Fund Performance for February 2018

Top 10 Funds available on InvestNow

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

FundSector1 month3 months6 months1 year2 years3 years5 years10 years
Nikko AM Concentrated Equity FundAustralasian Equities1.21%7.19%15.75%30.41%21.60%16.65%16.61%11.79%
Mint Australia New Zealand Active Equity TrustAustralasian Equities0.99%4.65%9.69%19.46%17.20%13.62%16.56%12.04%
Nikko AM Core Equity FundAustralasian Equities0.90%4.79%12.17%26.42%21.46%16.63%16.77%-
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest0.25%0.65%2.08%5.78%4.27%4.88%5.15%-
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest0.19%0.52%1.59%4.34%3.50%4.21%4.48%-
Nikko AM NZ Cash FundCash and Cash Equivalents0.18%0.63%1.29%2.67%2.77%3.02%--
Nikko AM NZ Bond FundNew Zealand Fixed Interest0.17%0.27%1.64%4.96%3.34%4.18%4.50%-
AMP Capital NZ Cash FundCash and Cash Equivalents0.16%0.52%1.07%2.17%2.28%2.64%2.94%3.68%
Harbour Australasian Equity Focus Fund – RetailAustralasian Equities0.15%3.35%14.71%32.45%21.31%17.26%--
Fisher Funds CashPlus FundCash and Cash Equivalents0.14%0.53%1.10%2.27%2.19%2.41%2.53%-
Harbour Australasian Equity FundAustralasian Equities0.13%3.29%11.44%26.51%20.64%15.93%15.89%-
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest0.07%0.16%1.54%4.29%3.26%4.17%4.00%-
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest0.05%-0.02%1.21%4.04%2.39%3.46%3.50%-
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest0.02%0.10%1.48%4.14%3.46%4.31%4.29%-
Nikko AM Global Shares FundInternational Equities0.00%0.20%12.65%-----
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest-0.04%-0.07%1.39%4.23%3.07%3.97%4.24%6.70%
AMP Capital Global Multi-Asset FundDiversified-0.08%1.01%3.25%6.11%7.42%4.35%--
Russell Investments Global Fixed Interest FundInternational Fixed Interest-0.20%-0.52%-0.06%2.96%3.86%3.41%4.89%-
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest-0.27%-------
Fisher Funds BondPlus FundInternational Fixed Interest-0.28%-0.63%-0.27%2.05%3.18%2.66%4.11%6.11%
Nikko AM Global Bond FundInternational Fixed Interest-0.32%-0.74%-0.52%1.24%2.67%3.07%--
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest-0.37%-0.88%-0.85%1.51%2.38%2.29%3.99%5.46%
Fisher Funds Income FundInternational Fixed Interest-0.43%-0.62%-1.15%-2.04%-0.72%0.56%2.52%-
Nikko AM Income FundDiversified-0.50%-0.50%1.09%5.00%3.86%5.62%5.53%7.26%
Hunter Global Fixed Interest FundInternational Fixed Interest-0.51%-0.51%-0.02%3.35%----
Mint Diversified Income Fund – RetailDiversified-0.51%-0.04%1.53%4.41%4.24%4.58%--
T. Rowe Price Global Equity Growth FundInternational Equities-0.64%0.78%12.95%31.73%19.94%13.16%15.61%6.28%
AMP Capital RIL NZ Shares FundAustralasian Equities-0.77%2.67%6.26%13.79%15.37%12.34%14.81%-
AMP Capital RIL Conservative FundDiversified-0.81%-0.58%1.13%3.78%4.01%3.03%4.14%5.09%
Fisher Funds Australian Growth FundAustralasian Equities-0.92%0.59%9.71%16.24%10.94%8.37%6.10%6.51%
Fisher Funds Trans Tasman Equity TrustAustralasian Equities-0.93%2.15%7.38%13.95%13.22%10.45%11.46%8.02%
Fisher Funds Multi Sector FundDiversified-0.94%0.13%3.88%7.70%7.84%5.42%7.00%5.51%
Fisher Funds International Growth FundInternational Equities-0.96%2.77%9.57%26.36%18.02%10.86%11.51%7.60%
Russell Investments NZ Shares FundAustralasian Equities-1.03%1.95%5.60%14.89%14.62%11.81%13.38%-
AMP Capital NZ Shares Index FundAustralasian Equities-1.11%-------
Harbour Income FundNew 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 FundAustralasian Equities-1.32%1.94%6.96%15.09%15.89%12.34%13.78%9.82%
OneAnswer International Share FundInternational Equities-1.33%-1.61%8.73%21.65%14.84%11.57%15.57%10.42%
Salt Investment Funds NZ Dividend Appreciation FundAustralasian Equities-1.43%2.39%5.88%12.82%15.68%---
