Fund Performance for November 2018

Top 10 Funds available on InvestNow

Returns are after fees but before tax, in NZD, for the month ending 30 November 2018.  Past performance is not indicative of future results.

Performance summary – all funds

FundSector1 month3 months6 months1 year2 years3 years5 years10 years
Nikko AM Global Equity Hedged FundInternational Equities4.84%-6.79%-5.98%-1.37%9.33%7.55%8.61%-
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities4.15%1.53%5.47%7.84%18.60%16.37%17.48%14.92%
AMP Capital Core Hedged Global Shares FundInternational Equities3.46%-2.65%-0.79%0.73%9.48%10.26%9.27%13.48%
AMP Capital Global Property Securities FundListed property2.95%-3.13%0.99%1.52%6.54%3.23%8.73%13.51%
Mint Australia New Zealand Real Estate Investment TrustListed property2.95%0.86%5.57%8.24%8.43%7.34%10.60%10.22%
OneAnswer Property Securities FundListed property2.76%0.52%5.84%9.32%9.07%8.51%11.55%12.01%
India Avenue Equity Fund – Retail ClassInternational Equities2.56%-13.76%-4.52%-11.41%----
Harbour Real Estate Investment FundListed property2.37%-------
AMP Capital Australasian Property Index FundListed property2.15%-0.49%4.72%7.46%8.82%8.48%8.87%2.44%
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities1.79%-3.27%2.87%8.52%14.75%13.94%14.21%13.48%
Fisher Funds Property & Infrastructure FundDiversified1.49%1.28%6.66%7.42%14.99%11.67%12.51%-
Harbour NZ Equity Advanced Beta FundAustralasian Equities1.40%-4.22%2.10%6.72%12.06%11.86%--
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities1.34%-4.91%-0.05%2.51%----
Harbour Australasian Equity Income FundAustralasian Equities1.17%-2.07%2.74%3.40%8.23%6.76%9.89%-
Russell Global Opportunities Fund $NZ Hedged Class BInternational Equities1.06%-6.07%-3.41%-2.87%9.89%7.89%8.73%-
Russell Investments Hedged Global Shares FundInternational Equities1.04%-6.10%-3.48%-2.98%9.76%7.78%8.58%-
Salt Investment Funds Enhanced Property FundListed property1.01%-0.17%4.81%6.02%8.78%8.73%--
AMP Capital NZ Shares Index FundAustralasian Equities0.85%-4.94%2.73%-----
Devon Dividend Yield FundAustralasian Equities0.79%-2.65%2.21%2.12%3.35%6.34%10.93%-
Pathfinder Global Property FundListed property0.64%-3.85%2.51%1.39%7.12%4.54%--
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest0.35%-0.33%0.14%-----
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational Fixed Interest0.32%-0.39%-2.64%-----
Nikko AM Global Shares FundInternational Equities0.28%-9.02%-0.93%5.08%----
Nikko AM Global Bond FundInternational Fixed Interest0.22%-0.36%0.28%0.26%1.58%2.59%--
Russell Investments Global Fixed Interest FundInternational Fixed Interest0.22%-0.69%-0.22%-0.35%2.28%3.17%4.69%-
Nikko AM Income FundNew Zealand Fixed Interest0.21%0.54%3.20%4.73%6.12%4.90%6.07%7.09%
Nikko AM NZ Cash FundCash and Cash Equivalents0.19%0.60%1.20%2.47%2.60%2.71%--
AMP Capital NZ Cash FundCash and Cash Equivalents0.17%0.53%1.08%2.15%2.16%2.30%2.79%3.20%
Fisher Funds CashPlus FundCash and Cash Equivalents0.13%0.46%1.02%2.09%2.15%2.19%2.47%2.58%
AMP Capital Global Shares FundInternational Equities0.06%-5.76%-1.18%-0.51%11.24%8.80%9.42%10.94%
