March 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.
Please be cautious when comparing funds based on their performance in the 12 months ending March 31, 2021, as this period does not include the large sell-offs which occurred in February and March 2020 due to COVID-19, but it includes all of the subsequent recovery. Many funds showed unusually high returns during this time, particularly those with large exposures to equities. This should not be seen as an example of typical market performance or indicative of future returns.
For full historical fund performance data, please log in to your investor profile/account. If you don’t have an account with us yet, create your free online account here – it only take a few minutes to set up.
Performance summary – all funds
| Name | Category | 1 month | 3 months | 6 months | 1 year | 3 years | 5 years | 10 years |
|---|---|---|---|---|---|---|---|---|
| Smartshares US Large Value ETF (USV) | International Equities | 10.96% | 15.70% | 20.15% | 25.47% | 11.62% | 10.85% | - |
| Smartshares US 500 ETF (USF) | International Equities | 8.79% | 8.91% | 13.53% | 30.92% | 16.87% | 14.37% | - |
| AMP Capital Core Global Shares Fund | International Equities | 8.36% | 9.19% | 12.15% | 29.76% | 11.93% | 11.49% | 10.09% |
| Smartshares Europe ETF (EUF) | International Equities | 8.17% | 6.22% | 14.17% | 24.57% | 6.08% | 7.04% | - |
| Smartshares Australian Property ETF (ASP) | Listed Property | 8.00% | 0.20% | 14.73% | 42.48% | 7.59% | 5.46% | - |
| Antipodes Global Fund - Long (PIE) | International Equities | 7.63% | 9.93% | 20.91% | 35.22% | - | - | - |
| Russell Investments Global Opportunities Fund Class B | International Equities | 7.42% | 10.32% | 18.31% | 33.88% | 11.44% | 12.19% | - |
| Russell Investments Global Shares Fund | International Equities | 7.37% | 10.23% | 18.09% | 33.53% | 11.23% | 12.00% | - |
| Smartshares Europe Equities ESG ETF (EUG) | International Equities | 7.33% | 4.76% | 11.08% | 20.42% | - | - | - |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | 7.20% | 7.75% | 12.59% | 30.48% | 14.50% | - | - |
| Smartshares US Mid Cap ETF (USM) | International Equities | 7.12% | 8.89% | 18.98% | 40.48% | 14.34% | 12.51% | - |
| Smartshares Total World ETF (TWF) | International Equities | 6.99% | 7.52% | 14.55% | 33.28% | 12.15% | 11.54% | - |
| Elevation Capital Global Shares Fund | International Equities | 6.85% | 17.41% | 34.57% | 66.24% | 14.37% | 10.43% | 8.30% |
| Clarity Global Shares Fund | International Equities | 6.83% | 9.95% | 20.23% | 40.37% | 10.85% | - | - |
| Smartshares US Equities ESG ETF (USA) | International Equities | 6.80% | 7.57% | 11.16% | 30.88% | - | - | - |
| Russell Investments Low Carbon Global Shares Fund Class A | International Equities | 6.36% | 6.91% | 12.48% | 30.40% | 13.66% | - | - |
| Smartshares Global Equities ESG ETF (ESG) | International Equities | 6.35% | 6.85% | 11.46% | 27.18% | - | - | - |
| Smartshares Australian Mid Cap ETF (MZY) | Australasian Equities | 6.31% | 2.23% | 18.10% | 65.11% | 11.03% | 11.69% | 6.67% |
| Smartshares Australian Financials ETF (ASF) | Australasian Equities | 6.25% | 13.72% | 39.46% | 51.96% | 3.69% | 5.62% | - |
| Smartshares Asia Pacific ETF (APA) | International Equities | 6.15% | 5.53% | 15.02% | 24.73% | 6.94% | 8.84% | - |
| Nikko AM Global Shares Fund | International Equities | 6.13% | 5.59% | 13.19% | 38.06% | 18.15% | - | - |
| OneAnswer International Share Fund | International Equities | 6.05% | 6.55% | 12.49% | 32.99% | 14.12% | 13.61% | 12.76% |
