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
| Fund | Sector | 1 month | 3 months | 6 months | 1 year | 2 years | 3 years | 5 years | 10 years |
|---|---|---|---|---|---|---|---|---|---|
| AMP Capital Global Listed Infrastructure Fund | International Equities | 11.19% | 5.38% | 1.49% | 6.82% | 8.34% | 8.74% | 8.80% | - |
| AMP Capital Global Property Securities Fund | Listed property | 10.83% | 7.15% | 2.38% | 5.83% | 7.11% | 5.82% | 8.97% | 15.89% |
| Fisher Funds International Growth Fund | International Equities | 9.36% | 0.65% | -4.15% | 1.56% | 15.44% | 10.73% | 8.49% | 8.65% |
| Nikko AM Global Equity Hedged Fund | International Equities | 9.27% | 4.55% | -6.71% | -8.99% | 6.56% | 10.97% | 8.78% | - |
| Pathfinder Global Property Fund | Listed property | 8.91% | 4.28% | 1.68% | 7.09% | 7.46% | 6.19% | - | - |
| Russell Investments Hedged Global Shares Fund | International Equities | 7.31% | 0.36% | -6.10% | -7.87% | 7.19% | 10.74% | 8.82% | - |
| Russell Global Opportunities Fund $NZ Hedged Class B | International Equities | 7.31% | 0.40% | -6.04% | -7.77% | 7.30% | 10.86% | 8.96% | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | 7.17% | -0.26% | -5.91% | 1.10% | 17.96% | 12.29% | - | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 7.05% | -0.35% | -5.01% | -3.94% | 8.71% | - | - | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 6.97% | 2.34% | -3.65% | -6.95% | 6.02% | 12.10% | 9.03% | 14.75% |
| Nikko AM Global Equity Unhedged Fund | International Equities | 6.38% | -0.91% | -7.42% | -2.51% | 11.49% | 8.46% | 9.97% | - |
| AMP Capital All Country Global Shares Index Fund | International Equities | 6.06% | -0.77% | -5.27% | -3.45% | - | - | - | - |
| Fisher Funds Global Fund | International Equities | 5.82% | -1.54% | -6.06% | -4.44% | 8.05% | 8.86% | 6.96% | 7.52% |
| Smartshares Total World Fund (TWF) | International Equities | 5.70% | -2.09% | -6.01% | -2.64% | 10.15% | 8.74% | - | - |
| Smartshares US 500 Fund (USF) | International Equities | 5.63% | -3.92% | -4.15% | 2.55% | 12.43% | 10.54% | - | - |
| AMP Capital Global Shares Fund | International Equities | 5.54% | -0.49% | -4.85% | -4.44% | 9.05% | 10.75% | 9.42% | 11.19% |
| Pathfinder Global Water Fund | International Equities | 5.43% | -0.24% | -5.43% | -3.06% | 4.91% | 5.91% | 6.69% | - |
| Pathfinder Global Responsibility Fund | International Equities | 5.41% | -3.15% | -7.14% | -6.62% | - | - | - | - |
| AMP Capital RIL Global Shares Fund | International Equities | 5.37% | -1.98% | -6.42% | -5.66% | 8.57% | 8.95% | 7.50% | 9.25% |
| Nikko AM Global Shares Fund | International Equities | 5.34% | -1.00% | -4.37% | 3.54% | - | - | - | - |
| Russell Emerging Markets Fund Class B | International Equities | 5.26% | 2.24% | -6.73% | -11.96% | 9.43% | 12.23% | 7.16% | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | 5.24% | 1.60% | -6.11% | -9.81% | 11.81% | 10.69% | 7.05% | 4.72% |
| Fisher Funds Australian Growth Fund | Australasian Equities | 5.19% | -0.24% | -5.56% | 0.51% | 9.69% | 7.06% | 7.32% | 12.69% |
| Smartshares Europe Fund (EUF) | International Equities | 4.94% | -2.12% | -9.48% | -8.35% | 8.26% | 4.09% | - | - |
| AMP Capital RIL Growth Fund | Diversified | 4.82% | -0.34% | -3.80% | -2.11% | 7.72% | 8.09% | 7.05% | 8.02% |
| Russell Global Opportunities Fund Class B | International Equities | 4.58% | -4.10% | -7.47% | -4.04% | 10.47% | 8.20% | 9.60% | - |
| Russell Investments Global Shares Fund | International Equities | 4.58% | -4.16% | -7.56% | -4.19% | 10.31% | 8.04% | 9.39% | - |
| Smartshares Australian Mid Cap Fund (MZY) | Australasian Equities | 4.53% | -4.64% | -10.26% | -8.14% | 8.05% | 10.16% | 10.69% | 8.25% |
| OneAnswer Australian Share Fund | Australasian Equities | 4.46% | -7.46% | -17.87% | -13.52% | 0.99% | 0.63% | 1.20% | 6.25% |
