Fund Performance for October 2018

Top 10 Funds available on InvestNow

Returns are after fees but before tax, in NZD, for the month ending 31 October 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 Fixed Income TrustNew Zealand Fixed Interest0.51%1.64%3.32%4.56%3.34%3.62%4.47%-
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest0.49%1.50%2.95%4.31%3.44%3.96%5.13%6.07%
Nikko AM NZ Bond FundNew Zealand Fixed Interest0.49%1.66%3.17%4.61%3.74%4.05%5.12%-
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest0.49%1.57%2.96%4.52%4.33%4.46%5.44%-
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest0.49%1.36%2.80%4.30%3.54%3.97%4.92%-
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest0.44%1.23%2.48%3.77%3.47%4.02%4.73%-
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest0.36%1.21%2.39%3.80%3.59%3.84%4.64%-
Nikko AM Income FundNew Zealand Fixed Interest0.27%1.53%3.37%5.35%3.82%4.94%6.05%6.93%
Nikko AM NZ Cash FundCash and Cash Equivalents0.21%0.60%1.22%2.50%2.61%2.74%--
AMP Capital NZ Cash FundCash and Cash Equivalents0.18%0.53%1.09%2.15%2.17%2.33%2.81%3.25%
Fisher Funds CashPlus FundCash and Cash Equivalents0.18%0.54%1.09%2.14%2.23%2.22%2.48%2.62%
Hunter Global Fixed Interest FundInternational Fixed Interest0.01%0.16%0.84%0.83%----
Fisher Funds Income FundInternational Fixed Interest-0.10%0.35%0.48%-0.60%-1.13%-0.78%-0.09%-
Fisher Funds BondPlus FundInternational Fixed Interest-0.17%-0.35%0.22%-0.09%1.08%2.76%4.35%6.95%
Nikko AM Global Bond FundInternational Fixed Interest-0.24%-0.20%0.17%0.18%0.84%2.68%--
Mint Diversified Income Fund – RetailDiversified-0.25%0.89%2.73%4.70%4.36%4.63%--
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest-0.29%-0.38%0.13%-----
Russell Investments Global Fixed Interest FundInternational Fixed Interest-0.39%-0.73%-0.47%-0.29%1.22%3.14%4.70%-
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest-0.53%-0.64%-0.29%-0.83%0.45%2.06%3.70%6.16%
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational Fixed Interest-0.71%-2.43%-3.78%-----
AMP Capital Global Listed Infrastructure FundInternational Equities-0.82%-3.69%4.12%-1.07%5.66%4.12%8.60%-
Harbour Income FundDiversified-1.05%-0.21%2.84%3.40%4.61%4.10%--
Fisher Funds Conservative FundDiversified-1.09%-------
AMP Capital RIL Conservative FundDiversified-1.35%-0.60%0.91%1.37%3.19%3.00%3.94%4.85%
Fisher Funds Property & Infrastructure FundDiversified-2.07%1.13%7.46%9.13%13.80%11.94%12.13%-
AMP Capital Global Multi-Asset FundDiversified-2.41%-1.97%-1.56%0.02%3.94%3.56%--
AMP Capital Income Generator FundDiversified-2.58%-1.48%1.59%1.89%4.83%5.79%--
Pathfinder Global Property FundListed property-2.73%-2.35%4.15%3.35%5.74%3.96%--
Fisher Funds Multi Sector FundDiversified-3.06%-1.71%1.17%2.59%5.86%5.27%6.09%7.32%
Harbour Real Estate Investment FundListed property-3.11%-------
Salt Investment Funds Enhanced Property FundListed property-3.25%0.02%4.37%8.53%7.58%9.16%--
AMP Capital Australasian Property Index FundListed property-3.32%-0.66%5.66%9.64%7.53%7.87%8.53%1.82%
