Top 10 Funds available on InvestNow – August 2018
Returns are after fees but before tax, in NZD, for the month ending 31 August 2018. 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 |
|---|---|---|---|---|---|---|---|---|---|
| Nikko AM Global Shares Fund | International Equities | 6.48% | 8.89% | 15.27% | 29.85% | - | - | - | - |
| Smartshares US 500 Fund (USF) | International Equities | 6.31% | 11.74% | 15.25% | 28.26% | 20.79% | 12.96% | - | - |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | 4.90% | 9.07% | 13.96% | 21.88% | 13.76% | 19.04% | 14.89% | 11.42% |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 4.80% | 9.01% | 13.74% | 22.13% | 11.91% | 16.34% | 13.95% | 10.00% |
| Fisher Funds Australian Growth Fund | Australasian Equities | 4.60% | 8.92% | 12.32% | 23.24% | 12.52% | 13.48% | 8.51% | 8.45% |
| Mint Australia New Zealand Active Equity Trust | Australasian Equities | 4.58% | 7.57% | 11.06% | 21.82% | 14.68% | 18.07% | 16.69% | 13.22% |
| AMP Capital NZ Shares Index Fund | Australasian Equities | 4.45% | 8.07% | 12.02% | - | - | - | - | - |
| OneAnswer New Zealand Share Fund | Australasian Equities | 4.17% | 8.01% | 11.94% | 17.91% | 11.84% | 17.33% | 15.17% | 11.51% |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | 4.09% | 10.48% | 13.59% | 22.71% | - | - | - | - |
| Harbour Australasian Equity Fund | Australasian Equities | 4.07% | 8.15% | 10.31% | 22.93% | 17.79% | 20.76% | 16.99% | - |
| Harbour Australasian Equity Focus Fund – Retail | Australasian Equities | 4.02% | 8.90% | 11.56% | 27.96% | 22.37% | 21.99% | - | - |
| Russell Investments NZ Shares Fund | Australasian Equities | 3.92% | 7.61% | 10.95% | 17.17% | 11.18% | 16.87% | 14.88% | - |
| Fisher Funds International Growth Fund | International Equities | 3.90% | 7.24% | 11.20% | 21.84% | 19.60% | 12.12% | 12.17% | 8.37% |
| Smartshares Total World Fund (TWF) | International Equities | 3.77% | 7.14% | 9.70% | 19.96% | 17.23% | 9.21% | - | - |
| AMP Capital RIL NZ Shares Fund | Australasian Equities | 3.73% | 6.54% | 9.74% | 16.62% | 11.50% | 16.92% | 16.23% | - |
| Nikko AM Global Equity Unhedged Fund | International Equities | 3.73% | 7.46% | 11.22% | 22.18% | 18.02% | 10.45% | 13.31% | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | 3.67% | 8.27% | 12.56% | 27.13% | 24.70% | 13.50% | 16.64% | 6.82% |
| Smartshares Australian Mid Cap Fund (MZY) | Australasian Equities | 3.61% | 7.31% | 7.70% | 18.23% | 15.55% | 16.15% | 13.41% | 5.34% |
| AMP Capital Core Global Shares Fund | International Equities | 3.45% | 9.17% | 9.75% | 18.47% | 17.81% | 9.81% | 13.36% | 6.91% |
| Salt Investment Funds NZ Dividend Appreciation Fund | Australasian Equities | 3.31% | 4.73% | 3.78% | 12.72% | 7.96% | 12.93% | - | - |
| OneAnswer International Share Fund | International Equities | 3.28% | 9.00% | 10.41% | 20.05% | 19.72% | 10.57% | 14.94% | 10.70% |
| Smartshares NZ Top 50 Fund (FNZ) | Australasian Equities | 3.22% | 6.35% | 11.86% | 18.71% | 13.03% | 18.49% | 16.21% | 11.57% |
| Nikko AM Core Equity Fund | Australasian Equities | 3.04% | 5.67% | 10.35% | 23.78% | 16.54% | 21.10% | 18.14% | - |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 2.91% | 6.59% | 11.27% | 16.87% | 11.26% | 16.70% | - | - |
| Russell Global Opportunities Fund Class B | International Equities | 2.90% | 7.74% | 8.61% | 17.54% | 18.63% | 9.19% | 12.60% | - |
| Russell Investments Global Shares Fund | International Equities | 2.89% | 7.71% | 8.55% | 17.37% | 18.47% | 9.04% | 12.39% | - |
| Nikko AM Concentrated Equity Fund | Australasian Equities | 2.66% | 2.58% | 6.29% | 23.03% | 17.77% | 17.35% | 17.34% | 11.86% |