| Fisher Funds Property & Infrastructure Fund | Diversified | 4.41% | 4.77% | 5.96% | 10.32% | 14.43% | 13.98% | 12.69% | 12.25% |
| Elevation Capital Value Fund | International Equities | 4.38% | -8.58% | -9.80% | -4.44% | 0.77% | 2.48% | 4.60% | 5.51% |
| OneAnswer International Share Fund | International Equities | 4.34% | -4.54% | -7.19% | -2.10% | 12.37% | 9.02% | 11.32% | 10.64% |
| Nikko AM Concentrated Equity Fund | Australasian Equities | 4.33% | -1.17% | -8.72% | -4.35% | 13.85% | 11.88% | 13.35% | 12.15% |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | 4.03% | -5.06% | -6.50% | 0.21% | 11.82% | - | - | - |
| OneAnswer Balanced Fund | Diversified | 4.01% | 0.30% | -2.82% | -0.24% | 6.92% | 6.65% | 7.70% | 8.72% |
| Morphic Global Opportunities Fund | International Equities | 3.57% | -4.50% | -8.77% | -6.91% | 7.71% | 5.70% | 8.12% | - |
| Fisher Funds Growth Fund | Diversified | 3.57% | 0.31% | - | - | - | - | - | - |
| AMP Capital Australasian Property Index Fund | Listed property | 3.46% | 7.62% | 6.92% | 13.54% | 10.92% | 9.26% | 9.73% | 3.40% |
| Antipodes Global Fund - Long (PIE) | International Equities | 3.45% | -5.97% | -9.27% | - | - | - | - | - |
| AMP Capital RIL Balanced Fund | Diversified | 3.41% | 0.50% | -1.46% | 0.43% | 6.28% | 6.19% | 6.09% | - |
| Devon Australian Fund | Australasian Equities | 3.20% | -6.91% | -11.84% | -5.59% | 3.89% | 5.30% | 7.48% | - |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 3.20% | 1.40% | -3.20% | 4.50% | 10.90% | 11.30% | 11.20% | 11.28% |
| AMP Capital Core Global Shares Fund | International Equities | 3.13% | -4.25% | -5.82% | -1.59% | 10.52% | 8.33% | 10.15% | 8.10% |
| Nikko AM Core Equity Fund | Australasian Equities | 3.05% | 0.70% | -3.74% | 4.01% | 15.52% | 15.35% | 14.74% | - |
| Devon Trans-Tasman Fund | Australasian Equities | 2.95% | -1.43% | -5.27% | 1.31% | 7.03% | 7.87% | 9.35% | 10.02% |
| AMP Capital Income Generator Fund | Diversified | 2.68% | 1.81% | 0.30% | 2.41% | 5.33% | 6.40% | - | - |
| Devon Alpha Fund | Australasian Equities | 2.63% | -4.55% | -8.21% | -0.85% | 6.91% | 5.47% | 6.78% | - |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | 2.57% | 3.73% | -0.09% | - | - | - | - | - |
| Harbour Australasian Equity Focus Fund – Retail | Australasian Equities | 2.56% | -3.57% | -9.20% | -2.46% | 15.48% | 12.21% | - | - |
| Fisher Funds Multi Sector Fund | Diversified | 2.55% | 0.58% | -1.14% | 1.20% | 5.69% | 6.01% | 6.25% | 7.25% |
| Devon Dividend Yield Fund | Australasian Equities | 2.49% | 1.73% | -0.71% | 3.29% | 4.10% | 6.16% | 11.18% | - |
| Smartshares Australian Top 20 Fund (OZY) | Australasian Equities | 2.43% | -1.62% | -7.39% | -3.25% | 4.46% | 5.94% | 3.62% | 6.70% |
| Mint Australia New Zealand Active Equity Trust | Australasian Equities | 2.34% | 2.46% | 0.45% | 7.73% | 14.03% | 13.17% | 13.50% | 14.46% |
| Harbour Real Estate Investment Fund | Listed property | 2.29% | 6.82% | - | - | - | - | - | - |
| Harbour Australasian Equity Fund | Australasian Equities | 2.25% | -1.32% | -5.26% | 0.62% | 14.04% | 13.49% | 12.25% | - |
| Russell Investments NZ Shares Fund | Australasian Equities | 2.21% | 2.28% | 0.13% | 5.81% | 11.32% | 12.20% | 11.85% | - |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | 2.19% | 2.41% | -1.81% | 5.25% | 11.66% | 12.85% | 11.72% | 15.17% |
| AMP Capital NZ Shares Index Fund | Australasian Equities | 1.95% | 2.71% | 1.12% | 7.25% | - | - | - | - |
| AMP Capital RIL NZ Shares Fund | Australasian Equities | 1.83% | 2.44% | 1.43% | 6.48% | 11.72% | 12.74% | 13.89% | - |
| AMP Capital RIL Conservative Fund | Diversified | 1.82% | 1.07% | 0.47% | 1.55% | 3.64% | 3.50% | 4.09% | 4.53% |
| Smartshares NZ Top 50 Fund (FNZ) | Australasian Equities | 1.77% | 3.20% | 1.23% | 7.32% | 14.43% | 14.01% | 14.15% | 13.39% |
