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

FundSector1 month3 months6 months1 year2 years3 years5 years10 years
Smartshares US Large Growth Fund (USG)International Equities7.66%16.07%12.02%21.32%15.98%16.87%--
Nikko AM Global Equity Unhedged FundInternational Equities6.75%13.15%12.12%11.05%11.79%12.44%12.89%-
Smartshares US 500 Fund (USF)International Equities6.45%12.62%8.20%17.32%13.11%14.49%--
Antipodes Global Fund - Long (PIE)International Equities6.19%8.25%1.78%-----
Vanguard International Shares Select Exclusions Index FundInternational Equities6.02%12.46%6.77%12.79%11.83%---
Smartshares US Mid Cap Fund (USM)International Equities5.88%12.23%9.96%13.42%9.69%12.08%--
Smartshares Europe Fund (EUF)International Equities5.74%9.63%7.31%1.07%5.22%7.25%--
Smartshares Total World Fund (TWF)International Equities5.72%10.17%7.86%8.56%9.10%11.33%--
Nikko AM Global Shares FundInternational Equities5.62%12.92%11.79%12.00%----
Russell Global Opportunities Fund Class BInternational Equities5.57%10.78%6.23%7.14%9.27%11.89%12.12%-
Russell Investments Global Shares FundInternational Equities5.57%10.76%6.16%6.98%9.11%11.74%11.92%-
T. Rowe Price Global Equity Growth FundInternational Equities5.26%13.48%13.19%13.80%16.44%16.80%--
OneAnswer International Share FundInternational Equities5.13%13.12%7.99%11.53%11.55%13.32%14.20%12.35%
Smartshares Emerging Markets Fund (EMF)International Equities5.08%7.32%14.44%1.33%6.70%10.10%--
Fisher Funds International Growth FundInternational Equities4.98%12.10%12.82%13.64%15.26%15.61%11.21%9.13%
Pathfinder Global Responsibility FundInternational Equities4.98%9.02%5.62%5.86%----
Morphic Global Opportunities FundInternational Equities4.91%8.83%3.86%2.03%5.71%9.11%10.72%-
AMP Capital Core Global Shares FundInternational Equities4.79%9.67%5.01%9.23%9.17%11.69%12.43%9.31%
Fisher Funds Global FundInternational Equities4.76%10.05%8.35%7.82%8.80%10.61%7.72%8.90%
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities4.45%8.16%3.15%1.94%6.54%9.83%10.55%8.19%
Pathfinder Global Water FundInternational Equities4.36%13.07%12.82%11.45%7.25%8.62%8.92%-
AMP Capital All Country Global Shares Index FundInternational Equities4.22%9.12%8.27%8.04%----
Nikko AM Global Equity Hedged FundInternational Equities4.22%9.87%14.87%5.06%9.91%11.28%9.96%-
Harbour Australasian Equity Focus Fund – RetailAustralasian Equities4.13%10.50%6.56%7.56%14.64%14.27%12.97%-
AMP Capital Emerging Markets Shares FundInternational Equities4.04%6.97%8.68%-1.67%7.94%11.85%8.43%5.31%
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities3.97%9.16%8.78%8.78%10.56%---
Elevation Capital Value FundInternational Equities3.85%-0.64%-9.17%-0.33%-3.30%2.96%4.96%5.66%
AMP Capital RIL Global Shares FundInternational Equities3.78%7.76%5.63%4.75%8.24%10.89%8.25%9.95%
Russell Emerging Markets Fund Class BInternational Equities3.69%7.35%9.75%-3.58%5.94%11.55%8.42%-
OneAnswer Australian Share FundAustralasian Equities3.58%8.81%0.70%-4.05%-0.41%2.30%1.79%5.60%
Russell Global Opportunities Fund $NZ Hedged Class BInternational Equities3.57%7.66%8.09%3.49%8.06%11.70%9.66%-
