March 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 Japan Equities ESG ETF (JPN) | International Equities | 1.06% | -4.98% | -4.50% | - | - | - | - |
| Smartshares Global Aggregate Bond ETF (AGG) | International Fixed Interest | 0.34% | 2.85% | 2.15% | - | - | - | - |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.15% | 0.40% | 0.69% | 1.65% | 1.99% | 2.32% | 2.90% |
| Milford Cash Fund | Cash and Cash Equivalents | 0.12% | 0.36% | 0.74% | 1.76% | - | - | - |
| Pathfinder Commodity Plus Fund | Commodities | -0.21% | -8.19% | -4.26% | -6.29% | 0.58% | -0.84% | -1.30% |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | -0.42% | -0.12% | 0.14% | 1.20% | 1.84% | 2.09% | 2.36% |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | -0.95% | 0.99% | -0.15% | 3.67% | 4.32% | 4.25% | 4.91% |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | -0.97% | 1.87% | -0.26% | 4.37% | 5.52% | 4.55% | - |
| AMP Capital NZ Short Duration Fund | New Zealand Fixed Interest | -1.05% | -0.06% | -0.55% | 1.93% | 2.98% | 3.39% | 3.84% |
| AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | -1.10% | 1.36% | 0.58% | 5.57% | - | - | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | -1.10% | 1.46% | -0.33% | 3.23% | 4.28% | 4.29% | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | -1.40% | 1.30% | -0.80% | 3.40% | 4.78% | 4.38% | 5.42% |
| AMP Capital Global Short Duration Fund | International Fixed Interest | -1.56% | -0.67% | -0.44% | 1.05% | 1.76% | 2.15% | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | -1.58% | 0.86% | -1.08% | 2.80% | 4.49% | 4.31% | - |
| Fisher Funds Income Fund | International Fixed Interest | -1.68% | -0.19% | -0.24% | 2.66% | 3.28% | 3.42% | - |
| AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund | International Fixed Interest | -1.89% | 0.41% | -0.26% | 4.54% | 3.31% | 3.10% | 4.75% |
| Milford Trans-Tasman Bond Fund | New Zealand Fixed Interest | -1.91% | 0.10% | -0.58% | 3.80% | 4.66% | 4.57% | - |
| Smartshares Healthcare Innovation ETF (LIV) | International Equities | -2.00% | -2.00% | 5.60% | - | - | - | - |
| AMP Capital Global Companies Fund | International Equities | -2.06% | -1.01% | -0.45% | 14.03% | - | - | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | -2.29% | -0.04% | -1.37% | 3.23% | 4.92% | 4.73% | 5.84% |
| Harbour Long Short Fund | Australasian Equities | -2.53% | -2.38% | 0.34% | 3.94% | - | - | - |
| Fisher Funds BondPlus Fund | International Fixed Interest | -3.48% | -1.31% | -1.98% | 2.46% | 2.76% | 2.72% | 5.75% |
| Fisher Funds Conservative Fund | Diversified | -3.48% | -2.84% | -2.71% | 1.54% | - | - | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | -4.10% | -0.80% | -1.42% | 3.71% | 3.50% | 3.54% | - |
| AMP Capital Ethical Leaders Conservative Fund | Diversified | -4.73% | -4.36% | -4.27% | -0.44% | 2.51% | 2.64% | 4.24% |
| Milford Conservative Fund | Diversified | -5.19% | -4.07% | -3.38% | 1.70% | 4.47% | - | - |
| Milford Global Corporate Bond Fund | International Fixed Interest | -5.24% | -3.79% | -3.08% | 1.48% | 3.24% | - | - |
| QuayStreet Income Fund | Diversified | -5.54% | -5.25% | -4.70% | -0.56% | 3.44% | 4.37% | - |
| Smartshares US Large Growth Fund (USG) | International Equities | -5.77% | -1.88% | 0.58% | 15.50% | 15.11% | - | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | -5.83% | -3.81% | -4.10% | 0.21% | 2.75% | - | - |
| Mint Diversified Income Fund | Diversified | -6.10% | -5.95% | -5.98% | -1.11% | 3.13% | 3.80% | - |
| Fisher Funds Multi Sector Fund | Diversified | -6.94% | -7.74% | -6.31% | -0.58% | 4.06% | 4.44% | 6.10% |
| AMP Capital Global Multi-Asset Fund | Diversified | -7.01% | -7.88% | -6.49% | -3.74% | 0.56% | 1.75% | - |
| Mint Diversified Growth Fund | Diversified | -7.12% | -11.47% | -7.85% | -2.10% | - | - | - |
| Harbour Income Fund | Diversified | -7.40% | -6.98% | -6.18% | -1.17% | 3.32% | - | - |