| OneAnswer New Zealand Share Fund | Australasian Equities | 1.76% | 1.45% | -0.46% | 5.36% | 11.67% | 12.73% | 12.23% | 13.09% |
| Mint Australia New Zealand Real Estate Investment Trust | Listed property | 1.73% | 6.35% | 5.79% | 10.82% | 9.46% | 7.98% | 11.55% | 10.81% |
| AMP Capital Global Multi-Asset Fund | Diversified | 1.73% | -0.05% | -2.02% | -1.72% | 2.43% | 4.13% | 4.54% | - |
| Salt Investment Funds Enhanced Property Fund | Listed property | 1.67% | 5.72% | 5.57% | 10.96% | 10.38% | 9.48% | - | - |
| Fisher Funds Conservative Fund | Diversified | 1.38% | 1.26% | - | - | - | - | - | - |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 1.34% | 2.08% | -0.87% | 4.46% | 11.69% | 11.73% | - | - |
| Salt Investment Funds NZ Dividend Appreciation Fund | Australasian Equities | 1.32% | 0.93% | -1.25% | 2.48% | 8.58% | 10.70% | 14.32% | 14.27% |
| OneAnswer Property Securities Fund | Listed property | 1.30% | 5.75% | 5.57% | 10.90% | 9.98% | 8.98% | 12.39% | 12.50% |
| Nikko AM Global Bond Fund | International Fixed Interest | 1.13% | 2.37% | 2.16% | 2.83% | 2.70% | 3.10% | 4.32% | - |
| AMP Capital Hedged Global Fixed Interest Fund | International Fixed Interest | 1.02% | 2.29% | 1.64% | 1.91% | 2.43% | 2.56% | 3.90% | 6.55% |
| Fisher Funds Income Fund | International Fixed Interest | 1.01% | 1.49% | 1.84% | 3.30% | 3.03% | 3.66% | 4.28% | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 1.00% | 1.14% | 1.31% | 1.91% | - | - | - | - |
| AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | 1.00% | 2.74% | 2.35% | 3.01% | - | - | - | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | 0.91% | 2.49% | 1.74% | 2.23% | 3.14% | 3.64% | 4.92% | - |
| Smartshares NZ Mid Cap Fund (MDZ) | Australasian Equities | 0.86% | 4.59% | 3.21% | 7.81% | 17.65% | 15.71% | 17.16% | 15.02% |
| Fisher Funds BondPlus Fund | International Fixed Interest | 0.76% | 1.74% | 1.38% | 1.88% | 2.62% | 3.10% | 4.44% | 6.86% |
| Mint Diversified Income Fund – Retail | Diversified | 0.73% | 0.86% | 1.76% | 4.06% | 5.04% | 4.51% | - | - |
| Harbour Australasian Equity Income Fund | Australasian Equities | 0.70% | 2.05% | -0.06% | 4.49% | 7.65% | 7.85% | 10.14% | - |
| OneAnswer Equity Selection Fund | Australasian Equities | 0.69% | -2.01% | -3.41% | -1.60% | 2.21% | 6.16% | 6.60% | 9.62% |
| Nikko AM Income Fund | New Zealand Fixed Interest | 0.67% | -0.02% | 1.51% | 4.49% | 5.59% | 4.33% | 5.79% | 7.22% |
| Harbour Income Fund | Diversified | 0.66% | 0.18% | -0.03% | 2.88% | 4.67% | 4.50% | - | - |
| Nikko AM NZ Bond Fund | New Zealand Fixed Interest | 0.61% | 1.43% | 3.11% | 5.23% | 5.46% | 4.29% | 5.24% | - |
| Pathfinder Commodity Plus Fund | Commodities | 0.60% | -6.63% | -9.03% | -2.71% | 1.90% | 1.26% | 0.34% | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.57% | 1.47% | 2.98% | 5.03% | 5.03% | 4.12% | 5.25% | 5.18% |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.56% | 1.29% | 2.66% | 4.82% | 4.98% | 4.07% | 5.00% | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.53% | 1.36% | 2.95% | 4.90% | 5.66% | 4.69% | 5.61% | - |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.48% | 1.19% | 2.41% | 4.24% | 4.58% | 3.95% | 4.74% | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.47% | 1.14% | 2.38% | 4.25% | 4.63% | 3.99% | 4.83% | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | 0.42% | 1.65% | 3.32% | 5.69% | 5.23% | 3.87% | 4.71% | - |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.20% | 0.50% | 1.00% | 2.00% | 2.20% | 2.20% | 2.50% | 2.48% |
| Nikko AM NZ Cash Fund | Cash and Cash Equivalents | 0.20% | 0.60% | 1.21% | 2.44% | 2.57% | 2.67% | - | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.18% | 0.54% | 1.08% | 2.16% | 2.17% | 2.26% | 2.76% | 3.12% |
| India Avenue Equity Fund – Retail Class | International 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.