| Morphic Global Opportunities Fund | International Equities | 2.52% | 3.67% | 6.25% | 15.31% | 15.83% | 7.15% | 11.69% | - |
| Pathfinder Global Responsibility Fund | International Equities | 2.44% | 4.53% | 0.56% | - | - | - | - | - |
| OneAnswer Equity Selection Fund | Australasian Equities | 2.20% | 3.84% | 7.21% | 5.54% | 3.93% | 10.25% | 9.61% | 8.31% |
| Pathfinder Global Property Fund | Listed property | 2.17% | 6.43% | 5.31% | 9.08% | 1.72% | 4.71% | - | - |
| OneAnswer Property Securities Fund | Listed property | 2.06% | 5.29% | 10.83% | 13.10% | 4.94% | 10.25% | 11.98% | 10.59% |
| AMP Capital Australasian Property Index Fund | Listed property | 1.98% | 5.24% | 11.94% | 14.01% | 4.52% | 10.22% | 9.47% | 1.33% |
| AMP Capital RIL Growth Fund | Diversified | 1.98% | 4.81% | 6.22% | 12.30% | 12.23% | 9.02% | 9.37% | 5.86% |
| AMP Capital RIL Global Shares Fund | International Equities | 1.96% | 4.93% | 5.77% | 14.42% | 16.00% | 9.74% | 11.06% | 6.85% |
| AMP Capital All Country Global Shares Index Fund | International Equities | 1.72% | 5.34% | 6.73% | - | - | - | - | - |
| Fisher Funds Global Fund | International Equities | 1.60% | 5.65% | 6.32% | 14.55% | 14.85% | 9.34% | 9.95% | 6.65% |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 1.57% | 5.11% | 6.59% | 15.50% | - | - | - | - |
| AMP Capital RIL Balanced Fund | Diversified | 1.56% | 3.70% | 5.13% | 8.99% | 8.24% | 6.80% | 7.75% | - |
| AMP Capital Global Property Securities Fund | Listed property | 1.54% | 4.25% | 11.47% | 8.72% | 3.96% | 6.70% | 10.99% | 7.47% |
| Mint Australia New Zealand Real Estate Investment Trust | Listed property | 1.53% | 4.68% | 9.87% | 11.45% | 3.97% | 8.97% | 10.45% | 9.14% |
| Smartshares Australian Top 20 Fund (OZY) | Australasian Equities | 1.52% | 7.31% | 7.83% | 12.25% | 13.70% | 7.07% | 4.75% | 4.83% |
| AMP Capital Global Shares Fund | International Equities | 1.52% | 4.86% | 4.77% | 13.47% | 15.61% | 11.79% | 12.57% | 7.72% |
| Fisher Funds Multi Sector Fund | Diversified | 1.50% | 3.51% | 4.85% | 8.92% | 7.07% | 7.14% | 7.71% | 6.04% |
| Fisher Funds Property & Infrastructure Fund | Diversified | 1.40% | 5.31% | 9.31% | 10.67% | 11.69% | 12.84% | 13.00% | - |
| OneAnswer Balanced Fund | Diversified | 1.31% | 3.96% | 5.58% | 10.24% | 8.90% | 8.31% | 9.59% | 8.15% |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | 1.30% | 2.26% | 3.57% | 4.83% | 2.37% | 3.55% | 4.57% | - |
| Devon Trans-Tasman Fund | Australasian Equities | 1.26% | 7.41% | 11.82% | 12.58% | 9.39% | 10.43% | 11.80% | 8.20% |
| Nikko AM NZ Bond Fund | New Zealand Fixed Interest | 1.24% | 2.08% | 3.15% | 4.84% | 2.85% | 4.02% | 5.23% | - |
| Harbour Australasian Equity Income Fund | Australasian Equities | 1.22% | 4.92% | 9.96% | 9.12% | 6.59% | 8.95% | 11.22% | - |
| Smartshares NZ Mid Cap Fund (MDZ) | Australasian Equities | 1.22% | 3.88% | 10.76% | 16.41% | 15.37% | 19.86% | 18.53% | 12.15% |
| Nikko AM Income Fund | New Zealand Fixed Interest | 1.20% | 2.65% | 4.69% | 5.84% | 3.74% | 5.30% | 6.29% | 6.83% |
| Harbour Income Fund | Diversified | 1.18% | 2.62% | 5.30% | 5.93% | 4.45% | - | - | - |
| Salt Investment Funds Enhanced Property Fund | Listed property | 1.15% | 6.39% | 5.11% | 12.12% | 5.61% | 9.20% | - | - |
| AMP Capital Income Generator Fund | Diversified | 1.14% | 3.31% | 5.05% | 5.65% | 5.23% | 7.47% | - | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 1.13% | 1.89% | 3.17% | 4.60% | 2.65% | 3.87% | 5.22% | 6.34% |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 1.08% | 1.83% | 2.74% | 4.88% | 3.71% | 4.46% | 5.57% | - |
| Elevation Capital Value Fund | International Equities | 1.07% | 7.11% | 9.84% | 10.41% | 9.57% | 5.89% | 7.51% | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.99% | 1.73% | 3.04% | 4.63% | 2.86% | 3.96% | 4.99% | - |
