January 2020 Fund Performance
Download the full performance report below.
This report contains a breakdown of the previous months overall top performing funds and Index Funds. It also contains the most recent figures of the top performing funds and Index Funds of the last 12 months.
This report is aimed to provide an overview of recent short-term performance of the funds hosted on InvestNow. Please note, past performance is not a guarantee of future returns. Returns are after fees, before tax and denominated in NZD. Performance figures over 1 year are annualised.
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Performance summary – all funds
| Name | Category | 1 month | 3 months | 6 months | 1 year | 3 years | 5 years | 10 years |
|---|---|---|---|---|---|---|---|---|
| Smartshares US Large Growth Fund (USG) | International Equities | 9.19% | 11.07% | 14.79% | 39.90% | 22.08% | - | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | 6.54% | 7.56% | 10.93% | 27.52% | 21.07% | 13.55% | - |
| Smartshares US 500 Fund (USF) | International Equities | 6.38% | 7.26% | 11.21% | 31.19% | 17.97% | - | - |
| Smartshares US Mid Cap Fund (USM) | International Equities | 6.10% | 5.49% | 7.74% | 26.65% | 14.00% | - | - |
| APN Asian REIT Fund | Listed Property | 5.87% | -0.51% | 8.60% | 24.90% | 18.13% | 10.70% | - |
| Fisher Funds Australian Growth Fund | Australasian Equities | 5.00% | 6.50% | 11.01% | 28.67% | 15.72% | 11.54% | 8.70% |
| India Avenue Equity Fund - Retail Class | International Equities | 4.90% | -0.01% | 7.39% | 17.40% | - | - | - |
| Smartshares Australian Top 20 Fund (OZY) | Australasian Equities | 4.64% | 3.07% | 3.82% | 21.65% | 9.83% | 5.59% | 5.42% |
| Nikko AM Global Shares Fund | International Equities | 4.55% | 5.53% | 7.53% | 28.34% | - | - | - |
| Smartshares US Equities ESG ETF (USA) | International Equities | 4.48% | 6.39% | 11.48% | - | - | - | - |
| Pathfinder Global Water Fund | International Equities | 4.25% | 6.35% | 12.51% | 31.14% | 13.21% | 10.45% | - |
| Smartshares Global Equities ESG ETF (ESG) | International Equities | 4.21% | 4.69% | 10.40% | - | - | - | - |
| Smartshares Total World Fund (TWF) | International Equities | 4.12% | 4.73% | 9.69% | 24.22% | 14.29% | - | - |
| Milford Trans-Tasman Equity Fund | Australasian Equities | 4.02% | 8.46% | 8.27% | 30.51% | 19.03% | 14.92% | 13.85% |
| AMP Capital Australasian Property Index Fund | Listed Property | 3.93% | 4.53% | 5.77% | 26.89% | 16.07% | 12.85% | - |
| Smartshares Australian Mid Cap Fund (MZY) | Australasian Equities | 3.86% | 3.62% | 4.28% | 18.66% | 11.59% | 10.91% | 6.56% |
| AMP Capital Global Property Securities Fund | Listed Property | 3.73% | 2.57% | 8.59% | 17.90% | 10.74% | 6.49% | 12.48% |
| Harbour Real Estate Investment Fund | Listed Property | 3.61% | 6.23% | 7.88% | 31.30% | - | - | - |
| Morphic Global Opportunities Fund | International Equities | 3.54% | 3.58% | 7.93% | 17.82% | 11.16% | 7.80% | - |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | 3.48% | 4.31% | 10.31% | 26.51% | 16.52% | - | - |
| Nikko AM Concentrated Equity Fund | Australasian Equities | 3.43% | 11.19% | 5.60% | 22.39% | 16.40% | 13.66% | 12.19% |
| Devon Alpha Fund | Australasian Equities | 3.38% | 4.46% | 2.76% | 19.63% | 11.21% | 7.18% | - |
| Harbour Australasian Equity Focus Fund | Australasian Equities | 3.36% | 8.58% | 8.24% | 25.62% | 18.78% | 15.31% | - |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 3.24% | 10.34% | 9.82% | 35.41% | 18.51% | 14.49% | 12.96% |
| Milford Global Equity Fund | International Equities | 3.19% | 6.78% | 9.04% | 23.68% | 12.60% | 8.32% | - |
| Fisher Funds International Growth Fund | International Equities | 3.18% | 5.73% | 9.17% | 25.80% | 18.79% | 12.24% | 8.55% |
