Fund Performance for January 2018

Top 10 Funds available on InvestNow

Returns are after fees but before tax, in NZD, for the month ending 31 January 2018.  Past performance is not indicative of future results.

Performance summary – all funds

FundSector1 month3 months6 months1 year2 years3 years5 years10 years
Fisher Funds International Growth FundInternational Equities5.48%5.16%14.62%31.22%15.62%11.71%12.40%7.61%
Nikko AM Global Equity Hedged FundInternational Equities5.03%9.54%11.32%24.77%22.54%13.52%14.03%-
AMP Capital Core Hedged Global Shares FundInternational Equities4.39%8.95%10.41%20.81%23.04%13.36%15.07%6.79%
Russell Emerging Markets Fund Class BInternational Equities4.03%3.52%18.23%35.96%25.92%9.79%3.17%-
T. Rowe Price Global Equity Growth FundInternational Equities3.83%3.31%19.17%38.59%18.76%13.86%16.10%6.09%
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities3.82%6.70%12.67%23.02%----
Russell Global Opportunities Fund $NZ Hedged Class BInternational Equities3.62%5.95%13.22%23.21%21.48%12.11%13.89%-
Russell Investments Hedged Global Shares FundInternational Equities3.61%5.92%12.34%22.83%20.49%12.34%13.99%-
AMP Capital Emerging Markets Shares FundInternational Equities3.59%3.87%18.77%38.62%22.63%9.37%8.32%4.56%
AMP Capital All Country Global Shares Index FundInternational Equities3.19%-------
AMP Capital Global Shares FundInternational Equities3.15%5.26%13.26%24.44%19.22%12.25%14.51%7.44%
AMP Capital RIL Global Shares FundInternational Equities2.55%4.50%13.53%24.94%17.09%9.53%12.41%7.07%
Fisher Funds Global FundInternational Equities2.25%3.15%13.44%22.18%16.20%8.30%10.53%6.62%
Nikko AM Concentrated Equity FundAustralasian Equities2.19%6.70%18.31%35.52%21.00%17.36%16.86%11.54%
Nikko AM Global Shares FundInternational Equities2.06%2.62%------
Vanguard International Shares Select Exclusions Index FundInternational Equities2.02%11.30%13.53%24.78%----
Smartshares Europe Fund (EUF)International Equities1.78%0.57%13.19%27.88%10.94%---
ANZ OneAnswer International Share FundInternational Equities1.74%1.59%15.25%28.97%15.04%12.64%16.34%10.44%
Nikko AM Global Equity Unhedged FundInternational Equities1.59%1.83%16.55%27.52%14.40%11.67%13.80%-
Smartshares Total World Fund (TWF)International Equities1.40%2.04%15.85%24.61%14.92%---
Smartshares US 500 Fund (USF)International Equities1.32%2.76%16.90%23.25%14.76%---
Morphic Global Opportunities FundInternational Equities1.27%-0.02%14.48%24.92%12.65%9.81%13.28%-
AMP Capital RIL Growth FundDiversified1.26%3.45%10.25%18.53%13.58%7.74%9.18%5.45%
AMP Capital Core Global Shares FundInternational Equities1.11%1.12%14.54%24.12%13.65%11.54%15.15%6.21%
Nikko AM Core Equity FundAustralasian Equities1.10%3.95%15.80%28.29%21.48%17.11%16.83%-
Russell Global Opportunities Fund Class BInternational Equities1.07%0.41%16.09%27.18%14.90%11.51%14.14%-
Russell Investments Global Shares FundInternational Equities1.05%0.37%15.06%24.88%13.77%10.71%13.57%-
Fisher Funds Trans Tasman Equity TrustAustralasian Equities1.00%5.34%9.66%16.76%14.00%11.05%11.74%7.83%
AMP Capital Global Multi-Asset FundDiversified0.93%1.72%4.02%6.76%7.18%4.95%--
Mint Australia New Zealand Active Equity TrustAustralasian Equities0.92%3.85%10.57%20.69%15.99%13.97%17.05%11.53%
ANZ OneAnswer Balanced FundDiversified0.88%2.84%7.54%14.58%10.26%7.73%9.86%7.63%
ANZ OneAnswer New Zealand Share FundAustralasian Equities0.79%3.64%9.44%18.32%16.59%12.29%14.49%8.46%
Fisher Funds Multi Sector FundDiversified0.76%1.95%5.82%10.38%8.50%6.10%7.28%5.64%
Fisher Funds New Zealand Growth FundAustralasian Equities0.65%6.50%8.59%18.46%16.86%13.12%14.30%8.72%
Fisher Funds Australian Growth FundAustralasian Equities0.64%3.60%14.55%19.72%10.50%10.08%6.89%6.42%
AMP Capital RIL Balanced FundDiversified0.59%2.23%6.82%12.47%9.20%5.75%7.90%-
AMP Capital NZ Shares Index FundAustralasian Equities0.50%-------
Harbour Australasian Equity FundAustralasian Equities0.49%3.78%15.78%29.25%20.53%16.60%16.34%-
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities0.40%3.86%9.97%22.02%17.51%14.44%16.12%9.64%
AMP Capital RIL NZ Shares FundAustralasian Equities0.38%4.18%9.63%17.23%16.01%13.11%15.21%-
Russell Investments NZ Shares FundAustralasian Equities0.32%3.95%6.68%14.13%14.66%12.34%--
Salt Investment Funds NZ Dividend Appreciation FundAustralasian Equities0.31%4.65%9.38%16.65%16.61%---
