December 2019 Fund Performance
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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 |
|---|---|---|---|---|---|---|---|---|
| Pathfinder Commodity Plus Fund | Commodities | 4.79% | 4.27% | 1.44% | 3.15% | 1.28% | 0.96% | -0.59% |
| Nikko AM Global Equity Hedged Fund | International Equities | 4.10% | 10.65% | 8.85% | 30.04% | 12.18% | 9.93% | - |
| Smartshares NZ Mid Cap Fund (MDZ) | Australasian Equities | 3.95% | 2.95% | 6.03% | 22.54% | 20.40% | 16.79% | 15.47% |
| OneAnswer Property Securities Fund | Listed Property | 3.94% | 2.30% | 10.16% | 30.76% | 16.88% | 13.58% | 13.74% |
| AMP Capital Global Listed Infrastructure Fund | International Equities | 3.92% | 4.57% | 10.20% | 36.27% | 12.84% | 8.04% | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 3.57% | 9.65% | 8.38% | 21.46% | 9.46% | 8.32% | 11.11% |
| Salt Enhanced Property Fund | Listed Property | 3.30% | 1.15% | 10.21% | 33.38% | 18.73% | 15.35% | - |
| Nikko Global Shares Hedged Fund | International Equities | 2.98% | 8.90% | 5.94% | - | - | - | - |
| Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class B | International Equities | 2.76% | 2.54% | 5.82% | 27.01% | - | - | |
| Smartshares NZ Top 50 Fund (FNZ) | Australasian Equities | 2.51% | 3.28% | 7.55% | 26.77% | 18.77% | 15.79% | 14.17% |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 2.45% | 7.67% | 9.14% | 27.01% | 12.46% | - | - |
| Russell Investments Global Opportunities Fund $NZ Hedged Class B | International Equities | 2.45% | 7.78% | 8.37% | 24.07% | 10.56% | 8.97% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | 2.42% | 7.75% | 8.30% | 23.94% | 10.51% | 8.90% | - |
| Mint Australasian Property Fund | Listed Property | 2.38% | 0.32% | 8.62% | 29.90% | 16.14% | 12.78% | 12.44% |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | 2.32% | 2.46% | 2.55% | 9.60% | - | - | - |
| Smartshares NZ Property Fund (NPF) | Listed Property | 2.19% | -1.65% | 5.52% | 28.19% | 18.03% | - | - |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | 2.12% | 12.28% | 12.41% | 37.05% | 20.58% | 16.23% | 15.27% |
| Fisher Funds Property & Infrastructure Fund | International Equities | 2.06% | 1.37% | 5.58% | 26.75% | 17.59% | 13.26% | 12.06% |
| Russell Investments Emerging Markets Fund Class B | International Equities | 1.98% | 4.23% | 6.83% | 18.97% | 10.92% | 7.82% | - |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 1.96% | 3.73% | 8.32% | 25.69% | 16.40% | 14.08% | - |
| Harbour Real Estate Investment Fund | Listed Property | 1.93% | 1.53% | 7.55% | 29.63% | - | - | - |
| Salt Long Short Fund | NZ Fund Miscellaneous | 1.73% | 5.13% | 11.15% | 10.76% | 3.88% | 7.51% | - |
| Smartshares Emerging Markets Equities ESG ETF (EMG) | International Equities | 1.62% | 4.76% | 6.80% | - | - | - | - |
| OneAnswer Equity Selection Fund | Australasian Equities | 1.60% | 7.57% | 10.43% | 21.36% | 8.40% | 7.66% | 9.47% |
| AMP Capital NZ Shares Index Fund | Australasian Equities | 1.56% | 5.24% | 9.74% | 31.08% | - | - | - |
| OneAnswer New Zealand Share Fund | Australasian Equities | 1.55% | 5.73% | 9.64% | 29.76% | 17.42% | 14.17% | 13.74% |
| AMP Capital Emerging Markets Shares Fund | International Equities | 1.43% | 4.76% | 6.39% | 18.54% | 12.32% | 7.72% | 5.08% |
| Nikko AM Concentrated Equity Fund | Australasian Equities | 1.37% | 6.25% | 5.03% | 23.45% | 14.84% | 13.95% | 11.90% |
| Russell Investments NZ Shares Fund | Australasian Equities | 1.36% | 4.62% | 7.85% | 28.25% | 17.34% | 15.28% | - |
| AMP Capital Ethical Leaders NZ Shares Fund | Australasian Equities | 1.18% | 6.32% | 10.65% | 30.10% | 17.62% | 15.40% | - |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | 1.11% | 5.64% | 9.73% | 26.67% | 15.66% | - | - |