| Milford Dynamic Fund | Australasian Equities | 3.09% | 3.85% | 10.45% | 26.74% | 15.66% | 13.53% | - |
| Russell Investments Low Carbon Global Shares Fund Class A | International Equities | 3.09% | 3.95% | 9.71% | 25.14% | - | - | - |
| OneAnswer International Share Fund | International Equities | 3.08% | 4.97% | 8.90% | 27.75% | 17.28% | 12.32% | 12.92% |
| AMP Capital Core Global Shares Fund | International Equities | 3.07% | 2.79% | 8.86% | 20.99% | 13.95% | 10.58% | 10.22% |
| Devon Australian Fund | Australasian Equities | 3.05% | 1.18% | 2.19% | 19.83% | 9.05% | 8.03% | - |
| Harbour Australasian Equity Income Fund | Australasian Equities | 2.91% | 3.01% | 7.87% | 23.49% | 12.19% | 9.43% | - |
| Harbour Active Growth Fund | Diversified | 2.88% | - | - | - | - | - | - |
| APN AREIT PIE Fund | Listed Property | 2.72% | 2.80% | 4.39% | 14.04% | - | - | - |
| Mint Australasian Property Fund | Listed Property | 2.70% | 5.38% | 8.39% | 31.14% | 16.26% | 12.52% | 13.11% |
| Mint Australasian Equity Fund | Australasian Equities | 2.67% | 8.26% | 7.48% | 28.00% | 18.51% | 15.35% | 15.83% |
| Fisher Funds Property & Infrastructure Fund | International Equities | 2.61% | 5.38% | 7.05% | 24.56% | 18.07% | 13.08% | 12.57% |
| Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class B | International Equities | 2.61% | 5.09% | 9.00% | 21.00% | - | - | - |
| Harbour Australasian Equity Fund | Australasian Equities | 2.56% | 8.50% | 6.60% | 26.06% | 17.92% | 15.01% | - |
| OneAnswer Property Securities Fund | Listed Property | 2.47% | 6.97% | 9.84% | 32.28% | 16.96% | 13.28% | 14.31% |
| AMP Capital Ethical Leaders NZ Shares Fund | Australasian Equities | 2.45% | 9.35% | 8.90% | 30.87% | 17.87% | 15.15% | - |
| Russell Investments Global Opportunities Fund Class B | International Equities | 2.36% | 3.12% | 9.22% | 21.89% | 14.18% | 10.17% | - |
| Russell Investments Global Shares Fund | International Equities | 2.35% | 3.10% | 9.16% | 21.75% | 14.01% | 10.00% | - |
| Smartshares NZ Property Fund (NPF) | Listed Property | 2.35% | 4.91% | 6.64% | 31.88% | 18.01% | - | - |
| Devon Trans-Tasman Fund | Australasian Equities | 2.28% | 4.22% | 3.12% | 22.94% | 12.59% | 10.31% | 10.59% |
| Smartshares Europe Fund (EUF) | International Equities | 2.27% | 3.66% | 10.53% | 21.81% | 11.56% | - | - |
| Milford Australian Absolute Growth Fund | Australasian Equities | 2.25% | 2.04% | 4.52% | 17.52% | - | - | - |
| OneAnswer New Zealand Share Fund | Australasian Equities | 2.24% | 9.67% | 8.47% | 30.38% | 17.58% | 14.24% | 14.27% |
| Nikko AM Core Equity Fund | Australasian Equities | 2.13% | 9.10% | 7.82% | 26.23% | 19.02% | 16.17% | - |
| Pie Australasian Dividend Fund | Australasian Equities | 2.13% | -0.79% | 4.51% | 18.25% | 14.09% | 12.56% | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | 2.08% | 1.41% | 3.32% | 8.36% | 4.89% | 4.12% | - |
| AMP Capital Global Listed Infrastructure Fund | International Equities | 1.99% | 7.40% | 11.37% | 25.85% | 13.79% | 8.39% | - |
| AMP Capital Income Generator Fund | Diversified | 1.97% | 3.76% | 5.73% | 17.33% | 9.07% | 7.62% | - |
| OneAnswer Australian Share Fund | Australasian Equities | 1.97% | -0.55% | 3.96% | 18.42% | 6.50% | 3.15% | 4.24% |
| AMP Capital NZ Shares Index Fund | Australasian Equities | 1.94% | 8.63% | 8.21% | 31.07% | - | - | - |
| Salt Enhanced Property Fund | Listed Property | 1.84% | 5.43% | 8.66% | 33.59% | 18.43% | 14.84% | - |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | 1.79% | 8.23% | 8.66% | 27.21% | 15.45% | - | - |
