December 2019 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

NameCategory1 month3 months6 months1 year3 years5 years10 years
Pathfinder Commodity Plus FundCommodities4.79%4.27%1.44%3.15%1.28%0.96%-0.59%
Nikko AM Global Equity Hedged FundInternational Equities4.10%10.65%8.85%30.04%12.18%9.93%-
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities3.95%2.95%6.03%22.54%20.40%16.79%15.47%
OneAnswer Property Securities FundListed Property3.94%2.30%10.16%30.76%16.88%13.58%13.74%
AMP Capital Global Listed Infrastructure FundInternational Equities3.92%4.57%10.20%36.27%12.84%8.04%-
AMP Capital Core Hedged Global Shares FundInternational Equities3.57%9.65%8.38%21.46%9.46%8.32%11.11%
Salt Enhanced Property FundListed Property3.30%1.15%10.21%33.38%18.73%15.35%-
Nikko Global Shares Hedged FundInternational Equities2.98%8.90%5.94%----
Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class BInternational Equities2.76%2.54%5.82%27.01%--
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities2.51%3.28%7.55%26.77%18.77%15.79%14.17%
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities2.45%7.67%9.14%27.01%12.46%--
Russell Investments Global Opportunities Fund $NZ Hedged Class BInternational Equities2.45%7.78%8.37%24.07%10.56%8.97%-
Russell Investments Hedged Global Shares FundInternational Equities2.42%7.75%8.30%23.94%10.51%8.90%-
Mint Australasian Property FundListed Property2.38%0.32%8.62%29.90%16.14%12.78%12.44%
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational Fixed Interest2.32%2.46%2.55%9.60%---
Smartshares NZ Property Fund (NPF)Listed Property2.19%-1.65%5.52%28.19%18.03%--
Fisher Funds New Zealand Growth FundAustralasian Equities2.12%12.28%12.41%37.05%20.58%16.23%15.27%
Fisher Funds Property & Infrastructure FundInternational Equities2.06%1.37%5.58%26.75%17.59%13.26%12.06%
Russell Investments Emerging Markets Fund Class BInternational Equities1.98%4.23%6.83%18.97%10.92%7.82%-
Harbour NZ Equity Advanced Beta FundAustralasian Equities1.96%3.73%8.32%25.69%16.40%14.08%-
Harbour Real Estate Investment FundListed Property1.93%1.53%7.55%29.63%---
Salt Long Short FundNZ Fund Miscellaneous1.73%5.13%11.15%10.76%3.88%7.51%-
Smartshares Emerging Markets Equities ESG ETF (EMG)International Equities1.62%4.76%6.80%----
OneAnswer Equity Selection FundAustralasian Equities1.60%7.57%10.43%21.36%8.40%7.66%9.47%
AMP Capital NZ Shares Index FundAustralasian Equities1.56%5.24%9.74%31.08%---
OneAnswer New Zealand Share FundAustralasian Equities1.55%5.73%9.64%29.76%17.42%14.17%13.74%
AMP Capital Emerging Markets Shares FundInternational Equities1.43%4.76%6.39%18.54%12.32%7.72%5.08%
Nikko AM Concentrated Equity FundAustralasian Equities1.37%6.25%5.03%23.45%14.84%13.95%11.90%
Russell Investments NZ Shares FundAustralasian Equities1.36%4.62%7.85%28.25%17.34%15.28%-
AMP Capital Ethical Leaders NZ Shares FundAustralasian Equities1.18%6.32%10.65%30.10%17.62%15.40%-
Salt NZ Dividend Appreciation FundAustralasian Equities1.11%5.64%9.73%26.67%15.66%--
Pathfinder Global Responsibility FundInternational Equities1.03%6.02%10.82%26.93%---
AMP Capital Global Shares FundInternational Equities0.96%5.80%8.40%22.92%11.48%9.83%10.41%
AMP Capital All Country Global Shares Index FundInternational Equities0.95%5.99%8.54%25.25%---
Mint Diversified Growth FundDiversified0.83%4.09%6.28%15.30%---
