Top 10 Funds available on InvestNow – February 2018
Returns are after fees but before tax, in NZD, for the month ending 28 February 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 Concentrated Equity Fund | Australasian Equities | 1.21% | 7.19% | 15.75% | 30.41% | 21.60% | 16.65% | 16.61% | 11.79% |
| Mint Australia New Zealand Active Equity Trust | Australasian Equities | 0.99% | 4.65% | 9.69% | 19.46% | 17.20% | 13.62% | 16.56% | 12.04% |
| Nikko AM Core Equity Fund | Australasian Equities | 0.90% | 4.79% | 12.17% | 26.42% | 21.46% | 16.63% | 16.77% | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.25% | 0.65% | 2.08% | 5.78% | 4.27% | 4.88% | 5.15% | - |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.19% | 0.52% | 1.59% | 4.34% | 3.50% | 4.21% | 4.48% | - |
| Nikko AM NZ Cash Fund | Cash and Cash Equivalents | 0.18% | 0.63% | 1.29% | 2.67% | 2.77% | 3.02% | - | - |
| Nikko AM NZ Bond Fund | New Zealand Fixed Interest | 0.17% | 0.27% | 1.64% | 4.96% | 3.34% | 4.18% | 4.50% | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.16% | 0.52% | 1.07% | 2.17% | 2.28% | 2.64% | 2.94% | 3.68% |
| Harbour Australasian Equity Focus Fund – Retail | Australasian Equities | 0.15% | 3.35% | 14.71% | 32.45% | 21.31% | 17.26% | - | - |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.14% | 0.53% | 1.10% | 2.27% | 2.19% | 2.41% | 2.53% | - |
| Harbour Australasian Equity Fund | Australasian Equities | 0.13% | 3.29% | 11.44% | 26.51% | 20.64% | 15.93% | 15.89% | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.07% | 0.16% | 1.54% | 4.29% | 3.26% | 4.17% | 4.00% | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | 0.05% | -0.02% | 1.21% | 4.04% | 2.39% | 3.46% | 3.50% | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.02% | 0.10% | 1.48% | 4.14% | 3.46% | 4.31% | 4.29% | - |
| Nikko AM Global Shares Fund | International Equities | 0.00% | 0.20% | 12.65% | - | - | - | - | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.04% | -0.07% | 1.39% | 4.23% | 3.07% | 3.97% | 4.24% | 6.70% |
| AMP Capital Global Multi-Asset Fund | Diversified | -0.08% | 1.01% | 3.25% | 6.11% | 7.42% | 4.35% | - | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | -0.20% | -0.52% | -0.06% | 2.96% | 3.86% | 3.41% | 4.89% | - |
| AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | -0.27% | - | - | - | - | - | - | - |
| Fisher Funds BondPlus Fund | International Fixed Interest | -0.28% | -0.63% | -0.27% | 2.05% | 3.18% | 2.66% | 4.11% | 6.11% |
| Nikko AM Global Bond Fund | International Fixed Interest | -0.32% | -0.74% | -0.52% | 1.24% | 2.67% | 3.07% | - | - |
| AMP Capital Hedged Global Fixed Interest Fund | International Fixed Interest | -0.37% | -0.88% | -0.85% | 1.51% | 2.38% | 2.29% | 3.99% | 5.46% |
| Fisher Funds Income Fund | International Fixed Interest | -0.43% | -0.62% | -1.15% | -2.04% | -0.72% | 0.56% | 2.52% | - |
| Nikko AM Income Fund | Diversified | -0.50% | -0.50% | 1.09% | 5.00% | 3.86% | 5.62% | 5.53% | 7.26% |
| Hunter Global Fixed Interest Fund | International Fixed Interest | -0.51% | -0.51% | -0.02% | 3.35% | - | - | - | - |
| Mint Diversified Income Fund – Retail | Diversified | -0.51% | -0.04% | 1.53% | 4.41% | 4.24% | 4.58% | - | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | -0.64% | 0.78% | 12.95% | 31.73% | 19.94% | 13.16% | 15.61% | 6.28% |
| AMP Capital RIL NZ Shares Fund | Australasian Equities | -0.77% | 2.67% | 6.26% | 13.79% | 15.37% | 12.34% | 14.81% | - |
| AMP Capital RIL Conservative Fund | Diversified | -0.81% | -0.58% | 1.13% | 3.78% | 4.01% | 3.03% | 4.14% | 5.09% |