| Smartshares US Small Cap ETF (USS) | International Equities | 5.94% | 11.59% | 31.78% | 56.43% | 14.79% | 13.29% | - |
| Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class B | International Equities | 5.90% | 4.12% | 13.60% | 24.36% | 6.17% | - | - |
| AMP Capital Ethical Leaders Global Shares Fund | International Equities | 5.87% | 10.06% | 22.95% | 45.78% | 10.83% | 11.43% | 9.33% |
| Fisher Funds Property & Infrastructure Fund | International Equities | 5.76% | 3.32% | 16.01% | 36.04% | 14.38% | 12.90% | 11.33% |
| India Avenue Equity Fund - Retail Class | International Equities | 5.62% | 10.70% | 27.03% | 55.75% | 6.88% | - | - |
| Pathfinder Global Property Fund | Listed Property | 5.52% | 6.40% | 14.37% | 15.07% | 3.10% | 2.57% | - |
| Hunter Growth Fund | Diversified | 5.24% | 2.96% | 9.08% | - | - | - | - |
| AMP Capital Global Companies Fund | International Equities | 5.17% | 1.51% | 6.97% | 33.48% | - | - | - |
| APN Asian REIT Fund | Listed Property | 5.15% | 6.53% | 5.95% | 11.32% | 8.50% | 7.30% | - |
| Smartshares US Large Growth ETF (USG) | International Equities | 5.12% | 2.09% | 5.28% | 35.21% | 22.37% | 17.93% | - |
| OneAnswer Australian Share Fund | Australasian Equities | 5.04% | 10.32% | 25.57% | 48.59% | 3.27% | 3.34% | 2.66% |
| Devon Australian Fund | Australasian Equities | 4.97% | 8.42% | 22.53% | 43.29% | 7.85% | 7.18% | 6.36% |
| Smartshares Australian Top 20 ETF (OZY) | Australasian Equities | 4.97% | 6.97% | 23.66% | 37.98% | 11.30% | 9.08% | 4.82% |
| Smartshares S&P/ASX 200 ETF (AUS) | Australasian Equities | 4.87% | 5.88% | 18.27% | - | - | - | - |
| Morphic Global Opportunities Fund | International Equities | 4.86% | 15.28% | 20.76% | 38.98% | 12.14% | 12.17% | - |
| AMP Capital Global Listed Infrastructure Fund | International Equities | 4.79% | 6.36% | 12.97% | 22.18% | 9.18% | 7.44% | - |
| NZ Shares Index Fund | Australasian Equities | 4.76% | -2.20% | 8.95% | 30.88% | 16.01% | - | - |
| Smartshares Australian Dividend ETF (ASD) | Australasian Equities | 4.68% | 1.16% | 17.03% | 39.41% | 5.69% | 5.23% | - |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | 4.62% | -3.14% | 12.06% | 43.64% | 20.19% | 17.50% | 16.71% |
| Pathfinder Global Water Fund | International Equities | 4.57% | 6.96% | 16.57% | 31.82% | 12.31% | 10.56% | 9.01% |
| Salt Long Short Fund | Australasian Equities | 4.49% | 7.82% | 22.72% | 40.22% | 5.55% | 6.46% | - |
| Fisher Funds Global Fund | International Equities | 4.43% | 8.94% | 18.71% | 44.14% | 13.49% | 12.86% | 8.98% |
| Milford Global Equity Fund | International Equities | 4.40% | 3.72% | 8.39% | 38.06% | 13.63% | 12.13% | - |
| Devon Trans-Tasman Fund | Australasian Equities | 4.39% | 3.14% | 16.00% | 34.94% | 11.74% | 9.34% | 9.92% |
| Pie Growth UK & Europe Fund | International Equities | 4.39% | 8.54% | 30.88% | 61.97% | 13.60% | - | - |
| Russell Investments Global Opportunities Fund $NZ Hedged Class B | International Equities | 4.37% | 8.52% | 23.93% | 52.38% | 9.78% | 12.17% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | 4.33% | 8.44% | 23.72% | 52.07% | 9.68% | 12.07% | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 4.25% | 6.14% | 18.61% | 50.12% | 12.90% | - | - |
| AMP Capital Ethical Leaders Growth Fund | Diversified | 4.21% | 6.79% | 17.81% | 37.92% | 10.53% | 10.07% | 8.38% |
| Nikko AM Concentrated Equity Fund | Australasian Equities | 4.17% | -3.54% | 4.45% | 29.22% | 8.10% | 11.43% | 12.36% |
| Smartshares Japan Equities ESG ETF (JPN) | International Equities | 4.15% | 5.10% | 8.77% | 15.55% | - | - | - |
