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
Fund | Sector | 1 month | 3 months | 6 months | 1 year | 2 years | 3 years | 5 years | 10 years |
---|---|---|---|---|---|---|---|---|---|
India Avenue Equity Fund – Retail Class | International Equities | 2.76% | 0.36% | -4.38% | -9.85% | - | - | - | - |
Harbour Real Estate Investment Fund | Listed property | 1.92% | - | - | - | - | - | - | - |
AMP Capital Australasian Property Index Fund | Listed property | 1.83% | 0.57% | 4.71% | 7.29% | 8.74% | 8.27% | 9.12% | 2.80% |
OneAnswer Property Securities Fund | Listed property | 1.59% | 0.17% | 5.54% | 7.74% | 10.50% | 8.17% | 12.22% | 12.13% |
AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | 1.37% | 1.43% | 1.35% | - | - | - | - | - |
Russell Investments Global Fixed Interest Fund | International Fixed Interest | 1.34% | 1.17% | 0.88% | 1.03% | 2.77% | 3.84% | 4.99% | - |
Mint Australia New Zealand Real Estate Investment Trust | Listed property | 1.31% | 0.71% | 5.45% | 7.03% | 9.81% | 7.32% | 11.22% | 10.44% |
Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | 1.28% | 1.75% | 3.29% | 4.91% | 5.12% | 4.28% | 4.78% | - |
AMP Capital Hedged Global Fixed Interest Fund | International Fixed Interest | 1.26% | 0.71% | 0.68% | 0.33% | 1.89% | 2.68% | 3.96% | 6.74% |
Fisher Funds New Zealand Growth Fund | Australasian Equities | 1.09% | -7.74% | -4.03% | 3.65% | 12.17% | 11.01% | 11.47% | 14.46% |
Nikko AM Global Bond Fund | International Fixed Interest | 1.00% | 0.98% | 0.76% | 1.13% | 1.87% | 3.06% | 4.31% | - |
Nikko AM NZ Bond Fund | New Zealand Fixed Interest | 1.00% | 1.31% | 1.67% | 4.50% | 4.74% | 4.58% | 5.27% | - |
AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.99% | 1.39% | 2.77% | 4.12% | 4.82% | 4.52% | 5.31% | 5.42% |
Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.97% | 1.32% | 1.89% | 4.54% | 5.16% | 4.91% | 5.63% | - |
Fisher Funds BondPlus Fund | International Fixed Interest | 0.95% | 0.80% | 0.74% | 0.74% | 2.14% | 3.19% | 4.43% | 6.84% |
Salt Investment Funds Enhanced Property Fund | Listed property | 0.82% | 0.59% | 3.88% | 7.50% | 10.88% | 8.88% | - | - |
Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | 0.81% | -0.87% | -0.81% | - | - | - | - | - |
Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.80% | 1.22% | 2.41% | 4.12% | 4.81% | 4.38% | 5.07% | - |
Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.75% | 1.08% | 2.19% | 3.87% | 4.63% | 4.16% | 4.78% | - |
Fisher Funds Income Fund | International Fixed Interest | 0.72% | 1.50% | 1.80% | 2.59% | 3.00% | 3.70% | 4.20% | - |
Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.72% | 1.11% | 2.13% | 3.63% | 4.56% | 4.62% | 4.89% | - |
AMP Capital RIL NZ Shares Fund | Australasian Equities | 0.55% | -4.71% | -0.83% | 4.95% | 11.69% | 10.99% | 13.98% | - |
Hunter Global Fixed Interest Fund | International Fixed Interest | 0.41% | 0.15% | 0.39% | 0.69% | - | - | - | - |
Mint Diversified Income Fund – Retail | Diversified | 0.37% | -0.13% | 1.23% | 3.19% | 4.86% | 4.50% | - | - |
Salt Investment Funds NZ Dividend Appreciation Fund | Australasian Equities | 0.29% | -6.18% | -4.51% | 1.43% | 9.11% | 9.21% | - | - |
Mint Australia New Zealand Active Equity Trust | Australasian Equities | 0.26% | -5.71% | -2.44% | 6.23% | 13.96% | 11.45% | 13.55% | 14.34% |
Harbour Income Fund | Diversified | 0.22% | -1.52% | 0.35% | 2.11% | 4.77% | 4.52% | - | - |