| Pathfinder Global Responsibility Fund | International Equities | 1.03% | 6.02% | 10.82% | 26.93% | - | - | - |
| AMP Capital Global Shares Fund | International Equities | 0.96% | 5.80% | 8.40% | 22.92% | 11.48% | 9.83% | 10.41% |
| AMP Capital All Country Global Shares Index Fund | International Equities | 0.95% | 5.99% | 8.54% | 25.25% | - | - | - |
| Mint Diversified Growth Fund | Diversified | 0.83% | 4.09% | 6.28% | 15.30% | - | - | - |
| Nikko AM Core Equity Fund | Australasian Equities | 0.80% | 5.45% | 9.61% | 27.37% | 18.90% | 16.45% | - |
| QuayStreet NZ Equity Fund | Australasian Equities | 0.79% | 3.25% | 5.37% | 25.14% | 17.48% | 15.21% | - |
| AMP Capital Ethical Leaders Global Shares Fund | International Equities | 0.77% | 5.37% | 7.79% | 22.45% | 10.86% | 7.81% | 9.10% |
| Milford Global Equity Fund | International Equities | 0.75% | 3.61% | 6.89% | 25.24% | 11.44% | 8.20% | - |
| Harbour Long Short Fund | NZ Fund Miscellaneous | 0.74% | 2.78% | 4.96% | - | - | - | - |
| Milford Balanced Fund | Diversified | 0.72% | 2.51% | 5.72% | 17.51% | 10.06% | 9.37% | - |
| QuayStreet Income Fund | Diversified | 0.55% | 0.59% | 2.75% | 8.13% | 6.12% | 5.78% | - |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 0.38% | 7.55% | 11.18% | 35.39% | 17.76% | 14.34% | 12.43% |
| Platinum International Fund | International Equities | 0.37% | 0.38% | 6.69% | 16.86% | 10.63% | 9.02% | 7.08% |
| Harbour Australasian Equity Focus Fund | Australasian Equities | 0.35% | 6.25% | 9.58% | 24.60% | 17.52% | 15.08% | - |
| AMP Capital Global Multi-Asset Fund | Diversified | 0.35% | 1.51% | 2.22% | 8.58% | 3.84% | 4.24% | - |
| Milford Global Corporate Bond Fund | International Fixed Interest | 0.31% | 0.74% | 2.77% | 8.78% | - | - | - |
| Harbour Income Fund | Diversified | 0.29% | 0.86% | 3.06% | 10.35% | 6.65% | - | - |
| Harbour Australasian Equity Fund | Australasian Equities | 0.25% | 5.70% | 8.58% | 25.65% | 17.45% | 15.05% | - |
| Milford Diversified Income Fund | Diversified | 0.25% | 0.96% | 3.93% | 14.11% | 9.42% | 9.75% | - |
| Smartshares NZ Dividend Fund (DIV) | Australasian Equities | 0.23% | -5.00% | -1.58% | 17.94% | 12.15% | - | - |
| AMP Capital Ethical Leaders Growth Fund | Diversified | 0.20% | 3.73% | 6.77% | 21.36% | 10.38% | 7.76% | 8.08% |
| Mint Australasian Equity Fund | Australasian Equities | 0.16% | 4.84% | 8.34% | 27.61% | 18.34% | 15.36% | 15.24% |
| Nikko AM NZ Cash Fund | Cash and Cash Equivalents | 0.15% | 0.44% | 1.06% | 2.34% | 2.51% | 2.82% | - |
| AMP Capital Income Generator Fund | Diversified | 0.15% | 1.54% | 5.38% | 17.47% | 8.60% | 7.67% | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 0.14% | -0.30% | 1.80% | 7.58% | - | - | - |
| Milford Cash Fund | Cash and Cash Equivalents | 0.13% | 0.38% | 0.85% | - | - | - | - |
| OneAnswer Balanced Fund | Diversified | 0.12% | 2.44% | 5.79% | 19.59% | 9.50% | 8.09% | 9.11% |
| Harbour Australasian Equity Income Fund | Australasian Equities | 0.11% | -0.03% | 6.87% | 20.83% | 11.15% | 9.73% | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.10% | 0.29% | 0.74% | 1.77% | 2.04% | 2.42% | 2.94% |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.09% | 0.26% | 0.76% | 1.90% | 2.09% | 2.28% | 2.44% |
| Fisher Funds Growth Fund | Diversified | 0.07% | 2.99% | 6.40% | 21.16% | - | - | - |
| Milford Conservative Fund | Diversified | 0.03% | 0.72% | 2.99% | 9.52% | 6.85% | - | - |
| Fisher Funds Global Fund | International Equities | -0.07% | 2.96% | 8.52% | 25.51% | 11.56% | 7.98% | 8.68% |
| Fisher Funds BondPlus Fund | International Fixed Interest | -0.07% | -0.68% | 1.25% | 6.30% | 3.52% | 3.63% | 6.32% |
