August 2020 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 |
|---|---|---|---|---|---|---|---|---|
| Smartshares US Large Growth ETF (USG) | International Equities | 10.93% | 15.06% | 25.84% | 34.05% | 25.28% | 16.40% | - |
| Smartshares US 500 ETF (USF) | International Equities | 7.97% | 6.86% | 10.69% | 13.57% | 15.87% | 12.10% | - |
| Smartshares US Equities ESG ETF (USA) | International Equities | 7.97% | 8.30% | 9.25% | 15.89% | - | - | - |
| Smartshares Australian Mid Cap ETF (MZY) | Australasian Equities | 7.95% | 14.87% | 13.94% | 9.44% | 8.04% | 10.78% | 7.57% |
| Smartshares Australian Property ETF (ASP) | Australasian Equities | 7.13% | 7.29% | -13.30% | -15.84% | 4.54% | 4.73% | - |
| Pie Growth UK & Europe Fund | International Equities | 7.00% | 14.88% | 10.81% | 14.22% | 6.30% | - | - |
| Smartshares Global Equities ESG ETF (ESG) | International Equities | 6.76% | 6.02% | 5.05% | 10.63% | - | - | - |
| Milford Dynamic Fund | Australasian Equities | 6.62% | 10.43% | 11.11% | 10.02% | 14.12% | 12.50% | - |
| Smartshares Total World ETF (TWF) | International Equities | 6.50% | 5.52% | 6.30% | 8.75% | 10.12% | 7.32% | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 6.34% | 12.66% | 13.45% | 13.97% | 9.85% | - | - |
| Fisher Funds Australian Growth Fund | Australasian Equities | 6.09% | 11.20% | 7.99% | 10.63% | 13.17% | 11.45% | 8.21% |
| Pie Australasian Dividend Fund | Australasian Equities | 5.97% | 11.36% | 11.76% | 7.12% | 12.02% | 14.46% | - |
| Fisher Funds International Growth Fund | International Equities | 5.86% | 9.94% | 16.45% | 20.45% | 16.88% | 13.06% | 10.08% |
| Nikko AM Global Shares Hedged Fund | International Equities | 5.84% | 17.65% | 15.52% | 16.31% | - | - | - |
| Smartshares NZ Dividend ETF (DIV) | Australasian Equities | 5.81% | 7.30% | -4.60% | -11.02% | 6.19% | 9.72% | - |
| AMP Capital Commodities Fund | Commodities | 5.77% | 14.33% | -0.68% | -5.95% | -3.22% | -1.65% | - |
| Elevation Capital Global Shares Fund | International Equities | 5.59% | 8.28% | 6.52% | 5.34% | 3.08% | 3.90% | 6.07% |
| OneAnswer Australian Share Fund | Australasian Equities | 5.52% | 4.40% | -7.69% | -11.72% | -2.90% | -0.06% | 2.38% |
| AMP Capital All Country Global Shares Index Fund | International Equities | 5.47% | 11.07% | 8.65% | 11.90% | - | - | - |
| Milford Global Equity Fund | International Equities | 5.43% | 10.56% | 16.70% | 19.82% | 12.91% | 9.13% | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 5.38% | 14.38% | 9.69% | 10.77% | 5.48% | 9.20% | 11.53% |
| AMP Capital Global Companies Fund | International Equities | 5.29% | 9.96% | 23.04% | 26.53% | - | - | - |
| Fisher Funds Global Fund | International Equities | 5.27% | 8.75% | 10.19% | 11.46% | 9.64% | 8.80% | 8.63% |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | 5.25% | 5.34% | 7.12% | 10.32% | 12.65% | - | - |
| Harbour Australasian Equity Focus Fund | Australasian Equities | 5.24% | 17.29% | 12.63% | 16.78% | 13.92% | 15.99% | - |
| Pathfinder Global Responsibility Fund | International Equities | 5.20% | 8.54% | 6.38% | 12.10% | - | - | - |
| Smartshares NZ Mid Cap ETF (MDZ) | Australasian Equities | 5.10% | 9.21% | 1.01% | 1.46% | 11.69% | 15.25% | 15.72% |
| AMP Capital Australasian Property Index Fund | Listed Property | 5.08% | 9.17% | -9.72% | -9.56% | 9.96% | 9.39% | - |
