Top 10 Funds available on InvestNow – July 2018
Returns are after fees but before tax, in NZD, for the month ending 31 July 2018. Past performance is not indicative of future results.
NB: The y-axis has been truncated for clarity and starts at 2.50%.
Performance summary – all funds
| Fund | Sector | 1 month | 3 months | 6 months | 1 year | 2 years | 3 years | 5 years | 10 years |
|---|---|---|---|---|---|---|---|---|---|
| Pathfinder Global Water Fund | International Equities | 3.38% | 4.03% | 2.51% | 10.03% | 7.94% | 6.35% | 10.31% | - |
| Devon Alpha Fund | Australasian Equities | 3.23% | 9.24% | 8.29% | 17.93% | 8.42% | 7.37% | 11.82% | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 3.12% | 4.91% | 1.13% | 13.94% | - | - | - | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 3.10% | 2.49% | -3.42% | 6.63% | 12.55% | 10.32% | 11.94% | 7.20% |
| Nikko AM Global Equity Hedged Fund | International Equities | 3.01% | 2.50% | -2.44% | 8.60% | 13.61% | 9.79% | 12.11% | - |
| Pathfinder Global Responsibility Fund | International Equities | 2.97% | 4.53% | 0.56% | - | - | - | - | - |
| Smartshares Europe Fund (EUF) | International Equities | 2.80% | 1.85% | 1.25% | 14.60% | 13.66% | - | - | - |
| AMP Capital All Country Global Shares Index Fund | International Equities | 2.78% | 4.52% | 1.92% | - | - | - | - | - |
| AMP Capital Global Listed Infrastructure Fund | International Equities | 2.73% | 8.11% | 5.25% | 2.54% | 6.79% | 3.76% | 10.54% | - |
| Fisher Funds Global Fund | International Equities | 2.67% | 4.30% | 1.73% | 15.39% | 13.76% | 6.77% | 9.24% | 6.96% |
| AMP Capital Global Shares Fund | International Equities | 2.62% | 3.68% | 0.44% | 13.76% | 14.85% | 9.21% | 12.08% | 7.66% |
| Russell Global Opportunities Fund $NZ Hedged Class B | International Equities | 2.60% | 2.31% | -1.83% | 11.14% | 14.92% | 8.93% | 11.51% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | 2.60% | 2.29% | -1.89% | 11.02% | 14.80% | 8.80% | 11.37% | - |
| AMP Capital RIL Global Shares Fund | International Equities | 2.59% | 3.87% | 0.81% | 14.45% | 15.18% | 6.75% | 10.33% | 6.92% |
| Devon Australian Fund | Australasian Equities | 2.54% | 10.47% | 7.15% | 17.87% | 10.19% | 7.54% | 10.89% | - |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | 2.47% | 7.27% | 7.18% | 23.56% | - | - | - | - |
| OneAnswer International Share Fund | International Equities | 2.31% | 6.23% | 5.48% | 21.57% | 17.71% | 8.57% | 14.25% | 10.66% |
| AMP Capital Core Global Shares Fund | International Equities | 2.24% | 5.75% | 4.49% | 19.69% | 15.31% | 7.95% | 12.92% | 6.64% |
| Devon Trans-Tasman Fund | Australasian Equities | 2.16% | 9.68% | 7.02% | 14.16% | 7.90% | 8.45% | 12.44% | 8.30% |
| Russell Global Opportunities Fund Class B | International Equities | 2.07% | 4.53% | 3.71% | 20.39% | 16.97% | 7.09% | 12.00% | - |
| Russell Investments Global Shares Fund | International Equities | 2.06% | 4.49% | 3.64% | 20.23% | 16.82% | 6.92% | 11.80% | - |
| Smartshares US 500 Fund (USF) | International Equities | 1.96% | 8.69% | 6.99% | 25.07% | 16.14% | - | - | - |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | 1.83% | -1.38% | - | - | - | - | - | - |
| Devon Dividend Yield Fund | Australasian Equities | 1.75% | 6.87% | 4.31% | 3.26% | 1.09% | 7.65% | 11.31% | - |
| Salt Investment Funds Enhanced Property Fund | Listed property | 1.73% | 6.39% | 5.11% | 12.12% | 5.61% | 9.20% | - | - |
| Fisher Funds Property & Infrastructure Fund | Diversified | 1.72% | 6.25% | 4.12% | 12.16% | 10.27% | 11.32% | 12.59% | - |
| AMP Capital RIL Growth Fund | Diversified | 1.70% | 3.98% | 1.75% | 12.18% | 11.05% | 6.59% | 8.85% | 5.75% |
| Smartshares Total World Fund (TWF) | International Equities | 1.63% | 4.85% | 3.59% | 20.01% | 14.52% | - | - | - |
