Top 10 Funds available on InvestNow – March 2019

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

Performance summary – all funds

FundSector1 month3 months6 months1 year2 years3 years5 years10 years
India Avenue Equity Fund – Retail ClassInternational Equities10.51%4.94%5.32%6.21%----
Smartshares NZ Dividend Fund (DIV)Australasian Equities6.76%9.00%8.89%22.87%12.59%10.90%--
OneAnswer New Zealand Share FundAustralasian Equities6.00%11.95%4.41%18.45%16.03%12.86%12.92%14.76%
AMP Capital NZ Shares Index FundAustralasian Equities5.80%11.95%5.58%19.55%----
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities5.55%10.76%5.35%19.45%17.59%14.19%14.89%14.71%
AMP Capital Australasian Property Index FundListed property5.47%10.86%11.49%24.98%14.08%9.96%11.15%3.75%
Harbour NZ Equity Advanced Beta FundAustralasian Equities5.35%9.20%2.53%15.39%14.34%11.70%--
Russell Investments NZ Shares FundAustralasian Equities5.02%11.46%4.78%18.56%16.03%13.14%14.05%-
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities4.93%7.49%5.34%18.66%18.93%15.73%17.61%16.67%
Fisher Funds Property & Infrastructure FundDiversified4.86%12.59%10.65%23.45%15.51%14.44%13.52%13.02%
Salt Investment Funds NZ Dividend Appreciation FundAustralasian Equities4.86%9.72%2.94%12.85%12.21%10.17%15.05%15.59%
Devon Dividend Yield FundAustralasian Equities4.85%10.23%3.40%17.58%6.67%6.97%11.72%-
Smartshares NZ Property Fund (NPF)Listed property4.77%8.19%10.99%24.95%15.99%9.92%--
Fisher Funds New Zealand Growth FundAustralasian Equities4.72%14.07%5.24%18.62%16.17%14.55%13.20%16.76%
Harbour Real Estate Investment FundListed property4.70%9.31%------
Mint Australia New Zealand Real Estate Investment TrustListed property4.52%8.24%9.01%20.85%13.44%8.48%12.57%12.29%
AMP Capital RIL NZ Shares FundAustralasian Equities4.47%10.92%5.70%16.93%15.30%12.53%14.67%-
OneAnswer Property Securities FundListed property4.43%7.54%7.72%20.58%13.30%9.27%13.36%13.87%
Salt Investment Funds Enhanced Property FundListed property4.42%7.22%7.85%19.50%13.85%9.56%--
Mint Australia New Zealand Active Equity TrustAustralasian Equities4.32%11.39%5.03%16.30%16.98%14.04%14.60%16.13%
OneAnswer Equity Selection FundAustralasian Equities4.22%6.25%-1.63%7.91%5.07%5.43%6.66%10.56%
Fisher Funds Trans Tasman Equity TrustAustralasian Equities4.22%13.23%2.03%15.92%13.39%11.35%11.70%13.26%
AMP Capital Global Property Securities FundListed property4.18%16.77%7.84%15.44%9.63%5.64%8.51%17.81%
Pathfinder Global Property FundListed property4.04%14.64%6.85%17.18%9.04%6.67%--
Harbour Australasian Equity Income FundAustralasian Equities3.69%6.94%3.80%15.40%8.78%8.33%10.31%-
Nikko AM Core Equity FundAustralasian Equities3.52%10.53%0.87%11.10%17.34%14.33%15.36%-
Harbour Australasian Equity FundAustralasian Equities3.49%10.10%-1.18%10.54%14.91%13.27%13.06%-
Devon Trans-Tasman FundAustralasian Equities3.43%11.20%0.42%16.14%7.77%8.70%10.12%11.24%
AMP Capital Global Listed Infrastructure FundInternational Equities3.19%18.46%11.35%19.54%7.38%9.86%8.29%-
Smartshares US Large Growth Fund (USG)International Equities2.90%14.83%-6.36%17.72%14.33%13.65%--
Nikko AM Concentrated Equity FundAustralasian Equities2.57%10.31%-3.52%0.38%11.80%10.62%14.09%13.00%