Nikko AM Core Equity FundAustralasian Equities0.80%5.45%9.61%27.37%18.90%16.45%-
QuayStreet NZ Equity FundAustralasian Equities0.79%3.25%5.37%25.14%17.48%15.21%-
AMP Capital Ethical Leaders Global Shares FundInternational Equities0.77%5.37%7.79%22.45%10.86%7.81%9.10%
Milford Global Equity FundInternational Equities0.75%3.61%6.89%25.24%11.44%8.20%-
Harbour Long Short FundNZ Fund Miscellaneous0.74%2.78%4.96%----
Milford Balanced FundDiversified0.72%2.51%5.72%17.51%10.06%9.37%-
QuayStreet Income FundDiversified0.55%0.59%2.75%8.13%6.12%5.78%-
Fisher Funds Trans Tasman Equity TrustAustralasian Equities0.38%7.55%11.18%35.39%17.76%14.34%12.43%
Platinum International FundInternational Equities0.37%0.38%6.69%16.86%10.63%9.02%7.08%
Harbour Australasian Equity Focus FundAustralasian Equities0.35%6.25%9.58%24.60%17.52%15.08%-
AMP Capital Global Multi-Asset FundDiversified0.35%1.51%2.22%8.58%3.84%4.24%-
Milford Global Corporate Bond FundInternational Fixed Interest0.31%0.74%2.77%8.78%---
Harbour Income FundDiversified0.29%0.86%3.06%10.35%6.65%--
Harbour Australasian Equity FundAustralasian Equities0.25%5.70%8.58%25.65%17.45%15.05%-
Milford Diversified Income FundDiversified0.25%0.96%3.93%14.11%9.42%9.75%-
Smartshares NZ Dividend Fund (DIV)Australasian Equities0.23%-5.00%-1.58%17.94%12.15%--
AMP Capital Ethical Leaders Growth FundDiversified0.20%3.73%6.77%21.36%10.38%7.76%8.08%
Mint Australasian Equity FundAustralasian Equities0.16%4.84%8.34%27.61%18.34%15.36%15.24%
Nikko AM NZ Cash FundCash and Cash Equivalents0.15%0.44%1.06%2.34%2.51%2.82%-
AMP Capital Income Generator FundDiversified0.15%1.54%5.38%17.47%8.60%7.67%-
Hunter Global Fixed Interest FundInternational Fixed Interest0.14%-0.30%1.80%7.58%---
Milford Cash FundCash and Cash Equivalents0.13%0.38%0.85%----
OneAnswer Balanced FundDiversified0.12%2.44%5.79%19.59%9.50%8.09%9.11%
Harbour Australasian Equity Income FundAustralasian Equities0.11%-0.03%6.87%20.83%11.15%9.73%-
AMP Capital NZ Cash FundCash and Cash Equivalents0.10%0.29%0.74%1.77%2.04%2.42%2.94%
Fisher Funds CashPlus FundCash and Cash Equivalents0.09%0.26%0.76%1.90%2.09%2.28%2.44%
Fisher Funds Growth FundDiversified0.07%2.99%6.40%21.16%---
Milford Conservative FundDiversified0.03%0.72%2.99%9.52%6.85%--
Fisher Funds Global FundInternational Equities-0.07%2.96%8.52%25.51%11.56%7.98%8.68%
Fisher Funds BondPlus FundInternational 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 FundInternational Fixed Interest-0.12%-0.06%1.40%5.42%3.62%4.15%-
Fisher Funds Multi Sector FundDiversified-0.13%1.55%4.30%14.99%8.00%6.78%7.44%
AMP Capital Australasian Property Index FundListed Property-0.15%-0.67%4.79%26.33%14.41%12.70%-
AMP Capital Ethical Leaders Balanced FundDiversified-0.17%2.10%5.01%16.28%8.27%6.35%7.67%
Milford Trans-Tasman Equity FundAustralasian Equities-0.17%3.98%7.97%29.41%17.68%14.71%13.24%
Nikko AM Global Bond FundInternational Fixed Interest-0.22%-0.29%2.25%8.78%4.23%4.34%-
AMP Capital Ethical Leaders Hedged Global Fixed Interest FundInternational Fixed Interest-0.24%-0.66%1.66%7.14%3.63%3.52%5.15%
Russell Investments Global Fixed Interest FundInternational Fixed Interest-0.25%-0.63%1.92%7.12%4.24%4.29%-
Mint Diversified Income FundDiversified-0.26%-0.03%2.18%8.21%5.97%5.58%-
Fisher Funds Conservative FundDiversified-0.28%0.14%2.23%8.64%---