| OneAnswer Equity Selection Fund | Australasian Equities | 4.14% | -2.22% | 9.56% | 33.16% | 10.27% | 7.80% | 9.84% |
| Smartshares NZ Mid Cap ETF (MDZ) | Australasian Equities | 4.05% | -0.82% | 11.56% | 41.14% | 14.34% | 14.13% | 16.43% |
| Smartshares NZ Top 10 ETF (TNZ) | Australasian Equities | 4.05% | -7.51% | 4.17% | 18.26% | 16.17% | 13.46% | 13.99% |
| Hunter Balanced Fund | Diversified | 3.99% | 1.78% | 6.22% | - | - | - | - |
| Devon Alpha Fund | Australasian Equities | 3.95% | 2.49% | 13.24% | 30.39% | 9.96% | 7.87% | 9.64% |
| AMP Capital Global Shares Fund | International Equities | 3.74% | 7.24% | 16.85% | 41.35% | 10.70% | 11.87% | 10.37% |
| Platinum International Fund | International Equities | 3.72% | 10.52% | 23.71% | 32.37% | 6.85% | 10.25% | 8.13% |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 3.66% | -1.59% | 13.22% | 45.09% | 18.88% | 15.22% | 14.16% |
| Pathfinder Global Responsibility Fund | International Equities | 3.62% | 5.34% | 16.34% | 34.50% | 12.30% | - | - |
| Mint Diversified Growth Fund | Diversified | 3.60% | 2.29% | 9.67% | 36.82% | - | - | - |
| QuayStreet NZ Equity Fund | Australasian Equities | 3.60% | -2.64% | 7.22% | 25.37% | 14.68% | 14.16% | 14.60% |
| All Country Global Shares Index Fund | International Equities | 3.58% | 6.21% | 16.96% | 42.26% | 12.29% | - | - |
| Fisher Funds Growth Fund | Diversified | 3.33% | 2.82% | 10.57% | 29.68% | - | - | - |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | 3.28% | -2.65% | 8.88% | 30.15% | 13.73% | 12.35% | - |
| Smartshares S&P/NZX 50 ETF (NZG) | Australasian Equities | 3.28% | -5.51% | 7.03% | - | - | - | - |
| Nikko AM Core Equity Fund | Australasian Equities | 3.20% | -4.91% | 5.90% | 26.63% | 11.32% | 13.22% | 14.35% |
| Russell Investments NZ Shares Fund | Australasian Equities | 3.19% | -3.12% | 8.28% | 29.64% | 14.91% | 13.14% | - |
| AMP Capital Global Property Securities Fund | Listed Property | 3.18% | 7.71% | 16.77% | 28.00% | 7.14% | 4.65% | 8.68% |
| Harbour Australasian Equity Income Fund | Australasian Equities | 3.18% | 0.15% | 13.21% | 36.23% | 12.52% | 9.12% | - |
| Fisher Funds International Growth Fund | International Equities | 3.03% | 9.02% | 18.49% | 51.67% | 19.08% | 17.94% | 10.56% |
| OneAnswer Balanced Growth Fund | Diversified | 3.01% | 2.26% | 9.83% | 26.51% | 9.49% | 8.57% | 9.17% |
| OneAnswer New Zealand Share Fund | Australasian Equities | 2.98% | -4.54% | 6.80% | 26.17% | 15.17% | 13.14% | 14.14% |
| Fisher Funds Australian Growth Fund | Australasian Equities | 2.94% | 2.46% | 16.04% | 50.82% | 15.66% | 12.33% | 7.84% |
| Mint Australasian Equity Fund | Australasian Equities | 2.93% | -5.04% | 3.63% | 20.40% | 13.71% | 13.40% | 15.13% |
| Smartshares NZ Top 50 ETF (FNZ) | Australasian Equities | 2.91% | -4.53% | 13.01% | 38.40% | 15.98% | 14.11% | 14.49% |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | 2.90% | 3.85% | 11.12% | 24.63% | 8.24% | 7.52% | 7.60% |
| Australasian Property Index Fund | Listed Property | 2.88% | -2.66% | 7.55% | 33.31% | 12.09% | 8.48% | - |
| Harbour Australasian Equity Fund | Australasian Equities | 2.82% | -4.03% | 7.67% | 36.03% | 12.82% | 13.56% | 13.60% |
| Russell Investments Emerging Markets Fund Class B | International Equities | 2.77% | 5.73% | 17.66% | 35.23% | 5.28% | 10.76% | - |
| AMP Capital NZ Shares Fund | Australasian Equities | 2.75% | -4.59% | 8.45% | 32.10% | 15.28% | 13.23% | 14.36% |
| APN AREIT PIE Fund | Listed Property | 2.73% | -3.10% | 7.95% | 39.42% | 2.38% | - | - |
