January 2021 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 |
|---|---|---|---|---|---|---|---|---|
| Morphic Global Opportunities Fund | International Equities | 8.47% | 16.00% | 17.00% | 18.15% | 9.11% | 10.51% | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | 6.51% | 12.02% | 15.29% | 14.76% | 4.89% | 12.27% | 5.43% |
| Smartshares Emerging Markets ETF (EMF) | International Equities | 4.31% | 11.78% | 15.99% | 12.71% | 4.80% | 12.28% | - |
| Smartshares Emerging Markets Equities ESG ETF (EMG) | International Equities | 4.11% | 12.46% | 16.20% | 14.91% | - | - | - |
| Elevation Capital Global Shares Fund | International Equities | 3.49% | 22.32% | 24.79% | 18.23% | 7.84% | 7.76% | 7.34% |
| Smartshares Healthcare Innovation ETF (LIV) | International Equities | 3.24% | 13.68% | 19.06% | 41.60% | - | - | - |
| Smartshares US Small Cap ETF (USS) | International Equities | 3.19% | 23.14% | 26.09% | 13.48% | 11.58% | 13.00% | - |
| AMP Capital Commodities Fund | Commodities | 2.77% | 12.57% | 17.27% | 6.43% | -2.84% | 2.96% | - |
| AMP Capital Global Shares Fund | International Equities | 2.53% | 12.64% | 13.68% | 9.30% | 6.74% | 12.18% | 10.21% |
| AMP Capital Ethical Leaders Global Shares Fund | International Equities | 2.38% | 15.27% | 15.92% | 8.29% | 5.89% | 10.81% | 8.79% |
| AMP Capital Core Global Shares Fund | International Equities | 2.29% | 6.68% | 7.69% | 4.09% | 7.35% | 10.47% | 9.90% |
| Smartshares Automation and Robotics ETF (BOT) | International Equities | 2.24% | 14.85% | 22.64% | 29.19% | - | - | - |
| Smartshares US Equities ESG ETF (USA) | International Equities | 2.14% | 8.01% | 10.36% | 8.80% | - | - | - |
| All Country Global Shares Index Fund | International Equities | 1.97% | 13.18% | 15.42% | 11.29% | 8.52% | - | - |
| Russell Investments Emerging Markets Fund Class B | International Equities | 1.92% | 11.50% | 13.38% | 10.40% | 2.78% | 11.71% | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 1.80% | 16.47% | 16.52% | 11.25% | 4.82% | 12.39% | 10.52% |
| Smartshares Asia Pacific ETF (APA) | International Equities | 1.56% | 13.82% | 18.64% | 8.96% | 4.74% | 9.22% | - |
| Smartshares Japan Equities ESG ETF (JPN) | International Equities | 1.52% | 8.44% | 13.04% | 5.02% | - | - | - |
| Pie Growth UK & Europe Fund | International Equities | 1.41% | 21.73% | 31.46% | 27.75% | 11.17% | - | - |
| Milford Dynamic Fund | Australasian Equities | 1.37% | 11.10% | 21.25% | 16.74% | 13.87% | 14.42% | - |
| Smartshares Total World ETF (TWF) | International Equities | 1.34% | 11.55% | 13.72% | 6.77% | 8.66% | 11.13% | - |
| Milford Australian Absolute Growth Fund | Australasian Equities | 1.28% | 8.24% | 9.48% | 8.25% | - | - | - |
| Smartshares US 500 ETF (USF) | International Equities | 1.28% | 9.88% | 11.98% | 7.43% | 12.85% | 13.95% | - |
| AMP Capital Ethical Leaders Growth Fund | Diversified | 1.27% | 12.26% | 12.73% | 6.31% | 6.84% | 9.91% | 8.08% |
| Salt Long Short Fund | Australasian Equities | 1.26% | 17.17% | 16.00% | 9.91% | 4.07% | 5.71% | - |
| APN Asian REIT Fund | Listed Property | 1.19% | 5.70% | 2.93% | -14.26% | 6.40% | 7.25% | - |
| Smartshares Australian Financials ETF (ASF) | Australasian Equities | 1.18% | 17.89% | 18.33% | -5.26% | -1.73% | 3.78% | - |
| Smartshares Global Equities ESG ETF (ESG) | International Equities | 1.16% | 8.75% | 9.46% | 5.29% | - | - | - |
| Devon Dividend Yield Fund | Australasian Equities | 1.15% | 14.64% | 19.63% | -1.24% | 7.21% | 7.79% | - |
