December 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 Australian Resources ETF (ASR) | Australasian Equities | 14.40% | 20.38% | 22.15% | 15.19% | 11.86% | 20.22% | - |
| Pie Growth UK & Europe Fund | International Equities | 12.35% | 20.58% | 34.88% | 31.85% | 11.36% | - | - |
| Smartshares NZ Dividend ETF (DIV) | Australasian Equities | 11.33% | 22.63% | 30.91% | 10.15% | 12.53% | 12.58% | - |
| Smartshares Australian Dividend ETF (ASD) | Australasian Equities | 10.59% | 17.76% | 15.90% | 4.92% | 3.41% | 5.40% | - |
| Smartshares NZ Top 50 ETF (FNZ) | Australasian Equities | 7.47% | 18.37% | 26.23% | 15.97% | 17.02% | 16.37% | 15.54% |
| India Avenue Equity Fund - Retail Class | International Equities | 7.13% | 14.75% | 26.21% | 4.63% | -0.55% | - | - |
| Pie Australasian Dividend Fund | Australasian Equities | 7.06% | 13.10% | 24.63% | 19.97% | 13.42% | 14.65% | - |
| Salt Long Short Fund | Australasian Equities | 6.82% | 13.82% | 18.51% | 6.40% | 3.87% | 5.32% | - |
| Harbour Australasian Equity Focus Fund | Australasian Equities | 6.72% | 16.87% | 29.45% | 24.44% | 13.96% | 15.68% | - |
| Smartshares Australian Top 20 ETF (OZY) | Australasian Equities | 6.55% | 16.35% | 15.08% | 6.32% | 6.09% | 7.13% | 4.73% |
| Smartshares Healthcare Innovation ETF (LIV) | International Equities | 6.44% | 10.56% | 18.94% | 39.40% | - | - | - |
| Smartshares NZ Mid Cap ETF (MDZ) | Australasian Equities | 6.07% | 12.48% | 24.46% | 8.31% | 12.91% | 15.00% | 16.58% |
| Smartshares Australian Mid Cap ETF (MZY) | Australasian Equities | 5.81% | 15.93% | 25.61% | 19.50% | 8.02% | 12.87% | 7.01% |
| Russell Investments Emerging Markets Fund Class B | International Equities | 5.41% | 11.28% | 17.09% | 7.20% | 3.48% | 10.33% | - |
| Devon Dividend Yield Fund | Australasian Equities | 5.35% | 15.75% | 19.59% | -1.06% | 6.31% | 7.24% | - |
| OneAnswer Equity Selection Fund | Australasian Equities | 5.21% | 12.05% | 14.36% | 11.26% | 9.63% | 9.32% | 10.86% |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 5.16% | 15.22% | 21.73% | 12.33% | 13.42% | 13.60% | - |
| Elevation Capital Global Shares Fund | International Equities | 5.08% | 14.61% | 23.43% | 15.22% | 5.52% | 8.11% | 7.05% |
| Nikko AM Global Shares Hedged Fund | International Equities | 5.01% | 18.20% | 29.84% | 23.18% | - | - | - |
| AMP Capital NZ Shares Fund | Australasian Equities | 5.00% | 13.67% | 18.63% | 21.76% | 16.98% | 15.67% | 15.38% |
| Fisher Funds Property & Infrastructure Fund | International Equities | 4.91% | 12.28% | 15.71% | 3.88% | 11.84% | 13.34% | 11.26% |
| Nikko AM Concentrated Equity Fund | Australasian Equities | 4.73% | 8.28% | 14.82% | 17.29% | 10.48% | 13.61% | 13.23% |
| Smartshares US Small Cap ETF (USS) | International Equities | 4.63% | 21.05% | 25.75% | 14.69% | 10.08% | 10.39% | - |
| Harbour Australasian Equity Income Fund | Australasian Equities | 4.33% | 13.04% | 20.45% | 9.62% | 10.50% | 9.63% | - |
| Smartshares Automation and Robotics ETF (BOT) | International Equities | 4.28% | 14.01% | 23.68% | 28.36% | - | - | - |
| AMP Capital Commodities Fund | Commodities | 4.25% | 10.69% | 20.72% | -4.23% | -2.85% | 1.94% | - |
| Russell Investments Global Opportunities Fund $NZ Hedged Class B | International Equities | 4.12% | 14.20% | 20.43% | 8.18% | 6.07% | 9.71% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | 4.10% | 14.10% | 20.31% | 8.00% | 6.00% | 9.63% | - |