| Fisher Funds Multi Sector Fund | Diversified | 2.71% | 1.63% | 6.88% | 20.35% | 8.57% | 7.63% | 7.39% |
| Devon Dividend Yield Fund | Australasian Equities | 2.70% | 0.94% | 16.83% | 37.77% | 9.08% | 6.60% | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | 2.64% | 4.94% | 12.96% | 47.55% | 20.23% | 18.83% | - |
| AMP Capital Ethical Leaders NZ Shares Fund | Australasian Equities | 2.61% | -3.71% | 8.43% | 37.50% | 17.27% | 14.51% | - |
| Milford Trans-Tasman Equity Fund | Australasian Equities | 2.60% | 0.74% | 14.52% | 39.82% | 15.90% | 15.32% | 14.16% |
| Castle Point 5 Oceans Fund | Diversified | 2.38% | 2.44% | 7.59% | 17.31% | 6.87% | - | - |
| Milford Balanced Fund | Diversified | 2.36% | 2.12% | 8.72% | 24.77% | 9.84% | 9.62% | 10.51% |
| Smartshares Emerging Markets ETF (EMF) | International Equities | 2.33% | 5.58% | 15.24% | 29.71% | 6.59% | 9.46% | - |
| Pie Australasian Dividend Growth Fund | Australasian Equities | 2.31% | 6.33% | 20.26% | 64.50% | 15.31% | 15.50% | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | 2.29% | 7.91% | 17.84% | 37.74% | 6.96% | 11.05% | 4.98% |
| Harbour NZ Index Shares Fund | Australasian Equities | 2.25% | -2.37% | 12.48% | 38.76% | 13.35% | 11.96% | - |
| Castle Point Trans-Tasman Fund | Australasian Equities | 2.14% | -5.33% | 8.87% | 44.82% | - | - | - |
| AMP Capital Income Generator Fund | Diversified | 2.01% | -0.58% | 5.10% | 18.39% | 7.69% | 6.78% | - |
| Harbour Australasian Equity Focus Fund | Australasian Equities | 2.01% | -2.77% | 13.63% | 57.22% | 13.63% | 14.52% | - |
| Smartshares Emerging Markets Equities ESG ETF (EMG) | International Equities | 1.88% | 4.70% | 15.93% | 34.19% | - | - | - |
| Harbour Long Short Fund | Australasian Equities | 1.79% | 1.40% | 5.34% | 19.13% | - | - | - |
| Milford Diversified Income Fund | Diversified | 1.68% | -0.01% | 5.76% | 14.96% | 7.51% | 8.02% | 10.68% |
| Mint Diversified Income Fund | Diversified | 1.56% | -0.99% | 2.27% | 11.34% | 5.45% | 4.74% | - |
| Fisher Funds Conservative Fund | Diversified | 1.38% | -0.09% | 1.79% | 8.88% | - | - | - |
| Harbour Income Fund | Diversified | 1.33% | 0.39% | 6.17% | 16.17% | 7.54% | 5.84% | - |
| Mint Australasian Property Fund | Listed Property | 1.31% | -3.49% | 5.42% | 27.88% | 13.35% | 9.00% | 11.99% |
| Salt Enhanced Property Fund | Listed Property | 1.31% | -2.41% | 7.60% | 31.04% | 15.59% | 11.58% | - |
| Smartshares NZ Property ETF (NPF) | Listed Property | 1.30% | -4.47% | 5.15% | 27.49% | 15.70% | 11.01% | - |
| Harbour Active Growth Fund | Diversified | 1.29% | -0.08% | 7.95% | 31.41% | - | - | - |
| Harbour Real Estate Investment Fund | Listed Property | 1.18% | -3.80% | 6.37% | 35.84% | - | - | - |
| AMP Capital Ethical Leaders Conservative Fund | Diversified | 1.09% | 0.57% | 2.77% | 8.40% | 4.22% | 3.78% | 4.51% |
| AMP Capital Australian Shares Fund | Australasian Equities | 1.03% | 3.87% | 15.14% | 40.35% | 9.47% | 8.42% | 4.72% |
| AMP Capital Global Multi-Asset Fund | Diversified | 0.97% | 1.65% | 6.22% | 13.15% | 3.28% | 4.54% | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 0.92% | 6.23% | 20.19% | 51.83% | 9.13% | 11.23% | 10.79% |
| OneAnswer Property Securities Fund | Listed Property | 0.88% | -3.99% | 5.77% | 32.44% | 14.23% | 10.03% | 13.24% |
| Smartshares NZ Dividend ETF (DIV) | Australasian Equities | 0.87% | -8.34% | 12.40% | 34.24% | 11.55% | 9.25% | - |
| Milford Conservative Fund | Diversified | 0.78% | -0.14% | 2.64% | 10.62% | 5.91% | 6.27% | - |
| Smartshares NZ Bond ETF (NZB) | New Zealand Fixed Interest | 0.78% | -0.71% | -1.00% | 3.72% | 4.27% | 4.17% | - |