| Russell Investments Global Opportunities Fund $NZ Hedged Class B | International Equities | 5.03% | 11.05% | 7.37% | 8.02% | 5.30% | 8.10% | - |
| Smartshares Automation and Robotics ETF (BOT) | International Equities | 4.98% | 6.30% | 16.37% | 23.65% | - | - | - |
| Devon Australian Fund | Australasian Equities | 4.86% | 4.99% | -5.04% | -10.34% | 1.51% | 4.43% | 6.25% |
| Russell Investments Hedged Global Shares Fund | International Equities | 4.85% | 11.02% | 7.29% | 7.90% | 5.19% | 8.00% | - |
| Smartshares S&P/ASX 200 ETF (AUS) | Australasian Equities | 4.76% | - | - | - | - | - | - |
| AMP Capital Global Shares Fund | International Equities | 4.71% | 10.97% | 7.47% | 9.62% | 7.98% | 9.01% | 10.96% |
| Harbour Real Estate Investment Fund | Listed Property | 4.66% | 13.91% | -6.29% | -4.14% | - | - | - |
| Russell Investments Low Carbon Global Shares Fund Class A | International Equities | 4.53% | 5.71% | 6.86% | 10.28% | - | - | - |
| APN AREIT PIE Fund | Listed Property | 4.51% | 2.23% | -23.90% | -23.09% | -1.15% | - | - |
| Platinum International Fund | International Equities | 4.41% | 4.62% | 0.94% | -0.37% | 2.42% | 4.96% | 6.86% |
| Smartshares US Large Value ETF (USV) | International Equities | 4.41% | -1.30% | -4.60% | -3.61% | 7.72% | 7.24% | - |
| AMP Capital Ethical Leaders Global Shares Fund | International Equities | 4.38% | 9.87% | 4.17% | 5.95% | 6.36% | 6.65% | 9.24% |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 4.25% | 13.16% | 12.79% | 19.23% | 17.81% | 16.36% | 14.13% |
| Nikko AM Global Shares Fund | International Equities | 4.24% | 9.99% | 12.55% | 15.57% | 17.64% | - | - |
| Smartshares Emerging Markets ETF (EMF) | International Equities | 4.23% | 10.98% | 5.18% | 8.27% | 4.47% | 5.83% | - |
| OneAnswer International Share Fund | International Equities | 4.19% | 4.23% | 6.19% | 7.65% | 11.73% | 9.45% | 13.02% |
| T. Rowe Price Global Equity Growth Fund | International Equities | 4.19% | 9.83% | 18.53% | 26.93% | 19.32% | 14.26% | - |
| Mint Diversified Growth Fund | Diversified | 4.15% | 10.97% | 16.84% | 15.58% | - | - | - |
| AMP Capital Core Global Shares Fund | International Equities | 4.03% | 6.33% | 5.97% | 7.42% | 10.14% | 8.42% | 10.64% |
| Smartshares Asia Pacific ETF (APA) | International Equities | 4.03% | -1.40% | 3.19% | 2.60% | 4.61% | 5.10% | - |
| Russell Investments Global Opportunities Fund Class B | International Equities | 3.99% | 4.17% | 1.46% | 4.56% | 7.85% | 6.81% | - |
| Smartshares NZ Top 50 ETF (FNZ) | Australasian Equities | 3.94% | 9.49% | 2.43% | 5.90% | 13.45% | 15.22% | 14.53% |
| Smartshares Emerging Markets Equities ESG ETF (EMG) | International Equities | 3.93% | 12.69% | 5.71% | 9.36% | - | - | - |
| Smartshares Japan Equities ESG ETF (JPN) | International Equities | 3.82% | -3.55% | 3.60% | 3.05% | - | - | - |
| Russell Investments Global Shares Fund | International Equities | 3.79% | 4.10% | 1.36% | 4.38% | 7.69% | 6.65% | - |
| Harbour Australasian Equity Income Fund | Australasian Equities | 3.73% | 7.12% | -2.17% | -1.36% | 7.40% | 8.15% | - |
| Devon Alpha Fund | Australasian Equities | 3.61% | 5.91% | -0.07% | -0.71% | 6.99% | 6.65% | 9.30% |
| India Avenue Equity Fund - Retail Class | International Equities | 3.53% | 11.92% | -11.77% | -8.82% | -2.83% | - | - |
