Top 10 Funds available on InvestNow – April 2019
Returns are after fees but before tax, in NZD, for the month ending 30 April 2019. Past performance is not indicative of future results.
Performance summary – all funds
| Fund | Sector | 1 month | 3 months | 6 months | 1 year | 2 years | 3 years | 5 years | 10 years |
|---|---|---|---|---|---|---|---|---|---|
| Smartshares US Large Growth Fund (USG) | International Equities | 7.66% | 16.07% | 12.02% | 21.32% | 15.98% | 16.87% | - | - |
| Nikko AM Global Equity Unhedged Fund | International Equities | 6.75% | 13.15% | 12.12% | 11.05% | 11.79% | 12.44% | 12.89% | - |
| Smartshares US 500 Fund (USF) | International Equities | 6.45% | 12.62% | 8.20% | 17.32% | 13.11% | 14.49% | - | - |
| Antipodes Global Fund - Long (PIE) | International Equities | 6.19% | 8.25% | 1.78% | - | - | - | - | - |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | 6.02% | 12.46% | 6.77% | 12.79% | 11.83% | - | - | - |
| Smartshares US Mid Cap Fund (USM) | International Equities | 5.88% | 12.23% | 9.96% | 13.42% | 9.69% | 12.08% | - | - |
| Smartshares Europe Fund (EUF) | International Equities | 5.74% | 9.63% | 7.31% | 1.07% | 5.22% | 7.25% | - | - |
| Smartshares Total World Fund (TWF) | International Equities | 5.72% | 10.17% | 7.86% | 8.56% | 9.10% | 11.33% | - | - |
| Nikko AM Global Shares Fund | International Equities | 5.62% | 12.92% | 11.79% | 12.00% | - | - | - | - |
| Russell Global Opportunities Fund Class B | International Equities | 5.57% | 10.78% | 6.23% | 7.14% | 9.27% | 11.89% | 12.12% | - |
| Russell Investments Global Shares Fund | International Equities | 5.57% | 10.76% | 6.16% | 6.98% | 9.11% | 11.74% | 11.92% | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | 5.26% | 13.48% | 13.19% | 13.80% | 16.44% | 16.80% | - | - |
| OneAnswer International Share Fund | International Equities | 5.13% | 13.12% | 7.99% | 11.53% | 11.55% | 13.32% | 14.20% | 12.35% |
| Smartshares Emerging Markets Fund (EMF) | International Equities | 5.08% | 7.32% | 14.44% | 1.33% | 6.70% | 10.10% | - | - |
| Fisher Funds International Growth Fund | International Equities | 4.98% | 12.10% | 12.82% | 13.64% | 15.26% | 15.61% | 11.21% | 9.13% |
| Pathfinder Global Responsibility Fund | International Equities | 4.98% | 9.02% | 5.62% | 5.86% | - | - | - | - |
| Morphic Global Opportunities Fund | International Equities | 4.91% | 8.83% | 3.86% | 2.03% | 5.71% | 9.11% | 10.72% | - |
| AMP Capital Core Global Shares Fund | International Equities | 4.79% | 9.67% | 5.01% | 9.23% | 9.17% | 11.69% | 12.43% | 9.31% |
| Fisher Funds Global Fund | International Equities | 4.76% | 10.05% | 8.35% | 7.82% | 8.80% | 10.61% | 7.72% | 8.90% |
| Smartshares Australian Mid Cap Fund (MZY) | Australasian Equities | 4.45% | 8.16% | 3.15% | 1.94% | 6.54% | 9.83% | 10.55% | 8.19% |
| Pathfinder Global Water Fund | International Equities | 4.36% | 13.07% | 12.82% | 11.45% | 7.25% | 8.62% | 8.92% | - |
| AMP Capital All Country Global Shares Index Fund | International Equities | 4.22% | 9.12% | 8.27% | 8.04% | - | - | - | - |
