Fund Performance for March 2018

Top 10 Funds available on InvestNow

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

Performance summary – all funds

FundSector1 month3 months6 months1 year2 years3 years5 years10 years
AMP Capital Global Property Securities FundListed property2.58%-4.64%0.05%4.11%1.05%1.26%7.48%5.59%
Pathfinder Global Property FundListed property2.32%-6.49%-1.42%1.47%1.77%---
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities1.42%-3.71%3.17%19.20%14.29%14.62%17.09%11.53%
Nikko AM Income FundDiversified1.35%0.34%2.48%5.92%3.93%5.67%5.62%7.20%
Russell Investments Global Fixed Interest FundInternational Fixed Interest1.00%0.52%1.00%3.68%3.69%3.62%4.97%-
Salt Investment Funds Enhanced Property FundListed property0.98%-3.40%3.38%9.70%6.06%9.20%0.00%-
OneAnswer Property Securities FundListed property0.94%-3.91%2.95%6.46%4.01%7.39%10.51%8.65%
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest0.80%0.50%1.90%4.40%2.40%3.50%3.50%-
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest0.79%-------
Nikko AM Global Bond FundInternational Fixed Interest0.77%-0.09%0.72%2.02%2.34%3.18%--
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest0.77%-0.15%0.15%2.06%2.10%2.41%4.04%5.74%
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest0.74%0.40%2.04%4.43%3.05%3.99%4.14%6.71%
Mint Australia New Zealand Real Estate Investment TrustListed property0.71%-4.23%2.45%5.84%2.08%5.98%8.51%7.11%
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest0.70%0.65%2.27%4.53%3.12%4.20%3.91%-
Hunter Global Fixed Interest FundInternational Fixed Interest0.66%0.01%0.82%3.82%----
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest0.64%0.54%2.09%4.34%3.22%4.34%4.20%-
AMP Capital Australasian Property Index FundListed property0.62%-4.83%1.93%4.13%3.14%6.83%7.88%0.12%
Fisher Funds BondPlus FundInternational Fixed Interest0.60%-0.10%0.60%2.60%2.70%2.60%4.10%6.26%
Fisher Funds New Zealand Growth FundAustralasian Equities0.60%-0.10%6.40%14.80%13.60%13.70%13.80%10.54%
Nikko AM NZ Bond FundNew Zealand Fixed Interest0.51%0.58%2.20%4.90%3.25%4.16%4.40%-
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest0.37%0.67%1.88%4.17%3.38%4.17%4.41%-
Pathfinder Global Water FundInternational Equities0.37%-4.88%0.07%5.30%7.97%7.38%10.18%-
Mint Diversified Income Fund – RetailDiversified0.33%-0.29%1.98%4.14%3.69%4.59%--
Fisher Funds Income FundInternational Fixed Interest0.30%0.50%1.10%2.60%3.20%3.30%4.20%-
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest0.30%0.74%2.32%5.43%4.06%4.77%5.04%-
AMP Capital Global Listed Infrastructure FundInternational Equities0.25%-7.03%-6.67%-3.54%5.31%0.23%8.05%-
Harbour Income FundNew Zealand Fixed Interest0.20%-1.44%0.66%3.27%3.61%---
Harbour NZ Equity Advanced Beta FundAustralasian Equities0.20%-2.19%3.98%13.30%9.91%11.23%--
Nikko AM NZ Cash FundCash and Cash Equivalents0.19%0.60%1.26%2.62%2.73%2.97%--
AMP Capital NZ Cash FundCash and Cash Equivalents0.17%0.51%1.06%2.16%2.25%2.59%2.92%3.64%
Fisher Funds CashPlus FundCash and Cash Equivalents0.10%0.50%1.10%2.20%2.20%2.40%2.50%-
AMP Capital Income Generator FundDiversified0.05%-2.06%0.59%4.24%5.17%5.44%--
Fisher Funds International Growth FundInternational Equities0.00%4.40%8.50%21.50%16.30%10.90%11.70%7.43%
Fisher Funds Property & Infrastructure FundDiversified0.00%-3.40%2.40%8.60%10.70%9.40%12.20%-
AMP Capital RIL Conservative FundDiversified-0.01%-0.80%1.10%3.27%3.14%2.98%3.96%5.09%
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities-0.04%-1.83%4.45%15.75%11.64%12.61%14.26%9.99%
AMP Capital RIL NZ Shares FundAustralasian Equities-0.04%-0.44%4.83%13.69%10.40%12.69%14.48%-
Harbour Australasian Equity Income FundAustralasian Equities-0.05%-4.98%-1.05%2.53%4.96%4.45%9.40%-
Mint Australia New Zealand Active Equity TrustAustralasian Equities-0.18%1.74%7.94%17.66%12.92%13.72%15.70%12.29%
Salt Investment Funds NZ Dividend Appreciation FundAustralasian Equities-0.24%-0.97%4.88%13.07%10.32%---
AMP Capital NZ Shares Index FundAustralasian Equities-0.39%-------
Fisher Funds Multi Sector FundDiversified-0.40%-0.60%2.70%6.00%6.30%5.30%6.60%5.63%
Nikko AM Concentrated Equity FundAustralasian Equities-0.45%2.97%14.34%24.53%16.13%17.10%16.11%11.71%
