Top 10 Funds available on InvestNow – November 2018

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 |2019-06-28T14:33:57+12:00December 17th, 2018|Performance|0 Comments