| Morphic Global Opportunities Fund | International Equities | 3.52% | 6.01% | 7.13% | 10.22% | 8.21% | 6.27% | - |
| Smartshares Australian Financials ETF (ASF) | Australasian Equities | 3.52% | 6.92% | -13.52% | -17.67% | -5.52% | -0.39% | - |
| Antipodes Global Fund - Long (PIE) | International Equities | 3.44% | 4.74% | 1.16% | 3.90% | - | - | - |
| Devon Trans-Tasman Fund | Australasian Equities | 3.38% | 6.01% | -1.52% | -4.12% | 6.53% | 8.36% | 10.21% |
| AMP Capital Ethical Leaders Growth Fund | Diversified | 3.34% | 8.50% | 2.38% | 4.74% | 6.87% | 7.01% | 8.36% |
| Smartshares Australian Top 20 ETF (OZY) | Australasian Equities | 3.34% | 6.07% | -2.81% | -3.04% | 4.61% | 4.60% | 4.94% |
| Salt Enhanced Property Fund | Listed Property | 3.30% | 10.62% | -6.21% | -3.11% | 13.41% | 12.07% | - |
| Fisher Funds Growth Fund | Diversified | 3.27% | 6.92% | 7.47% | 9.87% | - | - | - |
| Milford Trans-Tasman Equity Fund | Australasian Equities | 3.26% | 9.83% | 7.42% | 11.60% | 14.25% | 14.82% | 14.41% |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | 3.20% | 13.71% | 15.68% | 26.22% | 19.98% | 19.37% | 17.69% |
| Smartshares NZ Property ETF (NPF) | Listed Property | 3.12% | 11.03% | -4.64% | -3.68% | 13.87% | - | - |
| Pathfinder Global Water Fund | International Equities | 2.95% | 5.68% | -2.67% | 1.64% | 7.23% | 7.26% | 9.05% |
| OneAnswer Property Securities Fund | Listed Property | 2.94% | 11.83% | -6.85% | -3.15% | 11.99% | 10.73% | 13.26% |
| Mint Australasian Property Fund | Listed Property | 2.89% | 10.10% | -7.56% | -5.16% | 11.28% | 9.86% | 12.02% |
| Smartshares Australian Dividend ETF (ASD) | Australasian Equities | 2.77% | 7.26% | 2.38% | -0.71% | 0.95% | 2.06% | - |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 2.74% | 8.80% | 2.14% | 3.51% | 10.64% | 12.99% | - |
| Smartshares US Mid Cap ETF (USM) | International Equities | 2.60% | 4.35% | 2.17% | 2.95% | 10.91% | 7.56% | - |
| Smartshares S&P/NZX 50 ETF (NZG) | Australasian Equities | 2.59% | - | - | - | - | - | - |
| OneAnswer Balanced Growth Fund | Diversified | 2.58% | 5.57% | 5.11% | 5.73% | 7.50% | 7.44% | 9.29% |
| Harbour Active Growth Fund | Diversified | 2.58% | 8.34% | 12.00% | - | - | - | - |
| Fisher Funds Property & Infrastructure Fund | International Equities | 2.47% | 1.50% | -3.79% | -6.28% | 9.13% | 11.13% | 10.51% |
| Smartshares US Small Cap ETF (USS) | International Equities | 2.46% | 2.46% | -0.78% | -2.43% | 7.84% | 6.10% | - |
| Nikko AM Income Fund | New Zealand Fixed Interest | 2.44% | 4.56% | -0.78% | -0.55% | 1.79% | 3.08% | 5.10% |
| Fisher Funds Multi Sector Fund | Diversified | 2.43% | 5.00% | 5.52% | 6.88% | 7.52% | 7.18% | 7.66% |
| Pathfinder Global Property Fund | Listed Property | 2.42% | 5.04% | -17.71% | -20.63% | -1.29% | 1.41% | - |
| AMP Capital Australian Shares Fund | Australasian Equities | 2.39% | 6.37% | -3.04% | -1.62% | 5.97% | 5.08% | 5.24% |
| AMP Capital Global Property Securities Fund | Listed Property | 2.34% | 6.31% | -11.49% | -10.02% | 2.86% | 3.61% | 9.34% |
| Smartshares Europe Equities ESG ETF (EUG) | International Equities | 2.33% | 3.71% | -3.85% | 0.64% | - | - | - |
| Milford Balanced Fund | Diversified | 2.30% | 5.63% | 4.30% | 6.57% | 8.51% | 8.70% | 10.38% |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | 2.23% | 6.02% | 1.56% | 3.58% | 6.06% | 5.87% | 7.61% |
