Fund Performance for December 2017

Top 10 Funds available on InvestNow

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

Fund Sector Month to December 31 Year to December 31 5 year average return
Nikko AM Concentrated Equity Fund Australasian Equities 3.61% 31.73% 17.03%
Salt Investment Funds NZ Dividend Appreciation Fund Australasian Equities 3.47% 19.02% -
OneAnswer Property Securities Fund Listed property 3.09% 13.32% 12.85%
AMP Capital Responsible Investment Leaders NZ Shares Fund Australasian Equities 3.08% 18.85% 16.24%
Harbour Australasian Equity Focus Fund – Retail Australasian Equities 2.95% 36.45% -
Salt Investment Funds Enhanced Property Fund Listed property 2.93% 15.79% -
Harbour Australasian Equity Fund Australasian Equities 2.72% 30.32% 17.38%
Fisher Funds New Zealand Growth Fund Australasian Equities 2.70% 21.38% 14.98%
Nikko AM Core Equity Fund Australasian Equities 2.69% 29.19% 17.64%
Russell Investments NZ Shares Fund Australasian Equities 2.69% 15.66% -
Harbour NZ Equity Advanced Beta Fund Australasian Equities 2.63% 21.39% -
Mint Australia New Zealand Active Equity Trust Australasian Equities 2.60% 22.26% 17.46%
AMP Capital Core Hedged Global Shares Fund International Equities 2.57% 19.78% 15.54%
AMP Capital NZ Shares Index Fund Australasian Equities 2.57% - -
Smartshares Australian Mid Cap Fund (MZY) Australasian Equities 2.56% 27.07% 11.65%
Mint Australia New Zealand Real Estate Investment Trust Listed property 2.47% 11.94% 10.83%
Devon Alpha Fund Australasian Equities 2.35% 15.32% 12.68%
OneAnswer New Zealand Share Fund Australasian Equities 2.31% 19.52% 15.40%
Smartshares NZ Top 50 Fund (FNZ) Australasian Equities 2.12% 24.32% 16.76%
Fisher Funds Trans Tasman Equity Trust Australasian Equities 2.08% 17.08% 12.62%
AMP Capital NZ Property Fund Listed property 1.99% 10.22% 9.76%
Devon Trans-Tasman Fund Australasian Equities 1.91% 14.09% 12.70%
Smartshares Australian Top 20 Fund (OZY) Australasian Equities 1.86% 12.17% 4.71%
Devon Australian Fund Australasian Equities 1.80% 13.58% 10.35%
OneAnswer Australian Share Fund Australasian Equities 1.32% 16.22% 6.33%
Devon Dividend Yield Fund Australasian Equities 1.23% 4.53% 13.42%
AMP Capital Income Generator Fund Diversified 1.20% 9.44% -
AMP Capital Global Property Securities Fund Listed property 1.14% 8.18% 10.31%
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class International Equities 1.09% 20.16% -
Harbour Australasian Equity Income Fund Australasian Equities 1.01% 12.30% 12.38%
Smartshares NZ Mid Cap Fund (MDZ) Australasian Equities 1.01% 32.30% 20.00%
Russell Global Opportunities Fund $NZ Hedged Class B International Equities 0.97% 20.95% 14.24%
Pathfinder Global Property Fund Listed property 0.96% 11.03% -
Russell Investments Hedged Global Shares Fund International Equities 0.96% 20.55% 14.34%
Fisher Funds Australian Growth Fund Australasian Equities 0.88% 15.58% 7.40%
AMP Capital Responsible Investment Leaders Growth Fund Diversified 0.81% 17.23% 9.75%
OneAnswer Balanced Fund Diversified 0.68% 13.47% 10.30%
Mint Diversified Income Fund – Retail Diversified 0.55% 6.56% -
AMP Capital Responsible Investment Leaders Balanced Fund Diversified 0.53% 11.81% 8.36%
Nikko AM Income Fund Diversified 0.50% 8.05% 5.83%
Fisher Funds Property & Infrastructure Fund Diversified 0.45% 20.23% 14.03%
Harbour Income Fund New Zealand Fixed Interest 0.42% 7.49% -