OneAnswer Balanced FundDiversified-1.50%0.05%4.41%10.27%9.33%6.58%9.19%7.62%
OneAnswer New Zealand Share FundAustralasian Equities-1.50%1.57%5.33%15.28%15.50%11.50%13.98%8.05%
AMP Capital Core Global Shares FundInternational 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 FundInternational Equities-1.55%-2.79%8.75%18.92%13.68%9.54%12.89%-
AMP Capital RIL Balanced FundDiversified-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 FundDiversified-1.69%-0.93%0.57%4.72%7.58%5.61%--
Russell Global Opportunities Fund Class BInternational Equities-1.75%-2.96%8.22%19.96%15.64%10.22%13.74%-
Russell Investments Global Shares FundInternational Equities-1.76%-3.01%8.12%19.76%15.48%10.04%13.20%-
Vanguard International Shares Select Exclusions Index FundInternational Equities-1.77%-2.94%8.03%17.82%----
Nikko AM Global Equity Unhedged FundInternational Equities-1.79%-1.34%9.85%21.10%14.34%10.59%13.39%-
OneAnswer Australian Share FundAustralasian Equities-1.80%-1.88%4.44%10.35%9.26%3.32%3.37%4.34%
AMP Capital Emerging Markets Shares FundInternational Equities-1.81%1.66%8.71%30.14%22.81%9.40%7.72%4.17%
Russell Emerging Markets Fund Class BInternational 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 FundDiversified-2.32%-0.29%5.72%12.57%13.16%5.92%8.36%5.25%
Elevation Capital Value FundInternational Equities-2.51%-5.47%0.51%1.88%5.89%5.00%7.87%-
Harbour NZ Equity Advanced Beta FundAustralasian Equities-2.64%0.14%5.04%14.02%14.14%11.02%--
Devon Australian FundAustralasian Equities-2.67%-1.76%2.76%7.44%11.13%6.05%8.05%-
AMP Capital Global Shares FundInternational Equities-2.68%0.77%8.31%17.38%18.27%9.81%13.62%7.24%
Devon Alpha FundAustralasian Equities-2.76%-1.14%4.33%9.46%7.39%3.34%10.98%-
Fisher Funds Global FundInternational Equities-2.79%-1.00%7.75%14.59%14.82%6.10%9.78%6.18%
AMP Capital RIL Global Shares FundInternational Equities-2.83%-0.02%8.18%17.39%16.63%7.00%11.47%6.81%
AMP Capital All Country Global Shares Index FundInternational Equities-2.86%-------
OneAnswer Equity Selection FundAustralasian Equities-2.89%-3.04%-1.58%3.50%8.87%5.38%9.30%7.48%
Salt Investment Funds Enhanced Property FundListed property-3.02%-1.42%3.05%7.95%8.17%8.95%--
Devon Trans-Tasman FundAustralasian Equities-3.09%-2.41%0.68%6.24%9.75%5.74%10.24%6.93%
Nikko AM Global Equity Hedged FundInternational Equities-3.19%4.61%9.56%18.00%19.45%10.46%13.22%-
Mint Australia New Zealand Real Estate Investment TrustListed property-3.21%-2.49%1.13%4.18%4.20%5.80%8.68%6.92%
AMP Capital NZ Property FundListed property-3.26%-3.53%1.85%3.33%4.87%6.54%8.22%0.12%
OneAnswer Property Securities FundListed property-3.27%-1.87%2.03%5.29%6.10%7.03%10.69%8.41%
Pathfinder Global Water FundInternational Equities-3.30%-6.61%2.13%7.87%9.86%7.31%10.51%-
Fisher Funds Property & Infrastructure FundDiversified-3.47%-2.97%1.24%10.97%12.94%8.83%12.28%-
Russell Global Opportunities Fund $NZ Hedged Class BInternational Equities-3.51%0.95%8.37%16.87%20.40%9.50%13.32%-
Russell Investments Hedged Global Shares FundInternational Equities-3.53%0.92%8.32%16.74%20.27%9.38%13.18%-
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities-3.62%1.13%8.36%14.99%----
Harbour Australasian Equity Income FundAustralasian 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 FundInternational Equities-3.87%2.93%8.06%13.35%20.64%9.28%13.92%6.30%
Devon Dividend Yield FundAustralasian 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 FundInternational Equities-5.03%-8.71%-7.98%0.64%7.47%0.86%8.93%-
Pathfinder Global Property FundListed property-5.44%-7.70%-4.19%-1.27%3.82%---
AMP Capital Global Property Securities FundListed 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.

By |2018-03-29T10:48:32+00:00March 29th, 2018|Performance|0 Comments