Top 10 Funds available on InvestNow – January 2019

Returns are after fees but before tax, in NZD, for the month ending 31 January 2019.  Past performance is not indicative of future results.

Performance summary – all funds

FundSector1 month3 months6 months1 year2 years3 years5 years10 years
AMP Capital Global Listed Infrastructure FundInternational Equities11.19%5.38%1.49%6.82%8.34%8.74%8.80%-
AMP Capital Global Property Securities FundListed property10.83%7.15%2.38%5.83%7.11%5.82%8.97%15.89%
Fisher Funds International Growth FundInternational Equities9.36%0.65%-4.15%1.56%15.44%10.73%8.49%8.65%
Nikko AM Global Equity Hedged FundInternational Equities9.27%4.55%-6.71%-8.99%6.56%10.97%8.78%-
Pathfinder Global Property FundListed property8.91%4.28%1.68%7.09%7.46%6.19%--
Russell Investments Hedged Global Shares FundInternational Equities7.31%0.36%-6.10%-7.87%7.19%10.74%8.82%-
Russell Global Opportunities Fund $NZ Hedged Class BInternational Equities7.31%0.40%-6.04%-7.77%7.30%10.86%8.96%-
T. Rowe Price Global Equity Growth FundInternational Equities7.17%-0.26%-5.91%1.10%17.96%12.29%--
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities7.05%-0.35%-5.01%-3.94%8.71%---
AMP Capital Core Hedged Global Shares FundInternational Equities6.97%2.34%-3.65%-6.95%6.02%12.10%9.03%14.75%
Nikko AM Global Equity Unhedged FundInternational Equities6.38%-0.91%-7.42%-2.51%11.49%8.46%9.97%-
AMP Capital All Country Global Shares Index FundInternational Equities6.06%-0.77%-5.27%-3.45%----
Fisher Funds Global FundInternational Equities5.82%-1.54%-6.06%-4.44%8.05%8.86%6.96%7.52%
Smartshares Total World Fund (TWF)International Equities5.70%-2.09%-6.01%-2.64%10.15%8.74%--
Smartshares US 500 Fund (USF)International Equities5.63%-3.92%-4.15%2.55%12.43%10.54%--
AMP Capital Global Shares FundInternational Equities5.54%-0.49%-4.85%-4.44%9.05%10.75%9.42%11.19%
Pathfinder Global Water FundInternational Equities5.43%-0.24%-5.43%-3.06%4.91%5.91%6.69%-
Pathfinder Global Responsibility FundInternational Equities5.41%-3.15%-7.14%-6.62%----
AMP Capital RIL Global Shares FundInternational Equities5.37%-1.98%-6.42%-5.66%8.57%8.95%7.50%9.25%
Nikko AM Global Shares FundInternational Equities5.34%-1.00%-4.37%3.54%----
Russell Emerging Markets Fund Class BInternational Equities5.26%2.24%-6.73%-11.96%9.43%12.23%7.16%-
AMP Capital Emerging Markets Shares FundInternational Equities5.24%1.60%-6.11%-9.81%11.81%10.69%7.05%4.72%
Fisher Funds Australian Growth FundAustralasian Equities5.19%-0.24%-5.56%0.51%9.69%7.06%7.32%12.69%
Smartshares Europe Fund (EUF)International Equities4.94%-2.12%-9.48%-8.35%8.26%4.09%--
AMP Capital RIL Growth FundDiversified4.82%-0.34%-3.80%-2.11%7.72%8.09%7.05%8.02%
Russell Global Opportunities Fund Class BInternational Equities4.58%-4.10%-7.47%-4.04%10.47%8.20%9.60%-
Russell Investments Global Shares FundInternational Equities4.58%-4.16%-7.56%-4.19%10.31%8.04%9.39%-
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities4.53%-4.64%-10.26%-8.14%8.05%10.16%10.69%8.25%
OneAnswer Australian Share FundAustralasian Equities4.46%-7.46%-17.87%-13.52%0.99%0.63%1.20%6.25%
