Fund Performance for April 2018

Top 10 Funds available on InvestNow – April 2018

Returns are after fees but before tax, in NZD, for the month ending 30 April 2018.  Past performance is not indicative of future results.

Performance summary – all funds

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. Click here to view performance charts for other months. 

By |2019-06-28T11:40:56+12:00May 30th, 2018|Performance|0 Comments

Fund Performance for March 2018

Top 10 Funds available on InvestNow – March 2018

Returns are after fees but before tax, in NZD, for the month ending 31 March 2018.  Past performance is not indicative of future results.

Performance summary – all funds

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. Click here to view performance charts for other months. 

By |2019-06-28T11:40:53+12:00April 24th, 2018|Performance|0 Comments

Fund Performance for February 2018

Top 10 Funds available on InvestNow – February 2018

Returns are after fees but before tax, in NZD, for the month ending 28 February 2018.  Past performance is not indicative of future results.

Performance summary – all funds

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. Click here to view performance charts for other months. 

By |2019-06-28T11:40:12+12:00March 29th, 2018|Performance|0 Comments

Fund Performance for January 2018

Top 10 Funds available on InvestNow – January 2018

Returns are after fees but before tax, in NZD, for the month ending 31 January 2018.  Past performance is not indicative of future results.

Performance summary – all funds

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. Click here to view performance charts for other months. 

By |2019-06-28T11:40:11+12:00February 22nd, 2018|Performance|0 Comments

Fund Performance for December 2017

Top 10 Funds available on InvestNow – December 2017

Returns are after fees but before tax, in NZD, for the month ending 31 December 2017.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2019-06-28T14:43:06+12:00February 8th, 2018|Performance|0 Comments

Fund Performance for November 2017

Top 10 Funds available on InvestNow – November 2017

Returns are after fees but before tax, in NZD, for the month ending 30 November 2017.  Past performance is not indicative of future results.

Performance summary – all funds

Notes All returns are after fees but before tax, and denominated in NZD.

1-year and annualised 5-year returns, as at 30 September 2017, are displayed for comparison. For New Zealand PIE funds excluding Smartshares, these figures are taken from Fund Updates provided to the Disclose Register (1-year and 5-year returns are not […]

By |2019-06-28T14:44:29+12:00December 19th, 2017|Performance|0 Comments

Fund Performance for October 2017

Top 10 Funds available on InvestNow – October 2017

Returns are after fees but before tax, in NZD, for the month ending 31 October 2017.  Past performance is not indicative of future results.

Performance summary – all funds

Notes All returns are after fees but before tax and denominated in NZD.

1-year and annualised 5-year returns, as at 30 September 2017, are displayed for comparison. For New Zealand PIE funds excluding Smartshares, these figures are taken from Fund Updates provided to the Disclose Register (1-year and 5-year returns are not […]

By |2019-06-28T15:02:29+12:00November 27th, 2017|Performance|0 Comments

Fund Performance for September 2017

Top 10 Funds available on InvestNow – September 2017

Returns are after fees but before tax for the month ending 30 September 2017.  Past performance is not indicative of future results.

Performance summary – all funds

Notes All returns are after fees but before tax and denominated in NZD.

1-year and 5-year returns are displayed for comparison. For New Zealand PIE funds excluding Smartshares, these figures are as at 30 June 2017, and are taken from Fund Updates provided to the Disclose Register (1-year and 5-year returns are not shown […]

By |2019-06-28T18:04:50+12:00October 30th, 2017|Performance|0 Comments

Fund Performance for August 2017

Top 10 Funds available on InvestNow – August 2017

Returns are after fees but before tax (unless otherwise specified) for the month ending 31 August 2017.  Past performance is not indicative of future results.

Performance summary – all funds

Notes All returns are after fees but before tax and denominated in NZD, except for AMP Capital and Hunter.

* AMP Capital returns are net of tax and fees.
** The Hunter Global Fixed Interest Fund return is gross of fees.

1-year and 5-year returns are displayed for comparison. For all NZ PIE funds, […]

By |2019-06-28T18:04:52+12:00October 2nd, 2017|Performance|0 Comments

Fund Performance for July 2017

Top 10 Funds available on InvestNow – July 2017

Returns are after fees but before tax (unless otherwise specified) for the month ending 31 July 2017.  Past performance is not indicative of future results.

Performance summary – all funds

Notes All returns are after fees but before tax and denominated in NZD, except for AMP Capital and Morphic.

* AMP Capital returns are net of tax and fees.
** The Morphic Global Opportunites Fund return is denominated in AUD rather than NZD, and net of both taxes and fees.

1-year and 5-year returns […]

By |2019-06-28T18:04:15+12:00August 24th, 2017|Performance|0 Comments