| Nikko AM Global Shares Fund | International Equities | 1.14% | 7.35% | 12.68% | 17.43% | 16.02% | - | - |
| Smartshares US Large Value ETF (USV) | International Equities | 1.09% | 10.30% | 8.64% | -6.92% | 4.82% | 7.10% | - |
| Nikko AM Income Fund | New Zealand Fixed Interest | 1.08% | 3.86% | 9.41% | 5.04% | 3.50% | 3.80% | 5.36% |
| T. Rowe Price Global Equity Growth Fund | International Equities | 0.99% | 8.51% | 13.27% | 26.41% | 17.68% | 17.94% | - |
| Smartshares US Mid Cap ETF (USM) | International Equities | 0.99% | 12.98% | 15.08% | 8.22% | 11.10% | 12.17% | - |
| Hunter Growth Fund | Diversified | 0.97% | 6.48% | - | - | - | - | - |
| Pathfinder Global Water Fund | International Equities | 0.80% | 9.26% | 14.27% | 1.65% | 9.02% | 9.84% | 8.92% |
| AMP Capital Global Multi-Asset Fund | Diversified | 0.72% | 4.94% | 5.08% | 2.23% | 2.60% | 4.57% | - |
| Hunter Balanced Fund | Diversified | 0.66% | 5.00% | - | - | - | - | - |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | 0.65% | 8.02% | 8.40% | 4.39% | 6.13% | 7.61% | 7.42% |
| AMP Capital Global Companies Fund | International Equities | 0.64% | 5.91% | 10.92% | 23.85% | - | - | - |
| Pathfinder Global Property Fund | Listed Property | 0.62% | 9.67% | 8.20% | -17.56% | 0.10% | 2.52% | - |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | 0.56% | 9.73% | 13.07% | 13.70% | 14.47% | 15.32% | - |
| QuayStreet NZ Equity Fund | Australasian Equities | 0.49% | 7.26% | 10.63% | 15.93% | 15.59% | 16.89% | - |
| Nikko AM Global Shares Hedged Fund | International Equities | 0.45% | 17.17% | 22.34% | 24.20% | - | - | - |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 0.43% | 11.34% | 19.60% | 11.62% | 13.48% | 14.31% | - |
| QuayStreet Income Fund | Diversified | 0.43% | 1.98% | 3.51% | 2.35% | 4.69% | 5.35% | - |
| Clarity Global Shares Fund | International Equities | 0.38% | 12.10% | 12.37% | 4.43% | 6.07% | - | - |
| NZ Shares Index Fund | Australasian Equities | 0.25% | 8.61% | 12.23% | 12.14% | 16.38% | - | - |
| AMP Capital Global Listed Infrastructure Fund | International Equities | 0.24% | 8.38% | 2.82% | -13.47% | 5.17% | 7.25% | - |
| Smartshares S&P/ASX 200 ETF (AUS) | Australasian Equities | 0.22% | 12.03% | 12.08% | - | - | - | - |
| Smartshares NZ Mid Cap ETF (MDZ) | Australasian Equities | 0.16% | 9.44% | 20.95% | 7.89% | 13.52% | 15.87% | 16.60% |
| Harbour Income Fund | Diversified | 0.11% | 4.33% | 8.30% | 6.08% | 7.08% | 6.26% | - |
| AMP Capital Ethical Leaders Conservative Fund | Diversified | 0.10% | 2.64% | 2.70% | 1.93% | 3.71% | 4.15% | 4.56% |
| Russell Investments Global Opportunities Fund $NZ Hedged Class B | International Equities | 0.08% | 16.36% | 16.66% | 9.85% | 4.90% | 11.26% | - |
| Castle Point 5 Oceans Fund | Diversified | 0.06% | 5.80% | 6.50% | 10.37% | 5.80% | - | - |
| Russell Investments Hedged Global Shares Fund | International Equities | 0.05% | 16.26% | 16.33% | 9.64% | 4.77% | 11.14% | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.02% | 0.06% | 0.15% | 0.58% | 1.48% | 1.82% | 2.59% |
| AMP Capital NZ Short Duration Fund | New Zealand Fixed Interest | 0.02% | -0.44% | 0.25% | 2.55% | 3.02% | 3.19% | 3.80% |
| Milford Cash Fund | Cash and Cash Equivalents | 0.02% | 0.09% | 0.20% | 0.54% | - | - | - |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.01% | 0.01% | 0.23% | 0.60% | 1.51% | 1.79% | 2.21% |
