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

FundSector1 month3 months6 months1 year2 years3 years5 years10 years
Fisher Funds New Zealand Growth FundAustralasian Equities6.60%10.13%-0.23%13.70%14.39%15.15%13.13%16.98%
OneAnswer Australian Share FundAustralasian Equities6.27%5.43%-11.55%-6.41%1.62%3.77%1.92%6.88%
Pathfinder Global Water FundInternational Equities6.15%7.16%-0.45%6.70%7.29%8.80%6.91%-
OneAnswer International Share FundInternational Equities5.80%4.39%-4.92%4.97%13.01%11.45%12.21%12.31%
T. Rowe Price Global Equity Growth FundInternational Equities5.39%7.47%-4.28%7.27%18.50%15.16%--
Fisher Funds Trans Tasman Equity TrustAustralasian Equities5.30%7.80%-2.80%11.00%12.90%13.00%12.10%13.32%
Smartshares Australian Top 20 Fund (OZY)Australasian Equities5.22%7.05%-4.01%3.51%4.63%10.37%4.11%7.36%
Devon Australian FundAustralasian Equities5.18%5.02%-7.67%2.02%4.67%8.74%7.89%-
Nikko AM Global Equity Hedged FundInternational Equities4.81%4.51%-2.59%-1.47%7.83%12.03%8.98%-
Smartshares US Large Growth Fund (USG)International Equities4.77%4.27%-7.95%8.93%14.67%13.46%--
Fisher Funds International Growth FundInternational Equities4.75%6.15%-3.41%7.41%16.50%14.37%9.31%9.67%
Smartshares US Mid Cap Fund (USM)International Equities4.73%4.24%-6.30%7.77%9.17%10.89%--
Harbour Australasian Equity Focus Fund – RetailAustralasian Equities4.71%5.09%-8.59%1.98%16.22%14.49%--
Vanguard International Shares Select Exclusions Index FundInternational Equities4.67%3.17%-5.98%6.79%12.17%---
Nikko AM Global Equity Unhedged FundInternational Equities4.51%5.46%-6.73%3.74%12.08%10.69%10.70%-
Devon Trans-Tasman FundAustralasian Equities4.43%5.92%-2.24%9.17%7.67%10.27%9.60%11.27%
Russell Global Opportunities Fund Class BInternational Equities4.41%4.01%-6.11%1.98%10.60%10.89%10.34%-
Russell Investments Global Shares FundInternational Equities4.39%3.96%-6.21%1.81%10.44%10.74%10.14%-
Nikko AM Global Shares FundInternational Equities4.33%2.98%-6.31%8.00%----
Harbour Australasian Equity FundAustralasian Equities4.26%5.52%-5.03%4.76%15.13%15.10%12.68%-
AMP Capital RIL NZ Shares FundAustralasian Equities4.26%6.75%1.94%11.88%12.83%14.19%14.22%-
Mint Australia New Zealand Active Equity TrustAustralasian Equities4.08%6.90%-0.01%11.05%15.18%15.11%14.08%15.52%
Smartshares US 500 Fund (USF)International Equities3.96%2.24%-6.26%8.03%11.89%12.33%--
Russell Investments NZ Shares FundAustralasian Equities3.83%6.43%0.47%12.08%14.13%14.63%12.84%-
OneAnswer New Zealand Share FundAustralasian Equities3.79%5.23%-0.82%11.02%13.13%14.00%12.50%14.68%
AMP Capital NZ Shares Index FundAustralasian Equities3.78%5.70%0.48%12.56%----
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities3.76%5.09%-10.13%-3.21%7.94%11.89%10.45%9.25%
Fisher Funds Australian Growth FundAustralasian Equities3.76%5.08%-6.29%5.26%10.61%9.01%8.10%12.50%
Fisher Funds Global FundInternational Equities3.75%3.30%-4.07%1.99%8.11%10.37%6.92%8.97%
Nikko AM Core Equity FundAustralasian Equities3.65%5.92%-3.17%6.85%16.22%16.38%15.17%-
Pathfinder Global Responsibility FundInternational Equities3.64%2.47%-6.03%-0.31%----
AMP Capital Core Global Shares FundInternational Equities3.60%2.55%-5.68%3.52%10.39%10.23%10.71%9.35%