| Harbour Real Estate Investment Fund | Listed Property | 3.96% | 10.57% | 25.09% | 6.65% | - | - | - |
| AMP Capital Ethical Leaders NZ Shares Fund | Australasian Equities | 3.95% | 12.62% | 18.25% | 21.96% | 18.59% | 16.84% | - |
| Morphic Global Opportunities Fund | International Equities | 3.87% | 4.75% | 11.31% | 12.78% | 6.69% | 8.91% | - |
| Devon Australian Fund | Australasian Equities | 3.82% | 13.02% | 13.00% | -2.41% | 2.08% | 5.43% | 6.07% |
| Pathfinder Global Responsibility Fund | International Equities | 3.80% | 10.44% | 19.06% | 12.69% | 9.27% | - | - |
| Smartshares S&P/NZX 50 ETF (NZG) | Australasian Equities | 3.76% | 12.52% | - | - | - | - | - |
| Harbour Australasian Equity Fund | Australasian Equities | 3.73% | 12.19% | 16.74% | 18.59% | 13.81% | 15.59% | 14.64% |
| OneAnswer Property Securities Fund | Listed Property | 3.64% | 10.16% | 25.39% | 5.89% | 14.26% | 11.87% | 13.91% |
| APN Asian REIT Fund | Listed Property | 3.61% | -0.54% | 3.10% | -10.30% | 6.46% | 8.03% | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 3.58% | 11.75% | 19.23% | 12.12% | 9.89% | - | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | 3.51% | 9.21% | 15.41% | 7.01% | 3.97% | 10.07% | 4.66% |
| Milford Dynamic Fund | Australasian Equities | 3.49% | 12.31% | 23.17% | 18.71% | 13.36% | 13.15% | - |
| AMP Capital Global Companies Fund | International Equities | 3.47% | 5.38% | 15.58% | 30.18% | - | - | - |
| Smartshares Australian Property ETF (ASP) | Listed Property | 3.45% | 14.50% | 18.55% | -3.19% | 5.99% | 7.91% | - |
| OneAnswer New Zealand Share Fund | Australasian Equities | 3.41% | 11.88% | 13.16% | 16.55% | 16.43% | 15.71% | 15.25% |
| Salt Enhanced Property Fund | Listed Property | 3.41% | 10.25% | 24.42% | 5.58% | 15.20% | 13.28% | - |
| Smartshares Europe Equities ESG ETF (EUG) | International Equities | 3.40% | 6.03% | 7.89% | -1.60% | - | - | - |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | 3.25% | 11.84% | 15.49% | 15.10% | 14.38% | 14.57% | - |
| Smartshares Europe ETF (EUF) | International Equities | 3.24% | 8.97% | 10.90% | -0.02% | 3.14% | 5.42% | - |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | 3.12% | 15.70% | 20.35% | 25.12% | 21.44% | 19.20% | 17.62% |
| Devon Trans-Tasman Fund | Australasian Equities | 3.10% | 12.47% | 13.60% | 4.18% | 8.06% | 9.39% | 10.25% |
| Mint Australasian Property Fund | Listed Property | 3.10% | 9.23% | 22.31% | 4.05% | 13.10% | 10.81% | 12.74% |
| Smartshares NZ Property ETF (NPF) | Listed Property | 3.09% | 10.07% | 24.06% | 7.30% | 15.78% | 12.61% | - |
| Harbour Active Growth Fund | Diversified | 3.01% | 8.04% | 14.81% | 20.39% | - | - | - |
| Smartshares NZ Top 10 ETF (TNZ) | Australasian Equities | 3.00% | 12.79% | 10.54% | 18.48% | 19.42% | 17.10% | 15.02% |
| Fisher Funds Australian Growth Fund | Australasian Equities | 2.93% | 13.25% | 19.10% | 17.94% | 13.52% | 11.90% | 7.89% |
| Clarity Global Shares Fund | International Equities | 2.92% | 9.35% | 13.58% | 3.96% | 6.72% | - | - |
| Nikko AM Global Shares Fund | International Equities | 2.92% | 7.19% | 16.18% | 21.38% | 16.38% | - | - |
| OneAnswer Australian Share Fund | Australasian Equities | 2.91% | 13.82% | 13.11% | -7.05% | -2.72% | 1.40% | 2.08% |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 2.90% | 15.06% | 20.09% | 22.69% | 19.31% | 16.78% | 14.57% |