| Fisher Funds Australian Growth Fund | Australasian Equities | -0.92% | 0.59% | 9.71% | 16.24% | 10.94% | 8.37% | 6.10% | 6.51% |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | -0.93% | 2.15% | 7.38% | 13.95% | 13.22% | 10.45% | 11.46% | 8.02% |
| Fisher Funds Multi Sector Fund | Diversified | -0.94% | 0.13% | 3.88% | 7.70% | 7.84% | 5.42% | 7.00% | 5.51% |
| Fisher Funds International Growth Fund | International Equities | -0.96% | 2.77% | 9.57% | 26.36% | 18.02% | 10.86% | 11.51% | 7.60% |
| Russell Investments NZ Shares Fund | Australasian Equities | -1.03% | 1.95% | 5.60% | 14.89% | 14.62% | 11.81% | 13.38% | - |
| AMP Capital NZ Shares Index Fund | Australasian Equities | -1.11% | - | - | - | - | - | - | - |
| Harbour Income Fund | New Zealand Fixed Interest | -1.12% | -1.22% | 0.60% | 4.20% | 4.65% | - | - | - |
| Smartshares US 500 Fund (USF) | International Equities | -1.31% | -0.53% | 11.29% | 15.88% | 14.54% | - | - | - |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | -1.32% | 1.94% | 6.96% | 15.09% | 15.89% | 12.34% | 13.78% | 9.82% |
| OneAnswer International Share Fund | International Equities | -1.33% | -1.61% | 8.73% | 21.65% | 14.84% | 11.57% | 15.57% | 10.42% |
| Salt Investment Funds NZ Dividend Appreciation Fund | Australasian Equities | -1.43% | 2.39% | 5.88% | 12.82% | 15.68% | - | - | - |
| OneAnswer Balanced Fund | Diversified | -1.50% | 0.05% | 4.41% | 10.27% | 9.33% | 6.58% | 9.19% | 7.62% |
| OneAnswer New Zealand Share Fund | Australasian Equities | -1.50% | 1.57% | 5.33% | 15.28% | 15.50% | 11.50% | 13.98% | 8.05% |
| AMP Capital Core Global Shares Fund | International Equities | -1.50% | -2.48% | 7.94% | 17.72% | 13.75% | 10.53% | 14.59% | 6.27% |
| Smartshares Australian Mid Cap Fund (MZY) | Australasian Equities | -1.52% | 1.03% | 9.78% | 20.39% | 20.31% | 13.73% | 9.62% | 3.61% |
| Morphic Global Opportunities Fund | International Equities | -1.55% | -2.79% | 8.75% | 18.92% | 13.68% | 9.54% | 12.89% | - |
| AMP Capital RIL Balanced Fund | Diversified | -1.56% | -0.44% | 3.67% | 8.55% | 8.77% | 4.62% | 7.35% | - |
| Smartshares Australian Top 20 Fund (OZY) | Australasian Equities | -1.64% | 0.11% | 4.10% | 5.77% | 13.97% | 2.21% | 2.54% | 4.30% |
| AMP Capital Income Generator Fund | Diversified | -1.69% | -0.93% | 0.57% | 4.72% | 7.58% | 5.61% | - | - |
| Russell Global Opportunities Fund Class B | International Equities | -1.75% | -2.96% | 8.22% | 19.96% | 15.64% | 10.22% | 13.74% | - |
| Russell Investments Global Shares Fund | International Equities | -1.76% | -3.01% | 8.12% | 19.76% | 15.48% | 10.04% | 13.20% | - |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | -1.77% | -2.94% | 8.03% | 17.82% | - | - | - | - |
| Nikko AM Global Equity Unhedged Fund | International Equities | -1.79% | -1.34% | 9.85% | 21.10% | 14.34% | 10.59% | 13.39% | - |
| OneAnswer Australian Share Fund | Australasian Equities | -1.80% | -1.88% | 4.44% | 10.35% | 9.26% | 3.32% | 3.37% | 4.34% |
| AMP Capital Emerging Markets Shares Fund | International Equities | -1.81% | 1.66% | 8.71% | 30.14% | 22.81% | 9.40% | 7.72% | 4.17% |
| Russell Emerging Markets Fund Class B | International Equities | -1.85% | 2.43% | 8.27% | 28.33% | 25.02% | 10.62% | 8.37% | - |
| Smartshares Total World Fund (TWF) | International Equities | -2.00% | -1.47% | 9.35% | 17.38% | 14.65% | - | - | - |
| Smartshares NZ Top 50 Fund (FNZ) | Australasian Equities | -2.18% | 0.29% | 6.12% | 17.20% | 15.95% | 12.59% | 15.08% | 9.75% |