Russell Investments NZ Shares Fund | Australasian Equities | 0.22% | -6.15% | -2.19% | 3.85% | 11.02% | 10.22% | 12.11% | - |
Nikko AM NZ Cash Fund | Cash and Cash Equivalents | 0.20% | 0.60% | 0.68% | 2.42% | 2.32% | 2.68% | - | - |
AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.19% | 0.54% | 1.08% | 2.15% | 2.16% | 2.28% | 2.78% | 3.16% |
Harbour Australasian Equity Income Fund | Australasian Equities | 0.17% | -2.93% | 0.51% | 2.54% | 7.31% | 6.88% | 9.79% | - |
Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.06% | 0.37% | 0.92% | 1.97% | 2.14% | 2.15% | 2.44% | 2.53% |
AMP Capital NZ Shares Index Fund | Australasian Equities | -0.10% | -5.68% | -1.07% | - | - | - | - | - |
Fisher Funds Conservative Fund | Diversified | -0.14% | -1.20% | - | - | - | - | - | - |
OneAnswer New Zealand Share Fund | Australasian 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 Fund | Diversified | -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 Fund | Commodities | -0.45% | -11.99% | -10.23% | 1.03% | 0.36% | 1.11% | 0.21% | - |
Harbour NZ Equity Advanced Beta Fund | Australasian Equities | -0.66% | -6.11% | -1.83% | 3.35% | 12.01% | 10.24% | - | - |
AMP Capital Global Multi-Asset Fund | Diversified | -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 Fund | Diversified | -0.75% | -2.07% | -0.82% | -0.24% | 2.72% | 2.90% | 3.73% | 4.51% |
Russell Emerging Markets Fund Class B | International Equities | -0.76% | -9.71% | -10.01% | -12.99% | 7.21% | 8.76% | 5.13% | - |
Fisher Funds Trans Tasman Equity Trust | Australasian Equities | -0.78% | -9.89% | -6.39% | 1.62% | 9.08% | 8.59% | 10.47% | 11.12% |
Nikko AM Core Equity Fund | Australasian Equities | -0.83% | -8.74% | -7.55% | 2.05% | 14.83% | 13.13% | 14.50% | - |
Nikko AM Income Fund | New Zealand Fixed Interest | -0.89% | -0.41% | 0.15% | 3.27% | 5.05% | 4.47% | 5.78% | 7.29% |
Harbour Australasian Equity Fund | Australasian Equities | -0.98% | -10.24% | -7.49% | -1.09% | 13.53% | 11.44% | 12.34% | - |
AMP Capital Emerging Markets Shares Fund | International Equities | -1.00% | -10.44% | -9.66% | -11.22% | 9.40% | 8.43% | 5.02% | 5.02% |
Fisher Funds Property & Infrastructure Fund | Diversified | -1.13% | -1.73% | 3.22% | 5.73% | 12.75% | 11.89% | 11.87% | 11.80% |
Devon Trans-Tasman Fund | Australasian Equities | -1.48% | -9.69% | -6.04% | -2.77% | 5.30% | 6.02% | 8.61% | 9.72% |
Devon Dividend Yield Fund | Australasian Equities | -1.51% | -6.19% | -1.69% | -0.65% | 2.53% | 4.78% | 10.61% | - |
Fisher Funds Multi Sector Fund | Diversified | -1.55% | -4.93% | -2.81% | -0.56% | 4.46% | 4.58% | 5.69% | 7.11% |
OneAnswer Equity Selection Fund | Australasian Equities | -1.61% | -7.42% | -4.34% | -2.41% | 2.45% | 4.96% | 7.06% | 9.58% |
Harbour Australasian Equity Focus Fund – Retail | Australasian Equities | -2.09% | -13.43% | -11.12% | -4.57% | 14.11% | 10.10% | - | - |
AMP Capital RIL Balanced Fund | Diversified | -2.52% | -6.16% | -3.61% | -2.31% | 4.51% | 4.40% | 5.31% | - |
Fisher Funds Growth Fund | Diversified | -2.54% | -7.93% | - | - | - | - | - | - |
Nikko AM Concentrated Equity Fund | Australasian 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 Fund | Australasian Equities | -3.25% | -14.80% | -12.41% | -9.30% | 1.48% | 3.46% | 5.91% | - |
OneAnswer Balanced Fund | Diversified | -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 Fund | Australasian Equities | -3.73% | -12.72% | -9.47% | -3.84% | 5.42% | 4.85% | 5.46% | 11.76% |
