Fund Performance for December 2018

Top 10 Funds available on InvestNow

Returns are after fees but before tax, in NZD, for the month ending 31 December 2018.  Past performance is not indicative of future results.

Performance summary – all funds

FundSector1 month3 months6 months1 year2 years3 years5 years10 years
India Avenue Equity Fund – Retail ClassInternational Equities2.76%0.36%-4.38%-9.85%----
Harbour Real Estate Investment FundListed property1.92%-------
AMP Capital Australasian Property Index FundListed property1.83%0.57%4.71%7.29%8.74%8.27%9.12%2.80%
OneAnswer Property Securities FundListed property1.59%0.17%5.54%7.74%10.50%8.17%12.22%12.13%
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest1.37%1.43%1.35%-----
Russell Investments Global Fixed Interest FundInternational Fixed Interest1.34%1.17%0.88%1.03%2.77%3.84%4.99%-
Mint Australia New Zealand Real Estate Investment TrustListed property1.31%0.71%5.45%7.03%9.81%7.32%11.22%10.44%
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest1.28%1.75%3.29%4.91%5.12%4.28%4.78%-
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest1.26%0.71%0.68%0.33%1.89%2.68%3.96%6.74%
Fisher Funds New Zealand Growth FundAustralasian Equities1.09%-7.74%-4.03%3.65%12.17%11.01%11.47%14.46%
Nikko AM Global Bond FundInternational Fixed Interest1.00%0.98%0.76%1.13%1.87%3.06%4.31%-
Nikko AM NZ Bond FundNew Zealand Fixed Interest1.00%1.31%1.67%4.50%4.74%4.58%5.27%-
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest0.99%1.39%2.77%4.12%4.82%4.52%5.31%5.42%
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest0.97%1.32%1.89%4.54%5.16%4.91%5.63%-
Fisher Funds BondPlus FundInternational Fixed Interest0.95%0.80%0.74%0.74%2.14%3.19%4.43%6.84%
Salt Investment Funds Enhanced Property FundListed property0.82%0.59%3.88%7.50%10.88%8.88%--
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational Fixed Interest0.81%-0.87%-0.81%-----
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest0.80%1.22%2.41%4.12%4.81%4.38%5.07%-
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest0.75%1.08%2.19%3.87%4.63%4.16%4.78%-
Fisher Funds Income FundInternational Fixed Interest0.72%1.50%1.80%2.59%3.00%3.70%4.20%-
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest0.72%1.11%2.13%3.63%4.56%4.62%4.89%-
AMP Capital RIL NZ Shares FundAustralasian Equities0.55%-4.71%-0.83%4.95%11.69%10.99%13.98%-
Hunter Global Fixed Interest FundInternational Fixed Interest0.41%0.15%0.39%0.69%----
Mint Diversified Income Fund – RetailDiversified0.37%-0.13%1.23%3.19%4.86%4.50%--
Salt Investment Funds NZ Dividend Appreciation FundAustralasian Equities0.29%-6.18%-4.51%1.43%9.11%9.21%--
Mint Australia New Zealand Active Equity TrustAustralasian Equities0.26%-5.71%-2.44%6.23%13.96%11.45%13.55%14.34%
Harbour Income FundDiversified0.22%-1.52%0.35%2.11%4.77%4.52%--
Russell Investments NZ Shares FundAustralasian Equities0.22%-6.15%-2.19%3.85%11.02%10.22%12.11%-
Nikko AM NZ Cash FundCash and Cash Equivalents0.20%0.60%0.68%2.42%2.32%2.68%--
AMP Capital NZ Cash FundCash and Cash Equivalents0.19%0.54%1.08%2.15%2.16%2.28%2.78%3.16%