| Morphic Global Opportunities Fund | International Equities | -7.42% | -6.45% | -6.70% | 2.61% | 4.51% | 5.75% | - |
| Platinum International Fund | International Equities | -7.72% | -12.17% | -11.84% | -4.52% | 3.02% | 4.90% | 5.10% |
| Smartshares US 500 Fund (USF) | International Equities | -7.78% | -8.20% | -7.44% | 5.93% | 9.72% | - | - |
| QuayStreet NZ Equity Fund | Australasian Equities | -7.95% | -8.85% | -5.88% | 2.19% | 11.85% | 12.57% | - |
| Nikko AM Global Shares Fund | International Equities | -7.99% | -7.16% | -5.43% | 6.56% | - | - | - |
| Mint Australasian Equity Fund | Australasian Equities | -8.04% | -8.35% | -3.91% | 4.99% | 12.84% | 12.43% | 14.17% |
| Harbour Active Growth Fund | Diversified | -8.13% | -8.46% | - | - | - | - | - |
| Pathfinder Global Responsibility Fund | International Equities | -8.54% | -11.74% | -6.43% | 2.30% | - | - | - |
| Russell Investments Low Carbon Global Shares Fund Class A | International Equities | -8.68% | -9.38% | -8.25% | 3.89% | - | - | - |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | -8.73% | -9.60% | -8.53% | 4.19% | 8.32% | - | - |
| Milford Diversified Income Fund | Diversified | -8.85% | -8.71% | -7.83% | -1.09% | 4.95% | 6.99% | - |
| Milford Global Equity Fund | International Equities | -8.89% | -10.17% | -6.92% | 1.38% | 5.37% | 4.66% | - |
| Milford Balanced Fund | Diversified | -9.18% | -10.07% | -7.82% | -0.38% | 4.91% | 5.95% | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | -9.26% | -5.16% | -4.02% | 5.29% | 12.72% | 10.57% | - |
| OneAnswer Balanced Fund | Diversified | -9.36% | -11.89% | -9.74% | -3.46% | 3.64% | 4.42% | 7.38% |
| Milford Australian Absolute Growth Fund | Australasian Equities | -9.37% | -11.47% | -11.41% | 0.34% | - | - | - |
| Nikko AM Income Fund | New Zealand Fixed Interest | -9.42% | -10.06% | -9.86% | -9.95% | -0.15% | 2.09% | 4.55% |
| Fisher Funds Growth Fund | Diversified | -9.53% | -11.23% | -8.58% | -1.53% | - | - | - |
| AMP Capital Core Global Shares Fund | International Equities | -9.75% | -11.74% | -10.27% | -0.21% | 5.58% | 7.18% | 7.80% |
| OneAnswer International Share Fund | International Equities | -9.77% | -11.36% | -10.04% | 2.10% | 7.96% | 8.76% | 10.48% |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | -9.93% | -10.83% | -8.64% | -6.19% | - | - | - |
| Smartshares Emerging Markets Fund (EMF) | International Equities | -10.00% | -13.33% | -9.48% | -4.68% | 1.79% | - | - |
| Pie Growth UK & Europe Fund | International Equities | -10.05% | -11.64% | -7.79% | -8.38% | 0.43% | - | - |
| Smartshares Automation and Robotics ETF (BOT) | International Equities | -10.13% | -13.25% | -9.84% | - | - | - | - |
| Smartshares US Equities ESG ETF (USA) | International Equities | -10.13% | -8.52% | -6.42% | - | - | - | - |
| OneAnswer New Zealand Share Fund | Australasian Equities | -10.36% | -11.82% | -6.77% | 2.21% | 11.22% | 10.90% | 12.13% |
| Smartshares Global Equities ESG ETF (ESG) | International Equities | -10.55% | -8.88% | -8.45% | - | - | - | - |
| Antipodes Global Fund - Long (PIE) | International Equities | -10.57% | -11.32% | -10.47% | -2.57% | - | - | - |
| AMP Capital NZ Shares Fund | Australasian Equities | -10.84% | -12.05% | -8.38% | 0.88% | 9.97% | 10.59% | 12.08% |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | -10.85% | -12.22% | -10.38% | -4.82% | 2.54% | 2.90% | 5.94% |
| Smartshares Total World Fund (TWF) | International Equities | -10.92% | -12.76% | -11.15% | -0.88% | 5.20% | - | - |
| Fisher Funds International Growth Fund | International Equities | -11.05% | -10.97% | -8.72% | 1.65% | 10.61% | 8.69% | 6.54% |
| Fisher Funds Global Fund | International Equities | -11.27% | -15.02% | -12.50% | -4.08% | 3.54% | 3.68% | 5.97% |
