June 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 |
|---|---|---|---|---|---|---|---|---|
| Lighthouse Global Equity Fund | International Equities | 19.81% | 7.02% | - | - | - | - | - |
| Smartshares US Large Growth ETF (USG) | International Equities | 10.38% | 14.05% | 16.43% | 32.63% | 22.35% | 21.52% | - |
| Smartshares Healthcare Innovation ETF (LIV) | International Equities | 10.07% | 11.43% | 6.05% | 26.14% | - | - | - |
| AMP Capital Global Companies Fund | International Equities | 9.24% | 14.17% | 15.89% | 33.94% | - | - | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | 8.39% | 9.87% | 15.30% | 34.37% | 20.68% | 21.64% | - |
| Smartshares Automation and Robotics ETF (BOT) | International Equities | 8.05% | 8.91% | 10.57% | 36.75% | - | - | - |
| Smartshares US Equities ESG ETF (USA) | International Equities | 7.07% | 9.40% | 17.69% | 31.58% | - | - | - |
| Smartshares Australian Property ETF (ASP) | Listed Property | 6.39% | 9.48% | 9.70% | 30.04% | 7.56% | 7.82% | - |
| APN Asian REIT Fund | Listed Property | 5.94% | 6.22% | 13.17% | 16.67% | 9.11% | 8.28% | - |
| Smartshares Australian Dividend ETF (ASD) | Australasian Equities | 5.76% | 7.30% | 8.55% | 23.59% | 6.17% | 7.86% | - |
| Russell Investments Low Carbon Global Shares Fund Class A | International Equities | 5.74% | 7.66% | 15.10% | 27.73% | 13.81% | - | - |
| Morphic Global Opportunities Fund | International Equities | 5.66% | 6.87% | 23.21% | 37.14% | 13.28% | 14.02% | - |
| Smartshares US 500 ETF (USF) | International Equities | 5.65% | 8.79% | 18.48% | 31.28% | 15.99% | 16.47% | - |
| Smartshares Global Equities ESG ETF (ESG) | International Equities | 5.58% | 8.31% | 15.73% | 27.30% | - | - | - |
| APN Global REIT Income Fund | Listed Property | 5.44% | 9.14% | 19.48% | 23.67% | - | - | - |
| Smartshares Emerging Markets Equities ESG ETF (EMG) | International Equities | 5.39% | 4.93% | 9.86% | 27.14% | - | - | - |
| Smartshares Total World ETF (TWF) | International Equities | 5.32% | 7.67% | 15.77% | 29.60% | 12.44% | 14.25% | - |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | 5.31% | 8.10% | 16.48% | 28.16% | 14.31% | - | - |
| Smartshares Emerging Markets ETF (EMF) | International Equities | 5.14% | 5.15% | 11.02% | 25.81% | 9.98% | 10.99% | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | 5.01% | 4.91% | 13.21% | 30.66% | 9.60% | 12.81% | 6.36% |
| Pie Australasian Dividend Growth Fund | Australasian Equities | 4.91% | 15.96% | 23.30% | 53.67% | 18.05% | 17.34% | - |
| Elevation Capital Global Shares Fund | International Equities | 4.82% | 9.21% | 28.22% | 58.26% | 14.80% | 12.67% | 9.64% |
| India Avenue Equity Fund - H Class | International Equities | 4.78% | 10.40% | 22.21% | 54.24% | 8.44% | - | - |
| Smartshares Australian Mid Cap ETF (MZY) | Australasian Equities | 4.68% | 8.14% | 10.55% | 38.38% | 10.79% | 13.48% | 8.24% |
| Smartshares Asia Pacific ETF (APA) | International Equities | 4.66% | 1.78% | 7.41% | 21.04% | 6.45% | 10.16% | - |
| Smartshares US Mid Cap ETF (USM) | International Equities | 4.66% | 7.95% | 17.55% | 35.71% | 13.64% | 15.06% | - |
| Milford Global Equity Fund | International Equities | 4.64% | 9.70% | 13.79% | 29.34% | 15.39% | 14.30% | - |
| Fisher Funds International Growth Fund | International Equities | 4.57% | 8.92% | 18.75% | 38.64% | 20.15% | 20.08% | 11.91% |
| APN AREIT PIE Fund | Listed Property | 4.56% | 9.52% | 10.00% | 27.97% | 2.95% | - | - |
