Top 10 Funds available on InvestNow – May 2019
Returns are after fees but before tax, in NZD, for the month ending 31 May 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 |
|---|---|---|---|---|---|---|---|---|---|
| Smartshares NZ Property Fund (NPF) | Listed property | 4.32% | 11.04% | 16.76% | 26.45% | 17.41% | 10.78% | - | - |
| Salt Investment Funds Enhanced Property Fund | Listed property | 4.03% | 10.65% | 14.56% | 22.03% | 15.65% | 10.21% | - | - |
| Harbour Real Estate Investment Fund | Listed property | 3.50% | 9.88% | 16.91% | - | - | - | - | - |
| Mint Australia New Zealand Real Estate Investment Trust | Listed property | 3.46% | 9.86% | 15.37% | 21.80% | 14.48% | 8.99% | 12.23% | 12.84% |
| AMP Capital Australasian Property Index Fund | Listed property | 3.24% | 8.83% | 16.49% | 21.99% | 14.63% | 9.52% | 11.68% | 5.18% |
| Smartshares NZ Dividend Fund (DIV) | Australasian Equities | 3.24% | 9.87% | 11.71% | 19.84% | 12.39% | 10.95% | - | - |
| Smartshares Australian Top 20 Fund (OZY) | Australasian Equities | 3.22% | 7.13% | 14.68% | 10.34% | 9.54% | 8.69% | 4.23% | 7.13% |
| Devon Alpha Fund | Australasian Equities | 2.99% | 6.55% | 8.70% | 6.06% | 9.26% | 6.35% | 7.79% | - |
| OneAnswer Property Securities Fund | Listed property | 2.88% | 9.29% | 14.34% | 21.01% | 15.18% | 9.21% | 12.75% | 14.44% |
| Devon Australian Fund | Australasian Equities | 2.84% | 6.83% | 12.19% | 5.76% | 8.35% | 7.31% | 7.99% | - |
| India Avenue Equity Fund – Retail Class | International Equities | 2.76% | 16.50% | 13.68% | 8.53% | 7.05% | - | - | - |
| Devon Trans-Tasman Fund | Australasian Equities | 2.69% | 8.02% | 14.42% | 13.30% | 11.01% | 8.75% | 10.26% | 11.00% |
| Nikko AM Concentrated Equity Fund | Australasian Equities | 2.17% | 7.39% | 12.68% | 0.98% | 14.11% | 10.62% | 14.50% | 12.18% |
| Harbour Australasian Equity Income Fund | Australasian Equities | 2.03% | 5.87% | 9.36% | 12.36% | 8.83% | 7.81% | 9.75% | - |
| Fisher Funds Australian Growth Fund | Australasian Equities | 2.02% | 6.91% | 12.35% | 9.12% | 12.86% | 8.03% | 9.70% | 10.29% |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 1.96% | 9.36% | 17.88% | 15.65% | 15.82% | 11.13% | 12.36% | 12.83% |
| Smartshares NZ Mid Cap Fund (MDZ) | Australasian Equities | 1.78% | 7.37% | 9.51% | 15.50% | 17.60% | 15.64% | 17.40% | 15.74% |
| Smartshares NZ Top 50 Fund (FNZ) | Australasian Equities | 1.75% | 8.45% | 13.38% | 16.63% | 17.09% | 13.51% | 15.19% | 14.58% |
| Nikko AM NZ Bond Fund | New Zealand Fixed Interest | 1.47% | 2.81% | 5.06% | 7.49% | 5.47% | 4.44% | 5.44% | - |
| Fisher Funds BondPlus Fund | International Fixed Interest | 1.44% | 3.01% | 5.06% | 5.00% | 3.11% | 3.20% | 4.24% | 7.01% |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | 1.41% | 2.96% | 5.72% | 8.40% | 5.62% | 4.22% | 5.14% | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 1.40% | 2.63% | 4.66% | 6.93% | 5.60% | 4.94% | 5.71% | - |
| Devon Dividend Yield Fund | Australasian Equities | 1.35% | 6.16% | 9.91% | 12.33% | 6.64% | 6.07% | 10.87% | - |
| AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | 1.33% | 3.03% | 5.50% | 5.65% | - | - | - | - |