| Russell Investments Global Opportunities Fund Class B | International Equities | -11.29% | -12.87% | -11.52% | -1.12% | 5.00% | 6.37% | - |
| Russell Investments Global Shares Fund | International Equities | -11.31% | -12.90% | -11.58% | -1.26% | 4.84% | 6.20% | - |
| Smartshares Emerging Markets Equities ESG ETF (EMG) | International Equities | -11.43% | -15.45% | -11.43% | - | - | - | - |
| AMP Capital Income Generator Fund | Diversified | -11.76% | -12.02% | -10.66% | -3.07% | 3.09% | 4.28% | - |
| Nikko AM Concentrated Equity Fund | Australasian Equities | -11.76% | -12.44% | -6.97% | -2.01% | 6.78% | 9.62% | 9.78% |
| Smartshares Europe Fund (EUF) | International Equities | -11.90% | -15.91% | -13.30% | -4.33% | 2.11% | - | - |
| Russell Investments NZ Shares Fund | Australasian Equities | -12.00% | -14.18% | -10.21% | -1.26% | 9.94% | 11.31% | - |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | -12.09% | -13.90% | -9.05% | -0.96% | 8.52% | - | - |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | -12.55% | -15.63% | -5.28% | 1.20% | 11.54% | 12.19% | 13.66% |
| Nikko AM Core Equity Fund | Australasian Equities | -12.68% | -14.54% | -9.89% | -1.54% | 10.73% | 11.96% | - |
| AMP Capital All Country Global Shares Index Fund | International Equities | -12.94% | -17.36% | -12.41% | -6.77% | - | - | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | -13.03% | -20.73% | -14.65% | -10.39% | 2.17% | - | - |
| AMP Capital NZ Shares Index Fund | Australasian Equities | -13.04% | -14.79% | -10.32% | -0.23% | - | - | - |
| Pathfinder Global Water Fund | International Equities | -13.04% | -14.69% | -11.73% | -0.89% | 4.21% | 5.92% | - |
| AMP Capital Ethical Leaders NZ Shares Fund | Australasian Equities | -13.34% | -14.60% | -9.20% | 0.15% | 10.11% | 10.97% | - |
| Smartshares Europe Equities ESG ETF (EUG) | International Equities | -13.36% | -14.40% | -12.30% | - | - | - | - |
| OneAnswer Equity Selection Fund | Australasian Equities | -13.55% | -18.30% | -12.12% | -6.69% | 0.99% | 3.21% | 7.20% |
| AMP Capital Global Shares Fund | International Equities | -13.66% | -18.50% | -13.77% | -8.75% | 2.05% | 4.21% | 7.58% |
| Russell Investments Emerging Markets Fund Class B | International Equities | -13.80% | -16.19% | -12.64% | -8.45% | 0.96% | 2.97% | - |
| Elevation Capital Global Shares Fund | International Equities | -14.09% | -18.62% | -16.81% | -9.02% | -4.91% | 1.46% | 3.90% |
| Milford Trans-Tasman Equity Fund | Australasian Equities | -14.22% | -15.48% | -12.12% | -1.53% | 8.46% | 9.54% | 11.13% |
| Smartshares US Mid Cap Fund (USM) | International Equities | -14.26% | -14.10% | -15.07% | -3.78% | 4.84% | - | - |
| Devon Alpha Fund | Australasian Equities | -14.31% | -14.94% | -15.18% | -6.55% | 2.31% | 2.87% | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | -14.33% | -16.17% | -12.18% | -7.75% | 1.93% | 2.96% | 2.70% |
| Salt Long Short Fund | Australasian Equities | -14.41% | -18.18% | -13.99% | -6.58% | -3.37% | 2.76% | - |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | -14.46% | -16.78% | -10.50% | -0.59% | 8.97% | 9.57% | 10.08% |
| AMP Capital Commodities Fund | Commodities | -14.52% | -23.61% | -19.80% | -22.73% | -8.51% | -6.47% | - |
| AMP Capital Ethical Leaders Growth Fund | Diversified | -14.60% | -17.55% | -14.47% | -8.58% | 1.84% | 2.70% | 5.78% |
| Harbour Australasian Equity Fund | Australasian Equities | -14.61% | -16.33% | -11.56% | -4.52% | 8.04% | 10.62% | - |
| AMP Capital Ethical Leaders Global Shares Fund | International Equities | -14.69% | -19.50% | -15.18% | -9.92% | 1.08% | 2.08% | 6.18% |
| Russell Investments Global Opportunities Fund $NZ Hedged Class B | International Equities | -15.14% | -22.96% | -16.97% | -14.31% | -0.73% | 2.17% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | -15.16% | -22.98% | -17.02% | -14.43% | -0.77% | 2.10% | - |
| APN Asian REIT Fund | Listed Property | -15.75% | -14.16% | -18.44% | -3.90% | 8.10% | 6.95% | - |