Devon Dividend Yield FundAustralasian Equities-0.29%-1.74%3.06%20.91%9.11%11.01%-
Nikko AM Income FundNZ Fund Miscellaneous-0.29%0.22%-0.43%1.51%4.25%4.63%6.02%
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest-0.29%-0.77%1.67%7.15%---
Pathfinder Global Water FundInternational Equities-0.32%3.48%8.61%32.64%12.08%9.80%-
AMP Capital Ethical Leaders Conservative FundDiversified-0.44%0.10%2.19%8.40%4.61%4.06%4.89%
Pathfinder Global Property FundListed Property-0.49%-2.00%4.68%21.16%8.74%--
Fisher Funds International Growth FundInternational Equities-0.56%2.53%9.25%33.33%17.62%12.53%8.48%
Milford Dynamic FundAustralasian Equities-0.63%2.38%12.37%27.31%13.43%12.87%-
Devon Trans-Tasman FundAustralasian Equities-0.66%-0.83%2.88%23.75%11.62%11.05%10.06%
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest-0.67%-1.13%0.96%4.65%4.52%4.42%5.00%
Milford Trans-Tasman Bond FundNew Zealand Fixed Interest-0.67%-0.68%1.48%5.92%5.27%5.01%-
Nikko AM NZ Corporate Bond FundNew 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 FundDiversified-0.86%------
Milford Australian Absolute Growth FundAustralasian 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 FundNew Zealand Fixed Interest-1.20%-1.87%0.89%5.72%5.44%4.90%-
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest-1.20%-1.93%0.18%4.62%4.75%4.58%-
Pie Australasian Dividend FundAustralasian Equities-1.23%-3.16%7.75%14.14%12.56%12.48%-
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest-1.27%-1.76%0.16%3.94%4.34%4.40%-
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest-1.30%-2.09%0.48%5.82%5.35%4.66%-
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest-1.31%-2.08%0.32%4.83%4.84%4.67%5.53%
Devon Alpha FundAustralasian Equities-1.33%-0.28%2.30%18.76%9.74%7.42%-
AMP Capital Global Property Securities FundListed Property-1.37%1.06%6.93%25.50%8.98%6.56%11.39%
Fisher Funds Australian Growth FundAustralasian Equities-1.45%2.55%9.40%28.91%12.76%11.23%8.22%
Russell Investments Low Carbon Global Shares Fund Class AInternational Equities-1.54%1.25%8.67%26.59%---
APN AREIT PIE FundListed Property-1.55%0.95%3.56%14.43%---
Russell Investments Global Opportunities Fund Class BInternational Equities-1.65%1.55%8.34%24.54%12.46%10.96%-
Elevation Capital Global Shares FundInternational Equities-1.65%2.22%5.33%19.12%4.65%6.56%6.41%
Russell Investments Global Shares FundInternational Equities-1.67%1.52%8.25%24.40%12.29%10.79%-
Morphic Global Opportunities FundInternational Equities-1.78%-0.26%6.06%17.76%9.23%8.52%-
Vanguard International Shares Select Exclusions Index FundInternational 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 FundInternational 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 FundInternational Equities-1.98%2.41%8.51%29.58%14.17%12.08%-
OneAnswer International Share FundInternational 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 FundInternational 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 FundInternational Equities-2.83%1.87%6.40%29.31%---
Devon Australian FundAustralasian 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 FundAustralasian 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 ClassInternational 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 FundListed 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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