Elevation Capital Value FundInternational Equities-3.37%-1.34%2.93%5.43%8.13%5.61%6.67%-
AMP Capital RIL Balanced FundDiversified-3.44%-1.95%1.02%2.16%6.97%5.23%6.14%-
Mint Australia New Zealand Real Estate Investment TrustListed property-3.67%-0.53%5.42%9.09%6.07%7.12%10.09%9.87%
Devon Alpha FundAustralasian Equities-3.86%-3.82%4.84%8.28%7.64%6.41%8.47%-
OneAnswer Property Securities FundListed property-4.04%-0.17%6.28%10.74%6.75%8.11%11.43%11.52%
Harbour Australasian Equity Income FundAustralasian Equities-4.22%-2.07%4.58%3.82%7.61%6.43%9.10%-
OneAnswer Balanced FundDiversified-4.24%-3.11%0.54%2.28%7.45%5.98%7.60%8.65%
AMP Capital Global Property Securities FundListed property-4.48%-4.45%-0.76%1.16%4.24%2.10%7.29%11.38%
OneAnswer Equity Selection FundAustralasian Equities-4.87%-1.43%3.16%0.70%3.60%7.49%7.32%9.71%
Fisher Funds Growth FundDiversified-4.94%-------
Pathfinder Commodity Plus FundCommodities-5.17%-2.57%-1.41%15.31%5.56%3.42%1.43%-
AMP Capital RIL NZ Shares FundAustralasian Equities-5.27%-0.99%4.07%8.29%11.31%13.05%13.23%-
AMP Capital RIL Growth FundDiversified-5.43%-3.47%0.37%1.61%9.75%6.66%6.89%7.44%
Devon Dividend Yield FundAustralasian Equities-5.47%-2.37%4.06%0.92%1.18%5.59%9.05%-
Devon Australian FundAustralasian Equities-5.49%-5.25%4.67%2.85%7.59%8.38%7.24%-
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities-5.50%-1.32%5.19%4.31%16.89%15.61%16.34%13.69%
Devon Trans-Tasman FundAustralasian Equities-5.62%-3.84%5.42%3.83%7.24%8.22%8.93%10.13%
Smartshares Australian Top 20 Fund (OZY)Australasian Equities-5.71%-5.87%2.05%-0.76%8.16%5.98%1.96%6.58%
AMP Capital Core Global Shares FundInternational Equities-5.76%-1.64%4.01%3.93%14.89%8.96%11.75%8.68%
Salt Investment Funds NZ Dividend Appreciation FundAustralasian Equities-5.77%-1.76%1.44%5.64%9.83%12.44%--
Mint Australia New Zealand Active Equity TrustAustralasian Equities-5.81%-1.95%2.72%9.20%13.97%13.24%13.34%14.26%
Vanguard International Shares Select Exclusions Index FundInternational Equities-5.95%-1.52%5.63%6.40%----
Morphic Global Opportunities FundInternational Equities-5.96%-4.39%-1.77%-2.24%12.30%6.65%9.64%-
OneAnswer International Share FundInternational Equities-6.01%-2.78%3.28%4.18%16.46%9.12%12.83%11.61%
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities-6.20%-1.91%4.58%8.00%13.46%14.07%13.37%12.66%
Russell Investments Global Shares FundInternational Equities-6.21%-3.54%0.78%0.33%14.65%7.64%10.73%-
Russell Global Opportunities Fund Class BInternational Equities-6.21%-3.51%0.86%0.47%14.81%7.79%10.94%-
Russell Investments NZ Shares FundAustralasian Equities-6.22%-2.10%4.01%7.36%10.78%12.87%11.40%-
AMP Capital NZ Shares Index FundAustralasian Equities-6.38%-1.55%4.46%-----
OneAnswer New Zealand Share FundAustralasian Equities-6.46%-1.89%4.45%7.62%11.19%13.12%11.83%14.22%
AMP Capital Global Shares FundInternational Equities-6.54%-4.39%-0.87%1.08%12.18%8.96%9.88%10.40%