Harbour Australasian Equity Income FundAustralasian Equities0.17%-2.93%0.51%2.54%7.31%6.88%9.79%-
Fisher Funds CashPlus FundCash and Cash Equivalents0.06%0.37%0.92%1.97%2.14%2.15%2.44%2.53%
AMP Capital NZ Shares Index FundAustralasian Equities-0.10%-5.68%-1.07%-----
Fisher Funds Conservative FundDiversified-0.14%-1.20%------
OneAnswer New Zealand Share FundAustralasian Equities-0.36%-6.74%-2.49%4.35%11.70%11.11%12.50%13.01%
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities-0.38%-4.89%-0.48%5.87%14.72%12.42%14.33%13.48%
AMP Capital Income Generator FundDiversified-0.39%-3.41%-1.77%-0.69%4.25%5.18%--
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities-0.43%-2.00%3.45%6.30%18.59%14.24%17.70%14.70%
Pathfinder Commodity Plus FundCommodities-0.45%-11.99%-10.23%1.03%0.36%1.11%0.21%-
Harbour NZ Equity Advanced Beta FundAustralasian Equities-0.66%-6.11%-1.83%3.35%12.01%10.24%--
AMP Capital Global Multi-Asset FundDiversified-0.67%-4.11%-3.07%-2.49%1.66%3.15%--
Smartshares Australian Top 20 Fund (OZY)Australasian Equities-0.68%-9.45%-8.48%-5.62%2.89%3.63%2.38%6.31%
AMP Capital RIL Conservative FundDiversified-0.75%-2.07%-0.82%-0.24%2.72%2.90%3.73%4.51%
Russell Emerging Markets Fund Class BInternational Equities-0.76%-9.71%-10.01%-12.99%7.21%8.76%5.13%-
Fisher Funds Trans Tasman Equity TrustAustralasian Equities-0.78%-9.89%-6.39%1.62%9.08%8.59%10.47%11.12%
Nikko AM Core Equity FundAustralasian Equities-0.83%-8.74%-7.55%2.05%14.83%13.13%14.50%-
Nikko AM Income FundNew Zealand Fixed Interest-0.89%-0.41%0.15%3.27%5.05%4.47%5.78%7.29%
Harbour Australasian Equity FundAustralasian Equities-0.98%-10.24%-7.49%-1.09%13.53%11.44%12.34%-
AMP Capital Emerging Markets Shares FundInternational Equities-1.00%-10.44%-9.66%-11.22%9.40%8.43%5.02%5.02%
Fisher Funds Property & Infrastructure FundDiversified-1.13%-1.73%3.22%5.73%12.75%11.89%11.87%11.80%
Devon Trans-Tasman FundAustralasian Equities-1.48%-9.69%-6.04%-2.77%5.30%6.02%8.61%9.72%
Devon Dividend Yield FundAustralasian Equities-1.51%-6.19%-1.69%-0.65%2.53%4.78%10.61%-
Fisher Funds Multi Sector FundDiversified-1.55%-4.93%-2.81%-0.56%4.46%4.58%5.69%7.11%
OneAnswer Equity Selection FundAustralasian Equities-1.61%-7.42%-4.34%-2.41%2.45%4.96%7.06%9.58%
Harbour Australasian Equity Focus Fund – RetailAustralasian Equities-2.09%-13.43%-11.12%-4.57%14.11%10.10%--
AMP Capital RIL Balanced FundDiversified-2.52%-6.16%-3.61%-2.31%4.51%4.40%5.31%-
Fisher Funds Growth FundDiversified-2.54%-7.93%------
Nikko AM Concentrated Equity FundAustralasian Equities-3.03%-13.07%-15.15%-6.87%10.76%9.04%12.48%11.94%
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities-3.11%-15.95%-13.32%-12.09%5.69%8.27%9.01%7.50%
Devon Australian FundAustralasian Equities-3.25%-14.80%-12.41%-9.30%1.48%3.46%5.91%-
OneAnswer Balanced FundDiversified-3.37%-7.65%-5.39%-3.24%4.79%4.72%6.64%8.48%
Smartshares Europe Fund (EUF)International Equities-3.68%-14.95%-11.33%-11.12%4.71%1.19%--
Fisher Funds Australian Growth FundAustralasian Equities-3.73%-12.72%-9.47%-3.84%5.42%4.85%5.46%11.76%