| AMP Capital Core Global Shares Fund | International Equities | 4.53% | 7.25% | 17.11% | 26.80% | 11.86% | 13.52% | 11.86% |
| Russell Investments Global Opportunities Fund Class B | International Equities | 4.51% | 7.18% | 18.24% | 32.19% | 12.04% | 14.34% | 11.02% |
| Fisher Funds Australian Growth Fund | Australasian Equities | 4.50% | 8.67% | 11.34% | 32.60% | 15.31% | 13.89% | 10.49% |
| Russell Investments Global Shares Fund | International Equities | 4.36% | 6.95% | 17.88% | 31.60% | 11.77% | 14.10% | - |
| Russell Investments Emerging Markets Fund Class B | International Equities | 4.33% | 5.87% | 11.94% | 31.07% | 8.69% | 12.11% | 3.33% |
| Nikko AM Global Shares Fund | International Equities | 4.29% | 7.17% | 13.16% | 31.47% | 17.35% | - | - |
| OneAnswer International Share Fund | International Equities | 4.26% | 7.30% | 14.32% | 29.02% | 14.18% | 15.78% | 14.09% |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 4.24% | 4.89% | 3.22% | 23.95% | 17.20% | 15.73% | 14.63% |
| Smartshares US Small Cap ETF (USS) | International Equities | 4.15% | 5.49% | 17.72% | 44.41% | 12.22% | 14.21% | - |
| Nikko AM Concentrated Equity Fund | Australasian Equities | 4.09% | 6.43% | 2.66% | 17.87% | 8.04% | 12.42% | 13.32% |
| Fisher Funds Global Fund | International Equities | 3.82% | 7.78% | 17.42% | 35.45% | 14.77% | 14.86% | 10.69% |
| Smartshares Europe ETF (EUF) | International Equities | 3.80% | 8.83% | 15.60% | 26.44% | 7.90% | 10.23% | - |
| Smartshares Japan Equities ESG ETF (JPN) | International Equities | 3.78% | -0.45% | 4.62% | 13.25% | - | - | - |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | 3.72% | 2.62% | -0.61% | 19.62% | 17.97% | 17.14% | 16.62% |
| Pathfinder Global Responsibility Fund | International Equities | 3.72% | 7.49% | 13.24% | 34.82% | 13.74% | - | - |
| Smartshares NZ Top 10 ETF (TNZ) | Australasian Equities | 3.70% | -0.54% | -8.00% | 1.54% | 12.17% | 12.01% | 13.51% |
| Smartshares Europe Equities ESG ETF (EUG) | International Equities | 3.65% | 8.96% | 14.15% | 23.16% | - | - | - |
| Hunter Growth Fund | Diversified | 3.65% | 4.54% | 7.64% | - | - | - | - |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | 3.50% | 2.92% | 0.20% | 15.72% | 12.44% | 12.61% | - |
| Pathfinder Ethical Trans-Tasman Fund | Australasian Equities | 3.48% | 3.45% | 3.14% | 24.68% | - | - | - |
| Harbour Australasian Equity Focus Fund | Australasian Equities | 3.45% | 5.62% | 2.69% | 32.94% | 12.27% | 16.05% | - |
| Smartshares S&P/ASX 200 ETF (AUS) | Australasian Equities | 3.42% | 6.42% | 12.68% | - | - | - | - |
| Harbour Australasian Equity Fund | Australasian Equities | 3.35% | 3.04% | -1.11% | 15.44% | 10.88% | 14.10% | 14.14% |
| Clarity Global Shares Fund | International Equities | 3.35% | 7.05% | 17.70% | 33.69% | 12.13% | - | - |
| Mint New Zealand SRI Equity Fund | Australasian Equities | 3.27% | 2.68% | -1.41% | 11.53% | 14.24% | - | - |
| AMP Capital NZ Shares Fund | Australasian Equities | 3.25% | 2.85% | -1.87% | 16.41% | 13.77% | 13.60% | 14.76% |
| All Country Global Shares Index Fund | International Equities | 3.25% | 7.45% | 14.12% | 34.32% | 13.21% | - | - |
| Nikko AM Core Equity Fund | Australasian Equities | 3.22% | 2.50% | -2.53% | 11.43% | 9.15% | 13.16% | 14.70% |
| AMP Capital Ethical Leaders NZ Shares Fund | Australasian Equities | 3.21% | 3.08% | -0.75% | 17.36% | 16.07% | 14.79% | - |
| Pathfinder Global Property Fund | Listed Property | 3.06% | 8.20% | 15.13% | 27.46% | 2.95% | 3.35% | - |