AMP Capital Global Shares FundInternational Equities3.56%7.75%7.22%6.29%9.03%12.12%10.46%11.52%
Russell Investments Hedged Global Shares FundInternational Equities3.55%7.64%8.02%3.39%7.95%11.59%9.52%-
Smartshares Australian Top 20 Fund (OZY)Australasian Equities3.49%9.21%7.44%9.65%3.71%7.61%3.98%6.49%
Harbour Australasian Equity FundAustralasian Equities3.12%11.05%9.59%11.95%15.56%14.61%13.54%-
Fisher Funds Australian Growth FundAustralasian Equities3.05%8.73%8.47%10.06%10.11%8.60%9.35%10.64%
Fisher Funds New Zealand Growth FundAustralasian Equities3.01%14.98%17.75%22.37%17.98%15.06%14.05%16.04%
Fisher Funds Trans Tasman Equity TrustAustralasian Equities2.91%13.96%14.37%17.47%14.55%11.91%11.83%12.83%
AMP Capital RIL Growth FundDiversified2.81%7.40%7.03%7.43%8.11%9.39%7.47%8.66%
Fisher Funds Growth FundDiversified2.69%8.23%8.57%-----
Devon Australian FundAustralasian Equities2.63%9.26%1.71%6.40%3.92%6.71%7.87%-
India Avenue Equity Fund – Retail ClassInternational Equities2.59%15.54%13.45%2.03%4.97%---
Nikko AM Concentrated Equity FundAustralasian Equities2.48%8.36%7.09%1.23%12.63%11.68%14.18%12.57%
AMP Capital RIL NZ Shares FundAustralasian Equities2.44%11.57%14.30%18.94%15.55%12.94%14.60%-
Salt Investment Funds NZ Dividend Appreciation FundAustralasian Equities2.07%10.53%11.56%14.31%12.34%10.28%14.66%15.12%
Mint Australia New Zealand Active Equity TrustAustralasian Equities1.96%10.98%13.70%16.79%16.91%13.93%14.84%15.81%
AMP Capital RIL Balanced FundDiversified1.91%5.71%6.23%7.32%6.80%7.14%6.47%-
Russell Investments NZ Shares FundAustralasian Equities1.91%11.12%13.82%18.98%15.85%13.56%14.12%-
AMP Capital Core Hedged Global Shares FundInternational Equities1.89%5.08%7.54%3.76%7.16%11.33%8.69%13.86%
Salt Investment Funds Enhanced Property FundListed property1.87%7.43%13.57%20.66%14.30%9.56%--
OneAnswer New Zealand Share FundAustralasian Equities1.85%12.05%13.68%18.74%15.95%13.07%12.70%14.44%
OneAnswer Balanced FundDiversified1.83%6.87%7.19%7.77%7.58%7.79%8.43%9.58%
Fisher Funds Multi Sector FundDiversified1.80%5.91%6.52%7.77%6.74%6.64%6.65%8.05%
OneAnswer Property Securities FundListed property1.73%8.00%14.20%21.37%14.02%9.32%13.24%14.42%
Devon Alpha FundAustralasian Equities1.71%7.07%2.20%7.13%7.53%6.14%7.40%-
Devon Trans-Tasman FundAustralasian Equities1.71%9.86%8.29%14.09%8.07%8.54%9.99%10.75%
AMP Capital NZ Shares Index FundAustralasian Equities1.69%11.66%14.68%19.80%----
Nikko AM Core Equity FundAustralasian Equities1.66%9.05%9.81%11.07%16.93%14.68%15.23%-
Smartshares NZ Property Fund (NPF)Listed property1.60%8.27%16.55%25.42%16.15%10.03%--
Harbour Long Short FundAustralasian Equities1.52%0.81%------
Mint Australia New Zealand Real Estate Investment TrustListed property1.42%7.92%14.77%20.99%12.94%8.46%12.33%12.60%
Harbour Real Estate Investment FundListed property1.39%8.34%15.74%-----
Fisher Funds Property & Infrastructure FundDiversified1.37%9.31%14.53%23.06%14.94%14.23%13.50%12.85%
Harbour NZ Equity Advanced Beta FundAustralasian Equities1.37%9.22%11.50%15.01%13.92%11.75%--
AMP Capital Global Multi-Asset FundDiversified1.31%3.32%3.27%1.65%2.89%4.60%4.87%-
AMP Capital Income Generator FundDiversified1.15%5.40%7.30%9.01%6.39%6.33%--
