Fund Performance for April 2018

Top 10 Funds available on InvestNow

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

FundSector1 month3 months6 months1 year2 years3 years5 years10 years 
Nikko AM Global Shares FundInternational Equities5.59%4.39%7.13%-----
Smartshares Europe Fund (EUF)International Equities5.47%-0.59%-0.02%9.54%10.48%---
Nikko AM Global Equity Unhedged FundInternational Equities5.28%-0.67%1.15%12.53%13.14%11.00%13.34%-
Pathfinder Commodity Plus FundCommodities4.97%5.68%16.95%20.37%4.73%3.34%1.51%-
OneAnswer Australian Share FundAustralasian Equities4.90%-1.92%-1.48%3.37%5.63%3.72%2.97%3.85%
Smartshares US 500 Fund (USF)International Equities4.74%-1.56%1.16%9.04%13.10%---
Devon Australian FundAustralasian Equities4.60%-5.11%-3.86%-0.66%5.72%5.73%7.21%-
Smartshares Australian Top 20 Fund (OZY)Australasian Equities4.44%-3.63%-2.76%-1.91%6.61%1.88%1.85%3.41%
Smartshares Total World Fund (TWF)International Equities4.44%-1.20%0.81%9.65%12.74%---
Vanguard International Shares Select Exclusions Index FundInternational Equities3.72%-0.08%0.73%10.89%----
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities3.66%-2.53%0.99%11.35%14.00%12.76%10.02%3.85%
Devon Trans-Tasman FundAustralasian Equities3.50%-4.53%-3.63%0.19%4.74%5.94%9.14%6.49%
T. Rowe Price Global Equity Growth FundInternational Equities3.46%0.91%4.25%19.78%18.87%13.50%16.08%5.58%
Devon Alpha FundAustralasian Equities3.40%-2.47%1.61%6.22%4.81%4.27%10.33%-
Devon Dividend Yield FundAustralasian Equities3.30%-3.68%-2.18%-3.25%1.63%5.27%9.50%-
Fisher Funds Australian Growth FundAustralasian Equities3.20%-0.70%2.88%10.16%7.88%8.72%6.56%7.35%
OneAnswer International Share FundInternational Equities3.17%-0.70%0.88%11.57%14.22%11.78%15.61%9.71%
Nikko AM Global Equity Hedged FundInternational Equities3.07%-4.82%4.26%14.99%14.53%8.83%11.63%-
AMP Capital Global Property Securities FundListed property3.04%-0.47%1.93%6.27%3.59%3.29%6.53%5.49%
AMP Capital Core Global Shares FundInternational Equities2.99%-1.19%-0.08%9.11%12.94%10.87%14.08%5.64%
Russell Global Opportunities Fund Class BInternational Equities2.97%-0.78%-0.38%11.43%14.35%10.38%13.54%-
Russell Investments Global Shares FundInternational Equities2.96%-0.81%-0.45%11.27%14.19%10.21%13.33%-
Elevation Capital Value FundInternational Equities2.71%1.55%2.43%0.03%5.55%6.46%8.55%-
AMP Capital Australasian Property Index FundListed property2.56%-0.16%3.77%4.95%3.44%8.02%8.23%0.33%
Harbour Australasian Equity Focus Fund – RetailAustralasian Equities2.51%0.22%5.27%22.19%17.78%18.41%--
Fisher Funds Global FundInternational Equities2.50%-2.47%0.61%9.78%12.03%5.71%8.77%6.09%
AMP Capital All Country Global Shares Index FundInternational Equities2.44%-2.48%------
Pathfinder Global Property FundListed property2.33%-0.90%-0.77%2.84%3.35%---
AMP Capital Global Listed Infrastructure FundInternational Equities2.26%-2.65%-4.99%-2.83%6.13%0.33%7.60%-
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities2.20%-3.60%2.85%12.38%----
AMP Capital RIL Global Shares FundInternational Equities2.05%-2.95%1.42%11.84%14.10%6.42%10.68%6.31%
AMP Capital RIL Growth FundDiversified1.96%-2.14%1.24%8.79%10.38%5.82%7.67%4.89%
AMP Capital Global Shares FundInternational Equities1.94%-3.13%1.96%11.83%15.15%9.31%12.55%6.66%
Harbour Australasian Equity Income FundAustralasian Equities1.82%-2.10%-0.73%3.18%5.52%5.31%8.85%-
Harbour Australasian Equity FundAustralasian Equities1.81%-0.19%3.58%19.29%15.97%16.90%14.61%-
Morphic Global Opportunities FundInternational Equities1.76%-0.45%-0.48%9.53%12.83%9.23%12.70%-
Harbour NZ Equity Advanced Beta FundAustralasian Equities1.71%-0.80%2.98%12.85%10.15%12.20%--
Fisher Funds Property & Infrastructure FundDiversified1.70%-2.01%1.56%7.36%10.05%9.91%11.79%-
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities1.70%-0.56%3.28%15.09%11.64%13.63%13.75%9.65%
Nikko AM Core Equity FundAustralasian Equities1.68%2.12%6.16%23.09%16.53%17.54%15.94%-
Pathfinder Global Responsibility FundInternational Equities1.67%-3.80%-0.95%-----
OneAnswer New Zealand Share FundAustralasian Equities1.60%-0.58%3.04%13.23%10.33%12.18%12.50%6.99%
Nikko AM Concentrated Equity FundAustralasian Equities1.59%2.38%9.24%25.31%17.31%17.58%16.52%11.06%
Russell Global Opportunities Fund $NZ Hedged Class BInternational Equities1.56%-4.05%1.65%12.83%16.05%8.77%12.29%-