| Smartshares US Large Growth ETF (USG) | International Equities | 0.01% | 6.13% | 11.18% | 20.28% | 20.00% | 18.18% | - |
| Smartshares Australian Top 20 ETF (OZY) | Australasian Equities | 0.00% | 15.68% | 14.59% | 1.61% | 6.55% | 8.55% | 5.10% |
| OneAnswer Australian Share Fund | Australasian Equities | -0.01% | 15.22% | 14.41% | -8.86% | -2.27% | 1.92% | 2.14% |
| Devon Trans-Tasman Fund | Australasian Equities | -0.02% | 12.48% | 13.68% | 1.84% | 8.48% | 9.88% | 10.32% |
| Harbour Active Growth Fund | Diversified | -0.02% | 6.55% | 10.64% | 17.00% | - | - | - |
| Smartshares NZ Cash ETF (NZC) | Cash and Cash Equivalents | -0.03% | 0.33% | 0.43% | 0.96% | 2.10% | 2.29% | - |
| OneAnswer New Zealand Share Fund | Australasian Equities | -0.04% | 8.71% | 10.74% | 13.96% | 16.11% | 16.31% | 15.12% |
| AMP Capital Global Short Duration Fund | International Fixed Interest | -0.05% | 0.32% | 0.62% | 1.45% | 1.98% | 2.24% | - |
| AMP Capital Australian Shares Fund | Australasian Equities | -0.05% | 12.80% | 10.70% | 0.81% | 5.81% | 7.82% | 5.08% |
| Fisher Funds Income Fund | International Fixed Interest | -0.05% | 0.37% | 0.67% | 3.54% | 4.05% | 3.97% | - |
| Smartshares NZ Bond ETF (NZB) | New Zealand Fixed Interest | -0.06% | 0.16% | 1.60% | 4.77% | 4.92% | 4.70% | - |
| Milford Conservative Fund | Diversified | -0.09% | 2.23% | 4.09% | 4.81% | 5.77% | 6.69% | - |
| Smartshares Global Bond ETF (GBF) | International Fixed Interest | -0.09% | 2.06% | 2.91% | 5.04% | 4.48% | 4.74% | - |
| AMP Capital Income Generator Fund | Diversified | -0.12% | 5.01% | 5.92% | 2.62% | 7.22% | 7.87% | - |
| Milford Trans-Tasman Bond Fund | New Zealand Fixed Interest | -0.12% | -0.12% | 1.75% | 4.44% | 5.03% | 5.10% | - |
| Salt Enhanced Property Fund | Listed Property | -0.13% | 4.62% | 16.64% | 3.54% | 15.73% | 13.25% | - |
| Milford Global Corporate Bond Fund | International Fixed Interest | -0.14% | 2.06% | 2.87% | 4.21% | 4.53% | - | - |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | -0.15% | -1.10% | 0.44% | 4.33% | 4.61% | 4.27% | 4.90% |
| AMP Capital Global Property Securities Fund | Listed Property | -0.16% | 10.68% | 7.39% | -11.78% | 3.47% | 4.71% | 8.11% |
| Castle Point Trans-Tasman Fund | Australasian Equities | -0.16% | 11.88% | 18.74% | 24.68% | - | - | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | -0.16% | 1.48% | 2.60% | 4.68% | 4.98% | - | - |
| Russell Investments NZ Shares Fund | Australasian Equities | -0.17% | 8.24% | 10.85% | 12.94% | 15.39% | 15.98% | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | -0.21% | -1.34% | 0.33% | 4.56% | 5.28% | 5.00% | 5.77% |
| Platinum International Fund | International Equities | -0.22% | 11.97% | 14.05% | 7.96% | 1.57% | 8.06% | 7.27% |
| Smartshares Global Aggregate Bond ETF (AGG) | International Fixed Interest | -0.22% | 0.77% | -0.89% | 1.51% | - | - | - |
| Russell Investments Global Opportunities Fund Class B | International Equities | -0.23% | 8.85% | 10.10% | 3.08% | 6.44% | 9.75% | - |
| Russell Investments Global Shares Fund | International Equities | -0.25% | 8.76% | 9.75% | 2.82% | 6.26% | 9.57% | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | -0.28% | -1.75% | 0.06% | 3.85% | 4.35% | 4.15% | - |
| Fisher Funds International Growth Fund | International Equities | -0.31% | 9.51% | 12.14% | 19.66% | 15.20% | 15.37% | 9.83% |
| Milford Diversified Income Fund | Diversified | -0.32% | 4.99% | 7.09% | 3.25% | 7.25% | 8.80% | 10.90% |