| Fisher Funds Global Fund | International Equities | 2.86% | 8.96% | 15.35% | 12.43% | 9.32% | 10.41% | 8.69% |
| AMP Capital Australian Shares Fund | Australasian Equities | 2.85% | 10.85% | 15.60% | 3.16% | 5.54% | 6.89% | 4.76% |
| Smartshares S&P/ASX 200 ETF (AUS) | Australasian Equities | 2.84% | 11.70% | - | - | - | - | - |
| Harbour Long Short Fund | Australasian Equities | 2.83% | 3.89% | 10.06% | 14.69% | - | - | - |
| Milford Trans-Tasman Equity Fund | Australasian Equities | 2.82% | 13.68% | 16.96% | 17.31% | 14.98% | 15.70% | 14.53% |
| T. Rowe Price Global Equity Growth Fund | International Equities | 2.79% | 7.65% | 16.54% | 33.35% | 18.72% | 17.15% | - |
| Smartshares Australian Financials ETF (ASF) | Australasian Equities | 2.78% | 22.63% | 16.20% | -3.13% | -1.93% | 2.45% | - |
| Castle Point Trans-Tasman Fund | Australasian Equities | 2.75% | 15.00% | 22.31% | 26.69% | - | - | - |
| Nikko AM Core Equity Fund | Australasian Equities | 2.72% | 11.37% | 14.33% | 13.80% | 13.78% | 15.94% | 15.43% |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 2.66% | 13.14% | 20.89% | 7.63% | 5.60% | 9.83% | 10.56% |
| Platinum International Fund | International Equities | 2.65% | 11.94% | 14.30% | 5.19% | 2.42% | 7.81% | 7.52% |
| Mint Diversified Growth Fund | Diversified | 2.63% | 7.22% | 15.58% | 18.41% | - | - | - |
| Russell Investments NZ Shares Fund | Australasian Equities | 2.63% | 11.77% | 14.79% | 14.85% | 15.59% | 15.30% | - |
| OneAnswer International Share Fund | International Equities | 2.62% | 5.57% | 12.86% | 10.64% | 10.95% | 11.99% | 12.85% |
| Pathfinder Global Water Fund | International Equities | 2.60% | 8.98% | 18.69% | 5.13% | 8.00% | 9.45% | 8.88% |
| NZ Shares Index Fund | Australasian Equities | 2.54% | 11.40% | 14.66% | 14.03% | 16.48% | - | - |
| Russell Investments Global Opportunities Fund Class B | International Equities | 2.54% | 7.24% | 11.80% | 5.75% | 6.90% | 9.44% | - |
| Russell Investments Global Shares Fund | International Equities | 2.50% | 7.14% | 11.63% | 5.50% | 6.72% | 9.26% | - |
| Fisher Funds International Growth Fund | International Equities | 2.49% | 8.68% | 16.75% | 23.85% | 17.39% | 14.53% | 10.24% |
| Smartshares Total World ETF (TWF) | International Equities | 2.44% | 8.06% | 13.56% | 9.69% | 8.60% | 10.00% | - |
| Pathfinder Global Property Fund | Listed Property | 2.39% | 7.49% | 10.72% | -16.83% | -1.24% | 1.95% | - |
| AMP Capital Ethical Leaders Global Shares Fund | International Equities | 2.36% | 11.71% | 17.59% | 6.62% | 5.94% | 8.66% | 8.64% |
| Smartshares Emerging Markets Equities ESG ETF (EMG) | International Equities | 2.36% | 10.73% | 15.73% | 8.36% | - | - | - |
| All Country Global Shares Index Fund | International Equities | 2.33% | 10.12% | 17.70% | 10.69% | 8.94% | - | - |
| OneAnswer Balanced Growth Fund | Diversified | 2.30% | 7.40% | 11.99% | 9.01% | 8.05% | 8.41% | 9.29% |
| Smartshares Asia Pacific ETF (APA) | International Equities | 2.28% | 10.71% | 14.48% | 10.88% | 4.65% | 7.59% | - |
| Nikko AM Income Fund | New Zealand Fixed Interest | 2.27% | 3.81% | 9.94% | 4.10% | 2.96% | 3.80% | 5.43% |
| AMP Capital Ethical Leaders Growth Fund | Diversified | 2.25% | 10.32% | 15.41% | 6.49% | 6.82% | 8.44% | 7.99% |
| Antipodes Global Fund - Long (PIE) | International Equities | 2.19% | 9.99% | 14.56% | 9.07% | - | - | - |
| Russell Investments Low Carbon Global Shares Fund Class A | International Equities | 2.17% | 5.21% | 10.97% | 10.53% | 10.21% | - | - |
