 1.91% | 10.23% | 20.38% | 14.87% | 4.70% | 6.33% | - |
| Smartshares Australian Top 20 ETF (OZY) | Australasian Equities | 1.90% | 8.57% | 12.99% | 9.81% | 7.27% | 9.77% | 4.57% |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | 1.63% | 2.32% | 3.70% | 11.09% | 11.13% | - | - |
| AMP Capital Ethical Leaders Global Shares Fund | International Equities | 1.54% | 6.42% | 12.77% | 17.47% | 7.26% | 11.14% | 8.67% |
| Pathfinder Global Water Fund | International Equities | 1.48% | 4.94% | 12.63% | 9.62% | 10.79% | 10.42% | 8.59% |
| Morphic Global Opportunities Fund | International Equities | 1.35% | 14.19% | 14.55% | 22.71% | 10.10% | 11.52% | - |
| AMP Capital Global Listed Infrastructure Fund | International Equities | 1.26% | -1.62% | 3.04% | -7.49% | 6.67% | 7.49% | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | 1.23% | 5.08% | 10.05% | 30.44% | 18.42% | 18.78% | - |
| AMP Capital Ethical Leaders Growth Fund | Diversified | 1.19% | 4.78% | 10.39% | 13.02% | 7.96% | 10.24% | 7.99% |
| Russell Investments Low Carbon Global Shares Fund Class A | International Equities | 1.19% | 2.70% | 4.78% | 11.96% | 10.61% | - | - |
| Milford Global Equity Fund | International Equities | 1.18% | 1.13% | 3.24% | 20.48% | 11.80% | 11.54% | - |
| Harbour Long Short Fund | Australasian Equities | 1.01% | 2.43% | 3.78% | 14.07% | - | - | - |
| Russell Investments Emerging Markets Fund Class B | International Equities | 0.94% | 8.45% | 14.53% | 13.43% | 3.75% | 11.74% | - |
| AMP Capital Global Shares Fund | International Equities | 0.83% | 5.52% | 9.47% | 17.64% | 7.79% | 12.09% | 10.01% |
| Smartshares S&P/ASX 200 ETF (AUS) | Australasian Equities | 0.75% | 3.83% | 7.79% | - | - | - | - |
| Mint Diversified Growth Fund | Diversified | 0.74% | 1.33% | 4.97% | 22.65% | - | - | - |
| Smartshares US Mid Cap ETF (USM) | International Equities | 0.65% | 3.54% | 12.90% | 15.34% | 11.80% | 11.90% | - |
| All Country Global Shares Index Fund | International Equities | 0.56% | 4.94% | 10.05% | 19.57% | 9.53% | - | - |
| Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class B | International Equities | 0.51% | -0.87% | 5.05% | -4.45% | 4.29% | - | - |
| OneAnswer Balanced Growth Fund | Diversified | 0.50% | 1.56% | 5.91% | 11.32% | 8.01% | 8.54% | 8.90% |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | 0.28% | 2.42% | 6.33% | 7.98% | 6.69% | 7.65% | 7.33% |
| Milford Balanced Fund | Diversified | 0.26% | 1.61% | 6.13% | 10.70% | 8.83% | 9.82% | 10.36% |
| Pathfinder Global Property Fund | Listed Property | 0.21% | 3.24% | 5.86% | -12.89% | 2.05% | 2.76% | - |
| APN Asian REIT Fund | Listed Property | 0.12% | 4.97% | 1.97% | -10.80% | 6.84% | 6.12% | - |
| Fisher Funds Growth Fund | Diversified | 0.07% | 1.49% | 5.64% | 13.53% | - | - | - |
| Fisher Funds Australian Growth Fund | Australasian Equities | 0.06% | 2.45% | 10.54% | 19.37% | 13.45% | 12.45% | 7.58% |
| Milford Cash Fund | Cash and Cash Equivalents | 0.03% | 0.08% | 0.19% | 0.45% | - | - | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.01% | 0.05% | 0.13% | 0.46% | 1.43% | 1.77% | 2.56% |
| Smartshares NZ Cash ETF (NZC) | Cash and Cash Equivalents | 0.01% | 0.08% | 0.37% | 0.73% | 1.80% | 2.30% | - |
| Castle Point 5 Oceans Fund | Diversified | 0.00% | 1.74% | 4.32% | 13.29% | 5.89% | - | - |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | -0.02% | -0.01% | 0.09% | 0.42% | 1.45% | 1.74% | 2.19% |
