Fund Performance for June 2017

Top 10 Funds available on InvestNow

All returns are after fees but before tax, for the month ending 30 June 2017.  Past performance is not indicative of future results.

Performance summary – all funds

Fund Sector Month to June 30 Year to March 31 5 year average return
Harbour Australasian Equity Focus Fund – Retail Australasian Equities 4.04% 11.71% -
Harbour Australasian Equity Fund Australasian Equities 3.68% 10.96% 17.24%
Mint Australia New Zealand Active Equity Trust Australasian Equities 2.94% 8.37% 17.33%
Salt Investment Funds NZ Dividend Appreciation Fund Australasian Equities 2.70% 7.64% -
Russell Investments NZ Shares Fund Australasian Equities 2.39% 7.59% -
Harbour NZ Equity Advanced Beta Fund Australasian Equities 2.37% 8.04% -
Fishers Funds New Zealand Growth Fund Australasian Equities 2.00% 12.37% 16.56%
Salt Investment Funds Enhanced Property Fund Listed Property 1.43% 2.55% -
Mint Australia New Zealand Real Estate Investment Trust Australasian Equities 0.88% -0.80% 11.87%
Harbour Australasian Equity Income Fund Australasian Equities 0.57% 7.45% 15.55%
Russell Global Opportunities Fund $NZ Hedged Class B International Equities 0.44% 21.05% 14.71%
Russell Investments Hedged Global Shares Fund International Equities 0.43% 19.02% 0.00%
Devon Trans-Tasman Fund Australasian Equities 0.40% 10.60% 14.05%
Fisher Funds Australian Growth Fund Australasian Equities 0.40% 6.58% 7.55%
AMP Capital NZ Cash Fund Cash and Cash Equivalents 0.20% 2.34% 3.14%
Vanguard International Shares Select Exclusions Index Fund (Hedged) – NZD Class International Equities 0.15% - -
Mint Diversified Income Fund – Retail Diversified 0.09% 3.26% -
AMP Cash Advantage Fund (Rabobank) Cash and Cash Equivalents 0.09% 1.55% -
Harbour Income Fund New Zealand Fixed Interest 0.08% 3.95% -
Hunter Global Fixed Interest Fund International Fixed Interest 0.04% - -
Harbour NZ Corporate Bond Fund New Zealand Fixed Interest -0.17% 2.59% 4.86%
Russell Investments Global Fixed Interest Fund International Fixed Interest -0.17% 3.70% 6.35%
Fisher Funds Income Fund New Zealand Fixed Interest -0.30% 3.75% 5.08%
Fisher Funds Property & Infrastructure Fund Diversified -0.40% 12.84% 13.72%
Harbour NZ Core Fixed Interest Fund New Zealand Fixed Interest -0.40% 2.12% 4.68%
Russell Investments NZ Fixed Interest Fund New Zealand Fixed Interest -0.55% 1.74% -
AMP Capital NZ Fixed Interest Fund New Zealand Fixed Interest -0.62% 1.69% 4.66%
Fisher Funds International Growth Fund International Equities -1.20% 11.16% 7.97%
Russell Emerging Markets Fund Class B International Equities -1.85% 25.50% 7.44%
T. Rowe Price Global Equity Growth Fund International Equities -2.02% 12.14% -
Russell Global Opportunities Fund Class B International Equities -2.44% 18.92% 14.43%
Russell Investments Global Shares Fund International Equities -2.46% 14.50% -
Vanguard International Shares Select Exclusions Index Fund International Equities -2.71% - -

Notes

All returns are after fees but before tax.

For the Vanguard International Shares Select Exclusions Fund, we have shown the NZD return of -2.71% as advised by Vanguard – this fund returned -2.59% in AUD terms.

1-year and 5-year returns are displayed for comparison. These figures are as at 31 March 2017, and are taken from Fund Updates provided to the Disclose Register (1-year and 5-year returns are not shown for funds which are less than 1 year or less than 5 years old).

Past performance is not indicative of future results.

Click here to view performance charts for other months. 

By |2018-02-13T04:27:25+12:00July 20th, 2017|Performance|0 Comments

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