| Smartshares S&P/NZX 50 ETF (NZG) | Australasian Equities | 3.06% | 1.09% | -4.48% | - | - | - | - |
| Australasian Property Index Fund | Listed Property | 2.93% | 5.49% | 2.68% | 25.95% | 11.32% | 8.58% | - |
| Pathfinder Ethical Growth Fund | Diversified | 2.93% | 4.10% | 5.01% | - | - | - | - |
| Mint Australasian Equity Fund | Australasian Equities | 2.90% | 2.18% | -2.97% | 6.35% | 11.97% | 13.04% | 15.61% |
| AMP Capital Australian Shares Fund | Australasian Equities | 2.84% | 7.36% | 11.52% | 28.92% | 8.34% | 10.57% | 6.43% |
| OneAnswer New Zealand Share Fund | Australasian Equities | 2.79% | 0.35% | -4.21% | 8.39% | 12.20% | 12.58% | 14.06% |
| NZ Shares Index Fund | Australasian Equities | 2.76% | 0.77% | -3.21% | 10.98% | 12.70% | - | - |
| Hunter Balanced Fund | Diversified | 2.76% | 3.34% | 5.18% | - | - | - | - |
| Mint Diversified Growth Fund | Diversified | 2.75% | 7.55% | 10.01% | 27.15% | - | - | - |
| Harbour Real Estate Investment Fund | Listed Property | 2.73% | 5.84% | 1.82% | 27.36% | - | - | - |
| Harbour Sustainable NZ Shares Fund | Australasian Equities | 2.72% | 0.15% | - | - | - | - | - |
| Fisher Funds Growth Fund | Diversified | 2.69% | 4.54% | 7.49% | 20.11% | - | - | - |
| AMP Capital Global Shares Fund | International Equities | 2.66% | 6.92% | 14.66% | 32.91% | 11.85% | 13.40% | 11.54% |
| OneAnswer Australian Share Fund | Australasian Equities | 2.58% | 5.77% | 16.69% | 31.99% | 1.52% | 5.21% | 3.90% |
| Russell Investments NZ Shares Fund | Australasian Equities | 2.55% | 1.47% | -1.69% | 12.84% | 12.48% | 13.09% | - |
| Smartshares Australian Top 20 ETF (OZY) | Australasian Equities | 2.48% | 6.78% | 14.21% | 30.60% | 9.30% | 11.13% | 6.29% |
| Castle Point Trans-Tasman Fund | Australasian Equities | 2.47% | 1.28% | -4.12% | 17.27% | - | - | - |
| Pathfinder Global Water Fund | International Equities | 2.41% | 9.75% | 17.39% | 39.33% | 14.95% | 11.88% | 10.90% |
| Devon Trans-Tasman Fund | Australasian Equities | 2.40% | 4.16% | 7.43% | 22.04% | 9.32% | 10.16% | 11.09% |
| OneAnswer Equity Selection Fund | Australasian Equities | 2.36% | 4.15% | 1.84% | 16.46% | 9.57% | 8.07% | 10.23% |
| Harbour NZ Index Shares Fund | Australasian Equities | 2.31% | 1.67% | -0.74% | 20.83% | 11.22% | 12.11% | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 2.29% | 7.61% | 14.22% | 36.18% | 14.18% | - | - |
| AMP Capital Global Property Securities Fund | Listed Property | 2.28% | 9.55% | 17.99% | 32.41% | 8.22% | 6.37% | 9.08% |
| Milford Trans-Tasman Equity Fund | Australasian Equities | 2.25% | 5.70% | 6.48% | 24.54% | 14.96% | 16.48% | 14.93% |
| QuayStreet NZ Equity Fund | Australasian Equities | 2.25% | 2.10% | -0.60% | 11.47% | 13.04% | 13.71% | 14.58% |
| Harbour Active Growth Fund | Diversified | 2.06% | 4.24% | 4.16% | 19.58% | - | - | - |
| Smartshares NZ Dividend ETF (DIV) | Australasian Equities | 2.02% | 4.36% | -4.35% | 25.22% | 10.11% | 9.58% | - |
| Harbour Australasian Equity Income Fund | Australasian Equities | 2.02% | 6.13% | 6.29% | 28.03% | 12.12% | 9.95% | - |
| Antipodes Global Fund - Long (PIE) | International Equities | 2.01% | 2.17% | 12.32% | 28.66% | - | - | - |
| Smartshares NZ Mid Cap ETF (MDZ) | Australasian Equities | 2.00% | 2.97% | 2.13% | 27.11% | 12.61% | 14.69% | 16.31% |
| Fisher Funds Multi Sector Fund | Diversified | 1.93% | 3.37% | 5.05% | 14.17% | 8.69% | 8.20% | 7.87% |
| Smartshares NZ Top 50 ETF (FNZ) | Australasian Equities | 1.90% | 1.89% | -2.72% | 22.79% | 13.21% | 14.10% | 14.77% |