| AMP Capital RIL Growth Fund | Diversified | -2.32% | -0.29% | 5.72% | 12.57% | 13.16% | 5.92% | 8.36% | 5.25% |
| Elevation Capital Value Fund | International Equities | -2.51% | -5.47% | 0.51% | 1.88% | 5.89% | 5.00% | 7.87% | - |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | -2.64% | 0.14% | 5.04% | 14.02% | 14.14% | 11.02% | - | - |
| Devon Australian Fund | Australasian Equities | -2.67% | -1.76% | 2.76% | 7.44% | 11.13% | 6.05% | 8.05% | - |
| AMP Capital Global Shares Fund | International Equities | -2.68% | 0.77% | 8.31% | 17.38% | 18.27% | 9.81% | 13.62% | 7.24% |
| Devon Alpha Fund | Australasian Equities | -2.76% | -1.14% | 4.33% | 9.46% | 7.39% | 3.34% | 10.98% | - |
| Fisher Funds Global Fund | International Equities | -2.79% | -1.00% | 7.75% | 14.59% | 14.82% | 6.10% | 9.78% | 6.18% |
| AMP Capital RIL Global Shares Fund | International Equities | -2.83% | -0.02% | 8.18% | 17.39% | 16.63% | 7.00% | 11.47% | 6.81% |
| AMP Capital All Country Global Shares Index Fund | International Equities | -2.86% | - | - | - | - | - | - | - |
| OneAnswer Equity Selection Fund | Australasian Equities | -2.89% | -3.04% | -1.58% | 3.50% | 8.87% | 5.38% | 9.30% | 7.48% |
| Salt Investment Funds Enhanced Property Fund | Listed property | -3.02% | -1.42% | 3.05% | 7.95% | 8.17% | 8.95% | - | - |
| Devon Trans-Tasman Fund | Australasian Equities | -3.09% | -2.41% | 0.68% | 6.24% | 9.75% | 5.74% | 10.24% | 6.93% |
| Nikko AM Global Equity Hedged Fund | International Equities | -3.19% | 4.61% | 9.56% | 18.00% | 19.45% | 10.46% | 13.22% | - |
| Mint Australia New Zealand Real Estate Investment Trust | Listed property | -3.21% | -2.49% | 1.13% | 4.18% | 4.20% | 5.80% | 8.68% | 6.92% |
| AMP Capital NZ Property Fund | Listed property | -3.26% | -3.53% | 1.85% | 3.33% | 4.87% | 6.54% | 8.22% | 0.12% |
| OneAnswer Property Securities Fund | Listed property | -3.27% | -1.87% | 2.03% | 5.29% | 6.10% | 7.03% | 10.69% | 8.41% |
| Pathfinder Global Water Fund | International Equities | -3.30% | -6.61% | 2.13% | 7.87% | 9.86% | 7.31% | 10.51% | - |
| Fisher Funds Property & Infrastructure Fund | Diversified | -3.47% | -2.97% | 1.24% | 10.97% | 12.94% | 8.83% | 12.28% | - |
| Russell Global Opportunities Fund $NZ Hedged Class B | International Equities | -3.51% | 0.95% | 8.37% | 16.87% | 20.40% | 9.50% | 13.32% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | -3.53% | 0.92% | 8.32% | 16.74% | 20.27% | 9.38% | 13.18% | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | -3.62% | 1.13% | 8.36% | 14.99% | - | - | - | - |
| Harbour Australasian Equity Income Fund | Australasian Equities | -3.78% | -3.98% | -0.77% | 4.85% | 8.15% | 4.23% | 9.56% | - |
| Smartshares Europe Fund (EUF) | International Equities | -3.84% | -3.39% | 5.13% | 20.61% | 11.37% | - | - | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | -3.87% | 2.93% | 8.06% | 13.35% | 20.64% | 9.28% | 13.92% | 6.30% |
| Devon Dividend Yield Fund | Australasian Equities | -4.51% | -3.81% | -2.81% | -0.89% | 5.14% | 4.94% | 10.41% | - |
| Smartshares NZ Mid Cap Fund (MDZ) | Australasian Equities | -4.53% | -4.10% | 5.11% | 20.49% | 16.98% | 13.96% | 17.66% | 10.93% |
| AMP Capital Global Listed Infrastructure Fund | International Equities | -5.03% | -8.71% | -7.98% | 0.64% | 7.47% | 0.86% | 8.93% | - |
| Pathfinder Global Property Fund | Listed property | -5.44% | -7.70% | -4.19% | -1.27% | 3.82% | - | - | - |
| AMP Capital Global Property Securities Fund | Listed property | -5.83% | -5.98% | -2.47% | -1.28% | 3.52% | 1.17% | 7.58% | 5.50% |
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.