| AMP Capital Global Multi-Asset Fund | Diversified | -0.05% | 1.34% | 4.41% | 4.21% | 2.55% | 4.57% | - |
| Milford Global Corporate Bond Fund | International Fixed Interest | -0.16% | 0.22% | 2.01% | 3.71% | 4.65% | - | - |
| APN AREIT PIE Fund | Listed Property | -0.22% | -4.57% | 8.34% | -17.55% | 1.14% | - | - |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | -0.37% | 0.88% | 4.91% | 5.15% | - | - | - |
| AMP Capital NZ Short Duration Fund | New Zealand Fixed Interest | -0.43% | -0.45% | -0.64% | 1.55% | 2.82% | 2.99% | 3.71% |
| Fisher Funds Multi Sector Fund | Diversified | -0.44% | 0.47% | 3.35% | 9.05% | 7.45% | 7.70% | 7.14% |
| Fisher Funds Property & Infrastructure Fund | International Equities | -0.49% | 2.49% | 10.42% | 6.24% | 12.26% | 12.73% | 10.77% |
| QuayStreet Income Fund | Diversified | -0.49% | 0.86% | 2.19% | 2.12% | 4.72% | 5.22% | - |
| AMP Capital Global Short Duration Fund | International Fixed Interest | -0.52% | -0.44% | -0.18% | 0.49% | 1.83% | 2.13% | - |
| AMP Capital Ethical Leaders Conservative Fund | Diversified | -0.61% | -0.08% | 1.23% | 2.16% | 3.74% | 3.91% | 4.42% |
| Smartshares Japan Equities ESG ETF (JPN) | International Equities | -0.61% | 0.33% | 8.22% | 12.12% | - | - | - |
| Smartshares Global Equities ESG ETF (ESG) | International Equities | -0.68% | 2.28% | 1.83% | 6.97% | - | - | - |
| Smartshares Automation and Robotics ETF (BOT) | International Equities | -0.72% | 5.84% | 15.98% | 34.97% | - | - | - |
| Devon Alpha Fund | Australasian Equities | -0.73% | 0.39% | 7.56% | 7.49% | 8.05% | 8.21% | 9.50% |
| Milford Conservative Fund | Diversified | -0.82% | -0.03% | 2.07% | 4.08% | 5.63% | 6.43% | - |
| Smartshares Total World ETF (TWF) | International Equities | -0.83% | 2.95% | 5.89% | 12.55% | 8.85% | 11.06% | - |
| Fisher Funds Income Fund | International Fixed Interest | -0.87% | -0.82% | -0.41% | 2.02% | 3.80% | 3.72% | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | -0.96% | 9.19% | 12.40% | 15.36% | 4.89% | 12.23% | 5.02% |
| Harbour Income Fund | Diversified | -1.04% | 0.95% | 5.44% | 6.16% | 7.11% | 6.01% | - |
| Fisher Funds Conservative Fund | Diversified | -1.05% | -0.81% | 0.43% | 3.66% | - | - | - |
| Smartshares Emerging Markets ETF (EMF) | International Equities | -1.08% | 5.34% | 10.08% | 15.78% | 4.96% | 11.03% | - |
| Smartshares Global Bond ETF (GBF) | International Fixed Interest | -1.09% | -0.71% | 1.64% | 3.12% | 4.18% | 4.38% | - |
| Smartshares Europe ETF (EUF) | International Equities | -1.11% | 1.38% | 4.03% | 2.86% | 3.12% | 6.42% | - |
| Devon Trans-Tasman Fund | Australasian Equities | -1.17% | 1.87% | 8.68% | 7.02% | 9.19% | 10.12% | 9.72% |
| Smartshares US 500 ETF (USF) | International Equities | -1.17% | 0.98% | 2.51% | 13.47% | 12.44% | 13.12% | - |
| Milford Trans-Tasman Bond Fund | New Zealand Fixed Interest | -1.25% | -1.14% | -0.35% | 2.41% | 4.50% | 4.73% | - |
| Smartshares Emerging Markets Equities ESG ETF (EMG) | International Equities | -1.29% | 5.20% | 10.36% | 16.67% | - | - | - |
| Harbour Active Growth Fund | Diversified | -1.33% | 1.62% | 6.43% | 19.20% | - | - | - |
| Milford Diversified Income Fund | Diversified | -1.35% | 0.26% | 4.05% | 3.06% | 6.97% | 8.40% | 10.67% |
| Smartshares US Equities ESG ETF (USA) | International Equities | -1.38% | 1.75% | 0.81% | 10.13% | - | - | - |