Nikko AM Global Shares FundInternational Equities2.51%12.63%-2.88%12.01%----
AMP Capital Income Generator FundDiversified2.41%7.00%3.34%8.50%6.35%6.27%--
T. Rowe Price Global Equity Growth FundInternational Equities2.30%15.54%-0.55%11.86%16.63%15.11%--
Fisher Funds Growth FundDiversified2.14%9.15%0.50%-----
Pathfinder Global Water FundInternational Equities2.01%14.17%0.85%8.44%6.86%8.13%7.65%-
Fisher Funds International Growth FundInternational Equities1.94%16.77%-1.33%9.53%15.38%13.96%10.19%10.38%
OneAnswer Balanced FundDiversified1.92%9.15%0.80%7.46%7.39%7.29%8.25%9.98%
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest1.89%3.29%5.10%7.82%6.09%4.19%5.27%-
Harbour Income FundDiversified1.88%3.05%1.48%6.77%5.01%4.65%--
Fisher Funds Multi Sector FundDiversified1.83%6.69%1.43%6.97%6.27%6.27%6.58%8.51%
Nikko AM Global Bond FundInternational Fixed Interest1.81%3.43%4.44%4.70%3.35%3.12%4.49%-
Smartshares US 500 Fund (USF)International Equities1.76%11.75%-5.46%15.44%11.44%12.19%--
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest1.72%2.75%4.22%4.25%----
OneAnswer International Share FundInternational Equities1.71%12.28%-3.45%9.45%11.01%11.71%13.32%13.06%
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities1.71%12.36%-2.55%6.99%9.10%---
Devon Alpha FundAustralasian Equities1.71%8.04%-3.41%8.94%6.77%5.96%7.25%-
Fisher Funds Australian Growth FundAustralasian Equities1.69%10.99%-3.13%10.20%9.29%8.37%8.82%11.89%
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest1.57%2.67%3.40%3.16%2.61%2.45%4.01%6.50%
Hunter Global Fixed Interest FundInternational Fixed Interest1.54%3.26%3.42%4.04%3.97%---
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest1.54%2.72%4.16%6.54%5.48%4.20%5.62%5.71%
Nikko AM NZ Bond FundNew Zealand Fixed Interest1.53%2.73%4.08%6.73%5.81%4.40%5.59%-
AMP Capital RIL Balanced FundDiversified1.51%7.26%0.65%6.62%6.50%6.58%6.32%-
AMP Capital Core Hedged Global Shares FundInternational Equities1.50%10.31%-1.72%2.71%6.56%10.89%8.24%14.77%
Mint Diversified Income Fund – RetailDiversified1.50%2.91%2.78%6.50%5.31%4.62%--
Russell Investments Global Fixed Interest FundInternational Fixed Interest1.49%2.46%3.66%2.99%3.33%3.45%5.04%-
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest1.49%2.65%3.91%6.21%5.37%4.15%5.35%-
Fisher Funds Conservative FundDiversified1.43%3.93%2.68%-----
Nikko AM Global Equity Unhedged FundInternational Equities1.42%12.76%-5.40%9.52%10.56%10.20%11.73%-
AMP Capital RIL Growth FundDiversified1.39%9.51%-1.54%6.55%7.54%8.54%7.19%8.95%
Harbour Australasian Equity Focus Fund – RetailAustralasian Equities1.39%8.80%-5.81%5.88%12.96%12.41%--
AMP Capital All Country Global Shares Index FundInternational Equities1.37%11.04%-3.08%6.19%----
Fisher Funds BondPlus FundInternational Fixed Interest1.34%2.39%3.21%3.34%2.91%2.90%4.41%7.21%
Vanguard International Shares Select Exclusions Index FundInternational Equities1.33%10.43%-5.28%10.41%10.44%---
Fisher Funds Global FundInternational Equities1.26%11.16%-3.48%6.43%7.33%9.54%7.23%9.83%
AMP Capital Global Shares FundInternational Equities1.26%9.81%-3.23%4.63%8.30%11.03%9.78%12.37%
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest1.24%2.25%3.59%6.11%5.77%4.74%5.84%-