| Russell Emerging Markets Fund Class B | International Equities | 1.56% | -3.70% | -5.61% | 11.70% | 16.16% | 7.71% | 8.14% | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | 1.51% | 6.91% | 7.88% | 28.55% | 22.74% | 10.96% | 15.67% | 6.74% |
| Nikko AM Global Equity Unhedged Fund | International Equities | 1.47% | 6.01% | 5.30% | 22.73% | 15.43% | 7.82% | 13.04% | - |
| Mint Australia New Zealand Real Estate Investment Trust | Listed property | 1.40% | 5.98% | 4.75% | 10.87% | 3.50% | 7.44% | 10.07% | 8.58% |
| AMP Capital Australasian Property Index Fund | Listed property | 1.32% | 6.36% | 6.19% | 12.69% | 3.31% | 8.61% | 9.17% | 1.06% |
| Harbour Australasian Equity Income Fund | Australasian Equities | 1.27% | 6.78% | 4.55% | 9.00% | 6.21% | 7.56% | 11.03% | - |
| OneAnswer Property Securities Fund | Listed property | 1.27% | 6.45% | 5.04% | 11.96% | 4.53% | 8.41% | 11.56% | 10.05% |
| OneAnswer Balanced Fund | Diversified | 1.26% | 3.76% | 2.65% | 10.40% | 8.05% | 6.72% | 9.18% | 8.16% |
| AMP Capital Emerging Markets Shares Fund | International Equities | 1.26% | -2.10% | -3.94% | 14.09% | 16.86% | 6.95% | 8.05% | 3.63% |
| Smartshares Australian Top 20 Fund (OZY) | Australasian Equities | 1.23% | 8.41% | 4.48% | 12.43% | 10.39% | 3.19% | 5.31% | 4.60% |
| AMP Capital RIL Balanced Fund | Diversified | 1.15% | 3.03% | 1.91% | 8.87% | 7.33% | 5.20% | 7.34% | - |
| OneAnswer Australian Share Fund | Australasian Equities | 1.14% | 7.36% | 5.30% | 15.93% | 8.39% | 4.16% | 5.51% | 4.89% |
| Smartshares NZ Mid Cap Fund (MDZ) | Australasian Equities | 1.09% | 6.60% | 4.46% | 16.61% | 15.72% | 17.72% | 18.19% | 12.20% |
| Smartshares Australian Mid Cap Fund (MZY) | Australasian Equities | 0.97% | 5.03% | 2.37% | 18.06% | 12.19% | 12.94% | 13.79% | 4.93% |
| Fisher Funds International Growth Fund | International Equities | 0.92% | 5.76% | 5.96% | 21.44% | 17.70% | 9.53% | 11.69% | 8.15% |
| AMP Capital Global Property Securities Fund | Listed property | 0.88% | 3.87% | 3.37% | 7.73% | 1.94% | 4.37% | 9.19% | 7.57% |
| Fisher Funds Australian Growth Fund | Australasian Equities | 0.85% | 7.19% | 6.43% | 21.92% | 8.66% | 9.85% | 7.56% | 8.01% |
| Fisher Funds Multi Sector Fund | Diversified | 0.82% | 2.94% | 2.37% | 8.33% | 6.26% | 5.82% | 7.31% | 6.10% |
| AMP Capital Global Multi-Asset Fund | Diversified | 0.64% | 0.42% | 0.31% | 4.34% | 5.11% | 4.07% | - | - |
| Harbour Income Fund | Diversified | 0.61% | 3.06% | 2.91% | 5.42% | 4.04% | - | - | - |
| AMP Capital Income Generator Fund | Diversified | 0.57% | 3.12% | 2.11% | 5.50% | 4.63% | 6.63% | - | - |
| AMP Capital RIL Conservative Fund | Diversified | 0.52% | 1.52% | 1.08% | 3.91% | 3.05% | 3.16% | 4.48% | 4.90% |
| Pathfinder Global Property Fund | Listed property | 0.48% | 6.43% | 5.31% | 9.08% | 1.72% | 4.71% | - | - |
| Nikko AM Income Fund | New Zealand Fixed Interest | 0.44% | 1.81% | 2.93% | 5.17% | 3.53% | 5.18% | 6.06% | 6.84% |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | 0.40% | 1.66% | 2.30% | 3.98% | 1.78% | 3.28% | 4.16% | - |
| Harbour Australasian Equity Focus Fund – Retail | Australasian Equities | 0.38% | 7.19% | 7.43% | 28.20% | 18.26% | 18.12% | - | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.36% | 1.43% | 1.99% | 3.92% | 2.18% | 3.63% | 4.81% | 6.30% |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 0.36% | 6.22% | 5.37% | 14.84% | 10.56% | 13.80% | - | - |
| Morphic Global Opportunities Fund | International Equities | 0.34% | 2.74% | 2.28% | 17.09% | 14.20% | 5.63% | 11.35% | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.32% | 1.42% | 2.10% | 4.15% | 2.56% | 3.75% | 4.60% | - |
