Top 10 Funds available on InvestNow – February 2019
Returns are after fees but before tax, in NZD, for the month ending 28 February 2019. 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 |
---|---|---|---|---|---|---|---|---|---|
Fisher Funds New Zealand Growth Fund | Australasian Equities | 6.60% | 10.13% | -0.23% | 13.70% | 14.39% | 15.15% | 13.13% | 16.98% |
OneAnswer Australian Share Fund | Australasian Equities | 6.27% | 5.43% | -11.55% | -6.41% | 1.62% | 3.77% | 1.92% | 6.88% |
Pathfinder Global Water Fund | International Equities | 6.15% | 7.16% | -0.45% | 6.70% | 7.29% | 8.80% | 6.91% | - |
OneAnswer International Share Fund | International Equities | 5.80% | 4.39% | -4.92% | 4.97% | 13.01% | 11.45% | 12.21% | 12.31% |
T. Rowe Price Global Equity Growth Fund | International Equities | 5.39% | 7.47% | -4.28% | 7.27% | 18.50% | 15.16% | - | - |
Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 5.30% | 7.80% | -2.80% | 11.00% | 12.90% | 13.00% | 12.10% | 13.32% |
Smartshares Australian Top 20 Fund (OZY) | Australasian Equities | 5.22% | 7.05% | -4.01% | 3.51% | 4.63% | 10.37% | 4.11% | 7.36% |
Devon Australian Fund | Australasian Equities | 5.18% | 5.02% | -7.67% | 2.02% | 4.67% | 8.74% | 7.89% | - |
Nikko AM Global Equity Hedged Fund | International Equities | 4.81% | 4.51% | -2.59% | -1.47% | 7.83% | 12.03% | 8.98% | - |
Smartshares US Large Growth Fund (USG) | International Equities | 4.77% | 4.27% | -7.95% | 8.93% | 14.67% | 13.46% | - | - |
Fisher Funds International Growth Fund | International Equities | 4.75% | 6.15% | -3.41% | 7.41% | 16.50% | 14.37% | 9.31% | 9.67% |
Smartshares US Mid Cap Fund (USM) | International Equities | 4.73% | 4.24% | -6.30% | 7.77% | 9.17% | 10.89% | - | - |
Harbour Australasian Equity Focus Fund – Retail | Australasian Equities | 4.71% | 5.09% | -8.59% | 1.98% | 16.22% | 14.49% | - | - |
Vanguard International Shares Select Exclusions Index Fund | International Equities | 4.67% | 3.17% | -5.98% | 6.79% | 12.17% | - | - | - |
Nikko AM Global Equity Unhedged Fund | International Equities | 4.51% | 5.46% | -6.73% | 3.74% | 12.08% | 10.69% | 10.70% | - |
Devon Trans-Tasman Fund | Australasian Equities | 4.43% | 5.92% | -2.24% | 9.17% | 7.67% | 10.27% | 9.60% | 11.27% |
Russell Global Opportunities Fund Class B | International Equities | 4.41% | 4.01% | -6.11% | 1.98% | 10.60% | 10.89% | 10.34% | - |
Russell Investments Global Shares Fund | International Equities | 4.39% | 3.96% | -6.21% | 1.81% | 10.44% | 10.74% | 10.14% | - |
Nikko AM Global Shares Fund | International Equities | 4.33% | 2.98% | -6.31% | 8.00% | - | - | - | - |
Harbour Australasian Equity Fund | Australasian Equities | 4.26% | 5.52% | -5.03% | 4.76% | 15.13% | 15.10% | 12.68% | - |
AMP Capital RIL NZ Shares Fund | Australasian Equities | 4.26% | 6.75% | 1.94% | 11.88% | 12.83% | 14.19% | 14.22% | - |
Mint Australia New Zealand Active Equity Trust | Australasian Equities | 4.08% | 6.90% | -0.01% | 11.05% | 15.18% | 15.11% | 14.08% | 15.52% |
Smartshares US 500 Fund (USF) | International Equities | 3.96% | 2.24% | -6.26% | 8.03% | 11.89% | 12.33% | - | - |
