Fund Performance for May 2018

Top 10 Funds available on InvestNow

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 |2018-06-27T15:54:06+12:00June 27th, 2018|Performance|0 Comments

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