| Nikko AM Global Equity Hedged Fund | International Equities | 4.22% | 9.87% | 14.87% | 5.06% | 9.91% | 11.28% | 9.96% | - |
| Harbour Australasian Equity Focus Fund – Retail | Australasian Equities | 4.13% | 10.50% | 6.56% | 7.56% | 14.64% | 14.27% | 12.97% | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | 4.04% | 6.97% | 8.68% | -1.67% | 7.94% | 11.85% | 8.43% | 5.31% |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 3.97% | 9.16% | 8.78% | 8.78% | 10.56% | - | - | - |
| Elevation Capital Value Fund | International Equities | 3.85% | -0.64% | -9.17% | -0.33% | -3.30% | 2.96% | 4.96% | 5.66% |
| AMP Capital RIL Global Shares Fund | International Equities | 3.78% | 7.76% | 5.63% | 4.75% | 8.24% | 10.89% | 8.25% | 9.95% |
| Russell Emerging Markets Fund Class B | International Equities | 3.69% | 7.35% | 9.75% | -3.58% | 5.94% | 11.55% | 8.42% | - |
| OneAnswer Australian Share Fund | Australasian Equities | 3.58% | 8.81% | 0.70% | -4.05% | -0.41% | 2.30% | 1.79% | 5.60% |
| Russell Global Opportunities Fund $NZ Hedged Class B | International Equities | 3.57% | 7.66% | 8.09% | 3.49% | 8.06% | 11.70% | 9.66% | - |
| AMP Capital Global Shares Fund | International Equities | 3.56% | 7.75% | 7.22% | 6.29% | 9.03% | 12.12% | 10.46% | 11.52% |
| Russell Investments Hedged Global Shares Fund | International Equities | 3.55% | 7.64% | 8.02% | 3.39% | 7.95% | 11.59% | 9.52% | - |
| Smartshares Australian Top 20 Fund (OZY) | Australasian Equities | 3.49% | 9.21% | 7.44% | 9.65% | 3.71% | 7.61% | 3.98% | 6.49% |
| Harbour Australasian Equity Fund | Australasian Equities | 3.12% | 11.05% | 9.59% | 11.95% | 15.56% | 14.61% | 13.54% | - |
| Fisher Funds Australian Growth Fund | Australasian Equities | 3.05% | 8.73% | 8.47% | 10.06% | 10.11% | 8.60% | 9.35% | 10.64% |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | 3.01% | 14.98% | 17.75% | 22.37% | 17.98% | 15.06% | 14.05% | 16.04% |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 2.91% | 13.96% | 14.37% | 17.47% | 14.55% | 11.91% | 11.83% | 12.83% |
| AMP Capital RIL Growth Fund | Diversified | 2.81% | 7.40% | 7.03% | 7.43% | 8.11% | 9.39% | 7.47% | 8.66% |
| Fisher Funds Growth Fund | Diversified | 2.69% | 8.23% | 8.57% | - | - | - | - | - |
| Devon Australian Fund | Australasian Equities | 2.63% | 9.26% | 1.71% | 6.40% | 3.92% | 6.71% | 7.87% | - |
| India Avenue Equity Fund – Retail Class | International Equities | 2.59% | 15.54% | 13.45% | 2.03% | 4.97% | - | - | - |
| Nikko AM Concentrated Equity Fund | Australasian Equities | 2.48% | 8.36% | 7.09% | 1.23% | 12.63% | 11.68% | 14.18% | 12.57% |
| AMP Capital RIL NZ Shares Fund | Australasian Equities | 2.44% | 11.57% | 14.30% | 18.94% | 15.55% | 12.94% | 14.60% | - |
| Salt Investment Funds NZ Dividend Appreciation Fund | Australasian Equities | 2.07% | 10.53% | 11.56% | 14.31% | 12.34% | 10.28% | 14.66% | 15.12% |
| Mint Australia New Zealand Active Equity Trust | Australasian Equities | 1.96% | 10.98% | 13.70% | 16.79% | 16.91% | 13.93% | 14.84% | 15.81% |
| AMP Capital RIL Balanced Fund | Diversified | 1.91% | 5.71% | 6.23% | 7.32% | 6.80% | 7.14% | 6.47% | - |
