Top 10 Funds available on InvestNow – January 2018

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 |2019-06-28T11:40:11+12:00February 22nd, 2018|Performance|0 Comments