| Smartshares NZ Bond ETF (NZB) | New Zealand Fixed Interest | -1.42% | -1.39% | -0.76% | 2.55% | 4.25% | 4.36% | - |
| Fisher Funds BondPlus Fund | International Fixed Interest | -1.44% | -1.34% | 0.03% | 0.63% | 3.52% | 3.38% | 5.35% |
| Milford Trans-Tasman Equity Fund | Australasian Equities | -1.47% | 0.95% | 8.81% | 16.89% | 14.13% | 16.46% | 14.16% |
| AMP Capital Core Global Shares Fund | International Equities | -1.49% | 1.28% | 1.98% | 8.07% | 7.38% | 10.29% | 9.14% |
| Hunter Global Fixed Interest Fund | International Fixed Interest | -1.49% | -1.11% | 0.88% | 2.65% | 4.63% | - | - |
| Harbour Australasian Equity Income Fund | Australasian Equities | -1.56% | 1.27% | 9.92% | 7.54% | 11.26% | 9.69% | - |
| Nikko AM Global Shares Fund | International Equities | -1.62% | 2.40% | 6.34% | 19.69% | 15.38% | - | - |
| Smartshares Global Aggregate Bond ETF (AGG) | International Fixed Interest | -1.71% | -1.92% | -1.75% | -1.43% | - | - | - |
| Smartshares Europe Equities ESG ETF (EUG) | International Equities | -1.72% | 0.92% | 1.09% | -2.79% | - | - | - |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | -1.74% | -2.03% | -2.14% | 1.64% | 3.93% | 3.75% | 4.60% |
| Harbour Australasian Equity Focus Fund | Australasian Equities | -1.78% | 1.72% | 8.95% | 22.70% | 11.98% | 15.64% | - |
| Mint Diversified Income Fund | Diversified | -1.96% | -1.35% | 0.84% | 2.95% | 5.03% | 4.71% | - |
| Hedged Global Fixed Interest Index Fund | International Fixed Interest | -1.98% | -2.23% | -1.35% | -0.33% | 3.85% | - | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | -1.98% | -2.10% | -0.72% | 1.40% | 4.50% | 4.26% | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | -2.00% | -2.37% | -2.71% | 1.46% | 4.49% | 4.40% | 5.42% |
| Smartshares Asia Pacific ETF (APA) | International Equities | -2.11% | 1.69% | 11.64% | 15.19% | 4.58% | 8.76% | - |
| AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund | International Fixed Interest | -2.30% | -2.57% | -1.69% | -0.08% | 3.54% | 3.14% | 4.33% |
| AMP Capital Income Generator Fund | Diversified | -2.41% | -1.45% | 1.99% | 2.41% | 6.91% | 7.34% | - |
| Smartshares Australian Dividend ETF (ASD) | Australasian Equities | -2.47% | 6.87% | 7.29% | 9.84% | 4.40% | 5.90% | - |
| Smartshares Australian Mid Cap ETF (MZY) | Australasian Equities | -2.74% | 1.74% | 6.82% | 21.70% | 7.17% | 12.37% | 6.19% |
| Hunter Balanced Fund | Diversified | -2.77% | -1.20% | - | - | - | - | - |
| Devon Dividend Yield Fund | Australasian Equities | -2.83% | 3.54% | 13.71% | 4.25% | 7.83% | 7.47% | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | -2.84% | -3.70% | -4.71% | -1.23% | 4.19% | 3.47% | - |
| Smartshares US Large Growth ETF (USG) | International Equities | -2.90% | -0.90% | -2.68% | 22.47% | 18.82% | 17.91% | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | -2.91% | -3.58% | -3.62% | -0.27% | 3.32% | 3.37% | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | -2.93% | -3.81% | -4.20% | -1.11% | 3.37% | 3.32% | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | -3.04% | -4.05% | -5.12% | -1.57% | 3.47% | 3.31% | 4.76% |
| Hunter Growth Fund | Diversified | -3.10% | -0.93% | - | - | - | - | - |
| Salt Enhanced Property Fund | Listed Property | -3.55% | -0.38% | 8.90% | 2.14% | 15.51% | 12.39% | - |
| Australasian Property Index Fund | Listed Property | -3.64% | -3.41% | 5.65% | -4.62% | 11.26% | 8.72% | - |