OneAnswer New Zealand Share FundAustralasian Equities0.06%-5.76%1.79%7.15%11.77%12.60%12.54%14.07%
AMP Capital RIL NZ Shares FundAustralasian Equities0.05%-4.50%1.74%7.60%12.06%12.26%13.79%-
AMP Capital All Country Global Shares Index FundInternational Equities0.03%-6.12%-1.11%-----
Fisher Funds BondPlus FundInternational Fixed Interest0.03%-0.49%-0.05%-0.18%1.91%2.66%4.28%7.04%
AMP Capital RIL Conservative FundDiversified0.02%-1.39%0.37%0.72%3.42%3.01%3.94%4.70%
Fisher Funds Conservative FundDiversified0.02%-1.10%------
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest-0.01%-0.93%-0.57%-0.89%1.43%2.07%3.68%6.55%
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest-0.04%0.35%1.81%3.31%3.87%3.80%4.63%-
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest-0.05%0.28%2.54%3.84%4.04%3.80%4.58%-
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest-0.05%0.28%1.75%3.10%3.93%4.03%4.79%-
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest-0.07%0.29%2.03%3.51%4.07%4.01%4.99%-
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest-0.10%0.27%2.16%3.38%3.97%4.14%5.21%5.62%
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest-0.14%0.34%2.17%3.75%4.76%4.45%5.43%-
Russell Investments NZ Shares FundAustralasian Equities-0.15%-5.93%1.23%6.41%10.89%11.88%11.91%-
Nikko AM NZ Bond FundNew Zealand Fixed Interest-0.18%0.22%2.31%3.67%4.42%4.11%5.11%-
OneAnswer Balanced FundDiversified-0.20%-4.56%-0.78%0.82%7.33%5.64%7.49%8.82%
Mint Australia New Zealand Active Equity TrustAustralasian Equities-0.23%-6.47%0.61%8.71%14.02%12.56%13.47%14.52%
Fisher Funds Income FundInternational Fixed Interest-0.25%-0.44%0.24%-0.32%-0.61%-0.55%-0.09%-
Harbour Income FundDiversified-0.27%-1.63%0.94%2.32%4.69%3.99%--
Hunter Global Fixed Interest FundInternational Fixed Interest-0.27%-0.35%0.21%0.34%----
Mint Diversified Income Fund – RetailDiversified-0.28%-0.21%1.55%3.38%4.52%4.44%--
AMP Capital Global Listed Infrastructure FundInternational Equities-0.30%-3.27%2.56%-2.85%7.19%4.90%8.90%-
AMP Capital RIL Balanced FundDiversified-0.30%-3.74%-0.18%0.75%6.75%5.01%5.97%-
Fisher Funds Multi Sector FundDiversified-0.38%-3.50%-0.11%1.31%5.64%4.91%6.06%7.42%
AMP Capital RIL Growth FundDiversified-0.44%-5.75%-1.22%-0.18%9.14%6.35%6.78%7.81%
AMP Capital Income Generator FundDiversified-0.46%-3.05%0.16%0.90%5.09%5.42%--
AMP Capital RIL Global Shares FundInternational Equities-0.47%-6.80%-2.21%-1.44%11.16%6.72%7.53%9.26%
Fisher Funds Growth FundDiversified-0.62%-5.52%------
Fisher Funds International Growth FundInternational Equities-0.68%-9.00%-2.41%3.99%15.70%7.93%8.72%9.28%
Fisher Funds New Zealand Growth FundAustralasian Equities-0.88%-9.41%-1.19%5.24%11.27%12.00%11.31%13.59%
Fisher Funds Trans Tasman Equity TrustAustralasian Equities-1.07%-10.01%-1.90%4.55%9.56%9.79%10.43%11.42%
AMP Capital Global Multi-Asset FundDiversified-1.08%-3.19%-2.13%-1.68%2.77%3.32%--
OneAnswer Equity Selection FundAustralasian Equities-1.09%-4.59%-0.93%-0.83%3.58%6.38%7.51%9.93%