Russell Investments NZ Shares Fund | Australasian Equities | 3.83% | 6.43% | 0.47% | 12.08% | 14.13% | 14.63% | 12.84% | - |
OneAnswer New Zealand Share Fund | Australasian Equities | 3.79% | 5.23% | -0.82% | 11.02% | 13.13% | 14.00% | 12.50% | 14.68% |
AMP Capital NZ Shares Index Fund | Australasian Equities | 3.78% | 5.70% | 0.48% | 12.56% | - | - | - | - |
Smartshares Australian Mid Cap Fund (MZY) | Australasian Equities | 3.76% | 5.09% | -10.13% | -3.21% | 7.94% | 11.89% | 10.45% | 9.25% |
Fisher Funds Australian Growth Fund | Australasian Equities | 3.76% | 5.08% | -6.29% | 5.26% | 10.61% | 9.01% | 8.10% | 12.50% |
Fisher Funds Global Fund | International Equities | 3.75% | 3.30% | -4.07% | 1.99% | 8.11% | 10.37% | 6.92% | 8.97% |
Nikko AM Core Equity Fund | Australasian Equities | 3.65% | 5.92% | -3.17% | 6.85% | 16.22% | 16.38% | 15.17% | - |
Pathfinder Global Responsibility Fund | International Equities | 3.64% | 2.47% | -6.03% | -0.31% | - | - | - | - |
AMP Capital Core Global Shares Fund | International Equities | 3.60% | 2.55% | -5.68% | 3.52% | 10.39% | 10.23% | 10.71% | 9.35% |
Devon Alpha Fund | Australasian Equities | 3.50% | 2.02% | -4.55% | 5.54% | 7.47% | 7.29% | 6.92% | - |
Elevation Capital Value Fund | International Equities | 3.42% | 0.42% | -7.71% | 1.38% | 1.63% | 4.36% | 4.91% | 6.06% |
AMP Capital All Country Global Shares Index Fund | International Equities | 3.28% | 2.45% | -3.82% | 2.66% | - | - | - | - |
Salt Investment Funds NZ Dividend Appreciation Fund | Australasian Equities | 3.27% | 4.94% | -1.29% | 7.36% | 9.35% | 11.85% | 14.35% | 15.53% |
Smartshares Total World Fund (TWF) | International Equities | 3.27% | 3.21% | -6.47% | 2.60% | 9.74% | 10.48% | - | - |
AMP Capital Global Listed Infrastructure Fund | International Equities | 3.25% | 9.12% | 5.56% | 16.13% | 8.11% | 10.28% | 8.37% | - |
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 3.22% | 1.51% | -3.47% | 2.89% | 8.77% | - | - | - |
Fisher Funds Growth Fund | Diversified | 3.18% | 4.15% | -1.60% | - | - | - | - | - |
Smartshares NZ Top 50 Fund (FNZ) | Australasian Equities | 3.10% | 4.54% | 1.12% | 13.11% | 15.14% | 14.99% | 14.40% | 14.87% |
Nikko AM Concentrated Equity Fund | Australasian Equities | 3.09% | 4.92% | -8.34% | -2.58% | 12.71% | 12.93% | 13.81% | 13.06% |
AMP Capital RIL Growth Fund | Diversified | 3.03% | 3.13% | -2.80% | 3.25% | 7.81% | 9.75% | 7.02% | 9.04% |
Russell Global Opportunities Fund $NZ Hedged Class B | International Equities | 3.03% | 2.36% | -3.85% | -1.52% | 7.28% | 12.60% | 8.73% | - |
Russell Investments Hedged Global Shares Fund | International Equities | 3.02% | 2.33% | -3.92% | -1.61% | 7.18% | 12.49% | 6.53% | - |
OneAnswer Balanced Fund | Diversified | 2.97% | 3.48% | -1.23% | 4.28% | 7.24% | 7.62% | 7.80% | 9.67% |
AMP Capital RIL Global Shares Fund | International Equities | 2.95% | 1.39% | -5.50% | -0.05% | 8.32% | 10.78% | 7.37% | 10.46% |
Fisher Funds Property & Infrastructure Fund | Diversified | 2.83% | 6.16% | 7.51% | 17.52% | 14.20% | 14.44% | 12.81% | 12.65% |