| Russell Investments NZ Shares Fund | Australasian Equities | 1.91% | 11.12% | 13.82% | 18.98% | 15.85% | 13.56% | 14.12% | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 1.89% | 5.08% | 7.54% | 3.76% | 7.16% | 11.33% | 8.69% | 13.86% |
| Salt Investment Funds Enhanced Property Fund | Listed property | 1.87% | 7.43% | 13.57% | 20.66% | 14.30% | 9.56% | - | - |
| OneAnswer New Zealand Share Fund | Australasian Equities | 1.85% | 12.05% | 13.68% | 18.74% | 15.95% | 13.07% | 12.70% | 14.44% |
| OneAnswer Balanced Fund | Diversified | 1.83% | 6.87% | 7.19% | 7.77% | 7.58% | 7.79% | 8.43% | 9.58% |
| Fisher Funds Multi Sector Fund | Diversified | 1.80% | 5.91% | 6.52% | 7.77% | 6.74% | 6.64% | 6.65% | 8.05% |
| OneAnswer Property Securities Fund | Listed property | 1.73% | 8.00% | 14.20% | 21.37% | 14.02% | 9.32% | 13.24% | 14.42% |
| Devon Alpha Fund | Australasian Equities | 1.71% | 7.07% | 2.20% | 7.13% | 7.53% | 6.14% | 7.40% | - |
| Devon Trans-Tasman Fund | Australasian Equities | 1.71% | 9.86% | 8.29% | 14.09% | 8.07% | 8.54% | 9.99% | 10.75% |
| AMP Capital NZ Shares Index Fund | Australasian Equities | 1.69% | 11.66% | 14.68% | 19.80% | - | - | - | - |
| Nikko AM Core Equity Fund | Australasian Equities | 1.66% | 9.05% | 9.81% | 11.07% | 16.93% | 14.68% | 15.23% | - |
| Smartshares NZ Property Fund (NPF) | Listed property | 1.60% | 8.27% | 16.55% | 25.42% | 16.15% | 10.03% | - | - |
| Harbour Long Short Fund | Australasian Equities | 1.52% | 0.81% | - | - | - | - | - | - |
| Mint Australia New Zealand Real Estate Investment Trust | Listed property | 1.42% | 7.92% | 14.77% | 20.99% | 12.94% | 8.46% | 12.33% | 12.60% |
| Harbour Real Estate Investment Fund | Listed property | 1.39% | 8.34% | 15.74% | - | - | - | - | - |
| Fisher Funds Property & Infrastructure Fund | Diversified | 1.37% | 9.31% | 14.53% | 23.06% | 14.94% | 14.23% | 13.50% | 12.85% |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 1.37% | 9.22% | 11.50% | 15.01% | 13.92% | 11.75% | - | - |
| AMP Capital Global Multi-Asset Fund | Diversified | 1.31% | 3.32% | 3.27% | 1.65% | 2.89% | 4.60% | 4.87% | - |
| AMP Capital Income Generator Fund | Diversified | 1.15% | 5.40% | 7.30% | 9.01% | 6.39% | 6.33% | - | - |
| Smartshares NZ Top 50 Fund (FNZ) | Australasian Equities | 0.98% | 9.89% | 13.41% | 18.60% | 16.83% | 13.92% | 14.81% | 14.72% |
| AMP Capital Global Listed Infrastructure Fund | International Equities | 0.93% | 7.53% | 13.32% | 17.99% | 7.07% | 9.94% | 8.13% | - |
| Nikko AM Income Fund | New Zealand Fixed Interest | 0.81% | 1.53% | 1.51% | 4.92% | 5.08% | 4.11% | 5.73% | 7.02% |
| Fisher Funds Conservative Fund | Diversified | 0.69% | 3.21% | 4.52% | - | - | - | - | - |
| Harbour Income Fund | Diversified | 0.56% | 3.81% | 3.14% | 8.31% | 5.80% | 5.28% | - | - |
| AMP Capital RIL Conservative Fund | Diversified | 0.54% | 2.79% | 3.89% | 4.84% | 3.85% | 3.78% | 4.20% | 4.88% |
| Smartshares NZ Mid Cap Fund (MDZ) | Australasian Equities | 0.54% | 7.14% | 12.07% | 17.88% | 18.19% | 15.73% | 17.47% | 16.58% |
| Mint Diversified Income Fund – Retail | Diversified | 0.28% | 2.44% | 3.33% | 6.15% | 5.07% | 4.52% | - | - |