| Fisher Funds Property & Infrastructure Fund | Diversified | 1.32% | 7.70% | 14.33% | 21.94% | 14.44% | 14.24% | 13.41% | 12.54% |
| Russell Investments NZ Shares Fund | Australasian Equities | 1.31% | 8.43% | 15.40% | 17.44% | 16.51% | 12.80% | 14.62% | - |
| Harbour Income Fund | Diversified | 1.27% | 3.32% | 4.73% | 5.71% | 4.98% | 4.64% | - | - |
| AMP Capital Income Generator Fund | Diversified | 1.25% | 4.88% | 9.15% | 9.32% | 7.01% | 6.47% | - | - |
| Salt Investment Funds NZ Dividend Appreciation Fund | Australasian Equities | 1.24% | 8.36% | 13.71% | 13.35% | 13.18% | 9.74% | 14.83% | 15.21% |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | 1.23% | 2.74% | 5.11% | 4.88% | 3.22% | 3.54% | 4.76% | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 1.18% | 2.63% | 4.79% | 5.01% | 3.81% | - | - | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 1.18% | 2.49% | 4.72% | 6.98% | 4.89% | 4.09% | 5.41% | 5.67% |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 1.18% | 2.49% | 4.49% | 6.63% | 4.97% | 4.18% | 5.24% | - |
| AMP Capital Hedged Global Fixed Interest Fund | International Fixed Interest | 1.15% | 2.83% | 5.25% | 4.65% | 2.65% | 2.65% | 3.85% | 6.18% |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 1.14% | 2.13% | 3.86% | 5.74% | 4.59% | 4.14% | 4.89% | 5.41% |
| AMP Capital RIL NZ Shares Fund | Australasian Equities | 1.13% | 8.23% | 15.54% | 17.55% | 16.42% | 12.29% | 14.93% | - |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | 1.13% | 9.08% | 20.13% | 18.70% | 17.78% | 13.80% | 13.93% | 15.34% |
| Mint Diversified Income Fund – Retail | Diversified | 1.12% | 2.98% | 4.78% | 6.41% | 5.52% | 4.62% | - | - |
| Nikko AM Global Bond Fund | International Fixed Interest | 1.10% | 3.06% | 5.75% | 6.05% | 3.41% | 3.23% | 4.37% | - |
| Nikko AM Core Equity Fund | Australasian Equities | 1.07% | 6.34% | 12.63% | 8.80% | 17.49% | 13.35% | 15.66% | - |
| OneAnswer Equity Selection Fund | Australasian Equities | 1.06% | 5.21% | 5.53% | 4.55% | 6.00% | 3.52% | 6.29% | 10.21% |
| AMP Capital NZ Shares Index Fund | Australasian Equities | 1.05% | 8.72% | 14.91% | 18.05% | - | - | - | - |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 1.05% | 7.58% | 11.11% | 13.44% | 14.24% | 11.32% | - | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 1.04% | 2.23% | 3.96% | 5.77% | 4.55% | 3.97% | 5.04% | - |
| OneAnswer Australian Share Fund | Australasian Equities | 0.98% | 3.40% | 9.02% | -4.41% | 3.57% | 1.87% | 1.56% | 5.57% |
| Milford Diversified Income Fund | Diversified | 0.91% | 3.89% | 7.46% | 9.01% | 7.96% | 8.59% | 10.42% | - |
| Harbour Australasian Equity Fund | Australasian Equities | 0.73% | 7.31% | 13.24% | 10.22% | 16.54% | 13.19% | 13.82% | - |
| Harbour Long Short Fund | Australasian Equities | 0.65% | 1.30% | - | - | - | - | - | - |
| AMP Capital Global Listed Infrastructure Fund | International Equities | 0.65% | 4.83% | 14.39% | 17.32% | 6.74% | 10.13% | 7.53% | - |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | 0.65% | 0.96% | 5.11% | 2.22% | - | - | - | - |
| Fisher Funds Income Fund | International Fixed Interest | 0.59% | 1.72% | 4.03% | 4.86% | 3.31% | 3.46% | 4.28% | - |