Russell Emerging Markets Fund Class B | International Equities | 2.76% | 7.34% | -2.54% | -7.82% | 8.76% | 12.94% | 7.97% | - |
AMP Capital Global Shares Fund | International Equities | 2.76% | 2.19% | -3.69% | 0.91% | 8.83% | 12.17% | 9.35% | 12.43% |
Morphic Global Opportunities Fund | International Equities | 2.72% | 1.12% | -8.27% | -2.87% | 7.26% | 7.76% | 9.24% | - |
Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 2.63% | 3.28% | -1.08% | 10.07% | 12.03% | 12.76% | - | - |
Devon Dividend Yield Fund | Australasian Equities | 2.58% | 3.54% | 0.79% | 10.96% | 5.01% | 7.57% | 11.00% | - |
Smartshares Europe Fund (EUF) | International Equities | 2.47% | 3.58% | -8.09% | -2.34% | 8.53% | 6.60% | - | - |
Harbour Australasian Equity Income Fund | Australasian Equities | 2.41% | 3.29% | 1.15% | 11.23% | 7.99% | 9.17% | 9.97% | - |
AMP Capital RIL Balanced Fund | Diversified | 2.18% | 3.00% | -0.85% | 4.24% | 6.37% | 7.24% | 6.07% | - |
Fisher Funds Multi Sector Fund | Diversified | 2.16% | 3.15% | -0.45% | 4.37% | 6.03% | 6.67% | 6.37% | 8.05% |
AMP Capital Emerging Markets Shares Fund | International Equities | 2.13% | 6.41% | -3.79% | -6.19% | 10.49% | 12.26% | 7.55% | 5.58% |
Antipodes Global Fund - Long (PIE) | International Equities | 2.11% | 1.89% | -8.67% | - | - | - | - | - |
Harbour Real Estate Investment Fund | Listed property | 2.06% | 6.40% | - | - | - | - | - | - |
India Avenue Equity Fund – Retail Class | International Equities | 1.92% | -2.42% | -15.85% | -7.64% | - | - | - | - |
AMP Capital Income Generator Fund | Diversified | 1.75% | 4.07% | 0.90% | 6.00% | 5.36% | 7.05% | - | - |
Smartshares NZ Property Fund (NPF) | Listed property | 1.71% | 5.15% | 8.53% | 20.33% | 12.91% | 10.04% | - | - |
OneAnswer Property Securities Fund | Listed property | 1.66% | 4.62% | 5.16% | 16.55% | 10.78% | 9.48% | 12.33% | 13.33% |
Mint Australia New Zealand Real Estate Investment Trust | Listed property | 1.63% | 5.01% | 5.91% | 16.36% | 10.45% | 8.56% | 11.55% | 11.62% |
AMP Capital Core Hedged Global Shares Fund | International Equities | 1.60% | 0.50% | -2.16% | -1.65% | 5.58% | 12.70% | 8.23% | 15.83% |
AMP Capital Australasian Property Index Fund | Listed property | 1.60% | 7.04% | 6.52% | 19.24% | 11.00% | 9.46% | 9.96% | 3.49% |
Smartshares NZ Mid Cap Fund (MDZ) | Australasian Equities | 1.56% | 1.99% | 3.55% | 14.69% | 17.56% | 16.21% | 17.22% | 16.44% |
AMP Capital Global Multi-Asset Fund | Diversified | 1.54% | 2.60% | -0.67% | -0.13% | 2.94% | 4.85% | 4.65% | - |
Harbour Income Fund | Diversified | 1.33% | 2.22% | -0.29% | 6.76% | 5.46% | 5.35% | - | - |
OneAnswer Equity Selection Fund | Australasian Equities | 1.24% | 0.30% | -4.31% | 2.59% | 3.06% | 6.74% | 6.43% | 10.33% |
Pathfinder Global Property Fund | Listed property | 1.22% | 4.92% | 0.88% | 15.25% | 6.67% | 7.50% | - | - |
AMP Capital Global Property Securities Fund | Listed property | 1.13% | 5.26% | 1.97% | 13.66% | 5.93% | 6.80% | 8.00% | 18.06% |
Fisher Funds Conservative Fund | Diversified | 1.07% | 2.32% | 1.20% | - | - | - | - | - |