| Devon Dividend Yield Fund | Australasian Equities | 2.23% | 4.78% | -8.32% | -13.81% | 2.22% | 6.59% | - |
| Harbour Australasian Equity Fund | Australasian Equities | 2.19% | 13.82% | 11.75% | 16.50% | 14.66% | 16.66% | 14.78% |
| AMP Capital Ethical Leaders NZ Shares Fund | Australasian Equities | 2.17% | 14.40% | 13.05% | 19.87% | 17.61% | 17.43% | - |
| Nikko AM Concentrated Equity Fund | Australasian Equities | 1.99% | 8.52% | 8.82% | 14.58% | 11.58% | 12.97% | 13.00% |
| AMP Capital NZ Shares Index Fund | Australasian Equities | 1.97% | 9.91% | 6.00% | 11.23% | - | - | - |
| Smartshares Australian Resources ETF (ASR) | Australasian Equities | 1.87% | 8.30% | 15.74% | 7.18% | 11.62% | 13.17% | - |
| OneAnswer Equity Selection Fund | Australasian Equities | 1.85% | 6.99% | 6.97% | 10.09% | 6.72% | 9.07% | 10.68% |
| Smartshares Europe ETF (EUF) | International Equities | 1.72% | 3.44% | -1.13% | 0.19% | 3.59% | 2.18% | - |
| Harbour Income Fund | Diversified | 1.64% | 3.14% | 0.68% | 2.15% | 5.41% | - | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | 1.59% | 12.34% | 2.63% | 8.71% | 4.33% | 6.84% | 5.32% |
| QuayStreet NZ Equity Fund | Australasian Equities | 1.59% | 8.63% | 9.37% | 12.79% | 15.47% | 16.68% | - |
| Milford Diversified Income Fund | Diversified | 1.54% | 3.66% | -0.95% | 0.88% | 6.62% | 8.56% | 10.68% |
| Harbour Long Short Fund | Australasian Equities | 1.52% | 7.38% | 9.91% | 13.05% | - | - | - |
| Nikko AM Core Equity Fund | Australasian Equities | 1.38% | 10.11% | 6.61% | 11.08% | 14.08% | 16.39% | 15.26% |
| AMP Capital Income Generator Fund | Diversified | 1.34% | 5.22% | 0.41% | 2.61% | 6.40% | 7.17% | - |
| Mint Diversified Income Fund | Diversified | 1.34% | 4.41% | 2.09% | 2.20% | 5.26% | 5.35% | - |
| Smartshares NZ Top 10 ETF (TNZ) | Australasian Equities | 1.17% | 11.00% | 11.28% | 20.64% | 19.26% | 17.30% | 15.53% |
| Milford Conservative Fund | Diversified | 1.14% | 3.36% | 1.97% | 4.11% | 6.00% | - | - |
| Smartshares Healthcare Innovation ETF (LIV) | International Equities | 1.13% | 2.90% | 22.24% | 29.49% | - | - | - |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | 1.10% | 9.14% | 5.67% | 10.69% | 12.94% | 14.64% | - |
| OneAnswer New Zealand Share Fund | Australasian Equities | 1.07% | 8.98% | 8.11% | 14.29% | 15.18% | 15.92% | 15.19% |
| APN Asian REIT Fund | Listed Property | 1.07% | -0.08% | -12.53% | -13.32% | 8.07% | 6.67% | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 1.06% | 2.08% | 4.29% | 5.21% | 6.18% | 5.40% | 6.01% |
| AMP Capital Global Listed Infrastructure Fund | International Equities | 1.05% | -0.28% | -10.23% | -6.10% | 3.52% | 4.82% | - |
| AMP Capital NZ Shares Fund | Australasian Equities | 1.03% | 12.35% | 10.45% | 14.55% | 15.43% | 15.90% | 15.31% |
| Fisher Funds Conservative Fund | Diversified | 1.03% | 2.41% | 3.22% | 4.25% | - | - | - |
| Russell Investments NZ Shares Fund | Australasian Equities | 0.96% | 9.95% | 7.07% | 10.56% | 14.50% | 15.92% | - |
| Smartshares NZ Bond ETF (NZB) | New Zealand Fixed Interest | 0.93% | 1.41% | 3.34% | 4.31% | 5.04% | - | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.89% | 1.37% | 3.74% | 4.23% | 5.78% | 4.87% | 5.46% |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | 0.87% | 1.56% | 3.65% | 4.33% | 6.30% | 4.93% | - |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.85% | 1.48% | 3.86% | 4.66% | 5.23% | 4.63% | 5.15% |