Devon Alpha FundAustralasian Equities-3.96%-10.60%-7.88%-4.04%5.19%3.55%6.53%-
AMP Capital Core Global Shares FundInternational Equities-4.02%-12.51%-6.64%-3.52%7.69%7.42%9.18%8.30%
Pathfinder Global Water FundInternational Equities-4.31%-11.69%-7.27%-9.89%2.76%3.71%5.07%-
AMP Capital RIL Growth FundDiversified-4.51%-10.09%-6.67%-5.45%5.28%5.13%5.67%7.26%
Russell Global Opportunities Fund Class BInternational Equities-4.75%-14.00%-9.69%-7.26%6.84%6.01%8.00%-
Russell Investments Global Shares FundInternational Equities-4.77%-14.05%-9.78%-7.42%6.66%5.84%7.80%-
Pathfinder Global Property FundListed property-4.83%-6.92%-6.19%-4.95%2.50%2.45%--
T. Rowe Price Global Equity Growth FundInternational Equities-4.85%-13.93%-10.88%-2.18%13.33%8.86%--
AMP Capital Global Listed Infrastructure FundInternational Equities-4.94%-6.00%-6.23%-6.18%2.74%4.52%6.86%-
Morphic Global Opportunities FundInternational Equities-4.95%-13.28%-11.15%-8.57%5.20%4.88%7.02%-
OneAnswer Australian Share FundAustralasian Equities-5.02%-19.45%-20.48%-18.35%-2.58%-1.67%-0.52%6.02%
Nikko AM Global Equity Unhedged FundInternational Equities-5.15%-16.10%-11.70%-6.91%7.17%5.30%8.11%-
Vanguard International Shares Select Exclusions Index FundInternational Equities-5.35%-14.23%-7.98%-2.61%8.11%---
OneAnswer International Share FundInternational Equities-5.44%-14.01%-9.00%-4.55%8.80%7.18%9.77%10.99%
Smartshares Total World Fund (TWF)International Equities-5.44%-14.93%-9.64%-6.61%5.95%5.31%--
AMP Capital Global Shares FundInternational Equities-5.77%-11.87%-7.48%-6.60%6.55%7.56%7.73%10.27%
Fisher Funds Global FundInternational Equities-5.90%-13.17%-8.85%-7.66%4.92%4.89%5.18%7.71%
AMP Capital Global Property Securities FundListed property-6.09%-7.65%-6.82%-5.73%0.98%0.90%7.10%12.18%
Pathfinder Global Responsibility FundInternational Equities-6.20%-14.51%-9.29%-9.21%----
Nikko AM Global Shares FundInternational Equities-6.27%-13.76%-9.04%0.32%----
AMP Capital All Country Global Shares Index FundInternational Equities-6.47%-12.71%-8.20%-----
AMP Capital RIL Global Shares FundInternational Equities-6.54%-13.09%-8.89%-8.19%5.80%5.44%5.74%8.56%
Smartshares US 500 Fund (USF)International Equities-6.89%-15.40%-7.47%-1.63%7.56%7.61%--
Elevation Capital Value FundInternational Equities-6.98%-15.37%-14.19%-11.24%-1.45%2.74%3.48%5.12%
Fisher Funds International Growth FundInternational Equities-7.33%-15.50%-11.55%-2.05%10.48%6.06%6.83%8.70%
Russell Global Opportunities Fund $NZ Hedged Class BInternational Equities-7.42%-13.05%-10.17%-10.94%4.46%5.86%6.62%-
Russell Investments Hedged Global Shares FundInternational Equities-7.44%-13.09%-10.23%-11.05%4.33%5.74%6.48%-
AMP Capital Core Hedged Global Shares FundInternational Equities-7.53%-10.91%-7.14%-9.19%4.29%7.31%6.96%12.29%
Nikko AM Global Equity Hedged FundInternational Equities-8.05%-14.22%-12.06%-12.44%4.19%4.86%6.31%-
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities-8.12%-13.27%-8.47%-6.82%5.82%---

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 |2019-01-29T11:04:24+12:00January 29th, 2019|Performance|0 Comments