| Smartshares Emerging Markets ETF (EMF) | International Equities | 2.09% | 10.77% | 15.01% | 8.06% | 4.82% | 8.97% | - |
| Australasian Property Index Fund | Listed Property | 2.08% | 10.49% | 22.66% | 1.57% | 11.29% | 10.34% | - |
| AMP Capital Global Shares Fund | International Equities | 2.07% | 8.96% | 15.91% | 7.42% | 6.96% | 10.22% | 10.10% |
| QuayStreet NZ Equity Fund | Australasian Equities | 2.04% | 10.13% | 12.14% | 17.38% | 15.46% | 16.09% | 15.32% |
| Smartshares US Large Growth ETF (USG) | International Equities | 2.04% | 4.20% | 15.10% | 31.31% | 20.69% | 17.03% | - |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | 2.01% | 7.22% | 8.34% | 5.26% | - | - | - |
| Fisher Funds Growth Fund | Diversified | 1.99% | 7.53% | 11.74% | 11.96% | - | - | - |
| Milford Diversified Income Fund | Diversified | 1.95% | 5.77% | 8.97% | 4.96% | 7.40% | 8.75% | 10.93% |
| Harbour Income Fund | Diversified | 1.90% | 5.76% | 9.73% | 7.64% | 6.86% | 6.30% | - |
| Milford Australian Absolute Growth Fund | Australasian Equities | 1.88% | 7.26% | 9.15% | 9.29% | - | - | - |
| Smartshares US Mid Cap ETF (USM) | International Equities | 1.86% | 12.09% | 18.42% | 13.69% | 10.60% | 10.68% | - |
| Milford Balanced Fund | Diversified | 1.85% | 6.46% | 10.96% | 9.87% | 9.03% | 9.25% | 10.54% |
| Devon Alpha Fund | Australasian Equities | 1.82% | 10.49% | 12.60% | 8.21% | 7.31% | 7.53% | 9.59% |
| Milford Global Equity Fund | International Equities | 1.80% | 4.51% | 13.67% | 19.58% | 12.16% | 10.33% | - |
| Smartshares Global Equities ESG ETF (ESG) | International Equities | 1.80% | 4.31% | 10.00% | 8.46% | - | - | - |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | 1.80% | 4.50% | 10.03% | 9.48% | 10.71% | - | - |
| Mint Australasian Equity Fund | Australasian Equities | 1.70% | 9.13% | 9.60% | 16.20% | 16.35% | 15.47% | 16.26% |
| Castle Point 5 Oceans Fund | Diversified | 1.68% | 5.03% | 7.59% | 9.17% | 6.11% | - | - |
| AMP Capital Global Property Securities Fund | Listed Property | 1.58% | 8.41% | 12.22% | -8.34% | 2.72% | 3.30% | 8.30% |
| Fisher Funds Multi Sector Fund | Diversified | 1.54% | 5.18% | 8.68% | 9.27% | 7.77% | 7.65% | 7.47% |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | 1.47% | 7.00% | 10.75% | 5.34% | 6.08% | 6.83% | 7.45% |
| Hunter Growth Fund | Diversified | 1.26% | 5.94% | - | - | - | - | - |
| Mint Diversified Income Fund | Diversified | 1.19% | 3.29% | 6.81% | 5.76% | 5.70% | 5.48% | - |
| APN AREIT PIE Fund | Listed Property | 1.18% | 11.41% | 18.06% | -12.10% | 1.09% | - | - |
| AMP Capital Income Generator Fund | Diversified | 1.11% | 5.71% | 8.45% | 4.77% | 7.10% | 7.63% | - |
| Smartshares US Equities ESG ETF (USA) | International Equities | 1.02% | 3.33% | 11.80% | 11.30% | - | - | - |
| Hunter Balanced Fund | Diversified | 0.95% | 4.36% | - | - | - | - | - |
| QuayStreet Income Fund | Diversified | 0.93% | 1.94% | 4.00% | 2.49% | 4.63% | 5.20% | - |
| Milford Conservative Fund | Diversified | 0.88% | 2.78% | 5.58% | 6.27% | 6.04% | 6.75% | - |
| Smartshares US 500 ETF (USF) | International Equities | 0.87% | 6.60% | 13.30% | 12.84% | 12.91% | 12.56% | - |
| Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class B | International Equities | 0.82% | 9.10% | 8.32% | -8.80% | 2.84% | - | - |
| AMP Capital Global Multi-Asset Fund | Diversified | 0.67% | 4.50% | 6.31% | 2.54% | 2.71% | 4.05% | - |