| AMP Capital Ethical Leaders Conservative Fund | Diversified | 0.84% | 2.59% | 0.92% | 1.83% | 3.81% | 3.75% | 4.74% |
| Milford Australian Absolute Growth Fund | Australasian Equities | 0.84% | 3.73% | 4.37% | 3.24% | - | - | - |
| Milford Trans-Tasman Bond Fund | New Zealand Fixed Interest | 0.82% | 2.28% | 2.76% | 4.15% | 5.52% | 5.13% | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.80% | 1.36% | 3.47% | 3.97% | 5.11% | 4.64% | - |
| Mint Australasian Equity Fund | Australasian Equities | 0.80% | 8.33% | 9.74% | 15.52% | 16.85% | 16.61% | 16.85% |
| QuayStreet Income Fund | Diversified | 0.80% | 2.25% | -0.07% | 1.20% | 4.75% | 5.26% | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.74% | 1.24% | 3.22% | 3.62% | 5.39% | 4.68% | - |
| Milford Global Corporate Bond Fund | International Fixed Interest | 0.68% | 3.38% | 1.67% | 4.03% | 4.58% | - | - |
| AMP Capital Global Multi-Asset Fund | Diversified | 0.59% | 2.74% | -0.19% | 1.05% | 2.34% | 3.34% | - |
| AMP Capital NZ Short Duration Fund | New Zealand Fixed Interest | 0.46% | 0.77% | 2.19% | 2.75% | 3.54% | 3.50% | 3.98% |
| Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class B | International Equities | 0.32% | -0.52% | -9.05% | -10.65% | - | - | - |
| AMP Capital Global Short Duration Fund | International Fixed Interest | 0.27% | 1.04% | 0.67% | 1.85% | 2.07% | 2.39% | - |
| Fisher Funds Income Fund | International Fixed Interest | 0.21% | 1.40% | 2.44% | 3.92% | 4.11% | 3.94% | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 0.18% | 2.81% | 1.75% | 3.05% | 4.32% | - | - |
| Smartshares Global Bond ETF (GBF) | International Fixed Interest | 0.14% | 1.82% | 1.45% | 2.83% | 3.65% | - | - |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.12% | 0.29% | 0.33% | 1.01% | 1.79% | 1.98% | 2.33% |
| Smartshares NZ Cash ETF (NZC) | Cash and Cash Equivalents | 0.07% | 0.21% | 0.36% | 1.42% | 2.12% | - | - |
| Milford Cash Fund | Cash and Cash Equivalents | 0.04% | 0.09% | 0.27% | 1.03% | - | - | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.03% | 0.09% | 0.33% | 0.99% | 1.75% | 2.04% | 2.76% |
| Russell Investments Emerging Markets Fund Class B | International Equities | -0.07% | 8.87% | -0.96% | 3.26% | 1.79% | 5.70% | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | -0.36% | 2.11% | 2.13% | 4.71% | 4.75% | 4.93% | - |
| Fisher Funds BondPlus Fund | International Fixed Interest | -0.38% | 1.37% | 0.60% | 1.52% | 3.38% | 3.86% | 5.29% |
| AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund | International Fixed Interest | -0.84% | 1.18% | 1.63% | 2.84% | 3.85% | 3.86% | 4.49% |
| Smartshares Global Aggregate Bond ETF (AGG) | International Fixed Interest | -0.84% | -1.98% | 2.16% | 2.64% | - | - | - |
| AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | -0.88% | 0.69% | 1.03% | 2.16% | - | - | - |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | -1.10% | 3.14% | 0.23% | 2.47% | - | - | - |
| Salt Long Short Fund | Australasian Equities | -1.80% | 4.83% | -4.58% | -1.21% | -0.73% | 3.75% | - |
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.