April 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 |
|---|---|---|---|---|---|---|---|---|
| Pie Australasian Dividend Growth Fund | Australasian Equities | 10.29% | 17.68% | 35.92% | 60.45% | 19.07% | 17.18% | - |
| Nikko AM Global Shares Hedged Fund | International Equities | 7.94% | 10.47% | 29.44% | 56.71% | - | - | - |
| Milford Dynamic Fund | Australasian Equities | 6.41% | 9.62% | 21.79% | 50.98% | 17.53% | 15.96% | - |
| Pie Growth UK & Europe Fund | International Equities | 5.63% | 13.07% | 37.64% | 66.91% | 14.68% | - | - |
| Smartshares Healthcare Innovation ETF (LIV) | International Equities | 5.40% | -2.83% | 10.46% | 26.67% | - | - | - |
| Fisher Funds International Growth Fund | International Equities | 5.35% | 15.21% | 26.16% | 42.81% | 20.69% | 19.05% | 11.25% |
| AMP Capital Global Property Securities Fund | Listed Property | 5.29% | 13.59% | 25.71% | 28.37% | 7.88% | 5.92% | 8.63% |
| Smartshares US Large Growth ETF (USG) | International Equities | 5.25% | 7.43% | 12.84% | 28.55% | 23.45% | 19.08% | - |
| Pathfinder Global Water Fund | International Equities | 5.22% | 11.66% | 22.00% | 36.25% | 13.63% | 11.03% | 9.88% |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 5.05% | 9.62% | 27.67% | 43.91% | 10.01% | 12.11% | 11.01% |
| Milford Global Equity Fund | International Equities | 4.89% | 10.80% | 16.43% | 33.04% | 14.77% | 13.29% | - |
| APN AREIT PIE Fund | Listed Property | 4.32% | 6.93% | 14.74% | 32.16% | 3.30% | - | - |
| Pathfinder Global Property Fund | Listed Property | 4.11% | 10.10% | 20.74% | 19.97% | 3.67% | 3.54% | - |
| Fisher Funds Global Fund | International Equities | 4.08% | 13.78% | 25.88% | 37.69% | 14.06% | 13.37% | 9.63% |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 3.98% | 11.26% | 27.23% | 41.39% | 13.53% | - | - |
| AMP Capital Global Companies Fund | International Equities | 3.97% | 4.87% | 11.06% | 27.03% | - | - | - |
| Mint Diversified Growth Fund | Diversified | 3.90% | 8.44% | 15.52% | 31.86% | - | - | - |
| Nikko AM Global Shares Fund | International Equities | 3.87% | 8.45% | 16.42% | 31.34% | 17.49% | - | - |
| All Country Global Shares Index Fund | International Equities | 3.66% | 7.97% | 22.20% | 34.57% | 12.28% | - | - |
| AMP Capital Australian Shares Fund | Australasian Equities | 3.65% | 7.72% | 21.51% | 34.26% | 9.44% | 8.87% | 4.88% |
| Fisher Funds Australian Growth Fund | Australasian Equities | 3.58% | 6.69% | 15.89% | 40.25% | 15.81% | 12.59% | 8.29% |
| Milford Trans-Tasman Equity Fund | Australasian Equities | 3.58% | 4.71% | 15.33% | 32.58% | 16.38% | 15.86% | 14.29% |
| Salt Long Short Fund | Australasian Equities | 3.56% | 10.27% | 29.20% | 39.08% | 7.27% | 7.00% | - |
| Russell Investments Global Opportunities Fund $NZ Hedged Class B | International Equities | 3.54% | 12.27% | 30.64% | 44.09% | 10.55% | 12.71% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | 3.51% | 12.18% | 30.42% | 43.76% | 10.38% | 12.57% | - |
| AMP Capital Global Shares Fund | International Equities | 3.39% | 8.14% | 21.81% | 33.53% | 10.74% | 12.42% | 10.62% |
| Milford Australian Absolute Growth Fund | Australasian Equities | 3.36% | 8.82% | 17.79% | 26.45% | 11.61% | - | - |
| AMP Capital Global Listed Infrastructure Fund | International Equities | 3.35% | 9.67% | 18.86% | 13.22% | 9.19% | 8.02% | - |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 3.19% | 2.86% | 11.90% | 35.76% | 19.52% | 15.63% | 14.26% |
| Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class B | International Equities | 3.14% | 9.77% | 17.89% | 19.70% | 6.18% | - | - |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | 2.99% | 2.25% | 10.03% | 34.48% | 21.44% | 17.81% | 16.69% |
| Clarity Global Shares Fund | International Equities | 2.96% | 12.78% | 26.43% | 33.10% | 10.96% | - | - |
| Devon Alpha Fund | Australasian Equities | 2.83% | 6.11% | 14.38% | 24.56% | 9.75% | 8.21% | 9.98% |
| Fisher Funds Property & Infrastructure Fund | International Equities | 2.83% | 8.22% | 19.46% | 27.37% | 14.81% | 13.09% | 11.56% |
| Smartshares Australian Mid Cap ETF (MZY) | Australasian Equities | 2.82% | 6.32% | 15.71% | 44.92% | 10.97% | 12.11% | 6.91% |
| OneAnswer International Share Fund | International Equities | 2.78% | 11.99% | 19.19% | 27.67% | 13.97% | 14.07% | 13.05% |
| Pathfinder Global Responsibility Fund | International Equities | 2.70% | 9.30% | 21.49% | 33.23% | 12.65% | - | - |
| Nikko AM Concentrated Equity Fund | Australasian Equities | 2.56% | 1.26% | 6.08% | 19.78% | 8.44% | 12.09% | 12.52% |
| OneAnswer Balanced Growth Fund | Diversified | 2.56% | 6.17% | 13.95% | 22.13% | 9.85% | 9.03% | 9.28% |
| Smartshares US Mid Cap ETF (USM) | International Equities | 2.55% | 10.57% | 21.78% | 29.68% | 14.74% | 13.17% | - |
| Smartshares Australian Resources ETF (ASR) | Australasian Equities | 2.53% | 8.32% | 30.37% | 42.62% | 13.05% | 17.11% | - |
| Elevation Capital Global Shares Fund | International Equities | 2.52% | 16.31% | 42.27% | 55.79% | 14.30% | 10.48% | 8.62% |
| AMP Capital Ethical Leaders Growth Fund | Diversified | 2.48% | 8.07% | 21.32% | 31.38% | 10.46% | 10.39% | 8.48% |
| AMP Capital Ethical Leaders Global Shares Fund | International Equities | 2.46% | 10.15% | 26.96% | 37.18% | 10.49% | 11.78% | 9.43% |
| Fisher Funds Growth Fund | Diversified | 2.44% | 5.93% | 12.75% | 24.13% | - | - | - |
| Milford Balanced Fund | Diversified | 2.43% | 5.11% | 10.97% | 21.44% | 10.18% | 9.92% | 10.65% |
| T. Rowe Price Global Equity Growth Fund | International Equities | 2.43% | 6.43% | 15.49% | 37.18% | 19.83% | 19.23% | - |
| Smartshares Automation and Robotics ETF (BOT) | International Equities | 2.42% | 1.71% | 16.81% | 36.05% | - | - | - |
| Harbour Australasian Equity Fund | Australasian Equities | 2.36% | -0.03% | 6.44% | 26.75% | 13.02% | 14.20% | 13.72% |
| Smartshares US Equities ESG ETF (USA) | International Equities | 2.36% | 7.81% | 16.45% | 23.67% | - | - | - |
| Harbour Australasian Equity Focus Fund | Australasian Equities | 2.34% | 2.54% | 11.80% | 42.43% | 13.57% | 15.25% | - |
| Smartshares Europe Equities ESG ETF (EUG) | International Equities | 2.29% | 7.90% | 22.49% | 18.74% | - | - | - |
| Smartshares US 500 ETF (USF) | International Equities | 2.28% | 9.98% | 18.19% | 22.37% | 16.16% | 15.05% | - |
| AMP Capital Ethical Leaders NZ Shares Fund | Australasian Equities | 2.26% | -0.22% | 6.95% | 28.90% | 17.87% | 14.72% | - |
| Harbour Real Estate Investment Fund | Listed Property | 2.26% | -0.40% | 3.73% | 32.11% | - | - | - |
| AMP Capital NZ Shares Fund | Australasian Equities | 2.22% | -1.99% | 7.40% | 25.82% | 15.67% | 13.54% | 14.37% |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | 2.22% | 11.37% | 18.70% | 25.14% | 13.92% | - | - |
| OneAnswer Equity Selection Fund | Australasian Equities | 2.20% | 1.03% | 8.99% | 22.75% | 10.64% | 8.12% | 9.88% |