| Milford Australian Absolute Growth Fund | Australasian Equities | 0.77% | 6.63% | 14.38% | 31.63% | 10.72% | - | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.69% | -2.52% | -3.86% | 1.53% | 3.34% | 3.28% | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.56% | -2.89% | -5.10% | 0.38% | 3.41% | 3.27% | 4.82% |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.55% | -2.76% | -4.52% | 1.03% | 3.32% | 3.24% | - |
| AMP Capital Global Short Duration Fund | International Fixed Interest | 0.53% | -0.04% | 0.39% | 2.63% | 2.02% | 2.08% | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | 0.51% | -2.73% | -4.76% | 0.25% | 4.10% | 3.42% | - |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.34% | -1.55% | -2.28% | 2.97% | 3.92% | 3.69% | 4.57% |
| Smartshares Global Aggregate Bond ETF (AGG) | International Fixed Interest | 0.30% | -1.63% | -1.40% | 0.25% | - | - | - |
| QuayStreet Income Fund | Diversified | 0.27% | 0.20% | 2.15% | 8.40% | 4.74% | 4.94% | - |
| Smartshares NZ Cash ETF (NZC) | Cash and Cash Equivalents | 0.27% | 0.25% | 0.46% | 1.00% | 1.97% | 2.33% | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.25% | -1.96% | -3.02% | 3.98% | 4.43% | 4.29% | 5.40% |
| Nikko AM Income Fund | New Zealand Fixed Interest | 0.23% | -2.64% | 1.56% | 13.24% | 2.10% | 2.57% | 4.65% |
| Milford Dynamic Fund | Australasian Equities | 0.19% | 4.42% | 17.28% | 61.22% | 15.18% | 15.00% | - |
| Milford Trans-Tasman Bond Fund | New Zealand Fixed Interest | 0.18% | -1.19% | -0.65% | 4.58% | 4.47% | 4.63% | - |
| Smartshares Global Bond ETF (GBF) | International Fixed Interest | 0.12% | -1.06% | 0.71% | 5.51% | 3.89% | 3.84% | - |
| Fisher Funds Income Fund | International Fixed Interest | 0.10% | -0.82% | -0.40% | 3.86% | 3.71% | 3.49% | - |
| Milford Cash Fund | Cash and Cash Equivalents | 0.04% | 0.09% | 0.19% | 0.37% | - | - | - |
| AMP Capital NZ Short Duration Fund | New Zealand Fixed Interest | 0.03% | -0.38% | -0.68% | 2.65% | 2.77% | 2.88% | 3.68% |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.02% | 0.06% | 0.13% | 0.34% | 1.38% | 1.73% | 2.53% |
| Smartshares Automation and Robotics ETF (BOT) | International Equities | 0.02% | 1.52% | 15.75% | 50.22% | - | - | - |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.01% | 0.00% | 0.04% | 0.86% | 1.40% | 1.70% | 2.16% |
| Milford Global Corporate Bond Fund | International Fixed Interest | 0.00% | -0.30% | 2.47% | 9.45% | 4.71% | - | - |
| Hedged Global Fixed Interest Index Fund | International Fixed Interest | -0.06% | -2.46% | -1.95% | 0.72% | 3.56% | - | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | -0.16% | -2.67% | -1.08% | 5.57% | 4.10% | 3.95% | - |
| Fisher Funds BondPlus Fund | International Fixed Interest | -0.43% | -2.26% | -0.97% | 3.81% | 3.17% | 2.99% | 5.25% |
| AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund | International Fixed Interest | -0.54% | -3.29% | -2.75% | 1.29% | 3.10% | 2.73% | 4.22% |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | -0.62% | -1.72% | 5.38% | 16.01% | 2.72% | - | - |
| Nikko AM Global Shares Hedged Fund | International Equities | -1.04% | 2.81% | 21.52% | 63.48% | - | - | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | -1.52% | -3.14% | -1.24% | 5.23% | 3.87% | - | - |
| Smartshares Australian Resources ETF (ASR) | Australasian Equities | -1.86% | 3.71% | 22.71% | 64.18% | 15.28% | 23.38% | - |
| Smartshares Healthcare Innovation ETF (LIV) | International Equities | -3.58% | -4.82% | 5.23% | 35.39% | - | - | - |
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.