Top 10 Funds available on InvestNow – October 2018
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
| Fund | Sector | 1 month | 3 months | 6 months | 1 year | 2 years | 3 years | 5 years | 10 years |
|---|---|---|---|---|---|---|---|---|---|
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | 0.51% | 1.64% | 3.32% | 4.56% | 3.34% | 3.62% | 4.47% | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.49% | 1.50% | 2.95% | 4.31% | 3.44% | 3.96% | 5.13% | 6.07% |
| Nikko AM NZ Bond Fund | New Zealand Fixed Interest | 0.49% | 1.66% | 3.17% | 4.61% | 3.74% | 4.05% | 5.12% | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.49% | 1.57% | 2.96% | 4.52% | 4.33% | 4.46% | 5.44% | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.49% | 1.36% | 2.80% | 4.30% | 3.54% | 3.97% | 4.92% | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.44% | 1.23% | 2.48% | 3.77% | 3.47% | 4.02% | 4.73% | - |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.36% | 1.21% | 2.39% | 3.80% | 3.59% | 3.84% | 4.64% | - |
| Nikko AM Income Fund | New Zealand Fixed Interest | 0.27% | 1.53% | 3.37% | 5.35% | 3.82% | 4.94% | 6.05% | 6.93% |
| Nikko AM NZ Cash Fund | Cash and Cash Equivalents | 0.21% | 0.60% | 1.22% | 2.50% | 2.61% | 2.74% | - | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.18% | 0.53% | 1.09% | 2.15% | 2.17% | 2.33% | 2.81% | 3.25% |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.18% | 0.54% | 1.09% | 2.14% | 2.23% | 2.22% | 2.48% | 2.62% |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 0.01% | 0.16% | 0.84% | 0.83% | - | - | - | - |
| Fisher Funds Income Fund | International Fixed Interest | -0.10% | 0.35% | 0.48% | -0.60% | -1.13% | -0.78% | -0.09% | - |
| Fisher Funds BondPlus Fund | International Fixed Interest | -0.17% | -0.35% | 0.22% | -0.09% | 1.08% | 2.76% | 4.35% | 6.95% |
| Nikko AM Global Bond Fund | International Fixed Interest | -0.24% | -0.20% | 0.17% | 0.18% | 0.84% | 2.68% | - | - |
| Mint Diversified Income Fund – Retail | Diversified | -0.25% | 0.89% | 2.73% | 4.70% | 4.36% | 4.63% | - | - |
| AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | -0.29% | -0.38% | 0.13% | - | - | - | - | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | -0.39% | -0.73% | -0.47% | -0.29% | 1.22% | 3.14% | 4.70% | - |
| AMP Capital Hedged Global Fixed Interest Fund | International 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 Fund | International Fixed Interest | -0.71% | -2.43% | -3.78% | - | - | - | - | - |
| AMP Capital Global Listed Infrastructure Fund | International Equities | -0.82% | -3.69% | 4.12% | -1.07% | 5.66% | 4.12% | 8.60% | - |
| Harbour Income Fund | Diversified | -1.05% | -0.21% | 2.84% | 3.40% | 4.61% | 4.10% | - | - |
| Fisher Funds Conservative Fund | Diversified | -1.09% | - | - | - | - | - | - | - |
| AMP Capital RIL Conservative Fund | Diversified | -1.35% | -0.60% | 0.91% | 1.37% | 3.19% | 3.00% | 3.94% | 4.85% |
| Fisher Funds Property & Infrastructure Fund | Diversified | -2.07% | 1.13% | 7.46% | 9.13% | 13.80% | 11.94% | 12.13% | - |
| AMP Capital Global Multi-Asset Fund | Diversified | -2.41% | -1.97% | -1.56% | 0.02% | 3.94% | 3.56% | - | - |
| AMP Capital Income Generator Fund | Diversified | -2.58% | -1.48% | 1.59% | 1.89% | 4.83% | 5.79% | - | - |
| Pathfinder Global Property Fund | Listed property | -2.73% | -2.35% | 4.15% | 3.35% | 5.74% | 3.96% | - | - |