| Fisher Funds Global Fund | International Equities | -0.34% | 10.64% | 11.77% | 10.83% | 8.38% | 11.55% | 8.48% |
| Milford Trans-Tasman Equity Fund | Australasian Equities | -0.35% | 10.15% | 14.04% | 12.38% | 14.89% | 16.29% | 14.54% |
| Pie Australasian Dividend Fund | Australasian Equities | -0.35% | 15.50% | 19.05% | 17.06% | 13.95% | 15.47% | - |
| OneAnswer Property Securities Fund | Listed Property | -0.36% | 3.64% | 16.78% | 2.97% | 14.74% | 12.01% | 13.83% |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.38% | -2.20% | -0.58% | 2.95% | 4.42% | 4.13% | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | -0.39% | -2.43% | -1.07% | 2.95% | 5.21% | 4.31% | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.41% | -2.65% | -1.28% | 2.71% | 4.52% | 4.18% | 5.13% |
| Fisher Funds BondPlus Fund | International Fixed Interest | -0.41% | 0.75% | 1.10% | 2.78% | 3.92% | 3.84% | 5.54% |
| Fisher Funds Conservative Fund | Diversified | -0.41% | 1.48% | 2.53% | 4.25% | - | - | - |
| Hedged Global Fixed Interest Index Fund | International Fixed Interest | -0.43% | 0.15% | -0.23% | 2.55% | 4.42% | - | - |
| Devon Australian Fund | Australasian Equities | -0.45% | 15.32% | 13.08% | -5.72% | 2.22% | 5.78% | 6.21% |
| AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund | International Fixed Interest | -0.47% | 0.17% | -0.21% | 3.09% | 4.19% | 3.77% | 4.59% |
| Milford Balanced Fund | Diversified | -0.48% | 5.57% | 8.30% | 7.54% | 8.56% | 9.50% | 10.47% |
| AMP Capital NZ Shares Fund | Australasian Equities | -0.49% | 9.58% | 12.36% | 18.56% | 16.49% | 16.17% | 15.26% |
| Fisher Funds Australian Growth Fund | Australasian Equities | -0.52% | 8.62% | 17.19% | 11.74% | 13.08% | 12.05% | 7.93% |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | -0.55% | 1.17% | 0.92% | 4.83% | 5.13% | 4.83% | - |
| Mint Diversified Income Fund | Diversified | -0.56% | 2.11% | 4.23% | 3.86% | 5.54% | 5.21% | - |
| Fisher Funds Growth Fund | Diversified | -0.57% | 6.43% | 9.02% | 9.58% | - | - | - |
| Fisher Funds Multi Sector Fund | Diversified | -0.62% | 4.42% | 6.32% | 6.95% | 7.28% | 7.85% | 7.36% |
| Mint Australasian Equity Fund | Australasian Equities | -0.64% | 5.98% | 6.40% | 12.45% | 15.75% | 15.85% | 16.18% |
| Russell Investments Low Carbon Global Shares Fund Class A | International Equities | -0.66% | 6.99% | 8.24% | 6.50% | 9.47% | - | - |
| Antipodes Global Fund - Long (PIE) | International Equities | -0.68% | 9.34% | 11.72% | 7.61% | - | - | - |
| Devon Alpha Fund | Australasian Equities | -0.68% | 7.79% | 12.26% | 3.96% | 7.31% | 8.01% | 9.68% |
| Smartshares Europe Equities ESG ETF (EUG) | International Equities | -0.69% | 13.52% | 5.26% | -2.28% | - | - | - |
| Smartshares Europe ETF (EUF) | International Equities | -0.70% | 15.31% | 7.01% | -2.92% | 2.32% | 6.27% | - |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | -0.74% | 5.02% | 4.14% | 4.47% | - | - | - |
| Smartshares NZ Property ETF (NPF) | Listed Property | -0.78% | 3.11% | 15.05% | 4.02% | 16.35% | 12.44% | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | -0.81% | 14.36% | 14.37% | 11.79% | 8.23% | - | - |
| Mint Australasian Property Fund | Listed Property | -0.84% | 2.59% | 14.23% | 0.47% | 13.45% | 10.65% | 12.64% |
| Smartshares NZ Dividend ETF (DIV) | Australasian Equities | -0.86% | 15.55% | 29.31% | 8.29% | 12.80% | 12.70% | - |