| Smartshares Europe Fund (EUF) | International Equities | 0.92% | 4.31% | 6.26% | 11.71% | 14.47% | 4.18% | - | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.89% | 1.46% | 2.71% | 4.23% | 2.89% | 4.05% | 4.87% | - |
| Pathfinder Global Water Fund | International Equities | 0.89% | 4.03% | 2.51% | 10.03% | 7.94% | 6.35% | 10.31% | - |
| Mint Diversified Income Fund – Retail | Diversified | 0.82% | 1.77% | 3.63% | 5.22% | 3.54% | 5.39% | - | - |
| AMP Capital RIL Conservative Fund | Diversified | 0.82% | 1.78% | 2.74% | 3.90% | 3.50% | 3.75% | 4.72% | 4.89% |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.81% | 1.45% | 2.42% | 4.05% | 3.19% | 3.86% | 4.76% | - |
| Pathfinder Commodity Plus Fund | Commodities | 0.73% | 1.20% | 10.27% | 24.24% | 7.73% | 4.57% | 1.58% | - |
| Russell Global Opportunities Fund $NZ Hedged Class B | International Equities | 0.68% | 2.82% | 2.43% | 11.01% | 14.71% | 11.97% | 12.18% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | 0.68% | 2.80% | 2.39% | 10.91% | 14.59% | 11.86% | 12.03% | - |
| Devon Australian Fund | Australasian Equities | 0.66% | 7.48% | 10.81% | 13.87% | 12.00% | 9.71% | 9.99% | - |
| Devon Dividend Yield Fund | Australasian Equities | 0.54% | 4.73% | 9.83% | 4.44% | 1.28% | 8.82% | 11.05% | - |
| Fisher Funds Income Fund | International Fixed Interest | 0.50% | 0.68% | 0.74% | -0.42% | -1.75% | -0.02% | 2.51% | - |
| Nikko AM Global Bond Fund | International Fixed Interest | 0.38% | 0.65% | 1.36% | 0.84% | 0.73% | 3.30% | - | - |
| Nikko AM Global Equity Hedged Fund | International Equities | 0.37% | 0.87% | 1.15% | 10.82% | 12.57% | 12.08% | 12.26% | - |
| AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | 0.30% | 0.47% | 1.22% | - | - | - | - | - |
| AMP Capital Hedged Global Fixed Interest Fund | International Fixed Interest | 0.28% | 0.36% | 0.93% | 0.06% | 0.68% | 2.60% | 4.26% | 5.72% |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 0.25% | 0.57% | 1.36% | 1.34% | - | - | - | - |
| Fisher Funds BondPlus Fund | International Fixed Interest | 0.20% | 0.43% | 0.95% | 0.67% | 1.00% | 3.22% | 4.87% | 6.20% |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.20% | 0.56% | 1.09% | 2.20% | 2.17% | 2.24% | 2.49% | 2.72% |
| Nikko AM NZ Cash Fund | Cash and Cash Equivalents | 0.19% | 0.59% | 1.22% | 2.53% | 2.64% | 2.78% | - | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | 0.18% | 0.47% | 0.86% | 0.81% | 1.56% | 3.70% | 5.28% | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.18% | 0.55% | 1.08% | 2.16% | 2.18% | 2.37% | 2.84% | 3.36% |
| AMP Capital Global Multi-Asset Fund | Diversified | 0.16% | 1.10% | 0.55% | 3.82% | 4.93% | 4.57% | - | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 0.06% | 1.91% | 0.53% | 8.63% | 12.23% | 13.57% | 12.46% | 7.28% |
| AMP Capital Emerging Markets Shares Fund | International Equities | -0.33% | -0.17% | -2.49% | 6.01% | 15.85% | 8.59% | 7.65% | 3.54% |
| Devon Alpha Fund | Australasian Equities | -0.56% | 4.42% | 10.75% | 15.54% | 8.38% | 8.45% | 11.12% | - |
| AMP Capital Global Listed Infrastructure Fund | International Equities | -0.73% | 6.03% | 10.02% | 1.24% | 6.93% | 5.30% | 11.12% | - |
| OneAnswer Australian Share Fund | Australasian Equities | -1.33% | 4.51% | 5.81% | 10.51% | 9.68% | 6.37% | 4.22% | 4.61% |
| Russell Emerging Markets Fund Class B | International Equities | -1.65% | -1.82% | -5.42% | 2.40% | 14.07% | 8.67% | 7.93% | - |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | -2.99% | -3.22% | - | - | - | - | - | - |
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.