| Harbour Australasian Equity Income Fund | Australasian Equities | 2.17% | 3.77% | 12.79% | 30.09% | 12.65% | 9.43% | - |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | 2.16% | -1.10% | 8.53% | 23.20% | 14.24% | 12.44% | - |
| Devon Australian Fund | Australasian Equities | 2.09% | 11.18% | 28.21% | 31.58% | 6.99% | 6.99% | 6.65% |
| Harbour Active Growth Fund | Diversified | 2.05% | 1.99% | 8.67% | 24.65% | - | - | - |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | 2.01% | 5.25% | 13.69% | 20.78% | 8.36% | 7.80% | 7.65% |
| Devon Trans-Tasman Fund | Australasian Equities | 1.96% | 5.18% | 18.31% | 25.99% | 11.17% | 9.29% | 10.10% |
| Fisher Funds Multi Sector Fund | Diversified | 1.94% | 4.24% | 8.85% | 16.78% | 8.95% | 7.88% | 7.54% |
| Pathfinder Ethical Growth Fund | Diversified | 1.93% | 1.56% | 9.19% | - | - | - | - |
| Mint Australasian Equity Fund | Australasian Equities | 1.91% | -2.60% | 3.23% | 14.82% | 13.84% | 13.32% | 15.23% |
| Russell Investments Low Carbon Global Shares Fund Class A | International Equities | 1.89% | 9.66% | 17.32% | 24.92% | 13.09% | - | - |
| Australasian Property Index Fund | Listed Property | 1.82% | 0.94% | 5.97% | 26.15% | 11.81% | 8.45% | - |
| QuayStreet NZ Equity Fund | Australasian Equities | 1.79% | -1.37% | 5.79% | 20.96% | 14.92% | 14.15% | 14.49% |
| OneAnswer Australian Share Fund | Australasian Equities | 1.77% | 12.29% | 29.38% | 33.69% | 2.24% | 3.58% | 2.81% |
| Smartshares Europe ETF (EUF) | International Equities | 1.75% | 8.84% | 23.78% | 21.81% | 4.97% | 7.11% | - |
| Russell Investments Global Opportunities Fund Class B | International Equities | 1.74% | 12.49% | 22.45% | 28.68% | 10.99% | 12.33% | - |
| Russell Investments Global Shares Fund | International Equities | 1.71% | 12.39% | 22.24% | 28.32% | 10.78% | 12.13% | - |
| Nikko AM Core Equity Fund | Australasian Equities | 1.70% | -2.43% | 4.67% | 18.97% | 11.32% | 13.43% | 14.29% |
| Smartshares NZ Top 10 ETF (TNZ) | Australasian Equities | 1.69% | -5.12% | 3.27% | 12.75% | 16.06% | 13.12% | 13.67% |
| AMP Capital Income Generator Fund | Diversified | 1.64% | 1.24% | 6.07% | 13.14% | 7.80% | 6.68% | - |
| APN Asian REIT Fund | Listed Property | 1.55% | 6.92% | 13.01% | 12.24% | 8.14% | 6.99% | - |
| AMP Capital Global Multi-Asset Fund | Diversified | 1.54% | 2.47% | 7.54% | 11.92% | 3.50% | 4.57% | - |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | 1.53% | 0.52% | 5.57% | 13.06% | 3.42% | - | - |
| Smartshares Global Equities ESG ETF (ESG) | International Equities | 1.53% | 7.24% | 16.63% | 19.90% | - | - | - |
| OneAnswer Property Securities Fund | Listed Property | 1.52% | -2.18% | 1.38% | 29.78% | 14.40% | 10.02% | 13.10% |
| Mint Australasian Property Fund | Listed Property | 1.51% | -1.20% | 1.36% | 24.98% | 13.43% | 9.01% | 11.95% |
| Mint Diversified Income Fund | Diversified | 1.51% | 1.07% | 3.21% | 10.45% | 5.77% | 4.94% | - |
| Salt Enhanced Property Fund | Listed Property | 1.47% | -0.85% | 3.73% | 27.93% | 15.81% | 11.50% | - |
| Smartshares Australian Property ETF (ASP) | Listed Property | 1.47% | 5.48% | 17.31% | 29.75% | 7.45% | 5.72% | - |
| Hunter Growth Fund | Diversified | 1.46% | 3.47% | 10.17% | - | - | - | - |
| Antipodes Global Fund - Long (PIE) | International Equities | 1.43% | 12.26% | 22.75% | 30.67% | - | - | - |
| Russell Investments NZ Shares Fund | Australasian Equities | 1.43% | -1.57% | 6.53% | 22.08% | 14.86% | 13.28% | - |