| Smartshares NZ Top 10 ETF (TNZ) | Australasian Equities | -0.87% | 9.01% | 7.49% | 16.17% | 19.24% | 17.29% | 14.85% |
| Smartshares S&P/NZX 50 ETF (NZG) | Australasian Equities | -0.87% | 8.35% | 11.58% | - | - | - | - |
| Nikko AM Core Equity Fund | Australasian Equities | -0.89% | 7.27% | 9.59% | 10.44% | 13.03% | 16.39% | 15.22% |
| Smartshares Australian Dividend ETF (ASD) | Australasian Equities | -0.92% | 16.92% | 13.05% | 2.44% | 2.51% | 6.38% | - |
| Pathfinder Global Responsibility Fund | International Equities | -1.03% | 11.14% | 14.30% | 10.67% | 8.01% | - | - |
| OneAnswer Equity Selection Fund | Australasian Equities | -1.08% | 7.89% | 10.88% | 8.60% | 9.28% | 9.68% | 10.60% |
| Smartshares NZ Top 50 ETF (FNZ) | Australasian Equities | -1.10% | 12.95% | 21.81% | 14.27% | 16.78% | 16.95% | 15.33% |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | -1.10% | 6.59% | 7.40% | 4.64% | 9.87% | - | - |
| Smartshares Australian Mid Cap ETF (MZY) | Australasian Equities | -1.13% | 9.21% | 18.55% | 13.75% | 8.04% | 13.00% | 6.89% |
| OneAnswer Balanced Growth Fund | Diversified | -1.22% | 7.33% | 8.11% | 6.25% | 7.29% | 8.47% | 9.05% |
| Harbour Real Estate Investment Fund | Listed Property | -1.24% | 4.15% | 15.35% | 1.67% | - | - | - |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | -1.28% | 8.79% | 15.07% | 17.31% | 18.40% | 16.97% | 14.45% |
| AMP Capital Ethical Leaders NZ Shares Fund | Australasian Equities | -1.31% | 7.19% | 10.37% | 17.48% | 17.91% | 17.20% | - |
| Harbour Long Short Fund | Australasian Equities | -1.38% | 1.20% | 4.32% | 11.64% | - | - | - |
| Harbour Australasian Equity Income Fund | Australasian Equities | -1.39% | 8.69% | 15.83% | 5.04% | 10.42% | 9.76% | - |
| Harbour Australasian Equity Fund | Australasian Equities | -1.74% | 6.47% | 8.76% | 13.62% | 12.96% | 15.94% | 14.28% |
| Australasian Property Index Fund | Listed Property | -1.81% | 4.99% | 15.21% | -4.04% | 11.40% | 9.80% | - |
| Milford Global Equity Fund | International Equities | -1.82% | 5.08% | 7.57% | 13.78% | 10.61% | 10.51% | - |
| Fisher Funds Property & Infrastructure Fund | International Equities | -1.83% | 10.39% | 13.71% | -0.61% | 11.13% | 13.19% | 11.06% |
| Smartshares Australian Resources ETF (ASR) | Australasian Equities | -1.84% | 22.43% | 14.07% | 12.67% | 10.66% | 21.94% | - |
| Mint Diversified Growth Fund | Diversified | -1.99% | 6.53% | 8.52% | 14.73% | - | - | - |
| Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class B | International Equities | -2.17% | 7.39% | 4.85% | -13.04% | 2.38% | - | - |
| OneAnswer International Share Fund | International Equities | -2.22% | 6.42% | 8.06% | 4.95% | 9.49% | 11.68% | 12.29% |
| Nikko AM Concentrated Equity Fund | Australasian Equities | -2.29% | 4.77% | 8.25% | 10.80% | 8.84% | 13.73% | 12.88% |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | -2.45% | 7.61% | 12.86% | 20.38% | 20.17% | 19.27% | 17.12% |
| India Avenue Equity Fund - Retail Class | International Equities | -2.66% | 10.12% | 18.61% | -2.91% | -0.43% | - | - |
| Harbour Australasian Equity Focus Fund | Australasian Equities | -2.96% | 9.03% | 16.74% | 16.83% | 12.71% | 15.73% | - |
| Smartshares Australian Property ETF (ASP) | Listed Property | -3.61% | 11.21% | 14.08% | -10.66% | 5.58% | 6.69% | - |
| APN AREIT PIE Fund | Listed Property | -5.48% | 7.30% | 13.48% | -19.11% | 0.96% | - | - |
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.