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

FundSector1 month3 months6 months1 year2 years3 years5 years10 years
Nikko AM Global Shares FundInternational Equities6.48%8.89%15.27%29.85%----
Smartshares US 500 Fund (USF)International Equities6.31%11.74%15.25%28.26%20.79%12.96%--
Fisher Funds New Zealand Growth FundAustralasian Equities4.90%9.07%13.96%21.88%13.76%19.04%14.89%11.42%
Fisher Funds Trans Tasman Equity TrustAustralasian Equities4.80%9.01%13.74%22.13%11.91%16.34%13.95%10.00%
Fisher Funds Australian Growth FundAustralasian Equities4.60%8.92%12.32%23.24%12.52%13.48%8.51%8.45%
Mint Australia New Zealand Active Equity TrustAustralasian Equities4.58%7.57%11.06%21.82%14.68%18.07%16.69%13.22%
AMP Capital NZ Shares Index FundAustralasian Equities4.45%8.07%12.02%-----
OneAnswer New Zealand Share FundAustralasian Equities4.17%8.01%11.94%17.91%11.84%17.33%15.17%11.51%
Vanguard International Shares Select Exclusions Index FundInternational Equities4.09%10.48%13.59%22.71%----
Harbour Australasian Equity FundAustralasian Equities4.07%8.15%10.31%22.93%17.79%20.76%16.99%-
Harbour Australasian Equity Focus Fund – RetailAustralasian Equities4.02%8.90%11.56%27.96%22.37%21.99%--
Russell Investments NZ Shares FundAustralasian Equities3.92%7.61%10.95%17.17%11.18%16.87%14.88%-
Fisher Funds International Growth FundInternational Equities3.90%7.24%11.20%21.84%19.60%12.12%12.17%8.37%
Smartshares Total World Fund (TWF)International Equities3.77%7.14%9.70%19.96%17.23%9.21%--
AMP Capital RIL NZ Shares FundAustralasian Equities3.73%6.54%9.74%16.62%11.50%16.92%16.23%-
Nikko AM Global Equity Unhedged FundInternational Equities3.73%7.46%11.22%22.18%18.02%10.45%13.31%-
T. Rowe Price Global Equity Growth FundInternational Equities3.67%8.27%12.56%27.13%24.70%13.50%16.64%6.82%
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities3.61%7.31%7.70%18.23%15.55%16.15%13.41%5.34%
AMP Capital Core Global Shares FundInternational Equities3.45%9.17%9.75%18.47%17.81%9.81%13.36%6.91%
Salt Investment Funds NZ Dividend Appreciation FundAustralasian Equities3.31%4.73%3.78%12.72%7.96%12.93%--
OneAnswer International Share FundInternational Equities3.28%9.00%10.41%20.05%19.72%10.57%14.94%10.70%
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities3.22%6.35%11.86%18.71%13.03%18.49%16.21%11.57%
Nikko AM Core Equity FundAustralasian Equities3.04%5.67%10.35%23.78%16.54%21.10%18.14%-
Harbour NZ Equity Advanced Beta FundAustralasian Equities2.91%6.59%11.27%16.87%11.26%16.70%--
Russell Global Opportunities Fund Class BInternational Equities2.90%7.74%8.61%17.54%18.63%9.19%12.60%-
Russell Investments Global Shares FundInternational Equities2.89%7.71%8.55%17.37%18.47%9.04%12.39%-
Nikko AM Concentrated Equity FundAustralasian Equities2.66%2.58%6.29%23.03%17.77%17.35%17.34%11.86%
Morphic Global Opportunities FundInternational Equities2.52%3.67%6.25%15.31%15.83%7.15%11.69%-
Pathfinder Global Responsibility FundInternational Equities2.44%4.53%0.56%-----
OneAnswer Equity Selection FundAustralasian Equities2.20%3.84%7.21%5.54%3.93%10.25%9.61%8.31%
Pathfinder Global Property FundListed property2.17%6.43%5.31%9.08%1.72%4.71%--
OneAnswer Property Securities FundListed property2.06%5.29%10.83%13.10%4.94%10.25%11.98%10.59%
AMP Capital Australasian Property Index FundListed property1.98%5.24%11.94%14.01%4.52%10.22%9.47%1.33%
AMP Capital RIL Growth FundDiversified1.98%4.81%6.22%12.30%12.23%9.02%9.37%5.86%
AMP Capital RIL Global Shares FundInternational Equities1.96%4.93%5.77%14.42%16.00%9.74%11.06%6.85%
AMP Capital All Country Global Shares Index FundInternational Equities1.72%5.34%6.73%-----
Fisher Funds Global FundInternational Equities1.60%5.65%6.32%14.55%14.85%9.34%9.95%6.65%
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities1.57%5.11%6.59%15.50%----
AMP Capital RIL Balanced FundDiversified1.56%3.70%5.13%8.99%8.24%6.80%7.75%-
AMP Capital Global Property Securities FundListed property1.54%4.25%11.47%8.72%3.96%6.70%10.99%7.47%
Mint Australia New Zealand Real Estate Investment TrustListed property1.53%4.68%9.87%11.45%3.97%8.97%10.45%9.14%
Smartshares Australian Top 20 Fund (OZY)Australasian Equities1.52%7.31%7.83%12.25%13.70%7.07%4.75%4.83%
AMP Capital Global Shares FundInternational Equities1.52%4.86%4.77%13.47%15.61%11.79%12.57%7.72%
