November 2019 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

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Performance summary – all funds

NameCategory1 month3 months6 months1 year3 years5 years10 years
Fisher Funds New Zealand Growth FundAustralasian Equities8.52%10.75%12.77%35.77%19.57%16.19%15.70%
Smartshares Healthcare Innovation ETF (LIV)International Equities7.69%6.78%-----
OneAnswer Equity Selection FundAustralasian Equities7.19%7.19%11.37%17.53%8.04%7.82%9.81%
Fisher Funds Trans Tasman Equity TrustAustralasian Equities6.47%8.25%13.41%33.87%17.67%14.76%12.85%
Nikko AM Concentrated Equity FundAustralasian Equities6.06%4.68%5.45%18.10%14.88%14.21%12.05%
Nikko AM Core Equity FundAustralasian Equities5.98%6.16%11.21%25.30%18.54%16.92%-
OneAnswer New Zealand Share FundAustralasian Equities5.63%5.84%11.58%27.32%16.75%14.40%14.04%
Harbour Australasian Equity FundAustralasian Equities5.52%6.14%9.60%24.11%17.19%15.20%-
AMP Capital Ethical Leaders NZ Shares FundAustralasian Equities5.50%6.34%11.85%29.29%17.60%15.84%-
Mint Australasian Equity FundAustralasian Equities5.27%5.44%11.71%27.82%18.45%15.98%15.53%
Salt NZ Dividend Appreciation FundAustralasian Equities5.16%5.78%11.51%25.72%15.56%--
AMP Capital NZ Shares Index FundAustralasian Equities4.93%5.45%12.20%28.94%---
Nikko Global Shares Hedged FundInternational Equities4.71%5.51%9.61%----
Harbour Australasian Equity Focus FundAustralasian Equities4.68%6.89%9.21%21.57%17.16%14.62%-
Russell Investments NZ Shares FundAustralasian Equities4.62%4.46%9.93%26.88%16.83%15.40%-
Smartshares Automation and Robotics ETF (BOT)International Equities4.53%12.15%-----
QuayStreet NZ Equity FundAustralasian Equities4.30%3.32%8.20%23.99%16.90%15.49%-
Smartshares US Large Growth Fund (USG)International Equities4.20%4.80%15.31%29.20%20.69%--
Smartshares US Equities ESG ETF (USA)International Equities4.11%6.54%-----
Smartshares US Mid Cap Fund (USM)International Equities3.98%5.17%13.10%23.45%13.24%--
Nikko AM Global Shares FundInternational Equities3.89%4.73%12.44%24.74%---
OneAnswer International Share FundInternational Equities3.89%5.28%15.47%24.76%17.29%13.32%12.83%
Smartshares US 500 Fund (USF)International Equities3.89%6.21%14.94%24.02%17.05%--
Elevation Capital Global Shares FundInternational Equities3.55%6.16%11.74%12.70%6.04%6.31%6.54%
Smartshares Total World Fund (TWF)International Equities3.29%7.26%13.11%21.39%14.21%--
Harbour NZ Equity Advanced Beta FundAustralasian Equities3.25%4.76%10.22%22.46%15.42%--
AMP Capital Core Hedged Global Shares FundInternational Equities3.17%7.93%9.14%8.42%8.81%7.59%11.27%
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities3.07%7.58%12.77%13.92%---
Fisher Funds International Growth FundInternational Equities3.05%3.93%14.01%24.25%18.48%12.36%8.82%
Nikko AM Global Equity Hedged FundInternational Equities3.03%7.16%11.59%14.00%10.86%8.77%-
Smartshares Emerging Markets Fund (EMF)International Equities3.03%6.25%8.71%16.84%11.01%--
Smartshares Japan Equities ESG ETF (JPN)NZ Fund Miscellaneous2.96%10.00%-----
Fisher Funds Australian Growth FundAustralasian Equities2.92%5.70%12.08%25.93%14.04%11.75%8.46%
Russell Investments Hedged Global Shares FundInternational Equities2.90%8.16%10.93%12.02%10.52%8.22%-
Russell Investments Global Opportunities Fund $NZ Hedged Class BInternational Equities2.89%8.17%10.97%12.11%10.62%8.33%-
T. Rowe Price Global Equity Growth FundInternational Equities2.87%4.40%11.25%24.36%19.94%13.84%-
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities2.71%3.40%9.48%24.36%17.61%15.67%14.21%
Vanguard International Shares Select Exclusions Index FundInternational Equities2.67%5.89%14.91%22.72%---
