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
| Name | Category | 1 month | 3 months | 6 months | 1 year | 3 years | 5 years | 10 years |
|---|---|---|---|---|---|---|---|---|
| Fisher Funds New Zealand Growth Fund | Australasian Equities | 8.52% | 10.75% | 12.77% | 35.77% | 19.57% | 16.19% | 15.70% |
| Smartshares Healthcare Innovation ETF (LIV) | International Equities | 7.69% | 6.78% | - | - | - | - | - |
| OneAnswer Equity Selection Fund | Australasian Equities | 7.19% | 7.19% | 11.37% | 17.53% | 8.04% | 7.82% | 9.81% |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 6.47% | 8.25% | 13.41% | 33.87% | 17.67% | 14.76% | 12.85% |
| Nikko AM Concentrated Equity Fund | Australasian Equities | 6.06% | 4.68% | 5.45% | 18.10% | 14.88% | 14.21% | 12.05% |
| Nikko AM Core Equity Fund | Australasian Equities | 5.98% | 6.16% | 11.21% | 25.30% | 18.54% | 16.92% | - |
| OneAnswer New Zealand Share Fund | Australasian Equities | 5.63% | 5.84% | 11.58% | 27.32% | 16.75% | 14.40% | 14.04% |
| Harbour Australasian Equity Fund | Australasian Equities | 5.52% | 6.14% | 9.60% | 24.11% | 17.19% | 15.20% | - |
| AMP Capital Ethical Leaders NZ Shares Fund | Australasian Equities | 5.50% | 6.34% | 11.85% | 29.29% | 17.60% | 15.84% | - |
| Mint Australasian Equity Fund | Australasian Equities | 5.27% | 5.44% | 11.71% | 27.82% | 18.45% | 15.98% | 15.53% |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | 5.16% | 5.78% | 11.51% | 25.72% | 15.56% | - | - |
| AMP Capital NZ Shares Index Fund | Australasian Equities | 4.93% | 5.45% | 12.20% | 28.94% | - | - | - |
| Nikko Global Shares Hedged Fund | International Equities | 4.71% | 5.51% | 9.61% | - | - | - | - |
| Harbour Australasian Equity Focus Fund | Australasian Equities | 4.68% | 6.89% | 9.21% | 21.57% | 17.16% | 14.62% | - |
| Russell Investments NZ Shares Fund | Australasian Equities | 4.62% | 4.46% | 9.93% | 26.88% | 16.83% | 15.40% | - |
| Smartshares Automation and Robotics ETF (BOT) | International Equities | 4.53% | 12.15% | - | - | - | - | - |
| QuayStreet NZ Equity Fund | Australasian Equities | 4.30% | 3.32% | 8.20% | 23.99% | 16.90% | 15.49% | - |
| Smartshares US Large Growth Fund (USG) | International Equities | 4.20% | 4.80% | 15.31% | 29.20% | 20.69% | - | - |
| Smartshares US Equities ESG ETF (USA) | International Equities | 4.11% | 6.54% | - | - | - | - | - |
| Smartshares US Mid Cap Fund (USM) | International Equities | 3.98% | 5.17% | 13.10% | 23.45% | 13.24% | - | - |
| Nikko AM Global Shares Fund | International Equities | 3.89% | 4.73% | 12.44% | 24.74% | - | - | - |
| OneAnswer International Share Fund | International Equities | 3.89% | 5.28% | 15.47% | 24.76% | 17.29% | 13.32% | 12.83% |
| Smartshares US 500 Fund (USF) | International Equities | 3.89% | 6.21% | 14.94% | 24.02% | 17.05% | - | - |
| Elevation Capital Global Shares Fund | International Equities | 3.55% | 6.16% | 11.74% | 12.70% | 6.04% | 6.31% | 6.54% |
| Smartshares Total World Fund (TWF) | International Equities | 3.29% | 7.26% | 13.11% | 21.39% | 14.21% | - | - |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 3.25% | 4.76% | 10.22% | 22.46% | 15.42% | - | - |