| Smartshares Global Aggregate Bond ETF (AGG) | International Fixed Interest | -0.07% | -1.10% | 1.02% | - | - | - | - |
| Fisher Funds Income Fund | International Fixed Interest | -0.12% | -0.06% | 1.40% | 5.42% | 3.62% | 4.15% | - |
| Fisher Funds Multi Sector Fund | Diversified | -0.13% | 1.55% | 4.30% | 14.99% | 8.00% | 6.78% | 7.44% |
| AMP Capital Australasian Property Index Fund | Listed Property | -0.15% | -0.67% | 4.79% | 26.33% | 14.41% | 12.70% | - |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | -0.17% | 2.10% | 5.01% | 16.28% | 8.27% | 6.35% | 7.67% |
| Milford Trans-Tasman Equity Fund | Australasian Equities | -0.17% | 3.98% | 7.97% | 29.41% | 17.68% | 14.71% | 13.24% |
| Nikko AM Global Bond Fund | International Fixed Interest | -0.22% | -0.29% | 2.25% | 8.78% | 4.23% | 4.34% | - |
| AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund | International Fixed Interest | -0.24% | -0.66% | 1.66% | 7.14% | 3.63% | 3.52% | 5.15% |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | -0.25% | -0.63% | 1.92% | 7.12% | 4.24% | 4.29% | - |
| Mint Diversified Income Fund | Diversified | -0.26% | -0.03% | 2.18% | 8.21% | 5.97% | 5.58% | - |
| Fisher Funds Conservative Fund | Diversified | -0.28% | 0.14% | 2.23% | 8.64% | - | - | - |
| Devon Dividend Yield Fund | Australasian Equities | -0.29% | -1.74% | 3.06% | 20.91% | 9.11% | 11.01% | - |
| Nikko AM Income Fund | NZ Fund Miscellaneous | -0.29% | 0.22% | -0.43% | 1.51% | 4.25% | 4.63% | 6.02% |
| AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | -0.29% | -0.77% | 1.67% | 7.15% | - | - | - |
| Pathfinder Global Water Fund | International Equities | -0.32% | 3.48% | 8.61% | 32.64% | 12.08% | 9.80% | - |
| AMP Capital Ethical Leaders Conservative Fund | Diversified | -0.44% | 0.10% | 2.19% | 8.40% | 4.61% | 4.06% | 4.89% |
| Pathfinder Global Property Fund | Listed Property | -0.49% | -2.00% | 4.68% | 21.16% | 8.74% | - | - |
| Fisher Funds International Growth Fund | International Equities | -0.56% | 2.53% | 9.25% | 33.33% | 17.62% | 12.53% | 8.48% |
| Milford Dynamic Fund | Australasian Equities | -0.63% | 2.38% | 12.37% | 27.31% | 13.43% | 12.87% | - |
| Devon Trans-Tasman Fund | Australasian Equities | -0.66% | -0.83% | 2.88% | 23.75% | 11.62% | 11.05% | 10.06% |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | -0.67% | -1.13% | 0.96% | 4.65% | 4.52% | 4.42% | 5.00% |
| Milford Trans-Tasman Bond Fund | New Zealand Fixed Interest | -0.67% | -0.68% | 1.48% | 5.92% | 5.27% | 5.01% | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | -0.72% | -1.33% | 1.17% | 5.59% | 5.56% | 5.19% | 6.11% |
| Smartshares Emerging Markets Fund (EMF) | International Equities | -0.74% | 3.05% | 6.30% | 17.49% | 9.78% | - | - |
| Smartshares Healthcare Innovation ETF (LIV) | International Equities | -0.79% | 7.76% | 6.84% | - | - | - | - |
| Antipodes Global Fund - Long (PIE) | International Equities | -0.80% | 0.97% | 4.64% | 15.86% | - | - | - |
| Harbour Active Growth Fund | Diversified | -0.86% | - | - | - | - | - | - |
| Milford Australian Absolute Growth Fund | Australasian Equities | -0.90% | 0.06% | 5.59% | 16.06% | - | - | - |
| Smartshares Europe Equities ESG ETF (EUG) | International Equities | -1.19% | 2.46% | 8.23% | - | - | - | - |
| Nikko AM NZ Bond Fund | New Zealand Fixed Interest | -1.20% | -1.87% | 0.89% | 5.72% | 5.44% | 4.90% | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | -1.20% | -1.93% | 0.18% | 4.62% | 4.75% | 4.58% | - |
| Pie Australasian Dividend Fund | Australasian Equities | -1.23% | -3.16% | 7.75% | 14.14% | 12.56% | 12.48% | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | -1.27% | -1.76% | 0.16% | 3.94% | 4.34% | 4.40% | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | -1.30% | -2.09% | 0.48% | 5.82% | 5.35% | 4.66% | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | -1.31% | -2.08% | 0.32% | 4.83% | 4.84% | 4.67% | 5.53% |