Devon Alpha Fund | Australasian Equities | -3.96% | -10.60% | -7.88% | -4.04% | 5.19% | 3.55% | 6.53% | - |
AMP Capital Core Global Shares Fund | International Equities | -4.02% | -12.51% | -6.64% | -3.52% | 7.69% | 7.42% | 9.18% | 8.30% |
Pathfinder Global Water Fund | International Equities | -4.31% | -11.69% | -7.27% | -9.89% | 2.76% | 3.71% | 5.07% | - |
AMP Capital RIL Growth Fund | Diversified | -4.51% | -10.09% | -6.67% | -5.45% | 5.28% | 5.13% | 5.67% | 7.26% |
Russell Global Opportunities Fund Class B | International Equities | -4.75% | -14.00% | -9.69% | -7.26% | 6.84% | 6.01% | 8.00% | - |
Russell Investments Global Shares Fund | International Equities | -4.77% | -14.05% | -9.78% | -7.42% | 6.66% | 5.84% | 7.80% | - |
Pathfinder Global Property Fund | Listed property | -4.83% | -6.92% | -6.19% | -4.95% | 2.50% | 2.45% | - | - |
T. Rowe Price Global Equity Growth Fund | International Equities | -4.85% | -13.93% | -10.88% | -2.18% | 13.33% | 8.86% | - | - |
AMP Capital Global Listed Infrastructure Fund | International Equities | -4.94% | -6.00% | -6.23% | -6.18% | 2.74% | 4.52% | 6.86% | - |
Morphic Global Opportunities Fund | International Equities | -4.95% | -13.28% | -11.15% | -8.57% | 5.20% | 4.88% | 7.02% | - |
OneAnswer Australian Share Fund | Australasian Equities | -5.02% | -19.45% | -20.48% | -18.35% | -2.58% | -1.67% | -0.52% | 6.02% |
Nikko AM Global Equity Unhedged Fund | International Equities | -5.15% | -16.10% | -11.70% | -6.91% | 7.17% | 5.30% | 8.11% | - |
Vanguard International Shares Select Exclusions Index Fund | International Equities | -5.35% | -14.23% | -7.98% | -2.61% | 8.11% | - | - | - |
OneAnswer International Share Fund | International 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 Fund | International Equities | -5.77% | -11.87% | -7.48% | -6.60% | 6.55% | 7.56% | 7.73% | 10.27% |
Fisher Funds Global Fund | International Equities | -5.90% | -13.17% | -8.85% | -7.66% | 4.92% | 4.89% | 5.18% | 7.71% |
AMP Capital Global Property Securities Fund | Listed property | -6.09% | -7.65% | -6.82% | -5.73% | 0.98% | 0.90% | 7.10% | 12.18% |
Pathfinder Global Responsibility Fund | International Equities | -6.20% | -14.51% | -9.29% | -9.21% | - | - | - | - |
Nikko AM Global Shares Fund | International Equities | -6.27% | -13.76% | -9.04% | 0.32% | - | - | - | - |
AMP Capital All Country Global Shares Index Fund | International Equities | -6.47% | -12.71% | -8.20% | - | - | - | - | - |
AMP Capital RIL Global Shares Fund | International 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 Fund | International Equities | -6.98% | -15.37% | -14.19% | -11.24% | -1.45% | 2.74% | 3.48% | 5.12% |
Fisher Funds International Growth Fund | International Equities | -7.33% | -15.50% | -11.55% | -2.05% | 10.48% | 6.06% | 6.83% | 8.70% |
Russell Global Opportunities Fund $NZ Hedged Class B | International Equities | -7.42% | -13.05% | -10.17% | -10.94% | 4.46% | 5.86% | 6.62% | - |
Russell Investments Hedged Global Shares Fund | International Equities | -7.44% | -13.09% | -10.23% | -11.05% | 4.33% | 5.74% | 6.48% | - |
AMP Capital Core Hedged Global Shares Fund | International Equities | -7.53% | -10.91% | -7.14% | -9.19% | 4.29% | 7.31% | 6.96% | 12.29% |
Nikko AM Global Equity Hedged Fund | International Equities | -8.05% | -14.22% | -12.06% | -12.44% | 4.19% | 4.86% | 6.31% | - |
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International 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.