| QuayStreet NZ Equity Fund | Australasian Equities | 1.74% | 6.95% | 4.75% | 24.55% | 17.38% | 15.01% | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 1.68% | 1.95% | 2.79% | 8.31% | - | - | - |
| Milford Balanced Fund | Diversified | 1.66% | 3.98% | 5.95% | 16.82% | 10.60% | 9.32% | - |
| Smartshares Healthcare Innovation ETF (LIV) | International Equities | 1.64% | 8.59% | 5.88% | - | - | - | - |
| AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | 1.63% | 1.53% | 2.71% | 8.04% | - | - | - |
| Fisher Funds Growth Fund | Diversified | 1.59% | 4.30% | 5.91% | 18.84% | - | - | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | 1.59% | 0.21% | 1.32% | 6.77% | 5.83% | 4.57% | - |
| Harbour Income Fund | Diversified | 1.58% | 2.35% | 3.72% | 11.37% | 7.13% | - | - |
| Smartshares Automation and Robotics ETF (BOT) | International Equities | 1.58% | 4.21% | 10.65% | - | - | - | - |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | 1.57% | 2.72% | 5.02% | 14.07% | 8.77% | 6.27% | 7.95% |
| Fisher Funds BondPlus Fund | International Fixed Interest | 1.56% | 1.16% | 2.12% | 7.16% | 4.11% | 3.48% | 6.22% |
| AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund | International Fixed Interest | 1.54% | 1.43% | 2.74% | 7.84% | 4.19% | 3.34% | 5.05% |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 1.54% | 0.18% | 1.19% | 5.83% | 5.31% | 4.54% | 5.56% |
| Fisher Funds Multi Sector Fund | Diversified | 1.53% | 3.08% | 4.39% | 13.84% | 8.48% | 6.72% | 7.62% |
| Russell Investments NZ Shares Fund | Australasian Equities | 1.52% | 7.65% | 6.00% | 27.36% | 17.27% | 14.91% | - |
| Pathfinder Global Property Fund | Listed Property | 1.51% | -0.20% | 5.05% | 12.97% | 9.66% | - | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 1.47% | 0.31% | 1.06% | 4.98% | 4.73% | 4.43% | - |
| AMP Capital Ethical Leaders Growth Fund | Diversified | 1.44% | 3.44% | 6.34% | 17.20% | 10.76% | 7.52% | 8.50% |
| AMP Capital All Country Global Shares Index Fund | International Equities | 1.42% | 4.99% | 7.65% | 19.43% | - | - | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 1.40% | 0.14% | 0.95% | 5.49% | 5.15% | 4.55% | - |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | 1.39% | 12.36% | 8.33% | 35.98% | 19.88% | 16.27% | 15.48% |
| OneAnswer Balanced Fund | Diversified | 1.35% | 3.87% | 5.43% | 16.53% | 10.03% | 7.77% | 9.38% |
| Devon Dividend Yield Fund | Australasian Equities | 1.34% | 2.82% | 2.99% | 19.55% | 9.80% | 10.33% | - |
| OneAnswer Equity Selection Fund | Australasian Equities | 1.34% | 10.35% | 9.87% | 22.13% | 8.46% | 7.68% | 9.89% |
| Milford Diversified Income Fund | Diversified | 1.33% | 2.18% | 4.09% | 13.44% | 9.69% | 9.74% | - |
| Milford Trans-Tasman Bond Fund | New Zealand Fixed Interest | 1.33% | 0.92% | 1.72% | 6.82% | 5.55% | 5.06% | - |
| Harbour Long Short Fund | Australasian Equities | 1.32% | 3.82% | 4.94% | 7.13% | - | - | - |
| Milford Conservative Fund | Diversified | 1.31% | 1.87% | 3.25% | 9.71% | 7.13% | - | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 1.30% | 0.42% | 1.52% | 6.40% | 5.91% | 5.12% | 6.14% |
| Mint Diversified Income Fund | Diversified | 1.26% | 1.68% | 2.51% | 8.76% | 6.26% | 5.50% | - |
| Smartshares Global Aggregate Bond ETF (AGG) | International Fixed Interest | 1.26% | 1.47% | 2.27% | - | - | - | - |
| AMP Capital Ethical Leaders Conservative Fund | Diversified | 1.23% | 1.13% | 2.66% | 7.78% | 5.00% | 3.99% | 5.03% |
| Milford Global Corporate Bond Fund | International Fixed Interest | 1.21% | 1.56% | 3.15% | 8.53% | 5.55% | - | - |
| Fisher Funds Conservative Fund | Diversified | 1.15% | 1.43% | 2.55% | 8.39% | - | - | - |
| Mint Diversified Growth Fund | Diversified | 1.15% | 5.32% | 6.29% | 15.46% | - | - | - |