Devon Alpha FundAustralasian Equities3.50%2.02%-4.55%5.54%7.47%7.29%6.92%-
Elevation Capital Value FundInternational Equities3.42%0.42%-7.71%1.38%1.63%4.36%4.91%6.06%
AMP Capital All Country Global Shares Index FundInternational Equities3.28%2.45%-3.82%2.66%----
Salt Investment Funds NZ Dividend Appreciation FundAustralasian Equities3.27%4.94%-1.29%7.36%9.35%11.85%14.35%15.53%
Smartshares Total World Fund (TWF)International Equities3.27%3.21%-6.47%2.60%9.74%10.48%--
AMP Capital Global Listed Infrastructure FundInternational Equities3.25%9.12%5.56%16.13%8.11%10.28%8.37%-
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities3.22%1.51%-3.47%2.89%8.77%---
Fisher Funds Growth FundDiversified3.18%4.15%-1.60%-----
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities3.10%4.54%1.12%13.11%15.14%14.99%14.40%14.87%
Nikko AM Concentrated Equity FundAustralasian Equities3.09%4.92%-8.34%-2.58%12.71%12.93%13.81%13.06%
AMP Capital RIL Growth FundDiversified3.03%3.13%-2.80%3.25%7.81%9.75%7.02%9.04%
Russell Global Opportunities Fund $NZ Hedged Class BInternational Equities3.03%2.36%-3.85%-1.52%7.28%12.60%8.73%-
Russell Investments Hedged Global Shares FundInternational Equities3.02%2.33%-3.92%-1.61%7.18%12.49%6.53%-
OneAnswer Balanced FundDiversified2.97%3.48%-1.23%4.28%7.24%7.62%7.80%9.67%
AMP Capital RIL Global Shares FundInternational Equities2.95%1.39%-5.50%-0.05%8.32%10.78%7.37%10.46%
Fisher Funds Property & Infrastructure FundDiversified2.83%6.16%7.51%17.52%14.20%14.44%12.81%12.65%
Russell Emerging Markets Fund Class BInternational Equities2.76%7.34%-2.54%-7.82%8.76%12.94%7.97%-
AMP Capital Global Shares FundInternational Equities2.76%2.19%-3.69%0.91%8.83%12.17%9.35%12.43%
Morphic Global Opportunities FundInternational Equities2.72%1.12%-8.27%-2.87%7.26%7.76%9.24%-
Harbour NZ Equity Advanced Beta FundAustralasian Equities2.63%3.28%-1.08%10.07%12.03%12.76%--
Devon Dividend Yield FundAustralasian Equities2.58%3.54%0.79%10.96%5.01%7.57%11.00%-
Smartshares Europe Fund (EUF)International Equities2.47%3.58%-8.09%-2.34%8.53%6.60%--
Harbour Australasian Equity Income FundAustralasian Equities2.41%3.29%1.15%11.23%7.99%9.17%9.97%-
AMP Capital RIL Balanced FundDiversified2.18%3.00%-0.85%4.24%6.37%7.24%6.07%-
Fisher Funds Multi Sector FundDiversified2.16%3.15%-0.45%4.37%6.03%6.67%6.37%8.05%
AMP Capital Emerging Markets Shares FundInternational Equities2.13%6.41%-3.79%-6.19%10.49%12.26%7.55%5.58%
Antipodes Global Fund - Long (PIE)International Equities2.11%1.89%-8.67%-----
Harbour Real Estate Investment FundListed property2.06%6.40%------
India Avenue Equity Fund – Retail ClassInternational Equities1.92%-2.42%-15.85%-7.64%----
AMP Capital Income Generator FundDiversified1.75%4.07%0.90%6.00%5.36%7.05%--
Smartshares NZ Property Fund (NPF)Listed property1.71%5.15%8.53%20.33%12.91%10.04%--
OneAnswer Property Securities FundListed property1.66%4.62%5.16%16.55%10.78%9.48%12.33%13.33%
Mint Australia New Zealand Real Estate Investment TrustListed property1.63%5.01%5.91%16.36%10.45%8.56%11.55%11.62%
AMP Capital Core Hedged Global Shares FundInternational Equities1.60%0.50%-2.16%-1.65%5.58%12.70%8.23%15.83%