Nikko AM Core Equity FundAustralasian Equities-0.47%1.53%9.50%23.93%15.98%17.02%16.18%-
Fisher Funds Trans Tasman Equity TrustAustralasian Equities-0.60%-0.50%6.40%11.70%10.00%10.90%11.30%8.45%
OneAnswer New Zealand Share FundAustralasian Equities-0.65%-1.37%3.67%13.65%10.15%11.47%13.25%7.96%
Morphic Global Opportunities FundInternational Equities-0.68%-0.72%6.13%12.50%12.21%9.24%12.33%-
AMP Capital RIL Balanced FundDiversified-0.76%-1.72%2.33%6.37%6.56%4.43%6.88%-
AMP Capital Global Multi-Asset FundDiversified-0.84%0.00%2.04%4.35%6.35%3.79%--
OneAnswer Equity Selection FundAustralasian Equities-0.92%-3.91%-2.23%2.27%4.19%5.16%8.66%7.44%
Russell Investments NZ Shares FundAustralasian Equities-1.04%-1.75%3.39%12.28%9.25%12.13%12.83%-
Devon Dividend Yield FundAustralasian Equities-1.05%-5.98%-4.29%-3.49%1.28%4.77%10.11%-
OneAnswer Balanced FundDiversified-1.09%-1.71%2.46%7.31%7.20%6.16%8.69%7.48%
Nikko AM Global Shares FundInternational Equities-1.17%0.87%8.33%-----
Devon Alpha FundAustralasian Equities-1.47%-4.83%1.28%4.67%3.74%3.36%10.72%-
AMP Capital Emerging Markets Shares FundInternational Equities-1.59%0.10%8.41%20.87%17.92%9.30%7.81%4.10%
Russell Emerging Markets Fund Class BInternational Equities-1.61%0.46%8.07%19.36%19.67%10.44%8.34%-
AMP Capital RIL Growth FundDiversified-1.75%-2.82%2.94%8.53%9.55%5.48%7.62%5.17%
T. Rowe Price Global Equity Growth FundInternational Equities-1.77%1.33%9.67%22.42%17.39%12.24%15.00%6.19%
Russell Global Opportunities Fund Class BInternational Equities-1.93%-2.62%4.74%11.97%13.30%9.60%12.82%-
Vanguard International Shares Select Exclusions Index FundInternational Equities-1.93%-2.54%4.47%10.50%----
Russell Investments Global Shares FundInternational Equities-1.94%-2.65%4.76%11.81%13.14%9.43%12.61%-
Smartshares Europe Fund (EUF)International Equities-1.98%-4.06%0.12%10.86%8.44%---
AMP Capital All Country Global Shares Index FundInternational Equities-2.00%-------
Russell Investments Hedged Global Shares FundInternational Equities-2.07%-2.12%3.63%12.59%15.76%8.54%12.20%-
Harbour Australasian Equity FundAustralasian Equities-2.09%-1.49%5.43%19.46%14.67%16.18%15.05%-
Russell Global Opportunities Fund $NZ Hedged Class BInternational Equities-2.09%-2.11%3.55%12.70%15.86%8.65%12.33%-
Fisher Funds Global FundInternational Equities-2.10%-2.60%3.30%9.50%12.00%5.70%8.80%6.21%
AMP Capital RIL Global Shares FundInternational Equities-2.13%-2.47%4.02%11.95%13.08%6.43%10.66%6.64%
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities-2.14%-2.08%3.47%11.29%----
AMP Capital Global Shares FundInternational Equities-2.35%-1.98%4.33%12.11%14.38%9.16%12.55%7.15%
Harbour Australasian Equity Focus Fund – RetailAustralasian Equities-2.38%-1.95%6.93%20.51%15.82%17.62%--
Elevation Capital Value FundInternational Equities-2.45%-9.77%-4.29%-6.72%3.44%5.21%6.53%-
OneAnswer International Share FundInternational Equities-2.46%-2.08%4.37%12.59%12.85%10.83%14.74%9.92%
Pathfinder Global Responsibility FundInternational Equities-2.57%-3.02%------
AMP Capital Core Global Shares FundInternational Equities-2.59%-2.99%4.46%9.80%11.58%9.96%13.64%5.97%
Devon Trans-Tasman FundAustralasian Equities-2.78%-6.91%-2.22%0.04%4.14%5.09%9.50%6.94%
AMP Capital Core Hedged Global Shares FundInternational Equities-2.81%-2.47%2.87%10.55%15.23%8.36%12.44%6.42%
Fisher Funds Australian Growth FundAustralasian Equities-2.90%-3.10%6.70%8.40%7.50%7.00%5.90%7.79%
Smartshares Total World Fund (TWF)International Equities-3.47%-4.08%3.58%9.10%10.86%---
Nikko AM Global Equity Unhedged FundInternational Equities-3.94%-4.16%3.17%11.60%10.55%9.27%12.25%-
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities-4.53%-5.95%5.96%8.52%13.16%11.70%8.86%3.92%
Nikko AM Global Equity Hedged FundInternational Equities-4.61%-3.01%1.92%12.11%13.37%8.61%11.45%-
Devon Australian FundAustralasian Equities-4.75%-8.08%-1.81%-2.82%4.98%4.78%7.31%-
Smartshares US 500 Fund (USF)International Equities-4.77%-4.77%3.88%7.57%10.60%---
OneAnswer Australian Share FundAustralasian Equities-4.79%-7.80%1.58%-0.68%3.43%1.53%2.68%4.52%
Smartshares Australian Top 20 Fund (OZY)Australasian Equities-6.19%-7.80%-1.36%-5.83%6.18%0.32%1.56%4.03%

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 |2018-04-26T12:21:12+00:00April 24th, 2018|Performance|0 Comments