| Nikko AM Income Fund | New Zealand Fixed Interest | 0.56% | 1.59% | 1.86% | 5.13% | 4.86% | 4.06% | 5.62% | 7.14% |
| OneAnswer New Zealand Share Fund | Australasian Equities | 0.44% | 8.44% | 14.11% | 16.16% | 16.27% | 11.79% | 13.10% | 14.46% |
| Fisher Funds Conservative Fund | Diversified | 0.37% | 2.50% | 4.89% | - | - | - | - | - |
| Mint Australia New Zealand Active Equity Trust | Australasian Equities | 0.37% | 7.03% | 14.42% | 15.12% | 16.98% | 13.06% | 14.68% | 15.77% |
| Harbour Australasian Equity Focus Fund – Retail | Australasian Equities | 0.35% | 5.91% | 11.31% | 5.44% | 15.96% | 13.03% | 12.78% | - |
| Nikko AM NZ Cash Fund | Cash and Cash Equivalents | 0.23% | 0.67% | 1.27% | 2.48% | 2.54% | 2.64% | - | - |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.21% | 0.60% | 1.13% | 2.16% | 2.16% | 2.18% | 2.45% | 2.48% |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.18% | 0.53% | 1.07% | 2.16% | 2.16% | 2.20% | 2.69% | 3.06% |
| Smartshares Australian Mid Cap Fund (MZY) | Australasian Equities | 0.07% | 4.32% | 9.63% | 0.60% | 7.72% | 8.65% | 10.11% | 8.15% |
| Pathfinder Global Property Fund | Listed property | -0.04% | 3.70% | 8.80% | 11.52% | 8.20% | 6.19% | - | - |
| AMP Capital RIL Conservative Fund | Diversified | -0.09% | 1.66% | 3.78% | 4.16% | 3.56% | 3.48% | 3.97% | 4.93% |
| AMP Capital Global Property Securities Fund | Listed property | -0.11% | 3.55% | 8.99% | 10.07% | 8.21% | 5.51% | 7.20% | 14.57% |
| Fisher Funds Multi Sector Fund | Diversified | -0.42% | 3.23% | 6.48% | 6.37% | 6.33% | 5.99% | 6.38% | 7.84% |
| Nikko AM Global Shares Fund | International Equities | -0.54% | 7.67% | 10.88% | 9.85% | - | - | - | - |
| AMP Capital Global Multi-Asset Fund | Diversified | -0.77% | 0.97% | 3.59% | 1.39% | 2.38% | 3.90% | 4.47% | - |
| Fisher Funds Growth Fund | Diversified | -0.90% | 3.94% | 8.26% | - | - | - | - | - |
| Pathfinder Commodity Plus Fund | Commodities | -1.05% | -0.62% | -0.20% | -8.92% | 6.26% | -0.42% | 0.31% | -0.49% |
| AMP Capital RIL Balanced Fund | Diversified | -1.28% | 2.12% | 5.19% | 5.00% | 5.96% | 6.19% | 5.87% | - |
| OneAnswer Balanced Fund | Diversified | -1.33% | 2.41% | 5.97% | 5.15% | 6.61% | 6.69% | 7.67% | 9.50% |
| Smartshares Europe Fund (EUF) | International Equities | -1.95% | 4.90% | 8.66% | 0.57% | 3.64% | 5.49% | - | - |
| Elevation Capital Value Fund | International Equities | -2.21% | 0.24% | 0.66% | -1.00% | -1.19% | 1.60% | 4.14% | 5.47% |
| AMP Capital RIL Growth Fund | Diversified | -2.54% | 1.58% | 4.77% | 3.49% | 6.71% | 7.82% | 6.50% | 8.14% |
| Smartshares Total World Fund (TWF) | International Equities | -2.57% | 3.94% | 7.28% | 4.16% | 8.46% | 9.00% | - | - |
| Smartshares US Mid Cap Fund (USM) | International Equities | -2.57% | 4.40% | 8.83% | 7.20% | 9.98% | 9.33% | - | - |
| Smartshares US 500 Fund (USF) | International Equities | -2.59% | 5.52% | 7.88% | 10.52% | 12.78% | 11.66% | - | - |
| AMP Capital Core Global Shares Fund | International Equities | -2.95% | 2.73% | 5.35% | 5.78% | 7.94% | 9.28% | 11.14% | 9.32% |