AMP Capital Global Shares Fund International Equities 0.38% 21.55% 14.85%
AMP Capital Responsible Investment Leaders Global Shares Fund International Equities 0.33% 21.92% 12.83%
Russell Emerging Markets Fund Class B International Equities 0.32% 32.05% 2.38%
Fisher Funds Multi Sector Fund Diversified 0.31% 9.73% 7.67%
AMP Capital NZ Fixed Interest Fund New Zealand Fixed Interest 0.27% 5.51% 4.24%
Fisher Funds New Zealand Fixed Income Trust New Zealand Fixed Interest 0.24% 5.33% 3.55%
Nikko AM NZ Cash Fund Cash and Cash Equivalents 0.22% 2.72% -
Harbour NZ Corporate Bond Fund New Zealand Fixed Interest 0.21% 5.41% 4.45%
Nikko AM NZ Corporate Bond Fund New Zealand Fixed Interest 0.21% 6.55% 5.04%
AMP Capital Responsible Investment Leaders Conservative Fund Diversified 0.21% 5.77% 4.65%
Harbour NZ Core Fixed Interest Fund New Zealand Fixed Interest 0.20% 5.49% 4.31%
Russell Investments NZ Fixed Interest Fund New Zealand Fixed Interest 0.20% 3.72% -
AMP Capital NZ Cash Fund Cash and Cash Equivalents 0.18% 2.18% 2.98%
Fisher Funds CashPlus Fund Cash and Cash Equivalents 0.18% 2.30% 2.53%
AMP Capital Global Multi-Asset Fund Diversified 0.16% 5.99% -
Hunter Global Fixed Interest Fund International Fixed Interest 0.13% - -
Fisher Funds Income Fund International Fixed Interest 0.10% -1.25% 2.67%
AMP Cash Advantage Fund (Rabobank) Cash and Cash Equivalents 0.07% 0.99% -
AMP Capital Hedged Global Fixed Interest Fund International Fixed Interest 0.02% 3.46% 4.27%
AMP Capital Hedged Global Fixed Interest Index Fund International Fixed Interest 0.02% - -
Elevation Capital Value Fund International Equities 0.02% 9.41% 10.60%
Fisher Funds BondPlus Fund International Fixed Interest 0.02% 3.56% 4.37%
OneAnswer Equity Selection Fund Australasian Equities -0.02% 7.52% 11.00%
Russell Investments Global Fixed Interest Fund International Fixed Interest -0.03% 1.12% 4.48%
AMP Capital Emerging Markets Shares Fund International Equities -0.05% 34.82% 7.56%
Fisher Funds Global Fund International Equities -0.41% 19.22% 11.17%
Smartshares US 500 Fund (USF) International Equities -0.52% 17.62% -
Smartshares Total World Fund (TWF) International Equities -0.84% 20.20% -
Smartshares Europe Fund (EUF) International Equities -1.29% 23.36% -
Pathfinder Global Water Fund International Equities -1.48% 17.49% 13.08%
AMP Capital Global Listed Infrastructure Fund International Equities -1.57% 12.50% 12.03%
Fisher Funds International Growth Fund International Equities -1.62% 24.60% 11.88%
Nikko AM Global Shares Fund International Equities -1.97% - -
OneAnswer International Share Fund International Equities -1.99% 24.01% 16.64%
AMP Capital Core Global Shares Fund International Equities -2.07% 20.20% 15.71%
T. Rowe Price Global Equity Growth Fund International Equities -2.26% 32.01% 15.71%
Russell Global Opportunities Fund Class B International Equities -2.28% 21.85% 14.57%
Russell Investments Global Shares Fund International Equities -2.29% 20.84% 14.03%
Vanguard International Shares Select Exclusions Index Fund International Equities -2.33% 20.01% -
Morphic Global Opportunities Fund International Equities -2.84% 21.04% 13.58%

Notes

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

Past performance is not indicative of future results.

By |2018-02-13T04:24:32+12:00February 8th, 2018|Performance|0 Comments

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