| Fisher Funds Multi Sector Fund | Diversified | -3.06% | -1.71% | 1.17% | 2.59% | 5.86% | 5.27% | 6.09% | 7.32% |
| Harbour Real Estate Investment Fund | Listed property | -3.11% | - | - | - | - | - | - | - |
| Salt Investment Funds Enhanced Property Fund | Listed property | -3.25% | 0.02% | 4.37% | 8.53% | 7.58% | 9.16% | - | - |
| AMP Capital Australasian Property Index Fund | Listed property | -3.32% | -0.66% | 5.66% | 9.64% | 7.53% | 7.87% | 8.53% | 1.82% |
| Elevation Capital Value Fund | International Equities | -3.37% | -1.34% | 2.93% | 5.43% | 8.13% | 5.61% | 6.67% | - |
| AMP Capital RIL Balanced Fund | Diversified | -3.44% | -1.95% | 1.02% | 2.16% | 6.97% | 5.23% | 6.14% | - |
| Mint Australia New Zealand Real Estate Investment Trust | Listed property | -3.67% | -0.53% | 5.42% | 9.09% | 6.07% | 7.12% | 10.09% | 9.87% |
| Devon Alpha Fund | Australasian Equities | -3.86% | -3.82% | 4.84% | 8.28% | 7.64% | 6.41% | 8.47% | - |
| OneAnswer Property Securities Fund | Listed property | -4.04% | -0.17% | 6.28% | 10.74% | 6.75% | 8.11% | 11.43% | 11.52% |
| Harbour Australasian Equity Income Fund | Australasian Equities | -4.22% | -2.07% | 4.58% | 3.82% | 7.61% | 6.43% | 9.10% | - |
| OneAnswer Balanced Fund | Diversified | -4.24% | -3.11% | 0.54% | 2.28% | 7.45% | 5.98% | 7.60% | 8.65% |
| AMP Capital Global Property Securities Fund | Listed property | -4.48% | -4.45% | -0.76% | 1.16% | 4.24% | 2.10% | 7.29% | 11.38% |
| OneAnswer Equity Selection Fund | Australasian Equities | -4.87% | -1.43% | 3.16% | 0.70% | 3.60% | 7.49% | 7.32% | 9.71% |
| Fisher Funds Growth Fund | Diversified | -4.94% | - | - | - | - | - | - | - |
| Pathfinder Commodity Plus Fund | Commodities | -5.17% | -2.57% | -1.41% | 15.31% | 5.56% | 3.42% | 1.43% | - |
| AMP Capital RIL NZ Shares Fund | Australasian Equities | -5.27% | -0.99% | 4.07% | 8.29% | 11.31% | 13.05% | 13.23% | - |
| AMP Capital RIL Growth Fund | Diversified | -5.43% | -3.47% | 0.37% | 1.61% | 9.75% | 6.66% | 6.89% | 7.44% |
| Devon Dividend Yield Fund | Australasian Equities | -5.47% | -2.37% | 4.06% | 0.92% | 1.18% | 5.59% | 9.05% | - |
| Devon Australian Fund | Australasian 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 Fund | Australasian 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 Fund | International Equities | -5.76% | -1.64% | 4.01% | 3.93% | 14.89% | 8.96% | 11.75% | 8.68% |
| Salt Investment Funds NZ Dividend Appreciation Fund | Australasian Equities | -5.77% | -1.76% | 1.44% | 5.64% | 9.83% | 12.44% | - | - |
| Mint Australia New Zealand Active Equity Trust | Australasian Equities | -5.81% | -1.95% | 2.72% | 9.20% | 13.97% | 13.24% | 13.34% | 14.26% |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | -5.95% | -1.52% | 5.63% | 6.40% | - | - | - | - |
| Morphic Global Opportunities Fund | International Equities | -5.96% | -4.39% | -1.77% | -2.24% | 12.30% | 6.65% | 9.64% | - |
| OneAnswer International Share Fund | International 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 Fund | International Equities | -6.21% | -3.54% | 0.78% | 0.33% | 14.65% | 7.64% | 10.73% | - |
| Russell Global Opportunities Fund Class B | International Equities | -6.21% | -3.51% | 0.86% | 0.47% | 14.81% | 7.79% | 10.94% | - |
