Top 10 Funds available on InvestNow – December 2018

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 |2019-06-28T14:34:28+12:00January 29th, 2019|Performance|0 Comments

Join InvestNow

It only takes a few minutes online to set up your account.

JOIN NOW

Contact Details

0800 499 466
contact@investnow.co.nz

CONTACT US

Login

Manage your portfolio.

LOGIN

Customer Experience

See how InvestNow customers rate their experience.

REVIEWS