Fisher Funds Property & Infrastructure FundDiversified4.41%4.77%5.96%10.32%14.43%13.98%12.69%12.25%
Elevation Capital Value FundInternational Equities4.38%-8.58%-9.80%-4.44%0.77%2.48%4.60%5.51%
OneAnswer International Share FundInternational Equities4.34%-4.54%-7.19%-2.10%12.37%9.02%11.32%10.64%
Nikko AM Concentrated Equity FundAustralasian Equities4.33%-1.17%-8.72%-4.35%13.85%11.88%13.35%12.15%
Vanguard International Shares Select Exclusions Index FundInternational Equities4.03%-5.06%-6.50%0.21%11.82%---
OneAnswer Balanced FundDiversified4.01%0.30%-2.82%-0.24%6.92%6.65%7.70%8.72%
Morphic Global Opportunities FundInternational Equities3.57%-4.50%-8.77%-6.91%7.71%5.70%8.12%-
Fisher Funds Growth FundDiversified3.57%0.31%------
AMP Capital Australasian Property Index FundListed property3.46%7.62%6.92%13.54%10.92%9.26%9.73%3.40%
Antipodes Global Fund - Long (PIE)International Equities3.45%-5.97%-9.27%-----
AMP Capital RIL Balanced FundDiversified3.41%0.50%-1.46%0.43%6.28%6.19%6.09%-
Devon Australian FundAustralasian Equities3.20%-6.91%-11.84%-5.59%3.89%5.30%7.48%-
Fisher Funds Trans Tasman Equity TrustAustralasian Equities3.20%1.40%-3.20%4.50%10.90%11.30%11.20%11.28%
AMP Capital Core Global Shares FundInternational Equities3.13%-4.25%-5.82%-1.59%10.52%8.33%10.15%8.10%
Nikko AM Core Equity FundAustralasian Equities3.05%0.70%-3.74%4.01%15.52%15.35%14.74%-
Devon Trans-Tasman FundAustralasian Equities2.95%-1.43%-5.27%1.31%7.03%7.87%9.35%10.02%
AMP Capital Income Generator FundDiversified2.68%1.81%0.30%2.41%5.33%6.40%--
Devon Alpha FundAustralasian Equities2.63%-4.55%-8.21%-0.85%6.91%5.47%6.78%-
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational Fixed Interest2.57%3.73%-0.09%-----
Harbour Australasian Equity Focus Fund – RetailAustralasian Equities2.56%-3.57%-9.20%-2.46%15.48%12.21%--
Fisher Funds Multi Sector FundDiversified2.55%0.58%-1.14%1.20%5.69%6.01%6.25%7.25%
Devon Dividend Yield FundAustralasian Equities2.49%1.73%-0.71%3.29%4.10%6.16%11.18%-
Smartshares Australian Top 20 Fund (OZY)Australasian Equities2.43%-1.62%-7.39%-3.25%4.46%5.94%3.62%6.70%
Mint Australia New Zealand Active Equity TrustAustralasian Equities2.34%2.46%0.45%7.73%14.03%13.17%13.50%14.46%
Harbour Real Estate Investment FundListed property2.29%6.82%------
Harbour Australasian Equity FundAustralasian Equities2.25%-1.32%-5.26%0.62%14.04%13.49%12.25%-
Russell Investments NZ Shares FundAustralasian Equities2.21%2.28%0.13%5.81%11.32%12.20%11.85%-
Fisher Funds New Zealand Growth FundAustralasian Equities2.19%2.41%-1.81%5.25%11.66%12.85%11.72%15.17%
AMP Capital NZ Shares Index FundAustralasian Equities1.95%2.71%1.12%7.25%----
AMP Capital RIL NZ Shares FundAustralasian Equities1.83%2.44%1.43%6.48%11.72%12.74%13.89%-
AMP Capital RIL Conservative FundDiversified1.82%1.07%0.47%1.55%3.64%3.50%4.09%4.53%
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities1.77%3.20%1.23%7.32%14.43%14.01%14.15%13.39%
OneAnswer New Zealand Share FundAustralasian Equities1.76%1.45%-0.46%5.36%11.67%12.73%12.23%13.09%