| Smartshares NZ Top 50 Fund (FNZ) | Australasian Equities | -16.28% | -20.00% | -15.65% | -5.44% | 9.34% | 9.88% | 11.44% |
| Nikko AM Global Shares Hedged Fund | International Equities | -16.41% | -22.54% | -15.65% | - | - | - | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | -16.64% | -24.69% | -17.42% | -16.93% | -2.33% | 1.35% | 7.46% |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | -16.70% | -20.97% | -18.03% | -9.04% | 5.95% | 7.63% | - |
| Smartshares Australian Top 20 Fund (OZY) | Australasian Equities | -16.99% | -18.10% | -20.89% | -9.71% | -2.14% | 0.14% | 2.04% |
| Devon Trans-Tasman Fund | Australasian Equities | -17.21% | -20.37% | -21.03% | -11.53% | 1.33% | 4.49% | 7.10% |
| Fisher Funds Property & Infrastructure Fund | International Equities | -17.41% | -21.11% | -20.02% | -11.28% | 6.11% | 7.45% | 8.85% |
| Smartshares NZ Mid Cap Fund (MDZ) | Australasian Equities | -18.44% | -23.89% | -20.01% | -10.72% | 8.18% | 9.75% | 12.54% |
| Fisher Funds Australian Growth Fund | Australasian Equities | -18.53% | -19.87% | -17.83% | -6.94% | 3.61% | 4.66% | 5.38% |
| Harbour Australasian Equity Income Fund | Australasian Equities | -18.55% | -19.41% | -19.44% | -8.77% | 2.13% | 3.77% | - |
| Pie Australasian Dividend Fund | Australasian Equities | -18.57% | -22.46% | -24.91% | -12.75% | 3.34% | 6.30% | - |
| Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class B | International Equities | -18.63% | -23.64% | -21.70% | -15.19% | - | - | - |
| Milford Dynamic Fund | Australasian Equities | -19.26% | -23.11% | -21.28% | -6.75% | 4.08% | 5.04% | - |
| Smartshares NZ Property Fund (NPF) | Listed Property | -19.65% | -19.60% | -19.38% | -2.09% | 9.40% | - | - |
| Smartshares NZ Dividend Fund (DIV) | Australasian Equities | -19.71% | -24.79% | -26.30% | -15.62% | 2.95% | - | - |
| Pathfinder Global Property Fund | Listed Property | -20.11% | -23.09% | -24.63% | -18.72% | -1.13% | - | - |
| Harbour Australasian Equity Focus Fund | Australasian Equities | -20.38% | -23.04% | -18.23% | -11.87% | 4.00% | 8.74% | - |
| AMP Capital Global Listed Infrastructure Fund | International Equities | -20.66% | -23.36% | -19.86% | -11.54% | 0.88% | 1.13% | - |
| Salt Enhanced Property Fund | Listed Property | -21.03% | -21.37% | -20.46% | -2.38% | 8.88% | 8.70% | - |
| AMP Capital Global Property Securities Fund | Listed Property | -21.72% | -22.87% | -22.06% | -17.36% | 0.03% | -0.29% | 7.91% |
| Mint Australasian Property Fund | Listed Property | -21.89% | -21.47% | -21.21% | -5.75% | 6.64% | 6.57% | 10.00% |
| Smartshares Australian Mid Cap Fund (MZY) | Australasian Equities | -21.91% | -26.27% | -27.25% | -18.70% | -3.30% | 2.86% | 2.63% |
| Devon Australian Fund | Australasian Equities | -22.17% | -26.16% | -28.63% | -19.35% | -5.23% | 0.63% | - |
| Devon Dividend Yield Fund | Australasian Equities | -22.28% | -27.51% | -28.77% | -20.68% | -2.69% | 2.50% | - |
| AMP Capital Australian Shares Fund | Australasian Equities | -22.37% | -23.65% | -24.70% | -14.00% | -2.29% | 0.43% | 1.66% |
| OneAnswer Property Securities Fund | Listed Property | -23.12% | -23.23% | -21.46% | -6.66% | 6.22% | 6.87% | 10.99% |
| OneAnswer Australian Share Fund | Australasian Equities | -25.68% | -30.99% | -32.50% | -23.71% | -9.70% | -4.95% | -0.61% |
| Harbour Real Estate Investment Fund | Listed Property | -25.93% | -24.47% | -23.31% | -10.26% | - | - | - |
| India Avenue Equity Fund - Retail Class | International Equities | -26.19% | -25.63% | -27.28% | -26.10% | - | - | - |
| AMP Capital Australasian Property Index Fund | Listed Property | -26.39% | -25.84% | -26.33% | -15.50% | 3.27% | 5.28% | - |
| APN AREIT PIE Fund | Listed Property | -39.73% | -39.39% | -38.82% | -35.56% | -9.74% | - | - |
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.