Fisher Funds Multi Sector FundDiversified1.50%3.51%4.85%8.92%7.07%7.14%7.71%6.04%
Fisher Funds Property & Infrastructure FundDiversified1.40%5.31%9.31%10.67%11.69%12.84%13.00%-
OneAnswer Balanced FundDiversified1.31%3.96%5.58%10.24%8.90%8.31%9.59%8.15%
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest1.30%2.26%3.57%4.83%2.37%3.55%4.57%-
Devon Trans-Tasman FundAustralasian Equities1.26%7.41%11.82%12.58%9.39%10.43%11.80%8.20%
Nikko AM NZ Bond FundNew Zealand Fixed Interest1.24%2.08%3.15%4.84%2.85%4.02%5.23%-
Harbour Australasian Equity Income FundAustralasian Equities1.22%4.92%9.96%9.12%6.59%8.95%11.22%-
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities1.22%3.88%10.76%16.41%15.37%19.86%18.53%12.15%
Nikko AM Income FundNew Zealand Fixed Interest1.20%2.65%4.69%5.84%3.74%5.30%6.29%6.83%
Harbour Income FundDiversified1.18%2.62%5.30%5.93%4.45%---
Salt Investment Funds Enhanced Property FundListed property1.15%6.39%5.11%12.12%5.61%9.20%--
AMP Capital Income Generator FundDiversified1.14%3.31%5.05%5.65%5.23%7.47%--
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest1.13%1.89%3.17%4.60%2.65%3.87%5.22%6.34%
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest1.08%1.83%2.74%4.88%3.71%4.46%5.57%-
Elevation Capital Value FundInternational Equities1.07%7.11%9.84%10.41%9.57%5.89%7.51%-
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest0.99%1.73%3.04%4.63%2.86%3.96%4.99%-
Smartshares Europe Fund (EUF)International Equities0.92%4.31%6.26%11.71%14.47%4.18%--
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest0.89%1.46%2.71%4.23%2.89%4.05%4.87%-
Pathfinder Global Water FundInternational Equities0.89%4.03%2.51%10.03%7.94%6.35%10.31%-
Mint Diversified Income Fund – RetailDiversified0.82%1.77%3.63%5.22%3.54%5.39%--
AMP Capital RIL Conservative FundDiversified0.82%1.78%2.74%3.90%3.50%3.75%4.72%4.89%
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest0.81%1.45%2.42%4.05%3.19%3.86%4.76%-
Pathfinder Commodity Plus FundCommodities0.73%1.20%10.27%24.24%7.73%4.57%1.58%-
Russell Global Opportunities Fund $NZ Hedged Class BInternational Equities0.68%2.82%2.43%11.01%14.71%11.97%12.18%-
Russell Investments Hedged Global Shares FundInternational Equities0.68%2.80%2.39%10.91%14.59%11.86%12.03%-
Devon Australian FundAustralasian Equities0.66%7.48%10.81%13.87%12.00%9.71%9.99%-
Devon Dividend Yield FundAustralasian Equities0.54%4.73%9.83%4.44%1.28%8.82%11.05%-
Fisher Funds Income FundInternational Fixed Interest0.50%0.68%0.74%-0.42%-1.75%-0.02%2.51%-
Nikko AM Global Bond FundInternational Fixed Interest0.38%0.65%1.36%0.84%0.73%3.30%--
Nikko AM Global Equity Hedged FundInternational Equities0.37%0.87%1.15%10.82%12.57%12.08%12.26%-
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest0.30%0.47%1.22%-----
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest0.28%0.36%0.93%0.06%0.68%2.60%4.26%5.72%
Hunter Global Fixed Interest FundInternational Fixed Interest0.25%0.57%1.36%1.34%----
Fisher Funds BondPlus FundInternational Fixed Interest0.20%0.43%0.95%0.67%1.00%3.22%4.87%6.20%
Fisher Funds CashPlus FundCash and Cash Equivalents0.20%0.56%1.09%2.20%2.17%2.24%2.49%2.72%
Nikko AM NZ Cash FundCash and Cash Equivalents0.19%0.59%1.22%2.53%2.64%2.78%--
Russell Investments Global Fixed Interest FundInternational Fixed Interest0.18%0.47%0.86%0.81%1.56%3.70%5.28%-
AMP Capital NZ Cash FundCash and Cash Equivalents0.18%0.55%1.08%2.16%2.18%2.37%2.84%3.36%
AMP Capital Global Multi-Asset FundDiversified0.16%1.10%0.55%3.82%4.93%4.57%--
AMP Capital Core Hedged Global Shares FundInternational Equities0.06%1.91%0.53%8.63%12.23%13.57%12.46%7.28%
AMP Capital Emerging Markets Shares FundInternational Equities-0.33%-0.17%-2.49%6.01%15.85%8.59%7.65%3.54%
Devon Alpha FundAustralasian Equities-0.56%4.42%10.75%15.54%8.38%8.45%11.12%-
AMP Capital Global Listed Infrastructure FundInternational Equities-0.73%6.03%10.02%1.24%6.93%5.30%11.12%-
OneAnswer Australian Share FundAustralasian Equities-1.33%4.51%5.81%10.51%9.68%6.37%4.22%4.61%
Russell Emerging Markets Fund Class BInternational Equities-1.65%-1.82%-5.42%2.40%14.07%8.67%7.93%-
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational 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.

By |2019-06-28T14:36:03+12:00September 27th, 2018|Performance|0 Comments