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

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 |2019-06-28T11:40:12+12:00March 29th, 2018|Performance|0 Comments