Top 10 Funds available on InvestNow – May 2017

All returns are after fees but before tax, for the month ending 31 May 2017.  Past performance is not indicative of future results.

Performance summary – all funds

Fund Sector Month to May 31 Year to March 31 5 year average return
Fisher Funds Property & Infrastructure Fund Diversified 2.20% 12.84% 13.72%
Fisher Funds International Growth Fund International Equities 1.80% 11.16% 7.97%
Vanguard International Shares Select Exclusions Index Fund (Hedged) – NZD Class International Equities 1.68% - -
Salt Investment Funds Enhanced Property Fund Unlisted Property 1.63% 2.55% -
Russell Global Opportunities Fund $NZ Hedged Class B International Equities 1.56% 21.05% 14.71%
Russell Investments Hedged Global Shares Fund International Equities 1.54% 19.02% 0.00%
Fishers Funds New Zealand Growth Fund Australasian Equities 1.50% 12.37% 16.56%
AMP Capital NZ Fixed Interest Fund New Zealand Fixed Interest 1.33% 1.69% 4.66%
Russell Investments NZ Fixed Interest Fund New Zealand Fixed Interest 1.17% 1.74% -
Harbour NZ Core Fixed Interest Fund New Zealand Fixed Interest 1.01% 2.12% 4.68%
Harbour Australasian Equity Income Fund Australasian Equities 0.79% 7.45% 15.55%
Hunter Global Fixed Interest Fund International Fixed Interest 0.79% - -
Harbour NZ Corporate Bond Fund New Zealand Fixed Interest 0.77% 2.59% 4.86%
Harbour Income Fund New Zealand Fixed Interest 0.75% 3.95% -
Mint Australia New Zealand Real Estate Investment Trust Australasian Equities 0.67% -0.80% 11.87%
Russell Investments Global Fixed Interest Fund International Fixed Interest 0.61% 3.70% 6.35%
Fisher Funds Income Fund New Zealand Fixed Interest 0.60% 3.75% 5.08%
Harbour NZ Advanced Equity Beta Fund Australasian Equities 0.55% 8.04% -
Mint Australia New Zealand Active Equity Trust Australasian Equities 0.26% 8.37% 17.33%
Mint Diversified Income Fund – Retail Diversified 0.26% 3.26% -
T. Rowe Price Global Equity Growth Fund International Equities 0.24% 12.14% -
AMP Capital NZ Cash Fund Cash and Cash Equivalents 0.20% 2.34% 3.14%
Russell Investments NZ Shares Fund Australasian Equities 0.14% 7.59% -
AMP Cash Advantage Fund (Rabobank) Cash and Cash Equivalents 0.09% 1.55% -
Salt Investment Funds NZ Dividend Appreciation Fund Australasian Equities -0.24% 7.64% -
Russell Emerging Markets Fund Class B International Equities -0.90% 25.50% 7.44%
Harbour Australasian Equity Fund Australasian Equities -0.94% 10.96% 17.24%
Vanguard International Shares Select Exclusions Index Fund International Equities -1.09% - -
Russell Global Opportunities Fund Class B International Equities -1.20% 18.92% 14.43%
Russell Investments Global Shares Fund International Equities -1.22% 14.50% -
Harbour Australasian Equity Focus Fund – Retail Australasian Equities -1.92% 11.71% -
Devon Trans-Tasman Fund Australasian Equities -2.70% 10.60% 14.05%
Fisher Funds Australian Growth Fund Australasian Equities -2.90% 6.58% 7.55%

Notes

All returns are after fees but before tax.

For the Vanguard International Shares Select Exclusions Fund, we have shown the NZD return of -1.09% as advised by Vanguard – this fund returned 2.72% 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 |2019-06-28T18:03:49+12:00June 20th, 2017|Performance|0 Comments