Devon Australian FundAustralasian Equities1.22%9.87%-6.39%8.41%2.62%6.83%8.14%-
Smartshares US Mid Cap Fund (USM)International Equities1.21%14.97%-5.39%11.51%8.74%10.30%--
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest1.20%2.17%3.30%5.31%4.83%3.91%5.11%-
AMP Capital RIL Conservative FundDiversified1.19%4.10%1.94%4.68%3.97%3.65%4.26%5.04%
Smartshares Europe Fund (EUF)International Equities1.18%8.81%-7.46%0.81%5.72%5.83%--
Smartshares Emerging Markets Fund (EMF)International Equities1.06%8.18%-0.24%-1.90%5.48%8.48%--
Morphic Global Opportunities FundInternational Equities1.04%7.50%-6.75%-1.18%5.45%7.47%9.96%-
AMP Capital Core Global Shares FundInternational Equities1.02%7.93%-5.56%7.34%8.56%10.15%11.69%10.10%
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest0.99%1.94%3.04%5.17%4.67%3.97%4.93%5.36%
Fisher Funds Income FundInternational Fixed Interest0.95%2.50%2.88%4.63%3.59%3.64%4.41%-
Smartshares Total World Fund (TWF)International Equities0.91%10.15%-6.29%7.25%8.17%9.65%--
Russell Investments Hedged Global Shares FundInternational Equities0.90%11.55%-3.05%1.38%6.84%10.76%8.82%-
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational Fixed Interest0.89%4.19%3.29%-0.43%----
Russell Global Opportunities Fund $NZ Hedged Class BInternational Equities0.89%11.55%-3.02%1.48%6.94%10.86%8.95%-
AMP Capital RIL Global Shares FundInternational Equities0.86%9.42%-4.91%3.00%7.38%9.62%7.61%10.61%
Russell Emerging Markets Fund Class BInternational Equities0.75%8.98%-1.61%-5.61%6.14%10.57%8.42%-
AMP Capital Emerging Markets Shares FundInternational Equities0.68%8.21%-3.09%-4.03%7.70%10.10%7.91%6.24%
Nikko AM Global Equity Hedged FundInternational Equities0.59%15.20%-1.27%3.90%7.93%10.12%9.05%-
Russell Global Opportunities Fund Class BInternational Equities0.50%9.74%-5.62%4.50%8.17%10.29%11.22%-
Russell Investments Global Shares FundInternational Equities0.50%9.72%-5.69%4.35%8.02%10.14%11.02%-
AMP Capital Global Multi-Asset FundDiversified0.43%3.74%-0.53%1.16%2.74%4.59%4.87%-
Smartshares Australian Top 20 Fund (OZY)Australasian Equities0.29%8.10%-2.11%10.66%2.08%7.65%3.85%7.22%
Pathfinder Commodity Plus FundCommodities0.28%1.05%-11.05%-2.92%4.21%1.48%0.32%-
Fisher Funds CashPlus FundCash and Cash Equivalents0.22%0.69%1.06%2.16%2.17%2.15%2.46%2.49%
Nikko AM Income FundNew Zealand Fixed Interest0.22%1.39%0.97%4.35%5.14%4.07%5.75%7.10%
Nikko AM NZ Cash FundCash and Cash Equivalents0.21%0.60%1.22%2.46%2.54%2.64%--
Pathfinder Global Responsibility FundInternational Equities0.19%9.46%-6.40%2.52%----
AMP Capital NZ Cash FundCash and Cash Equivalents0.19%0.54%1.08%2.17%2.17%2.22%2.73%3.09%
Antipodes Global Fund - Long (PIE)International Equities-0.17%5.45%-10.29%-----
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities-0.20%8.25%-9.02%1.17%4.78%9.01%10.16%9.19%
Harbour Long Short FundAustralasian Equities-0.77%-------
OneAnswer Australian Share FundAustralasian Equities-1.14%9.74%-11.61%-2.83%-1.76%1.30%1.58%6.34%
Elevation Capital Value FundInternational Equities-1.37%7.95%-12.23%-1.49%-2.45%2.42%4.62%5.76%

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 |2019-07-01T16:09:15+12:00April 26th, 2019|Performance|0 Comments

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