| AMP Capital Core Global Shares Fund | International Equities | 1.42% | 8.26% | 15.49% | 21.07% | 10.87% | 11.65% | 10.42% |
| Devon Dividend Yield Fund | Australasian Equities | 1.42% | 1.21% | 16.03% | 26.76% | 8.41% | 6.38% | - |
| Nikko AM Income Fund | New Zealand Fixed Interest | 1.39% | -2.35% | 1.91% | 11.69% | 2.48% | 2.71% | 4.67% |
| Smartshares Australian Financials ETF (ASF) | Australasian Equities | 1.38% | 13.95% | 34.34% | 48.29% | 5.88% | 5.22% | - |
| Smartshares US Small Cap ETF (USS) | International Equities | 1.36% | 9.60% | 31.67% | 44.25% | 13.84% | 13.59% | - |
| NZ Shares Index Fund | Australasian Equities | 1.33% | -1.15% | 7.37% | 23.52% | 15.95% | - | - |
| Smartshares Total World ETF (TWF) | International Equities | 1.32% | 7.50% | 18.22% | 23.40% | 11.17% | 11.43% | - |
| Smartshares S&P/ASX 200 ETF (AUS) | Australasian Equities | 1.25% | 6.98% | 19.85% | - | - | - | - |
| Castle Point Trans-Tasman Fund | Australasian Equities | 1.24% | -4.00% | 7.40% | 33.68% | - | - | - |
| Milford Diversified Income Fund | Diversified | 1.19% | 1.51% | 6.57% | 12.78% | 7.50% | 7.99% | 10.68% |
| Smartshares S&P/NZX 50 ETF (NZG) | Australasian Equities | 1.11% | -3.62% | 5.12% | - | - | - | - |
| Hunter Balanced Fund | Diversified | 1.09% | 2.21% | 7.32% | - | - | - | - |
| AMP Capital Ethical Leaders Conservative Fund | Diversified | 1.06% | 1.54% | 4.22% | 6.90% | 4.38% | 3.92% | 4.51% |
| Smartshares Australian Top 20 ETF (OZY) | Australasian Equities | 1.04% | 8.08% | 24.23% | 31.72% | 10.15% | 8.73% | 4.82% |
| Fisher Funds Conservative Fund | Diversified | 1.02% | 1.34% | 2.84% | 6.93% | - | - | - |
| Harbour Income Fund | Diversified | 1.02% | 1.30% | 5.69% | 13.73% | 7.62% | 5.97% | - |
| Smartshares NZ Dividend ETF (DIV) | Australasian Equities | 0.94% | -6.67% | 7.85% | 23.60% | 11.45% | 8.98% | - |
| Milford Conservative Fund | Diversified | 0.93% | 0.88% | 3.13% | 8.88% | 6.06% | 6.29% | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | 0.91% | 2.24% | 14.53% | 28.62% | 6.69% | 11.21% | 5.19% |
| OneAnswer New Zealand Share Fund | Australasian Equities | 0.90% | -3.65% | 4.75% | 19.04% | 14.90% | 13.06% | 13.96% |
| Smartshares Australian Dividend ETF (ASD) | Australasian Equities | 0.85% | 2.96% | 18.26% | 27.85% | 6.07% | 5.49% | - |
| Milford Trans-Tasman Bond Fund | New Zealand Fixed Interest | 0.66% | -0.43% | -0.55% | 3.80% | 4.69% | 4.65% | - |
| Russell Investments Emerging Markets Fund Class B | International Equities | 0.66% | 4.43% | 16.43% | 29.51% | 4.99% | 10.70% | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | 0.62% | -1.74% | -4.13% | -1.58% | 4.38% | 3.49% | - |
| Harbour Long Short Fund | Australasian Equities | 0.62% | 3.45% | 4.70% | 16.64% | - | - | - |
| Harbour NZ Index Shares Fund | Australasian Equities | 0.60% | -2.21% | 8.88% | 28.67% | 12.95% | 11.82% | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.58% | -1.93% | -4.53% | -2.13% | 3.66% | 3.30% | 4.76% |
| Smartshares NZ Mid Cap ETF (MDZ) | Australasian Equities | 0.57% | -0.41% | 8.99% | 31.10% | 14.45% | 14.22% | 15.87% |
| Smartshares NZ Property ETF (NPF) | Listed Property | 0.54% | -3.20% | -0.19% | 23.84% | 15.87% | 10.35% | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.53% | -1.73% | -3.44% | -0.50% | 3.55% | 3.33% | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.53% | -1.88% | -4.03% | -1.23% | 3.53% | 3.28% | - |
| QuayStreet Income Fund | Diversified | 0.41% | 0.19% | 2.17% | 6.79% | 4.81% | 4.87% | - |
