Fund Performance for May 2017

Top 10 Funds available on InvestNow

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 |2018-02-13T04:27:36+00:00June 20th, 2017|Performance|0 Comments