Pathfinder Global Water FundInternational Equities1.55%-1.38%-3.50%3.21%7.24%6.51%10.67%-
Russell Investments NZ Shares FundAustralasian Equities1.55%-0.54%3.22%11.55%9.67%12.79%12.39%-
AMP Capital Emerging Markets Shares FundInternational Equities1.54%-1.88%1.91%18.50%19.30%7.76%8.42%3.71%
OneAnswer Balanced FundDiversified1.54%-1.07%1.74%7.39%7.80%6.73%8.58%7.37%
Mint Australia New Zealand Active Equity TrustAustralasian Equities1.53%2.37%6.31%17.02%12.52%14.17%14.97%11.88%
Russell Investments Hedged Global Shares FundInternational Equities1.53%-4.08%1.60%12.69%15.92%8.65%12.15%-
Fisher Funds Trans Tasman Equity TrustAustralasian Equities1.50%-0.20%5.13%11.70%9.24%11.18%10.58%7.83%
Russell Emerging Markets Fund Class BInternational Equities1.50%-1.98%1.53%16.40%19.98%8.30%9.07%-
AMP Capital NZ Shares Index FundAustralasian Equities1.48%-0.04%------
Mint Australia New Zealand Real Estate Investment TrustListed property1.30%-1.16%3.48%5.42%2.69%6.97%8.09%7.09%
AMP Capital RIL Balanced FundDiversified1.25%-1.08%1.12%6.28%7.05%4.64%6.75%-
Fisher Funds International Growth FundInternational Equities1.20%0.18%5.35%16.90%16.62%11.82%12.31%7.29%
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities1.20%-2.01%-0.83%18.50%14.68%15.49%16.31%11.10%
OneAnswer Equity Selection FundAustralasian Equities1.17%-2.66%-2.38%2.40%4.44%5.47%8.11%7.24%
OneAnswer Property Securities FundListed property1.06%-1.32%4.20%7.10%3.74%7.63%9.58%8.46%
Fisher Funds Multi Sector FundDiversified0.90%-0.55%1.40%5.73%6.08%5.42%6.33%5.40%
Salt Investment Funds Enhanced Property FundListed property0.89%-1.06%3.99%9.51%5.55%9.43%--
AMP Capital Core Hedged Global Shares FundInternational Equities0.86%-5.77%2.67%10.66%15.31%8.25%11.83%5.74%
AMP Capital Global Multi-Asset FundDiversified0.82%-0.11%1.61%4.13%6.10%4.05%--
Harbour Income FundNew Zealand Fixed Interest0.80%-0.14%0.54%3.38%3.80%---
Salt Investment Funds NZ Dividend Appreciation FundAustralasian Equities0.76%-0.49%4.14%11.91%9.79%---
AMP Capital RIL NZ Shares FundAustralasian Equities0.70%-0.12%4.05%12.24%10.05%13.34%14.06%-
AMP Capital Income Generator FundDiversified0.68%-0.98%0.30%3.84%5.02%5.75%--
Mint Diversified Income Fund – RetailDiversified0.60%0.43%1.92%4.00%3.71%4.79%--
AMP Capital RIL Conservative FundDiversified0.39%-0.44%0.46%2.87%3.25%2.99%3.82%4.96%
Fisher Funds Income FundInternational Fixed Interest0.30%-0.36%-1.08%-1.50%-1.09%0.20%2.13%-
Nikko AM Income FundDiversified0.27%1.10%1.92%5.24%3.70%5.51%5.38%7.07%
Nikko AM NZ Cash FundCash and Cash Equivalents0.22%0.60%1.26%2.62%2.73%2.94%--
Fisher Funds CashPlus FundCash and Cash Equivalents0.20%0.47%1.04%2.18%2.17%2.33%2.49%-
AMP Capital NZ Cash FundCash and Cash Equivalents0.17%0.51%1.05%2.15%2.23%2.54%2.90%3.59%
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest0.05%0.61%1.37%3.69%3.25%4.10%4.19%-
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest-0.04%0.51%1.51%4.77%3.87%4.66%4.76%-
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest-0.08%0.58%1.26%3.69%3.02%4.21%3.95%-
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest-0.09%0.67%1.46%3.83%2.90%4.07%3.59%-
Nikko AM NZ Bond FundNew Zealand Fixed Interest-0.12%0.56%1.39%4.04%2.98%4.09%4.05%-
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest-0.16%0.54%1.32%3.46%2.73%3.93%3.74%6.60%
Nikko AM Global Bond FundInternational Fixed Interest-0.17%0.28%0.01%1.34%2.01%3.11%--
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest-0.20%0.63%1.20%3.45%2.16%3.47%3.15%-
Fisher Funds New Zealand Growth FundAustralasian Equities-0.20%-1.11%5.32%13.74%11.57%12.90%12.85%9.66%
Hunter Global Fixed Interest FundInternational Fixed Interest-0.28%-0.08%-0.01%2.92%----
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest-0.39%0.13%------
Fisher Funds BondPlus FundInternational Fixed Interest-0.40%-0.09%-0.31%1.53%2.40%2.69%3.75%6.22%
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest-0.47%-0.09%-0.55%0.88%1.51%2.30%3.62%5.75%
Russell Investments Global Fixed Interest FundInternational Fixed Interest-0.57%0.22%0.19%2.22%3.01%3.42%4.52%-
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational Fixed Interest-0.76%-------

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.

By |2018-05-30T14:05:56+00:00May 30th, 2018|Performance|0 Comments