Pathfinder Global Responsibility FundInternational Equities2.66%8.09%15.36%17.88%---
Fisher Funds Growth FundDiversified2.59%4.12%8.90%18.00%---
Devon Trans-Tasman FundAustralasian Equities2.58%1.91%7.00%22.75%11.97%11.37%10.57%
AMP Capital All Country Global Shares Index FundInternational Equities2.54%7.47%11.37%15.79%---
Russell Investments Global Opportunities Fund Class BInternational Equities2.44%6.68%13.12%20.61%14.45%10.99%-
Russell Investments Global Shares FundInternational Equities2.43%6.65%13.05%20.49%14.29%10.82%-
Harbour Active Growth FundDiversified2.41%------
Russell Investments Low Carbon Global Shares Fund Class AInternational Equities2.41%5.63%14.34%22.36%---
Devon Alpha FundAustralasian Equities2.40%1.45%6.14%15.60%9.77%8.01%-
AMP Capital Global Shares FundInternational Equities2.37%7.04%10.75%14.54%12.20%9.44%10.60%
OneAnswer Balanced FundDiversified2.37%3.35%8.91%15.42%9.97%8.17%9.35%
Smartshares Global Equities ESG ETF (ESG)International Equities2.35%5.31%-----
Fisher Funds Global FundInternational Equities2.34%5.69%13.10%18.21%12.63%7.94%8.86%
Pathfinder Global Water FundInternational Equities2.34%6.80%15.28%27.40%12.09%9.77%-
Smartshares Europe Fund (EUF)International Equities2.26%7.10%10.50%20.01%12.88%--
AMP Capital Ethical Leaders Global Shares FundInternational Equities2.02%6.97%10.57%13.27%11.80%7.34%9.39%
Smartshares Europe Equities ESG ETF (EUG)International Equities2.02%7.20%-----
Nikko AM Global Equity Unhedged FundInternational Equities1.98%5.27%13.42%25.39%16.16%12.12%-
AMP Capital Core Global Shares FundInternational Equities1.97%5.98%12.07%19.90%14.36%11.61%9.90%
Morphic Global Opportunities FundInternational Equities1.85%3.68%10.34%14.02%11.14%8.65%-
AMP Capital Ethical Leaders Growth FundDiversified1.78%5.75%9.33%15.35%11.25%7.52%8.34%
Devon Dividend Yield FundAustralasian Equities1.76%1.08%8.16%19.46%9.23%11.49%-
Harbour Long Short FundNZ Fund Miscellaneous1.71%1.94%3.43%----
Fisher Funds Multi Sector FundDiversified1.66%2.30%6.44%13.38%8.30%6.95%7.64%
APN AREIT PIE FundListed Property1.65%2.09%9.39%17.54%---
Smartshares Emerging Markets Equities ESG ETF (EMG)International Equities1.64%6.65%-----
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities1.59%3.58%8.67%17.97%12.23%11.70%6.61%
Milford Balanced FundDiversified1.54%2.44%8.09%15.18%10.44%9.41%-
Antipodes Global Fund - Long (PIE)International Equities1.40%4.42%9.60%12.67%---
AMP Capital Global Listed Infrastructure FundInternational Equities1.33%4.19%9.21%24.95%12.80%7.36%-
AMP Capital Ethical Leaders Balanced FundDiversified1.31%3.76%7.29%13.35%8.91%6.44%7.91%
AMP Capital Income Generator FundDiversified1.24%1.97%7.09%16.32%8.78%7.76%-
Devon Australian FundAustralasian Equities1.24%2.61%6.72%19.72%9.04%9.03%-
AMP Capital Global Multi-Asset FundDiversified1.04%1.84%3.34%7.15%4.37%4.37%-
Salt Long Short FundNZ Fund Miscellaneous0.93%6.46%9.76%6.56%4.05%7.34%-
OneAnswer Australian Share FundAustralasian Equities0.83%6.49%9.26%19.11%7.31%3.92%3.97%
AMP Capital Australasian Property Index FundListed Property0.73%-0.42%10.57%28.83%15.22%12.95%-
Milford Australian Absolute Growth FundAustralasian Equities0.70%2.19%9.53%16.44%---
Mint Diversified Income FundDiversified0.68%0.22%3.95%8.93%5.97%5.86%-
Fisher Funds Property & Infrastructure FundInternational Equities0.63%-0.09%7.29%22.83%17.91%13.12%12.23%
Harbour Real Estate Investment FundListed Property0.59%-1.59%11.11%29.43%---
Milford Diversified Income FundDiversified0.58%1.43%6.17%14.07%9.91%10.01%-
Fisher Funds Conservative FundDiversified0.56%0.62%3.70%8.81%---
Milford Conservative FundDiversified0.53%0.89%4.52%9.61%7.09%--
Harbour Income FundDiversified0.47%0.70%4.05%10.25%6.63%--