Mint Australia New Zealand Real Estate Investment TrustListed property1.73%6.35%5.79%10.82%9.46%7.98%11.55%10.81%
AMP Capital Global Multi-Asset FundDiversified1.73%-0.05%-2.02%-1.72%2.43%4.13%4.54%-
Salt Investment Funds Enhanced Property FundListed property1.67%5.72%5.57%10.96%10.38%9.48%--
Fisher Funds Conservative FundDiversified1.38%1.26%------
Harbour NZ Equity Advanced Beta FundAustralasian Equities1.34%2.08%-0.87%4.46%11.69%11.73%--
Salt Investment Funds NZ Dividend Appreciation FundAustralasian Equities1.32%0.93%-1.25%2.48%8.58%10.70%14.32%14.27%
OneAnswer Property Securities FundListed property1.30%5.75%5.57%10.90%9.98%8.98%12.39%12.50%
Nikko AM Global Bond FundInternational Fixed Interest1.13%2.37%2.16%2.83%2.70%3.10%4.32%-
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest1.02%2.29%1.64%1.91%2.43%2.56%3.90%6.55%
Fisher Funds Income FundInternational Fixed Interest1.01%1.49%1.84%3.30%3.03%3.66%4.28%-
Hunter Global Fixed Interest FundInternational Fixed Interest1.00%1.14%1.31%1.91%----
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest1.00%2.74%2.35%3.01%----
Russell Investments Global Fixed Interest FundInternational Fixed Interest0.91%2.49%1.74%2.23%3.14%3.64%4.92%-
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities0.86%4.59%3.21%7.81%17.65%15.71%17.16%15.02%
Fisher Funds BondPlus FundInternational Fixed Interest0.76%1.74%1.38%1.88%2.62%3.10%4.44%6.86%
Mint Diversified Income Fund – RetailDiversified0.73%0.86%1.76%4.06%5.04%4.51%--
Harbour Australasian Equity Income FundAustralasian Equities0.70%2.05%-0.06%4.49%7.65%7.85%10.14%-
OneAnswer Equity Selection FundAustralasian Equities0.69%-2.01%-3.41%-1.60%2.21%6.16%6.60%9.62%
Nikko AM Income FundNew Zealand Fixed Interest0.67%-0.02%1.51%4.49%5.59%4.33%5.79%7.22%
Harbour Income FundDiversified0.66%0.18%-0.03%2.88%4.67%4.50%--
Nikko AM NZ Bond FundNew Zealand Fixed Interest0.61%1.43%3.11%5.23%5.46%4.29%5.24%-
Pathfinder Commodity Plus FundCommodities0.60%-6.63%-9.03%-2.71%1.90%1.26%0.34%-
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest0.57%1.47%2.98%5.03%5.03%4.12%5.25%5.18%
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest0.56%1.29%2.66%4.82%4.98%4.07%5.00%-
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest0.53%1.36%2.95%4.90%5.66%4.69%5.61%-
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest0.48%1.19%2.41%4.24%4.58%3.95%4.74%-
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest0.47%1.14%2.38%4.25%4.63%3.99%4.83%-
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest0.42%1.65%3.32%5.69%5.23%3.87%4.71%-
Fisher Funds CashPlus FundCash and Cash Equivalents0.20%0.50%1.00%2.00%2.20%2.20%2.50%2.48%
Nikko AM NZ Cash FundCash and Cash Equivalents0.20%0.60%1.21%2.44%2.57%2.67%--
AMP Capital NZ Cash FundCash and Cash Equivalents0.18%0.54%1.08%2.16%2.17%2.26%2.76%3.12%
India Avenue Equity Fund – Retail ClassInternational Equities-6.83%-1.81%-14.68%-13.40%----

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 |2019-07-01T16:09:04+12:00February 27th, 2019|Performance|0 Comments

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