Harbour Australasian Equity Focus Fund – RetailAustralasian Equities0.30%5.05%19.34%36.71%20.36%18.43%--
Harbour NZ Equity Advanced Beta FundAustralasian Equities0.27%3.81%8.99%19.42%15.56%13.06%--
Nikko AM NZ Cash FundCash and Cash Equivalents0.22%0.66%1.32%2.71%2.79%3.06%--
Fisher Funds CashPlus FundCash and Cash Equivalents0.21%0.57%1.16%2.31%2.23%2.44%2.53%-
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest0.19%0.99%2.51%6.43%4.58%4.77%5.13%-
AMP Capital NZ Cash FundCash and Cash Equivalents0.18%0.54%1.09%2.18%2.31%2.68%2.96%3.73%
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest0.11%0.76%1.88%4.91%3.80%4.18%4.50%-
Fisher Funds Property & Infrastructure FundDiversified0.07%3.64%7.72%18.69%15.85%10.10%13.53%-
AMP Cash Advantage Fund (Rabobank)Cash and Cash Equivalents0.06%0.20%0.40%0.95%1.37%---
Fisher Funds Income FundInternational Fixed Interest0.03%-0.71%-0.64%-1.25%-0.34%0.82%2.64%-
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities0.03%3.62%15.33%27.09%20.63%15.20%10.54%4.38%
AMP Capital RIL Conservative FundDiversified0.02%0.90%2.80%5.77%4.49%3.49%4.44%5.16%
Smartshares Australian Top 20 Fund (OZY)Australasian Equities-0.08%0.90%7.61%12.77%10.85%3.75%3.84%4.41%
Mint Diversified Income Fund – RetailDiversified-0.10%1.48%2.85%6.02%4.73%4.92%--
Nikko AM NZ Bond FundNew Zealand Fixed Interest-0.10%0.83%2.09%5.70%3.83%4.10%4.48%-
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest-0.11%0.78%1.14%3.35%2.82%3.54%--
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest-0.12%0.68%1.99%5.02%3.86%4.34%4.31%-
ANZ OneAnswer Equity Selection FundAustralasian Equities-0.13%0.29%2.73%6.13%10.25%6.39%10.26%7.23%
Hunter Global Fixed Interest FundInternational Fixed Interest-0.14%0.11%1.61%
Russell Investments Global Fixed Interest FundInternational Fixed Interest-0.28%-0.03%-0.60%0.65%2.63%2.19%4.41%-
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest-0.30%0.77%1.90%5.03%3.66%3.93%4.27%6.71%
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest-0.32%0.56%1.65%4.76%2.98%3.38%3.55%-
Fisher Funds BondPlus FundInternational Fixed Interest-0.37%-0.22%0.84%3.36%3.72%2.81%4.39%6.21%
AMP Capital Income Generator FundDiversified-0.42%1.29%3.33%8.33%8.46%6.41%--
Devon Dividend Yield FundAustralasian Equities-0.49%1.56%1.18%4.64%6.83%7.82%12.42%-
Nikko AM Income FundDiversified-0.49%0.81%2.18%6.70%4.25%5.76%5.77%7.18%
Harbour Income FundNew Zealand Fixed Interest-0.51%0.69%2.44%6.49%5.32%---
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest-0.53%-0.46%0.35%2.95%2.89%2.30%4.22%5.47%
Nikko AM Global Bond FundInternational Fixed Interest-0.54%-0.27%0.64%2.57%3.24%3.26%--
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities-0.56%1.20%11.63%28.39%19.88%16.65%19.31%11.26%
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest-0.60%-------
Devon Alpha FundAustralasian Equities-0.67%4.19%8.90%15.30%7.98%5.21%11.83%-
Devon Australian FundAustralasian Equities-0.85%1.31%10.01%14.37%10.09%8.21%9.54%-
Harbour Australasian Equity Income FundAustralasian Equities-1.18%1.40%4.26%10.90%9.57%6.30%11.20%-
Devon Trans-Tasman FundAustralasian Equities-1.19%0.94%6.66%13.12%10.23%7.88%11.58%7.21%
AMP Capital Global Property Securities FundListed property-1.28%2.42%4.21%8.40%5.81%3.91%9.17%5.97%
ANZ OneAnswer Australian Share FundAustralasian Equities-1.38%0.45%10.10%17.92%8.55%4.47%4.95%5.15%
Salt Investment Funds Enhanced Property FundListed property-1.49%5.10%7.19%11.17%9.96%10.50%--
ANZ OneAnswer Property Securities FundListed property-1.59%5.60%6.58%9.07%8.03%8.33%11.90%8.44%
Mint Australia New Zealand Real Estate Investment TrustListed property-1.75%4.49%5.52%7.41%5.92%7.01%10.03%6.99%
Pathfinder Global Water FundInternational Equities-2.00%-2.14%7.44%13.81%11.08%8.76%11.78%-
AMP Capital NZ Property FundListed property-2.23%3.93%6.12%8.37%7.19%8.14%9.06%0.65%
AMP Capital Global Listed Infrastructure FundInternational Equities-2.34%-2.40%-2.58%9.89%9.72%4.01%10.55%-
Elevation Capital Value FundInternational Equities-3.04%0.86%3.87%6.27%6.12%6.12%8.96%-
Pathfinder Global Property FundListed property-3.33%0.13%3.74%8.40%6.27%---

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 |2018-03-02T02:22:04+00:00February 22nd, 2018|Performance|0 Comments