| Smartshares NZ Top 50 ETF (FNZ) | Australasian Equities | 0.41% | -3.07% | 9.48% | 28.28% | 15.70% | 13.86% | 14.41% |
| Fisher Funds Income Fund | International Fixed Interest | 0.40% | -0.37% | 0.00% | 2.72% | 3.76% | 3.49% | 4.42% |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.40% | -1.01% | -2.10% | 0.90% | 4.05% | 3.72% | 4.56% |
| AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund | International Fixed Interest | 0.39% | -2.45% | -2.28% | 0.14% | 3.35% | 2.67% | 4.09% |
| Milford Global Corporate Bond Fund | International Fixed Interest | 0.37% | 0.22% | 2.28% | 6.98% | 4.85% | - | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.36% | -1.40% | -2.83% | 1.51% | 4.57% | 4.29% | 5.39% |
| Smartshares NZ Bond ETF (NZB) | New Zealand Fixed Interest | 0.32% | -0.33% | -0.78% | 2.20% | 4.40% | 4.17% | - |
| Fisher Funds BondPlus Fund | International Fixed Interest | 0.27% | -1.59% | -0.85% | 1.74% | 3.39% | 3.00% | 5.18% |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | 0.23% | -1.91% | -0.77% | 3.32% | 4.38% | 3.84% | - |
| Hedged Global Fixed Interest Index Fund | International Fixed Interest | 0.22% | -1.82% | -1.67% | 0.08% | 3.74% | - | - |
| AMP Capital NZ Short Duration Fund | New Zealand Fixed Interest | 0.18% | -0.22% | -0.65% | 0.78% | 2.78% | 2.87% | 3.66% |
| Morphic Global Opportunities Fund | International Equities | 0.18% | 6.47% | 23.51% | 33.80% | 11.59% | 12.08% | - |
| Smartshares Global Bond ETF (GBF) | International Fixed Interest | 0.06% | -0.91% | 0.44% | 4.02% | 4.01% | 3.84% | - |
| Milford Cash Fund | Cash and Cash Equivalents | 0.04% | 0.11% | 0.20% | 0.37% | - | - | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.02% | 0.06% | 0.12% | 0.28% | 1.33% | 1.69% | 2.50% |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.01% | -0.01% | 0.01% | 0.55% | 1.34% | 1.68% | 2.13% |
| Smartshares NZ Cash ETF (NZC) | Cash and Cash Equivalents | -0.03% | 0.25% | 0.46% | 0.76% | 1.91% | 2.20% | - |
| AMP Capital Global Short Duration Fund | International Fixed Interest | -0.06% | -0.05% | 0.27% | 1.98% | 1.94% | 1.98% | - |
| Castle Point 5 Oceans Fund | Diversified | -0.06% | 2.32% | 8.25% | 14.15% | 6.76% | - | - |
| Smartshares Emerging Markets Equities ESG ETF (EMG) | International Equities | -0.20% | 0.36% | 12.87% | 25.18% | - | - | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | -0.39% | -1.48% | -0.01% | 4.86% | 4.49% | - | - |
| Platinum International Fund | International Equities | -0.43% | 10.28% | 23.48% | 26.04% | 5.56% | 10.14% | 8.31% |
| Smartshares Global Aggregate Bond ETF (AGG) | International Fixed Interest | -0.53% | -1.93% | -1.26% | -1.02% | - | - | - |
| Smartshares Emerging Markets ETF (EMF) | International Equities | -0.60% | 0.61% | 10.81% | 21.65% | 5.97% | 9.18% | - |
| Smartshares US Large Value ETF (USV) | International Equities | -0.76% | 13.58% | 23.96% | 16.62% | 9.89% | 10.11% | - |
| Lighthouse Global Equity Fund | International Equities | -0.79% | - | - | - | - | - | - |
| Smartshares Asia Pacific ETF (APA) | International Equities | -2.96% | 0.83% | 12.98% | 16.80% | 4.66% | 7.79% | - |
| India Avenue Equity Fund - Retail Class | International Equities | -3.11% | 10.19% | 21.34% | 37.99% | 3.51% | - | - |
| Smartshares Japan Equities ESG ETF (JPN) | International Equities | -5.71% | -2.39% | 5.85% | 6.72% | - | - | - |
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.