| Smartshares US Large Growth Fund (USG) | International Equities | -3.02% | 7.44% | 12.02% | 11.44% | 14.58% | 13.51% | - | - |
| Nikko AM Global Equity Unhedged Fund | International Equities | -3.18% | 4.83% | 10.55% | 5.07% | 9.98% | 9.53% | 11.35% | - |
| OneAnswer International Share Fund | International Equities | -3.20% | 3.50% | 8.05% | 7.26% | 9.65% | 10.80% | 12.57% | 12.38% |
| Pathfinder Global Water Fund | International Equities | -3.30% | 3.14% | 10.52% | 7.68% | 5.75% | 6.69% | 7.92% | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | -3.39% | 4.02% | 11.79% | 7.47% | 14.31% | 14.08% | - | - |
| Russell Global Opportunities Fund Class B | International Equities | -3.39% | 2.50% | 6.61% | 3.69% | 8.05% | 9.41% | 10.59% | - |
| Russell Investments Global Shares Fund | International Equities | -3.40% | 2.49% | 6.55% | 3.54% | 7.90% | 9.27% | 10.39% | - |
| Morphic Global Opportunities Fund | International Equities | -3.53% | 1.98% | 3.33% | -2.61% | 4.51% | 6.73% | 8.73% | - |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | -3.64% | 3.52% | 6.80% | 7.52% | 10.38% | - | - | - |
| Fisher Funds International Growth Fund | International Equities | -4.06% | 2.67% | 8.98% | 6.35% | 11.88% | 12.65% | 9.91% | 8.28% |
| Smartshares Emerging Markets Fund (EMF) | International Equities | -4.38% | 1.54% | 7.58% | -1.07% | 4.89% | 8.39% | - | - |
| AMP Capital Global Shares Fund | International Equities | -4.55% | 0.09% | 2.29% | 1.08% | 5.91% | 9.65% | 8.88% | 10.72% |
| Russell Emerging Markets Fund Class B | International Equities | -4.56% | -0.30% | 7.03% | -4.60% | 3.97% | 9.81% | 6.12% | - |
| Fisher Funds Global Fund | International Equities | -4.66% | 1.13% | 4.47% | 2.49% | 6.08% | 8.27% | 6.29% | 8.68% |
| AMP Capital Emerging Markets Shares Fund | International Equities | -4.66% | -0.14% | 6.26% | -4.09% | 5.60% | 9.92% | 6.41% | 5.03% |
| AMP Capital RIL Global Shares Fund | International Equities | -4.78% | -0.33% | 1.05% | -1.18% | 5.05% | 8.52% | 6.58% | 9.25% |
| Antipodes Global Fund - Long (PIE) | International Equities | -4.83% | 0.89% | 2.80% | - | - | - | - | - |
| AMP Capital All Country Global Shares Index Fund | International Equities | -5.21% | 0.15% | 2.60% | 1.47% | - | - | - | - |
| Platinum International Fund | International Equities | -5.22% | 0.44% | 5.62% | -6.02% | 5.06% | 8.41% | 8.31% | 7.29% |
| Pathfinder Global Responsibility Fund | International Equities | -5.39% | -0.46% | 2.01% | 0.38% | - | - | - | - |
| Russell Global Opportunities Fund $NZ Hedged Class B | International Equities | -5.54% | -1.30% | 1.03% | -2.42% | 4.22% | 9.07% | 7.83% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | -5.56% | -1.33% | 0.97% | -2.54% | 4.10% | 8.96% | 7.70% | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | -5.86% | -2.64% | -2.15% | -2.92% | 2.36% | 8.80% | 6.98% | 12.21% |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | -5.89% | -0.48% | 1.02% | 0.97% | 6.36% | - | - | - |
| Nikko AM Global Equity Hedged Fund | International Equities | -6.76% | -2.25% | 2.16% | -3.96% | 4.01% | 8.28% | 7.70% | - |
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.