Top 10 Funds available on InvestNow – May 2018

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

Performance summary – all funds

FundSector1 month3 months6 months1 year2 years3 years5 years10 years 
Fisher Funds New Zealand Growth FundAustralasian Equities4.26%4.48%6.51%16.87%11.43%14.23%13.16%10.26%
Devon Alpha FundAustralasian Equities4.04%6.06%4.85%12.59%6.52%5.48%10.99%-
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities3.88%6.62%2.25%19.74%15.71%16.83%17.40%11.51%
Fisher Funds Trans Tasman Equity TrustAustralasian Equities3.57%4.33%6.58%16.00%8.94%12.02%12.09%8.28%
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities3.47%5.19%5.49%17.56%11.99%14.56%14.82%10.27%
Devon Australian FundAustralasian Equities3.46%3.09%1.28%11.05%8.11%6.52%9.18%-
Devon Trans-Tasman FundAustralasian Equities3.40%4.11%1.60%8.81%6.56%7.09%10.94%7.11%
Smartshares US 500 Fund (USF)International Equities3.40%3.14%2.60%15.08%12.23%---
Nikko AM Core Equity FundAustralasian Equities3.18%4.43%9.43%26.88%15.69%18.31%17.22%-
OneAnswer Property Securities FundListed property3.18%5.26%3.29%9.63%3.74%8.84%10.27%8.61%
AMP Capital Australasian Property Index FundListed property3.07%6.37%2.62%7.72%3.77%8.75%8.73%0.61%
Harbour Australasian Equity Income FundAustralasian Equities3.01%4.81%0.64%5.42%5.61%5.68%10.01%-
OneAnswer Equity Selection FundAustralasian Equities2.99%3.24%0.10%7.48%3.01%5.92%8.97%7.80%
Fisher Funds Australian Growth FundAustralasian Equities2.90%3.13%3.73%16.72%7.50%8.68%7.10%6.81%
Salt Investment Funds Enhanced Property FundListed property2.86%2.61%1.16%8.13%4.62%9.91%--
Mint Australia New Zealand Real Estate Investment TrustListed property2.77%4.96%2.52%7.61%3.10%8.20%8.90%7.38%
OneAnswer New Zealand Share FundAustralasian Equities2.67%3.64%5.26%16.38%9.66%12.70%13.79%9.85%
Russell Investments NZ Shares FundAustralasian Equities2.60%3.11%5.12%14.29%9.28%13.42%13.33%-
Devon Dividend Yield FundAustralasian Equities2.59%4.87%-1.31%-1.22%1.81%5.75%10.31%-
Smartshares Australian Top 20 Fund (OZY)Australasian Equities2.57%0.49%0.60%8.74%7.88%2.40%3.61%3.52%
AMP Capital NZ Shares Index FundAustralasian Equities2.55%3.66%------
Harbour NZ Equity Advanced Beta FundAustralasian Equities2.53%4.39%4.53%15.06%10.28%12.65%--
Fisher Funds International Growth FundInternational Equities2.51%3.70%6.57%17.70%15.93%10.90%11.14%7.37%
Nikko AM Concentrated Equity FundAustralasian Equities2.43%3.61%11.06%28.96%15.78%17.66%17.37%11.48%
Harbour Australasian Equity Focus Fund – RetailAustralasian Equities2.36%2.44%5.87%27.53%17.03%18.13%--
AMP Capital RIL NZ Shares FundAustralasian Equities2.33%3.01%5.76%15.30%9.75%13.87%15.48%-
Harbour Australasian Equity FundAustralasian Equities2.33%2.00%5.36%23.22%14.71%16.81%15.36%-
Nikko AM Global Equity Unhedged FundInternational Equities2.33%3.50%2.11%15.12%11.83%9.05%12.34%-
T. Rowe Price Global Equity Growth FundInternational Equities2.30%3.96%4.77%22.30%18.07%11.64%14.71%5.57%
Fisher Funds Property & Infrastructure FundDiversified2.25%3.80%0.72%7.40%10.57%10.17%12.02%-
Pathfinder Global Property FundListed property2.13%7.17%-1.09%4.98%3.61%---
Salt Investment Funds NZ Dividend Appreciation FundAustralasian Equities2.10%1.50%3.92%12.73%8.59%---
Nikko AM Global Equity Hedged FundInternational Equities2.00%0.28%4.90%12.63%14.98%9.14%11.61%-
Mint Australia New Zealand Active Equity TrustAustralasian Equities1.81%3.25%8.05%18.86%12.05%14.88%15.38%11.99%
Harbour Income FundDiversified1.61%2.62%1.36%4.25%4.11%---
Smartshares Total World Fund (TWF)International Equities1.55%2.38%0.88%12.94%11.51%---
Nikko AM Global Shares FundInternational Equities1.43%5.86%6.07%-----
Morphic Global Opportunities FundInternational Equities1.41%2.49%-0.72%12.43%11.92%6.99%11.61%-
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities1.41%0.37%1.40%15.34%12.92%11.32%11.13%3.80%
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities1.38%1.41%2.56%12.04%----
OneAnswer Australian Share FundAustralasian Equities1.37%1.24%-0.66%12.22%5.17%2.99%3.75%3.69%
AMP Capital Global Listed Infrastructure FundInternational Equities1.22%3.76%-5.28%-2.89%6.70%0.97%9.18%-
AMP Capital Global Property Securities FundListed property1.17%6.92%0.53%6.37%3.30%3.52%8.28%5.81%
AMP Capital RIL Growth FundDiversified1.16%1.35%1.05%10.03%10.05%5.49%8.22%4.89%
