Top 10 Funds available on InvestNow – April 2018

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 |2019-06-28T11:40:56+12:00May 30th, 2018|Performance|0 Comments