AMP Capital RIL Global Shares FundInternational Equities-6.57%-4.53%-0.83%0.57%12.23%7.04%8.17%8.87%
Nikko AM Core Equity FundAustralasian Equities-6.62%-4.41%1.14%7.37%15.78%16.37%14.36%-
Pathfinder Global Water FundInternational Equities-6.66%-5.17%-1.22%-4.67%5.94%4.97%7.50%-
Fisher Funds Global FundInternational Equities-6.69%-4.59%-0.49%0.12%11.36%6.51%7.14%8.11%
AMP Capital All Country Global Shares Index FundInternational Equities-6.70%-4.53%-0.22%-----
Harbour NZ Equity Advanced Beta FundAustralasian Equities-6.75%-2.89%3.15%6.22%11.27%12.10%--
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities-6.86%-4.69%-0.01%2.85%----
AMP Capital Core Hedged Global Shares FundInternational Equities-6.88%-5.85%-3.51%-0.94%9.02%9.00%8.85%11.92%
Pathfinder Global Responsibility FundInternational Equities-6.95%-4.11%0.23%-0.71%----
Harbour Australasian Equity FundAustralasian Equities-6.99%-4.00%2.16%5.81%15.34%15.52%12.72%-
Smartshares US 500 Fund (USF)International Equities-6.99%-0.23%8.44%9.69%17.76%9.90%--
Russell Emerging Markets Fund Class BInternational Equities-7.04%-8.77%-12.14%-10.80%8.24%7.26%5.19%-
Russell Investments Hedged Global Shares FundInternational Equities-7.07%-6.44%-4.30%-2.77%10.59%7.73%8.97%-
Russell Global Opportunities Fund $NZ Hedged Class BInternational Equities-7.07%-6.42%-4.26%-2.68%10.71%7.84%9.11%-
AMP Capital Emerging Markets Shares FundInternational Equities-7.23%-7.58%-9.52%-7.79%9.92%7.11%5.27%5.11%
T. Rowe Price Global Equity Growth FundInternational Equities-7.52%-5.37%1.17%5.47%19.33%11.10%13.40%9.37%
Nikko AM Concentrated Equity FundAustralasian Equities-7.67%-7.64%-5.47%3.26%14.83%12.44%13.51%12.84%
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities-7.87%-5.90%-1.17%-0.19%12.00%12.22%10.10%8.54%
Fisher Funds New Zealand Growth FundAustralasian Equities-7.93%-4.12%3.93%9.45%11.11%12.83%11.46%12.64%
Harbour Australasian Equity Focus Fund – RetailAustralasian Equities-7.96%-5.84%0.93%6.26%18.05%16.01%--
Fisher Funds Australian Growth FundAustralasian Equities-7.97%-5.33%1.47%4.39%9.22%9.28%5.57%12.10%
Smartshares Total World Fund (TWF)International Equities-8.16%0.10%4.95%5.81%15.70%8.05%--
Fisher Funds International Growth FundInternational Equities-8.19%-4.77%0.72%6.11%15.20%9.23%9.60%9.97%
Fisher Funds Trans Tasman Equity TrustAustralasian Equities-8.20%-4.74%2.71%7.98%9.75%11.07%10.21%11.05%
Nikko AM Global Shares FundInternational Equities-8.25%-3.40%0.19%7.33%----
Smartshares Europe Fund (EUF)International Equities-8.81%-3.91%-2.14%-2.16%12.89%3.24%--
OneAnswer Australian Share FundAustralasian Equities-9.08%-11.25%-4.72%-6.13%5.08%3.69%0.98%7.15%
Nikko AM Global Equity Unhedged FundInternational Equities-9.93%-6.58%-0.96%0.18%13.05%6.54%10.20%-
Nikko AM Global Equity Hedged FundInternational Equities-10.43%-10.77%-8.54%-4.64%7.09%6.30%7.78%-

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 |2018-11-28T10:14:30+12:00November 28th, 2018|Performance|0 Comments

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