| Devon Alpha Fund | Australasian Equities | 1.87% | 5.48% | 8.10% | 21.72% | 8.60% | 8.78% | 10.94% |
| Smartshares US Large Value ETF (USV) | International Equities | 1.81% | 4.40% | 20.79% | 29.86% | 10.96% | 12.53% | - |
| AMP Capital Ethical Leaders Growth Fund | Diversified | 1.79% | 5.21% | 12.35% | 29.66% | 10.68% | 11.48% | 9.14% |
| Milford Balanced Fund | Diversified | 1.78% | 4.45% | 6.67% | 18.36% | 10.03% | 10.21% | 11.02% |
| OneAnswer Balanced Growth Fund | Diversified | 1.76% | 4.73% | 7.10% | 19.93% | 9.72% | 9.38% | 9.59% |
| Mint Australasian Property Fund | Listed Property | 1.75% | 3.48% | -0.13% | 22.15% | 12.49% | 9.19% | 11.77% |
| Devon Australian Fund | Australasian Equities | 1.72% | 5.26% | 14.12% | 28.96% | 5.43% | 8.35% | 7.85% |
| Devon Dividend Yield Fund | Australasian Equities | 1.65% | 3.96% | 4.94% | 25.50% | 7.49% | 7.02% | - |
| AMP Capital Income Generator Fund | Diversified | 1.57% | 3.17% | 2.57% | 11.24% | 7.65% | 7.05% | - |
| AMP Capital Ethical Leaders Global Shares Fund | International Equities | 1.54% | 5.23% | 15.82% | 36.20% | 11.21% | 13.19% | 10.13% |
| OneAnswer Property Securities Fund | Listed Property | 1.48% | 2.97% | -1.14% | 23.97% | 13.05% | 9.91% | 12.78% |
| Nikko AM Income Fund | New Zealand Fixed Interest | 1.47% | 2.91% | 0.19% | 10.15% | 2.37% | 2.74% | 4.55% |
| Milford Dynamic Fund | Australasian Equities | 1.45% | 7.66% | 12.42% | 38.47% | 15.42% | 16.42% | - |
| Smartshares NZ Property ETF (NPF) | Listed Property | 1.43% | 2.16% | -2.40% | 21.08% | 13.97% | 10.38% | - |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | 1.43% | 3.98% | 7.99% | 19.60% | 8.43% | 8.44% | 7.94% |
| Fisher Funds Property & Infrastructure Fund | International Equities | 1.29% | 5.15% | 8.63% | 25.70% | 13.97% | 12.98% | 12.05% |
| Salt Enhanced Property Fund | Listed Property | 1.23% | 3.01% | 0.53% | 25.08% | 14.54% | 11.53% | - |
| Russell Investments Global Opportunities Fund $NZ Hedged Class B | International Equities | 1.22% | 6.64% | 15.73% | 39.37% | 11.68% | 13.45% | 11.88% |
| AMP Capital Global Listed Infrastructure Fund | International Equities | 1.19% | 7.55% | 14.40% | 18.77% | 9.21% | 8.19% | - |
| AMP Capital Global Multi-Asset Fund | Diversified | 1.09% | 3.50% | 5.21% | 11.85% | 4.22% | 4.93% | - |
| Mint Diversified Income Fund | Diversified | 1.09% | 2.70% | 1.69% | 8.61% | 5.62% | 4.89% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | 1.04% | 6.39% | 15.36% | 38.79% | 11.51% | 13.31% | - |
| Pie Growth UK & Europe Fund | International Equities | 0.99% | 8.49% | 17.76% | 58.84% | 16.02% | - | - |
| Fisher Funds Conservative Fund | Diversified | 0.97% | 1.76% | 1.67% | 5.71% | - | - | - |
| Milford Diversified Income Fund | Diversified | 0.88% | 2.75% | 2.74% | 11.96% | 7.44% | 7.96% | 10.62% |
| Smartshares Australian Resources ETF (ASR) | Australasian Equities | 0.82% | 4.41% | 8.28% | 30.01% | 10.48% | 18.24% | - |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | 0.70% | 3.08% | 1.30% | 9.75% | 5.05% | - | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | 0.62% | 1.14% | -1.56% | 1.56% | 4.62% | 3.58% | - |
| Harbour Income Fund | Diversified | 0.61% | 2.47% | 2.87% | 12.88% | 7.29% | 6.07% | - |
| Castle Point 5 Oceans Fund | Diversified | 0.61% | 1.80% | 4.28% | 12.20% | 7.07% | - | - |
| QuayStreet Income Fund | Diversified | 0.61% | 1.20% | 1.40% | 5.46% | 4.45% | 4.88% | - |
| Smartshares Global Aggregate Bond ETF (AGG) | International Fixed Interest | 0.61% | 0.22% | -1.41% | -1.51% | - | - | - |