OneAnswer Property Securities FundListed Property0.43%0.18%11.78%27.81%14.99%13.66%13.83%
Nikko AM Income FundNZ Fund Miscellaneous0.37%1.23%-0.94%0.90%4.35%4.91%6.04%
AMP Capital Ethical Leaders Conservative FundDiversified0.35%0.97%3.89%7.98%4.93%4.17%4.98%
Nikko AM Global Bond FundInternational Fixed Interest0.33%-0.86%4.12%10.11%4.34%4.52%-
AMP Capital Global Property Securities FundListed Property0.26%4.62%9.59%19.61%10.45%7.42%12.50%
Mint Australasian Property FundListed Property0.22%-0.32%11.69%28.85%14.85%12.86%12.64%
Salt Enhanced Property FundListed Property0.22%0.43%13.34%30.48%17.24%15.52%-
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest0.20%-1.06%3.46%8.86%---
Russell Investments Emerging Markets Fund Class BInternational Equities0.15%5.16%8.26%15.75%10.81%6.22%-
Nikko AM NZ Cash FundCash and Cash Equivalents0.14%0.43%1.11%2.39%2.53%2.86%-
AMP Capital Ethical Leaders Hedged Global Fixed Interest FundInternational Fixed Interest0.13%-0.89%3.43%8.63%3.79%3.69%5.23%
Hunter Global Fixed Interest FundInternational Fixed Interest0.13%-0.99%2.94%8.01%---
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest0.12%-0.80%2.00%6.03%4.61%4.81%-
Fisher Funds CashPlus FundCash and Cash Equivalents0.09%0.28%0.85%1.98%2.09%2.32%2.45%
AMP Capital NZ Cash FundCash and Cash Equivalents0.08%0.30%0.78%1.86%2.06%2.47%2.96%
QuayStreet Income FundDiversified0.04%0.41%3.53%7.75%6.02%5.86%-
Fisher Funds Income FundInternational Fixed Interest0.01%0.06%2.19%6.31%3.85%4.23%-
Harbour Australasian Equity Income FundAustralasian Equities-0.01%1.78%10.83%20.84%11.78%10.31%-
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest-0.03%-0.90%2.42%7.30%5.08%5.19%5.62%
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest-0.04%-0.86%2.15%6.75%4.96%5.02%-
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest-0.06%-0.87%2.71%8.59%5.54%5.14%-
AMP Capital Emerging Markets Shares FundInternational Equities-0.11%6.71%8.44%14.87%12.57%6.31%5.10%
Nikko AM NZ Bond FundNew Zealand Fixed Interest-0.12%-0.93%2.88%8.08%5.63%5.34%-
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest-0.13%-0.50%2.21%6.14%4.60%4.69%5.14%
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest-0.15%-0.68%2.61%7.39%5.63%5.52%6.22%
Smartshares Global Aggregate Bond ETF (AGG)International Fixed Interest-0.15%-2.32%-----
Fisher Funds BondPlus FundInternational Fixed Interest-0.33%-1.24%2.21%7.38%3.71%3.72%6.24%
Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class BInternational Equities-0.33%1.86%6.68%19.33%---
Platinum International FundInternational Equities-0.37%3.32%8.45%14.54%11.41%8.73%7.22%
Russell Investments Global Fixed Interest FundInternational Fixed Interest-0.41%-0.63%3.52%8.89%4.46%4.44%-
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities-0.57%1.43%7.35%18.12%18.45%16.71%15.45%
Pathfinder Commodity Plus FundNZ Fund Miscellaneous-0.66%-0.33%-1.71%-1.91%0.57%0.07%-0.98%
Smartshares Australian Top 20 Fund (OZY)Australasian Equities-0.72%1.91%4.39%17.86%9.51%5.28%5.08%
India Avenue Equity Fund - Retail ClassInternational Equities-0.73%6.82%-1.83%11.59%---
Pathfinder Global Property FundListed Property-1.20%0.68%6.55%15.93%9.98%--
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational Fixed Interest-1.26%0.92%2.75%8.00%---
APN Asian REIT FundListed Property-1.57%1.87%11.42%33.62%17.69%12.86%-
Smartshares NZ Property Fund (NPF)Listed Property-1.62%-3.12%9.38%29.48%16.53%--
Pie Australasian Dividend FundAustralasian Equities-1.65%1.90%9.67%11.91%12.61%13.15%-
Smartshares NZ Dividend Fund (DIV)Australasian Equities-1.65%-3.68%4.72%18.50%11.83%--

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.