OneAnswer Balanced FundDiversified1.13%1.57%1.61%8.10%7.48%6.38%8.70%7.55%
Vanguard International Shares Select Exclusions Index FundInternational Equities1.07%2.82%-0.20%13.31%----
AMP Capital Income Generator FundDiversified0.96%1.69%0.74%4.76%5.07%5.95%--
AMP Capital RIL Global Shares FundInternational Equities0.93%0.80%0.78%11.67%13.72%5.57%10.02%6.22%
AMP Capital All Country Global Shares Index FundInternational Equities0.93%1.32%------
AMP Capital RIL Balanced FundDiversified0.90%1.39%0.93%6.94%6.80%4.55%6.87%-
Fisher Funds Multi Sector FundDiversified0.90%1.29%1.42%6.29%5.80%5.47%6.70%5.45%
Mint Diversified Income Fund – RetailDiversified0.87%1.84%1.80%4.64%3.74%5.16%--
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest0.70%1.28%1.26%2.90%2.19%3.72%3.55%-
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest0.68%1.29%1.45%3.33%2.96%4.29%3.99%-
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest0.67%1.26%1.19%2.85%2.67%4.20%4.15%6.65%
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest0.66%1.22%1.33%3.33%3.08%4.40%4.21%-
Nikko AM NZ Bond FundNew Zealand Fixed Interest0.66%1.05%1.33%3.48%2.95%4.19%4.30%-
OneAnswer International Share FundInternational Equities0.65%1.29%-0.35%12.08%12.62%9.18%13.88%9.63%
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest0.63%0.90%1.55%4.28%3.95%4.71%4.90%-
Pathfinder Commodity Plus FundCommodities0.63%8.85%16.69%23.97%4.13%3.70%1.70%-
AMP Capital Core Hedged Global Shares FundInternational Equities0.62%-1.36%1.53%7.94%15.19%8.60%11.91%5.45%
AMP Capital RIL Conservative FundDiversified0.56%0.94%0.35%2.96%3.14%3.04%4.11%4.98%
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest0.54%0.96%1.48%3.45%3.35%4.14%4.32%-
AMP Capital Global Shares FundInternational Equities0.37%-0.08%0.68%10.97%14.21%8.34%11.76%6.45%
Nikko AM Income FundNew Zealand Fixed Interest0.36%1.98%1.47%4.60%3.54%5.52%5.57%6.92%
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest0.34%0.74%------
Hunter Global Fixed Interest FundInternational Fixed Interest0.33%0.71%0.19%2.47%----
Fisher Funds BondPlus FundInternational Fixed Interest0.31%0.51%-0.12%1.25%2.31%3.01%4.29%6.27%
Fisher Funds Global FundInternational Equities0.30%0.63%-0.38%9.80%11.28%5.35%8.35%6.03%
Fisher Funds Income FundInternational Fixed Interest0.30%0.90%1.10%1.80%2.80%3.30%4.00%-
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest0.28%0.57%-0.32%0.70%1.66%2.41%3.76%5.81%
AMP Capital Core Global Shares FundInternational Equities0.21%0.54%-1.95%10.16%11.08%8.26%12.30%5.41%
Nikko AM NZ Cash FundCash and Cash Equivalents0.21%0.62%1.25%2.60%2.71%2.90%--
Fisher Funds CashPlus FundCash and Cash Equivalents0.20%0.52%1.06%2.17%2.18%2.31%2.50%2.87%
AMP Capital NZ Cash FundCash and Cash Equivalents0.18%0.53%1.06%2.16%2.22%2.49%2.89%3.53%
Russell Global Opportunities Fund $NZ Hedged Class BInternational Equities0.18%-0.38%0.57%11.30%15.31%8.28%11.49%-
Russell Investments Hedged Global Shares FundInternational Equities0.18%-0.39%0.52%11.19%15.19%8.16%11.35%-
Pathfinder Global Water FundInternational Equities0.12%2.20%-4.55%3.86%6.20%5.13%9.82%-
Nikko AM Global Bond FundInternational Fixed Interest0.11%0.71%-0.03%0.83%1.85%3.25%--
Russell Investments Global Fixed Interest FundInternational Fixed Interest-0.03%0.39%-0.13%1.57%2.88%3.47%4.78%-
Russell Global Opportunities Fund Class BInternational Equities-0.17%0.81%-2.18%12.59%12.39%7.76%11.45%-
Pathfinder Global Responsibility FundInternational Equities-0.19%-1.13%-2.76%-----
Russell Investments Global Shares FundInternational Equities-0.19%0.78%-2.25%12.43%12.24%7.59%11.25%-
AMP Capital Global Multi-Asset FundDiversified-0.51%-0.54%0.46%3.37%5.18%3.69%--
Smartshares Europe Fund (EUF)International Equities-1.47%1.87%-1.58%6.80%8.05%---
Elevation Capital Value FundInternational Equities-1.55%2.56%-3.05%2.53%3.82%4.71%6.61%-
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational Fixed Interest-2.24%-------
AMP Capital Emerging Markets Shares FundInternational Equities-2.26%-2.33%-0.70%16.27%17.67%5.84%6.85%3.15%
Russell Emerging Markets Fund Class BInternational Equities-3.53%-3.66%-1.32%13.31%17.82%5.92%6.80%-

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 |2019-06-28T14:38:42+12:00June 27th, 2018|Performance|0 Comments