| AMP Capital Ethical Leaders Conservative Fund | Diversified | 0.55% | 1.91% | 2.50% | 6.77% | 4.35% | 4.06% | 4.60% |
| Milford Conservative Fund | Diversified | 0.51% | 1.52% | 1.38% | 7.03% | 5.90% | 6.07% | - |
| Smartshares Australian Financials ETF (ASF) | Australasian Equities | 0.46% | 6.28% | 20.87% | 40.45% | 5.40% | 8.50% | - |
| Hedged Global Fixed Interest Index Fund | International Fixed Interest | 0.43% | 0.87% | -1.61% | -0.47% | 3.80% | - | - |
| Harbour Long Short Fund | Australasian Equities | 0.41% | 1.53% | 2.95% | 13.30% | - | - | - |
| Fisher Funds Income Fund | International Fixed Interest | 0.36% | 0.67% | -0.16% | 1.30% | 3.69% | 3.21% | 4.36% |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 0.28% | 6.80% | 13.45% | 37.15% | 11.16% | 12.16% | 11.49% |
| Fisher Funds BondPlus Fund | International Fixed Interest | 0.26% | 0.61% | -1.66% | 0.90% | 3.35% | 2.60% | 5.08% |
| Milford Global Corporate Bond Fund | International Fixed Interest | 0.25% | 0.77% | 0.46% | 5.21% | 5.05% | - | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 0.24% | 0.11% | -1.14% | 3.04% | 4.46% | - | - |
| Milford Australian Absolute Growth Fund | Australasian Equities | 0.22% | 5.94% | 12.96% | 23.30% | 11.04% | - | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | 0.19% | 0.04% | -2.69% | -2.50% | 3.75% | 3.07% | - |
| Nikko AM Global Shares Hedged Fund | International Equities | 0.19% | 7.08% | 10.09% | 42.93% | - | - | - |
| Milford Trans-Tasman Bond Fund | New Zealand Fixed Interest | 0.17% | 0.58% | -0.63% | 2.12% | 4.37% | 4.34% | - |
| AMP Capital Global Short Duration Fund | International Fixed Interest | 0.15% | 0.18% | 0.13% | 1.27% | 1.96% | 1.94% | - |
| Platinum International Fund | International Equities | 0.14% | 0.37% | 10.93% | 26.79% | 6.32% | 11.70% | 9.07% |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.14% | 0.05% | -1.91% | -0.78% | 4.10% | 4.01% | 5.16% |
| Smartshares NZ Bond ETF (NZB) | New Zealand Fixed Interest | 0.13% | 0.20% | -0.52% | 0.87% | 3.96% | 4.01% | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.12% | -0.10% | -2.99% | -3.10% | 3.06% | 2.83% | 4.45% |
| Smartshares Global Bond ETF (GBF) | International Fixed Interest | 0.09% | 0.93% | -0.13% | 3.18% | 4.04% | 3.71% | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.09% | -0.02% | -2.78% | -2.32% | 2.96% | 2.91% | - |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.05% | -0.04% | -1.59% | -0.50% | 3.58% | 3.45% | 4.34% |
| Smartshares NZ Cash ETF (NZC) | Cash and Cash Equivalents | 0.03% | 0.06% | 0.30% | 0.76% | 1.33% | 2.15% | - |
| Milford Cash Fund | Cash and Cash Equivalents | 0.03% | 0.09% | 0.18% | 0.38% | - | - | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.01% | 0.04% | -2.48% | -1.29% | 3.04% | 2.98% | 4.27% |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.01% | 0.07% | 0.13% | 0.28% | 1.22% | 1.62% | 2.45% |
| Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class B | International Equities | -0.02% | 3.76% | 8.04% | 17.03% | 5.67% | - | - |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | -0.04% | -0.06% | -0.06% | 0.25% | 1.20% | 1.59% | 2.08% |
| AMP Capital NZ Short Duration Fund | New Zealand Fixed Interest | -0.11% | -0.08% | -0.46% | -0.09% | 2.47% | 2.70% | 3.52% |
| Salt Long Short Fund | Australasian Equities | -0.19% | 5.61% | 13.87% | 34.95% | 8.07% | 7.13% | - |
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.