| Fisher Funds Conservative Fund | Diversified | 0.65% | 1.88% | 3.98% | 5.88% | - | - | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 0.54% | 1.96% | 4.24% | 6.62% | 4.96% | - | - |
| Milford Global Corporate Bond Fund | International Fixed Interest | 0.52% | 2.77% | 4.72% | 5.62% | 4.67% | - | - |
| AMP Capital Core Global Shares Fund | International Equities | 0.51% | 2.71% | 8.27% | 4.88% | 7.07% | 9.46% | 9.82% |
| Fisher Funds BondPlus Fund | International Fixed Interest | 0.50% | 1.32% | 2.60% | 4.81% | 3.93% | 4.14% | 5.62% |
| Smartshares Global Bond ETF (GBF) | International Fixed Interest | 0.48% | 2.49% | 4.03% | 6.45% | 4.56% | 4.76% | - |
| AMP Capital Ethical Leaders Conservative Fund | Diversified | 0.43% | 2.18% | 4.17% | 3.07% | 3.67% | 4.02% | 4.63% |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | 0.43% | 1.64% | 3.17% | 7.60% | 5.22% | 5.26% | - |
| Smartshares US Large Value ETF (USV) | International Equities | 0.38% | 4.95% | 8.65% | -4.29% | 4.59% | 6.87% | - |
| Milford Trans-Tasman Bond Fund | New Zealand Fixed Interest | 0.23% | 0.55% | 2.76% | 5.95% | 5.18% | 5.28% | - |
| AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund | International Fixed Interest | 0.20% | 0.56% | 1.41% | 5.17% | 4.17% | 4.09% | 4.66% |
| Hedged Global Fixed Interest Index Fund | International Fixed Interest | 0.17% | 0.53% | 1.16% | 4.66% | 4.33% | - | - |
| AMP Capital Global Short Duration Fund | International Fixed Interest | 0.13% | 0.43% | 1.14% | 1.98% | 1.94% | 2.34% | - |
| Fisher Funds Income Fund | International Fixed Interest | 0.11% | 0.43% | 1.46% | 4.53% | 4.17% | 4.10% | - |
| Smartshares NZ Bond ETF (NZB) | New Zealand Fixed Interest | 0.10% | 0.32% | 2.02% | 5.65% | 5.02% | 4.84% | - |
| Smartshares NZ Cash ETF (NZC) | Cash and Cash Equivalents | 0.10% | 0.33% | 0.57% | 1.17% | 2.11% | 2.38% | - |
| Milford Cash Fund | Cash and Cash Equivalents | 0.03% | 0.10% | 0.20% | 0.65% | - | - | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.02% | 0.07% | 0.15% | 0.68% | 1.54% | 1.86% | 2.63% |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.00% | 0.04% | 0.31% | 0.74% | 1.57% | 1.84% | 2.24% |
| Smartshares Global Aggregate Bond ETF (AGG) | International Fixed Interest | 0.00% | 0.32% | -0.02% | 4.90% | - | - | - |
| AMP Capital NZ Short Duration Fund | New Zealand Fixed Interest | -0.04% | -0.30% | 0.38% | 2.99% | 3.12% | 3.33% | 3.84% |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | -0.14% | -0.74% | 1.10% | 5.62% | 4.70% | 4.53% | 4.97% |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | -0.17% | -0.96% | 1.15% | 6.15% | 5.42% | 5.30% | 5.89% |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | -0.41% | -1.38% | 1.22% | 5.68% | 4.41% | 4.52% | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | -0.50% | -2.09% | 0.19% | 4.99% | 5.24% | 4.73% | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.53% | -1.81% | 0.48% | 4.79% | 4.51% | 4.51% | - |
| Smartshares Japan Equities ESG ETF (JPN) | International Equities | -0.57% | 3.50% | 8.25% | 4.48% | - | - | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.64% | -2.27% | -0.11% | 4.72% | 4.56% | 4.63% | 5.35% |
| AMP Capital Global Listed Infrastructure Fund | International Equities | -3.08% | 6.21% | 3.82% | -11.97% | 4.01% | 6.51% | - |
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.