| Harbour Real Estate Investment Fund | Listed Property | -3.74% | -1.17% | 6.10% | -0.57% | - | - | - |
| Smartshares Australian Property ETF (ASP) | Listed Property | -3.75% | -4.02% | 2.50% | -11.13% | 6.15% | 6.39% | - |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | -3.83% | -2.32% | 6.15% | 19.73% | 17.23% | 15.95% | 13.99% |
| Nikko AM Income Fund | New Zealand Fixed Interest | -3.91% | -0.66% | 2.64% | 1.84% | 2.31% | 2.93% | 4.85% |
| Mint Australasian Property Fund | Listed Property | -3.93% | -1.78% | 6.66% | -1.40% | 13.16% | 9.77% | 12.02% |
| AMP Capital Global Companies Fund | International Equities | -4.09% | -0.14% | 1.04% | 24.31% | - | - | - |
| Smartshares Healthcare Innovation ETF (LIV) | International Equities | -4.39% | 5.07% | 12.57% | 37.60% | - | - | - |
| OneAnswer Property Securities Fund | Listed Property | -4.48% | -1.36% | 8.36% | 0.94% | 14.26% | 10.93% | 13.36% |
| Smartshares NZ Mid Cap ETF (MDZ) | Australasian Equities | -4.83% | 1.10% | 9.52% | 10.63% | 12.93% | 14.76% | 15.92% |
| AMP Capital Ethical Leaders NZ Shares Fund | Australasian Equities | -4.91% | -2.46% | 2.72% | 16.13% | 16.25% | 15.94% | - |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | -4.93% | 0.40% | 10.67% | 13.04% | 12.59% | 13.21% | - |
| Smartshares NZ Property ETF (NPF) | Listed Property | -4.96% | -2.78% | 6.04% | 1.12% | 15.63% | 11.34% | - |
| Harbour Australasian Equity Fund | Australasian Equities | -5.01% | -3.19% | 1.09% | 12.97% | 10.99% | 14.76% | 13.56% |
| OneAnswer Equity Selection Fund | Australasian Equities | -5.08% | -1.22% | 3.34% | 10.54% | 8.46% | 8.63% | 9.86% |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | -5.10% | -4.54% | 3.79% | 20.06% | 18.62% | 17.94% | 16.62% |
| Nikko AM Concentrated Equity Fund | Australasian Equities | -5.23% | -3.02% | 0.58% | 9.45% | 6.48% | 12.47% | 12.08% |
| Russell Investments NZ Shares Fund | Australasian Equities | -5.96% | -3.65% | 3.26% | 10.56% | 13.44% | 14.43% | - |
| Smartshares NZ Top 50 ETF (FNZ) | Australasian Equities | -6.20% | -0.29% | 9.93% | 12.60% | 14.60% | 15.12% | 14.52% |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | -6.26% | -2.68% | 4.84% | 10.78% | 12.57% | 13.80% | - |
| QuayStreet NZ Equity Fund | Australasian Equities | -6.48% | -4.10% | 1.85% | 11.40% | 13.19% | 15.03% | 14.46% |
| AMP Capital NZ Shares Fund | Australasian Equities | -6.69% | -2.50% | 3.77% | 14.62% | 14.23% | 14.56% | 14.26% |
| NZ Shares Index Fund | Australasian Equities | -6.87% | -4.27% | 2.49% | 8.64% | 14.08% | - | - |
| Nikko AM Core Equity Fund | Australasian Equities | -7.03% | -5.35% | 0.50% | 7.15% | 9.98% | 14.50% | 14.20% |
| Mint Australasian Equity Fund | Australasian Equities | -7.14% | -6.16% | -1.98% | 7.57% | 12.55% | 14.39% | 15.11% |
| Castle Point Trans-Tasman Fund | Australasian Equities | -7.17% | -4.77% | 4.98% | 21.03% | - | - | - |
| OneAnswer New Zealand Share Fund | Australasian Equities | -7.27% | -4.14% | 1.59% | 9.83% | 13.80% | 14.48% | 14.13% |
| Smartshares S&P/NZX 50 ETF (NZG) | Australasian Equities | -7.71% | -4.43% | 1.06% | - | - | - | - |
| Smartshares NZ Dividend ETF (DIV) | Australasian Equities | -8.34% | 1.16% | 12.01% | 6.86% | 11.40% | 10.76% | - |
| Smartshares NZ Top 10 ETF (TNZ) | Australasian Equities | -10.33% | -8.44% | -4.72% | 6.02% | 13.88% | 14.09% | 13.38% |
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.