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities0.98%9.89%13.41%18.60%16.83%13.92%14.81%14.72%
AMP Capital Global Listed Infrastructure FundInternational Equities0.93%7.53%13.32%17.99%7.07%9.94%8.13%-
Nikko AM Income FundNew Zealand Fixed Interest0.81%1.53%1.51%4.92%5.08%4.11%5.73%7.02%
Fisher Funds Conservative FundDiversified0.69%3.21%4.52%-----
Harbour Income FundDiversified0.56%3.81%3.14%8.31%5.80%5.28%--
AMP Capital RIL Conservative FundDiversified0.54%2.79%3.89%4.84%3.85%3.78%4.20%4.88%
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities0.54%7.14%12.07%17.88%18.19%15.73%17.47%16.58%
Mint Diversified Income Fund – RetailDiversified0.28%2.44%3.33%6.15%5.07%4.52%--
Nikko AM NZ Cash FundCash and Cash Equivalents0.22%0.62%1.23%2.46%2.54%2.64%--
Fisher Funds BondPlus FundInternational Fixed Interest0.20%1.83%3.60%3.83%2.67%2.88%4.25%7.00%
Fisher Funds Income FundInternational Fixed Interest0.17%1.65%3.16%4.52%3.33%3.55%4.32%-
AMP Capital NZ Cash FundCash and Cash Equivalents0.16%0.52%1.06%2.17%2.16%2.21%2.71%3.07%
Fisher Funds CashPlus FundCash and Cash Equivalents0.16%0.57%1.04%2.14%2.16%2.16%2.45%2.48%
Pathfinder Commodity Plus FundCommodities0.16%0.62%-6.06%-7.38%5.59%0.53%0.27%-
Nikko AM Global Bond FundInternational Fixed Interest0.13%2.41%4.83%5.01%3.16%3.00%4.39%-
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest0.08%1.71%4.04%3.74%2.30%2.25%3.84%6.27%
Harbour Australasian Equity Income FundAustralasian Equities0.06%6.26%8.44%13.40%8.17%8.08%9.62%-
Russell Investments Global Fixed Interest FundInternational Fixed Interest0.00%1.54%4.07%3.58%2.90%3.20%4.80%-
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest-0.02%1.67%2.83%5.38%4.53%3.80%5.00%-
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest-0.02%1.44%2.65%5.10%4.39%3.87%4.81%5.21%
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest-0.03%1.68%3.06%6.12%5.44%4.61%5.66%-
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest-0.05%1.69%4.47%4.61%----
AMP Capital Australasian Property Index FundListed property-0.05%7.10%15.26%21.79%13.06%9.22%11.05%4.99%
Devon Dividend Yield FundAustralasian Equities-0.10%7.44%9.30%13.70%5.74%6.07%10.75%-
OneAnswer Equity Selection FundAustralasian Equities-0.11%5.40%3.28%6.54%4.46%5.14%6.22%10.16%
Hunter Global Fixed Interest FundInternational Fixed Interest-0.11%2.12%3.29%4.16%3.55%---
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest-0.19%1.88%3.20%6.10%4.97%3.96%5.18%-
Nikko AM NZ Bond FundNew Zealand Fixed Interest-0.21%1.89%3.35%6.63%5.33%4.18%5.37%-
AMP Capital NZ Fixed Interest FundNew 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 TrustNew Zealand Fixed Interest-0.35%2.50%4.19%7.65%5.53%3.96%5.04%-
Pathfinder Global Property FundListed property-0.40%4.97%9.51%14.05%8.30%6.80%--
AMP Capital Global Property Securities FundListed property-0.49%4.84%12.33%11.48%8.85%6.16%7.89%15.39%
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational 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.

By |2019-07-01T16:09:04+12:00May 27th, 2019|Performance|0 Comments

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