| Nikko AM NZ Cash Fund | Cash and Cash Equivalents | 0.22% | 0.62% | 1.23% | 2.46% | 2.54% | 2.64% | - | - |
| Fisher Funds BondPlus Fund | International Fixed Interest | 0.20% | 1.83% | 3.60% | 3.83% | 2.67% | 2.88% | 4.25% | 7.00% |
| Fisher Funds Income Fund | International Fixed Interest | 0.17% | 1.65% | 3.16% | 4.52% | 3.33% | 3.55% | 4.32% | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.16% | 0.52% | 1.06% | 2.17% | 2.16% | 2.21% | 2.71% | 3.07% |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.16% | 0.57% | 1.04% | 2.14% | 2.16% | 2.16% | 2.45% | 2.48% |
| Pathfinder Commodity Plus Fund | Commodities | 0.16% | 0.62% | -6.06% | -7.38% | 5.59% | 0.53% | 0.27% | - |
| Nikko AM Global Bond Fund | International Fixed Interest | 0.13% | 2.41% | 4.83% | 5.01% | 3.16% | 3.00% | 4.39% | - |
| AMP Capital Hedged Global Fixed Interest Fund | International Fixed Interest | 0.08% | 1.71% | 4.04% | 3.74% | 2.30% | 2.25% | 3.84% | 6.27% |
| Harbour Australasian Equity Income Fund | Australasian Equities | 0.06% | 6.26% | 8.44% | 13.40% | 8.17% | 8.08% | 9.62% | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | 0.00% | 1.54% | 4.07% | 3.58% | 2.90% | 3.20% | 4.80% | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | -0.02% | 1.67% | 2.83% | 5.38% | 4.53% | 3.80% | 5.00% | - |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | -0.02% | 1.44% | 2.65% | 5.10% | 4.39% | 3.87% | 4.81% | 5.21% |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | -0.03% | 1.68% | 3.06% | 6.12% | 5.44% | 4.61% | 5.66% | - |
| AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | -0.05% | 1.69% | 4.47% | 4.61% | - | - | - | - |
| AMP Capital Australasian Property Index Fund | Listed property | -0.05% | 7.10% | 15.26% | 21.79% | 13.06% | 9.22% | 11.05% | 4.99% |
| Devon Dividend Yield Fund | Australasian Equities | -0.10% | 7.44% | 9.30% | 13.70% | 5.74% | 6.07% | 10.75% | - |
| OneAnswer Equity Selection Fund | Australasian Equities | -0.11% | 5.40% | 3.28% | 6.54% | 4.46% | 5.14% | 6.22% | 10.16% |
| Hunter Global Fixed Interest Fund | International Fixed Interest | -0.11% | 2.12% | 3.29% | 4.16% | 3.55% | - | - | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.19% | 1.88% | 3.20% | 6.10% | 4.97% | 3.96% | 5.18% | - |
| Nikko AM NZ Bond Fund | New Zealand Fixed Interest | -0.21% | 1.89% | 3.35% | 6.63% | 5.33% | 4.18% | 5.37% | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.24% | 1.90% | 3.40% | 6.45% | 4.94% | 3.96% | 5.37% | 5.48% |
| Smartshares NZ Dividend Fund (DIV) | Australasian Equities | -0.32% | 7.17% | 13.53% | 20.45% | 11.14% | 10.26% | - | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | -0.35% | 2.50% | 4.19% | 7.65% | 5.53% | 3.96% | 5.04% | - |
| Pathfinder Global Property Fund | Listed property | -0.40% | 4.97% | 9.51% | 14.05% | 8.30% | 6.80% | - | - |
| AMP Capital Global Property Securities Fund | Listed property | -0.49% | 4.84% | 12.33% | 11.48% | 8.85% | 6.16% | 7.89% | 15.39% |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | -0.58% | 1.00% | 4.77% | -0.48% | - | - | - | - |
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.