| Nikko AM NZ Bond Fund | New Zealand Fixed Interest | 0.26% | 1.49% | 2.06% | 4.19% | 2.45% | 3.79% | 4.86% | - |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.25% | 1.17% | 1.79% | 3.70% | 2.97% | 3.75% | 4.59% | - |
| Fisher Funds Income Fund | International Fixed Interest | 0.23% | 0.13% | -0.24% | -0.87% | -1.90% | -0.19% | 2.32% | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.23% | 1.23% | 1.82% | 3.84% | 2.58% | 3.90% | 4.61% | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.22% | 1.37% | 1.89% | 4.46% | 3.44% | 4.27% | 5.31% | - |
| Mint Diversified Income Fund – Retail | Diversified | 0.21% | 1.83% | 2.26% | 5.18% | 3.27% | 4.95% | - | - |
| Nikko AM NZ Cash Fund | Cash and Cash Equivalents | 0.21% | 0.61% | 1.21% | 2.55% | 2.67% | 2.82% | - | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.19% | 0.55% | 1.07% | 2.17% | 2.19% | 2.40% | 2.85% | 3.41% |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.19% | 0.54% | 1.02% | 2.18% | 2.17% | 2.25% | 2.49% | 2.76% |
| Nikko AM Global Shares Fund | International Equities | 0.19% | 3.72% | 8.27% | - | - | - | - | - |
| Fisher Funds BondPlus Fund | International Fixed Interest | 0.12% | 0.58% | 0.49% | 1.33% | 1.06% | 3.08% | 4.75% | 6.38% |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 0.12% | 7.82% | 7.61% | 18.00% | 9.34% | 12.88% | 13.10% | 9.64% |
| AMP Capital Hedged Global Fixed Interest Fund | International Fixed Interest | 0.07% | 0.35% | 0.27% | 0.61% | 0.56% | 2.42% | 4.14% | 5.78% |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 0.06% | 0.68% | 0.59% | 2.13% | - | - | - | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | 0.05% | 0.26% | 0.48% | 1.51% | 1.53% | 3.53% | 5.14% | - |
| Nikko AM Global Bond Fund | International Fixed Interest | 0.05% | 0.37% | 0.65% | 1.30% | 0.85% | 3.18% | - | - |
| Smartshares NZ Top 50 Fund (FNZ) | Australasian Equities | 0.05% | 6.61% | 6.02% | 16.59% | 11.68% | 15.32% | 15.36% | 11.47% |
| AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | 0.01% | 0.51% | 0.64% | - | - | - | - | - |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | -0.12% | 8.39% | 7.19% | 16.39% | 12.15% | 14.92% | 13.69% | 11.34% |
| Harbour Australasian Equity Fund | Australasian Equities | -0.15% | 6.41% | 6.21% | 22.96% | 14.97% | 17.48% | 16.32% | - |
| Russell Investments NZ Shares Fund | Australasian Equities | -0.16% | 6.24% | 5.67% | 14.10% | 9.28% | 13.77% | 14.06% | - |
| AMP Capital NZ Shares Index Fund | Australasian Equities | -0.25% | 6.11% | 6.07% | - | - | - | - | - |
| OneAnswer Equity Selection Fund | Australasian Equities | -0.28% | 4.65% | 1.87% | 4.68% | 3.35% | 6.81% | 9.36% | 8.36% |
| OneAnswer New Zealand Share Fund | Australasian Equities | -0.32% | 6.46% | 5.84% | 15.83% | 9.63% | 13.63% | 14.35% | 11.21% |
| AMP Capital RIL NZ Shares Fund | Australasian Equities | -0.43% | 5.10% | 4.98% | 15.09% | 9.57% | 14.50% | 15.67% | - |
| Mint Australia New Zealand Active Equity Trust | Australasian Equities | -0.61% | 4.77% | 7.25% | 18.59% | 11.45% | 14.77% | 15.68% | 12.83% |
| Elevation Capital Value Fund | International Equities | -0.70% | 4.33% | 5.95% | 10.05% | 8.14% | 5.10% | 7.52% | - |
| Salt Investment Funds NZ Dividend Appreciation Fund | Australasian Equities | -0.72% | 4.73% | 3.78% | 12.72% | 7.96% | 12.93% | - | - |
| Pathfinder Commodity Plus Fund | Commodities | -0.73% | 1.20% | 6.94% | 23.19% | 8.18% | 4.28% | 1.60% | - |
| Nikko AM Core Equity Fund | Australasian Equities | -1.03% | 5.81% | 8.05% | 25.12% | 14.97% | 18.25% | 17.48% | - |
| Nikko AM Concentrated Equity Fund | Australasian Equities | -2.44% | 2.35% | 4.79% | 23.97% | 14.51% | 15.60% | 16.89% | 11.96% |
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.