| Fisher Funds Global Fund | International Equities | 1.10% | 3.40% | 7.58% | 19.91% | 12.05% | 7.96% | 8.69% |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 1.09% | 0.28% | 1.35% | 5.29% | 4.79% | 4.39% | 5.06% |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 1.07% | 6.41% | 7.14% | 25.36% | 16.07% | 13.60% | - |
| AMP Capital Global Multi-Asset Fund | Diversified | 1.02% | 2.43% | 2.76% | 7.57% | 4.08% | 4.17% | - |
| Smartshares Japan Equities ESG ETF (JPN) | International Equities | 1.00% | 0.00% | 10.93% | - | - | - | - |
| Fisher Funds Income Fund | International Fixed Interest | 0.90% | 0.79% | 1.92% | 5.31% | 3.79% | 3.89% | - |
| Elevation Capital Global Shares Fund | International Equities | 0.85% | 2.70% | 5.45% | 15.09% | 5.01% | 5.48% | 6.45% |
| Smartshares NZ Dividend Fund (DIV) | Australasian Equities | 0.84% | 2.52% | 1.38% | 20.97% | 12.94% | - | - |
| AMP Capital Ethical Leaders Global Shares Fund | International Equities | 0.80% | 3.63% | 6.91% | 16.61% | 11.00% | 7.50% | 9.44% |
| Pathfinder Global Responsibility Fund | International Equities | 0.78% | 4.53% | 9.86% | 21.34% | - | - | - |
| AMP Capital Global Shares Fund | International Equities | 0.76% | 4.14% | 6.99% | 17.04% | 11.44% | 9.38% | 10.82% |
| Antipodes Global Fund - Long (PIE) | International Equities | 0.67% | 1.26% | 5.11% | 12.75% | - | - | - |
| QuayStreet Income Fund | Diversified | 0.57% | 1.16% | 2.59% | 8.03% | 6.01% | 5.76% | - |
| Smartshares NZ Mid Cap Fund (MDZ) | Australasian Equities | 0.55% | 6.10% | 7.23% | 24.39% | 19.85% | 16.55% | 15.98% |
| Smartshares NZ Top 50 Fund (FNZ) | Australasian Equities | 0.38% | 7.88% | 6.99% | 28.24% | 18.80% | 15.67% | 14.43% |
| Nikko AM Income Fund | New Zealand Fixed Interest | 0.19% | 0.26% | -1.52% | 1.02% | 4.04% | 4.54% | 5.75% |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.15% | 0.32% | 0.71% | 1.87% | 2.08% | 2.25% | 2.43% |
| Milford Cash Fund | Cash and Cash Equivalents | 0.13% | 0.38% | 0.79% | - | - | - | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.12% | 0.30% | 0.69% | 1.71% | 2.01% | 2.38% | 2.92% |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | 0.02% | 1.05% | 2.92% | 6.87% | - | - | - |
| Smartshares Emerging Markets Fund (EMF) | International Equities | 0.00% | 3.65% | 6.89% | 13.64% | 10.34% | - | - |
| Smartshares Europe Equities ESG ETF (EUG) | International Equities | 0.00% | 0.81% | 7.76% | - | - | - | - |
| Nikko Global Shares Hedged Fund | International Equities | -0.37% | 7.43% | 2.75% | - | - | - | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | -0.51% | 5.05% | 7.33% | 18.07% | 11.74% | - | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | -0.68% | 0.63% | 5.05% | 11.44% | 11.43% | 5.55% | 5.09% |
| Russell Investments Emerging Markets Fund Class B | International Equities | -1.03% | 1.07% | 5.21% | 11.87% | 10.17% | 5.63% | - |
| Russell Investments Global Opportunities Fund $NZ Hedged Class B | International Equities | -1.44% | 3.90% | 6.38% | 13.96% | 9.47% | 8.70% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | -1.44% | 3.87% | 6.34% | 13.84% | 9.38% | 8.60% | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | -1.51% | 5.24% | 5.01% | 12.30% | 7.69% | 8.31% | 11.43% |
| Smartshares Emerging Markets Equities ESG ETF (EMG) | International Equities | -1.82% | 1.41% | 5.88% | - | - | - | - |
| Salt Long Short Fund | Australasian Equities | -1.97% | 0.66% | 6.15% | 9.89% | 2.96% | 6.81% | - |
| Platinum International Fund | International Equities | -2.79% | -2.79% | 1.36% | 9.97% | 9.97% | 6.89% | 6.74% |
| Pathfinder Commodity Plus Fund | Commodities | -7.89% | -4.12% | -5.60% | -5.55% | -0.66% | -0.73% | -0.65% |
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.