AMP Capital Australasian Property Index FundListed property1.60%7.04%6.52%19.24%11.00%9.46%9.96%3.49%
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities1.56%1.99%3.55%14.69%17.56%16.21%17.22%16.44%
AMP Capital Global Multi-Asset FundDiversified1.54%2.60%-0.67%-0.13%2.94%4.85%4.65%-
Harbour Income FundDiversified1.33%2.22%-0.29%6.76%5.46%5.35%--
OneAnswer Equity Selection FundAustralasian Equities1.24%0.30%-4.31%2.59%3.06%6.74%6.43%10.33%
Pathfinder Global Property FundListed property1.22%4.92%0.88%15.25%6.67%7.50%--
AMP Capital Global Property Securities FundListed property1.13%5.26%1.97%13.66%5.93%6.80%8.00%18.06%
Fisher Funds Conservative FundDiversified1.07%2.32%1.20%-----
Smartshares Emerging Markets Fund (EMF)International Equities1.06%5.94%-1.05%-5.95%7.65%11.32%--
AMP Capital RIL Conservative FundDiversified1.03%2.09%0.67%3.43%3.61%3.82%4.06%4.79%
Salt Investment Funds Enhanced Property FundListed property1.00%3.53%5.41%15.57%11.02%9.78%--
Smartshares NZ Dividend Fund (DIV)Australasian Equities0.71%1.67%4.84%15.98%9.10%11.74%--
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest0.70%2.70%3.00%6.60%5.30%3.80%4.80%-
Hunter Global Fixed Interest FundInternational Fixed Interest0.69%2.23%1.87%3.25%----
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational Fixed Interest0.68%4.12%3.71%-----
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest0.60%2.18%2.45%5.70%4.96%3.94%5.32%5.28%
Mint Diversified Income Fund – RetailDiversified0.59%1.75%1.53%5.22%4.81%4.57%--
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest0.58%1.95%2.26%5.38%4.83%3.97%4.47%-
Nikko AM NZ Bond FundNew Zealand Fixed Interest0.57%2.19%2.42%5.65%5.30%4.10%5.25%-
Fisher Funds Income FundInternational Fixed Interest0.52%2.27%1.82%4.01%2.91%3.72%4.24%-
Nikko AM Income FundNew Zealand Fixed Interest0.50%0.27%0.81%5.53%5.27%4.42%5.76%7.07%
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest0.48%1.68%1.97%4.73%4.43%3.88%4.86%-
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest0.47%1.98%2.32%5.12%5.45%4.55%5.57%-
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest0.46%1.70%2.06%4.53%4.44%3.84%4.72%5.25%
Nikko AM Global Bond FundInternational Fixed Interest0.45%2.61%2.24%3.63%2.43%2.99%4.25%-
Fisher Funds BondPlus FundInternational Fixed Interest0.28%1.99%1.50%2.45%2.25%2.94%4.22%7.06%
Fisher Funds CashPlus FundCash and Cash Equivalents0.19%0.50%1.00%2.00%2.20%2.20%2.50%2.49%
Nikko AM NZ Cash FundCash and Cash Equivalents0.18%0.59%1.20%2.44%2.55%2.66%--
Pathfinder Commodity Plus FundCommodities0.18%0.42%-9.54%-0.25%1.55%1.26%0.30%-
Harbour Long Short FundAustralasian Equities0.17%-------
AMP Capital NZ Cash FundCash and Cash Equivalents0.17%0.54%1.07%2.16%2.17%2.24%2.75%3.10%
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest0.05%2.35%1.40%2.34%1.92%2.37%3.75%6.41%
Russell Investments Global Fixed Interest FundInternational Fixed Interest0.05%2.31%1.61%2.49%2.72%3.40%3.18%-
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest0.02%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.

By |2019-07-01T16:09:08+12:00March 28th, 2019|Performance|0 Comments

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