Smartshares Emerging Markets Fund (EMF) | International Equities | 1.06% | 5.94% | -1.05% | -5.95% | 7.65% | 11.32% | - | - |
AMP Capital RIL Conservative Fund | Diversified | 1.03% | 2.09% | 0.67% | 3.43% | 3.61% | 3.82% | 4.06% | 4.79% |
Salt Investment Funds Enhanced Property Fund | Listed property | 1.00% | 3.53% | 5.41% | 15.57% | 11.02% | 9.78% | - | - |
Smartshares NZ Dividend Fund (DIV) | Australasian Equities | 0.71% | 1.67% | 4.84% | 15.98% | 9.10% | 11.74% | - | - |
Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | 0.70% | 2.70% | 3.00% | 6.60% | 5.30% | 3.80% | 4.80% | - |
Hunter Global Fixed Interest Fund | International Fixed Interest | 0.69% | 2.23% | 1.87% | 3.25% | - | - | - | - |
Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | 0.68% | 4.12% | 3.71% | - | - | - | - | - |
AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.60% | 2.18% | 2.45% | 5.70% | 4.96% | 3.94% | 5.32% | 5.28% |
Mint Diversified Income Fund – Retail | Diversified | 0.59% | 1.75% | 1.53% | 5.22% | 4.81% | 4.57% | - | - |
Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.58% | 1.95% | 2.26% | 5.38% | 4.83% | 3.97% | 4.47% | - |
Nikko AM NZ Bond Fund | New Zealand Fixed Interest | 0.57% | 2.19% | 2.42% | 5.65% | 5.30% | 4.10% | 5.25% | - |
Fisher Funds Income Fund | International Fixed Interest | 0.52% | 2.27% | 1.82% | 4.01% | 2.91% | 3.72% | 4.24% | - |
Nikko AM Income Fund | New Zealand Fixed Interest | 0.50% | 0.27% | 0.81% | 5.53% | 5.27% | 4.42% | 5.76% | 7.07% |
Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.48% | 1.68% | 1.97% | 4.73% | 4.43% | 3.88% | 4.86% | - |
Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.47% | 1.98% | 2.32% | 5.12% | 5.45% | 4.55% | 5.57% | - |
Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.46% | 1.70% | 2.06% | 4.53% | 4.44% | 3.84% | 4.72% | 5.25% |
Nikko AM Global Bond Fund | International Fixed Interest | 0.45% | 2.61% | 2.24% | 3.63% | 2.43% | 2.99% | 4.25% | - |
Fisher Funds BondPlus Fund | International Fixed Interest | 0.28% | 1.99% | 1.50% | 2.45% | 2.25% | 2.94% | 4.22% | 7.06% |
Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.19% | 0.50% | 1.00% | 2.00% | 2.20% | 2.20% | 2.50% | 2.49% |
Nikko AM NZ Cash Fund | Cash and Cash Equivalents | 0.18% | 0.59% | 1.20% | 2.44% | 2.55% | 2.66% | - | - |
Pathfinder Commodity Plus Fund | Commodities | 0.18% | 0.42% | -9.54% | -0.25% | 1.55% | 1.26% | 0.30% | - |
Harbour Long Short Fund | Australasian Equities | 0.17% | - | - | - | - | - | - | - |
AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.17% | 0.54% | 1.07% | 2.16% | 2.17% | 2.24% | 2.75% | 3.10% |
AMP Capital Hedged Global Fixed Interest Fund | International Fixed Interest | 0.05% | 2.35% | 1.40% | 2.34% | 1.92% | 2.37% | 3.75% | 6.41% |
Russell Investments Global Fixed Interest Fund | International Fixed Interest | 0.05% | 2.31% | 1.61% | 2.49% | 2.72% | 3.40% | 3.18% | - |
AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | 0.02% | 2.40% | 2.06% | 3.30% | - | - | - | - |
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.