| Devon Alpha Fund | Australasian Equities | -1.33% | -0.28% | 2.30% | 18.76% | 9.74% | 7.42% | - |
| AMP Capital Global Property Securities Fund | Listed Property | -1.37% | 1.06% | 6.93% | 25.50% | 8.98% | 6.56% | 11.39% |
| Fisher Funds Australian Growth Fund | Australasian Equities | -1.45% | 2.55% | 9.40% | 28.91% | 12.76% | 11.23% | 8.22% |
| Russell Investments Low Carbon Global Shares Fund Class A | International Equities | -1.54% | 1.25% | 8.67% | 26.59% | - | - | - |
| APN AREIT PIE Fund | Listed Property | -1.55% | 0.95% | 3.56% | 14.43% | - | - | - |
| Russell Investments Global Opportunities Fund Class B | International Equities | -1.65% | 1.55% | 8.34% | 24.54% | 12.46% | 10.96% | - |
| Elevation Capital Global Shares Fund | International Equities | -1.65% | 2.22% | 5.33% | 19.12% | 4.65% | 6.56% | 6.41% |
| Russell Investments Global Shares Fund | International Equities | -1.67% | 1.52% | 8.25% | 24.40% | 12.29% | 10.79% | - |
| Morphic Global Opportunities Fund | International Equities | -1.78% | -0.26% | 6.06% | 17.76% | 9.23% | 8.52% | - |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | -1.81% | 1.18% | 9.00% | 27.28% | 14.16% | - | - |
| Smartshares Global Equities ESG ETF (ESG) | International Equities | -1.83% | 0.47% | 8.08% | - | - | - | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | -1.86% | 1.20% | 6.40% | 28.27% | 18.10% | 13.72% | - |
| Smartshares Automation and Robotics ETF (BOT) | International Equities | -1.86% | 3.93% | 12.01% | - | - | - | - |
| Nikko AM Global Equity Unhedged Fund | International Equities | -1.98% | 2.41% | 8.51% | 29.58% | 14.17% | 12.08% | - |
| OneAnswer International Share Fund | International Equities | -1.98% | 1.49% | 8.73% | 29.32% | 15.25% | 13.05% | 12.47% |
| Smartshares US Equities ESG ETF (USA) | International Equities | -2.19% | 2.29% | 10.95% | - | - | - | - |
| AMP Capital Core Global Shares Fund | International Equities | -2.20% | 1.67% | 8.43% | 22.34% | 12.07% | 11.38% | 9.66% |
| Smartshares US Large Growth Fund (USG) | International Equities | -2.38% | 2.50% | 11.04% | 35.42% | 17.61% | - | - |
| Smartshares Australian Top 20 Fund (OZY) | Australasian Equities | -2.73% | -5.29% | -1.77% | 16.00% | 7.18% | 5.19% | 4.59% |
| Smartshares Europe Fund (EUF) | International Equities | -2.76% | 1.15% | 5.39% | 21.42% | 10.04% | - | - |
| Smartshares Australian Mid Cap Fund (MZY) | Australasian Equities | -2.81% | -2.35% | 3.50% | 19.42% | 9.99% | 10.77% | 5.85% |
| Nikko AM Global Shares Fund | International Equities | -2.83% | 1.87% | 6.40% | 29.31% | - | - | - |
| Devon Australian Fund | Australasian Equities | -3.01% | -3.34% | 1.10% | 20.02% | 7.41% | 8.77% | - |
| Smartshares Total World Fund (TWF) | International Equities | -3.19% | 1.25% | 7.52% | 25.32% | 11.74% | - | - |
| Smartshares US 500 Fund (USF) | International Equities | -3.20% | 0.57% | 9.75% | 29.07% | 14.33% | - | - |
| OneAnswer Australian Share Fund | Australasian Equities | -3.27% | -2.19% | 4.66% | 21.30% | 4.81% | 3.80% | 3.49% |
| Smartshares Japan Equities ESG ETF (JPN) | International Equities | -3.83% | 0.50% | 11.05% | - | - | - | - |
| India Avenue Equity Fund - Retail Class | International Equities | -3.98% | -2.22% | -1.41% | 4.27% | - | - | - |
| Smartshares US Mid Cap Fund (USM) | International Equities | -4.37% | -1.13% | 6.71% | 32.44% | 11.26% | - | - |
| APN Asian REIT Fund | Listed Property | -4.53% | -4.99% | 3.68% | 22.93% | 15.65% | 11.52% | - |
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.
Performance summary – all funds
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