| Russell Investments NZ Shares Fund | Australasian Equities | -6.22% | -2.10% | 4.01% | 7.36% | 10.78% | 12.87% | 11.40% | - |
| AMP Capital NZ Shares Index Fund | Australasian Equities | -6.38% | -1.55% | 4.46% | - | - | - | - | - |
| OneAnswer New Zealand Share Fund | Australasian Equities | -6.46% | -1.89% | 4.45% | 7.62% | 11.19% | 13.12% | 11.83% | 14.22% |
| AMP Capital Global Shares Fund | International Equities | -6.54% | -4.39% | -0.87% | 1.08% | 12.18% | 8.96% | 9.88% | 10.40% |
| AMP Capital RIL Global Shares Fund | International Equities | -6.57% | -4.53% | -0.83% | 0.57% | 12.23% | 7.04% | 8.17% | 8.87% |
| Nikko AM Core Equity Fund | Australasian Equities | -6.62% | -4.41% | 1.14% | 7.37% | 15.78% | 16.37% | 14.36% | - |
| Pathfinder Global Water Fund | International Equities | -6.66% | -5.17% | -1.22% | -4.67% | 5.94% | 4.97% | 7.50% | - |
| Fisher Funds Global Fund | International Equities | -6.69% | -4.59% | -0.49% | 0.12% | 11.36% | 6.51% | 7.14% | 8.11% |
| AMP Capital All Country Global Shares Index Fund | International Equities | -6.70% | -4.53% | -0.22% | - | - | - | - | - |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | -6.75% | -2.89% | 3.15% | 6.22% | 11.27% | 12.10% | - | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | -6.86% | -4.69% | -0.01% | 2.85% | - | - | - | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | -6.88% | -5.85% | -3.51% | -0.94% | 9.02% | 9.00% | 8.85% | 11.92% |
| Pathfinder Global Responsibility Fund | International Equities | -6.95% | -4.11% | 0.23% | -0.71% | - | - | - | - |
| Harbour Australasian Equity Fund | Australasian 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 B | International Equities | -7.04% | -8.77% | -12.14% | -10.80% | 8.24% | 7.26% | 5.19% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | -7.07% | -6.44% | -4.30% | -2.77% | 10.59% | 7.73% | 8.97% | - |
| Russell Global Opportunities Fund $NZ Hedged Class B | International Equities | -7.07% | -6.42% | -4.26% | -2.68% | 10.71% | 7.84% | 9.11% | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | -7.23% | -7.58% | -9.52% | -7.79% | 9.92% | 7.11% | 5.27% | 5.11% |
| T. Rowe Price Global Equity Growth Fund | International Equities | -7.52% | -5.37% | 1.17% | 5.47% | 19.33% | 11.10% | 13.40% | 9.37% |
| Nikko AM Concentrated Equity Fund | Australasian 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 Fund | Australasian Equities | -7.93% | -4.12% | 3.93% | 9.45% | 11.11% | 12.83% | 11.46% | 12.64% |
| Harbour Australasian Equity Focus Fund – Retail | Australasian Equities | -7.96% | -5.84% | 0.93% | 6.26% | 18.05% | 16.01% | - | - |
| Fisher Funds Australian Growth Fund | Australasian 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 Fund | International Equities | -8.19% | -4.77% | 0.72% | 6.11% | 15.20% | 9.23% | 9.60% | 9.97% |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | -8.20% | -4.74% | 2.71% | 7.98% | 9.75% | 11.07% | 10.21% | 11.05% |
| Nikko AM Global Shares Fund | International 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 Fund | Australasian Equities | -9.08% | -11.25% | -4.72% | -6.13% | 5.08% | 3.69% | 0.98% | 7.15% |
| Nikko AM Global Equity Unhedged Fund | International Equities | -9.93% | -6.58% | -0.96% | 0.18% | 13.05% | 6.54% | 10.20% | - |
| Nikko AM Global Equity Hedged Fund | International 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.