Fisher Funds Global FundInternational Equities-1.12%-7.14%-1.89%-2.26%9.67%5.78%6.72%8.18%
Pathfinder Global Water FundInternational Equities-1.16%-7.10%-2.57%-7.01%5.13%3.66%6.81%-
Nikko AM Core Equity FundAustralasian Equities-1.46%-8.59%-3.40%5.71%15.24%14.97%14.57%-
Fisher Funds Australian Growth FundAustralasian Equities-1.50%-10.82%-2.87%0.76%8.49%6.73%5.58%13.11%
Nikko AM Global Equity Unhedged FundInternational Equities-1.80%-11.55%-4.96%-2.95%11.80%4.98%9.41%-
Pathfinder Global Responsibility FundInternational Equities-2.03%-8.29%-1.60%-4.32%----
Smartshares Total World Fund (TWF)International Equities-2.04%-9.39%-2.91%-2.06%11.19%5.14%--
T. Rowe Price Global Equity Growth FundInternational Equities-2.08%-10.62%-3.22%1.40%18.73%9.52%12.43%9.97%
Russell Emerging Markets Fund Class BInternational Equities-2.13%-9.21%-10.87%-12.04%8.52%6.28%5.01%-
Smartshares US 500 Fund (USF)International Equities-2.31%-8.32%2.44%5.10%13.95%8.14%--
Salt Investment Funds NZ Dividend Appreciation FundAustralasian Equities-2.47%-7.35%-1.60%2.26%8.88%10.78%--
AMP Capital Emerging Markets Shares FundInternational Equities-2.49%-9.59%-9.74%-10.37%10.73%6.63%4.72%5.00%
Harbour Australasian Equity FundAustralasian Equities-2.51%-10.00%-2.67%2.55%13.86%13.32%12.50%-
Devon Trans-Tasman FundAustralasian Equities-2.82%-7.71%-0.98%0.57%6.23%6.61%8.82%-
Nikko AM Concentrated Equity FundAustralasian Equities-2.90%-12.64%-10.38%-0.47%13.30%10.72%13.45%12.66%
Morphic Global Opportunities FundInternational Equities-3.03%-9.59%-5.75%-6.55%9.73%4.57%8.29%-
Devon Alpha FundAustralasian Equities-3.17%-6.44%-2.43%2.27%6.65%5.11%7.72%-
Smartshares Europe Fund (EUF)International Equities-3.17%-11.27%-7.44%-8.91%10.15%0.58%--
OneAnswer International Share FundInternational Equities-3.25%-8.93%-0.73%-1.07%13.73%7.17%11.38%11.38%
AMP Capital Core Global Shares FundInternational Equities-3.26%-8.03%0.41%-1.56%11.83%7.15%10.43%8.52%
Smartshares Australian Top 20 Fund (OZY)Australasian Equities-3.30%-10.33%-3.78%-3.21%4.89%3.81%1.92%6.57%
Vanguard International Shares Select Exclusions Index FundInternational Equities-3.67%-8.87%0.68%0.47%----
Russell Global Opportunities Fund Class BInternational Equities-3.73%-9.73%-2.74%-4.86%11.46%5.67%9.32%-
Russell Investments Global Shares FundInternational Equities-3.76%-9.78%-2.83%-5.01%11.29%5.51%9.11%-
Harbour Australasian Equity Focus Fund – RetailAustralasian Equities-3.93%-13.02%-5.28%0.28%14.99%12.27%--
Elevation Capital Value FundInternational Equities-5.85%-8.09%-1.56%-4.56%3.34%3.05%5.11%-
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities-5.85%-14.49%-8.24%-6.95%8.92%8.83%9.55%8.37%
OneAnswer Australian Share FundAustralasian Equities-6.72%-16.10%-12.32%-12.90%1.85%-0.47%0.15%6.49%
Devon Australian FundAustralasian Equities-6.77%-12.08%-5.73%-4.57%3.92%4.43%6.63%-
Pathfinder Commodity Plus FundCommodities-6.86%-9.92%-8.74%6.49%1.84%1.28%0.29%-

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 |2018-12-18T15:54:34+12:00December 17th, 2018|Performance|0 Comments

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