| AMP Capital Core Hedged Global Shares Fund | International Equities | 3.17% | 7.93% | 9.14% | 8.42% | 8.81% | 7.59% | 11.27% |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | 3.07% | 7.58% | 12.77% | 13.92% | - | - | - |
| Fisher Funds International Growth Fund | International Equities | 3.05% | 3.93% | 14.01% | 24.25% | 18.48% | 12.36% | 8.82% |
| Nikko AM Global Equity Hedged Fund | International Equities | 3.03% | 7.16% | 11.59% | 14.00% | 10.86% | 8.77% | - |
| Smartshares Emerging Markets Fund (EMF) | International Equities | 3.03% | 6.25% | 8.71% | 16.84% | 11.01% | - | - |
| Smartshares Japan Equities ESG ETF (JPN) | NZ Fund Miscellaneous | 2.96% | 10.00% | - | - | - | - | - |
| Fisher Funds Australian Growth Fund | Australasian Equities | 2.92% | 5.70% | 12.08% | 25.93% | 14.04% | 11.75% | 8.46% |
| Russell Investments Hedged Global Shares Fund | International Equities | 2.90% | 8.16% | 10.93% | 12.02% | 10.52% | 8.22% | - |
| Russell Investments Global Opportunities Fund $NZ Hedged Class B | International Equities | 2.89% | 8.17% | 10.97% | 12.11% | 10.62% | 8.33% | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | 2.87% | 4.40% | 11.25% | 24.36% | 19.94% | 13.84% | - |
| Smartshares NZ Top 50 Fund (FNZ) | Australasian Equities | 2.71% | 3.40% | 9.48% | 24.36% | 17.61% | 15.67% | 14.21% |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | 2.67% | 5.89% | 14.91% | 22.72% | - | - | - |
| Pathfinder Global Responsibility Fund | International Equities | 2.66% | 8.09% | 15.36% | 17.88% | - | - | - |
| Fisher Funds Growth Fund | Diversified | 2.59% | 4.12% | 8.90% | 18.00% | - | - | - |
| Devon Trans-Tasman Fund | Australasian Equities | 2.58% | 1.91% | 7.00% | 22.75% | 11.97% | 11.37% | 10.57% |
| AMP Capital All Country Global Shares Index Fund | International Equities | 2.54% | 7.47% | 11.37% | 15.79% | - | - | - |
| Russell Investments Global Opportunities Fund Class B | International Equities | 2.44% | 6.68% | 13.12% | 20.61% | 14.45% | 10.99% | - |
| Russell Investments Global Shares Fund | International Equities | 2.43% | 6.65% | 13.05% | 20.49% | 14.29% | 10.82% | - |
| Harbour Active Growth Fund | Diversified | 2.41% | - | - | - | - | - | - |
| Russell Investments Low Carbon Global Shares Fund Class A | International Equities | 2.41% | 5.63% | 14.34% | 22.36% | - | - | - |
| Devon Alpha Fund | Australasian Equities | 2.40% | 1.45% | 6.14% | 15.60% | 9.77% | 8.01% | - |
| AMP Capital Global Shares Fund | International Equities | 2.37% | 7.04% | 10.75% | 14.54% | 12.20% | 9.44% | 10.60% |
| OneAnswer Balanced Fund | Diversified | 2.37% | 3.35% | 8.91% | 15.42% | 9.97% | 8.17% | 9.35% |
| Smartshares Global Equities ESG ETF (ESG) | International Equities | 2.35% | 5.31% | - | - | - | - | - |
| Fisher Funds Global Fund | International Equities | 2.34% | 5.69% | 13.10% | 18.21% | 12.63% | 7.94% | 8.86% |
| Pathfinder Global Water Fund | International Equities | 2.34% | 6.80% | 15.28% | 27.40% | 12.09% | 9.77% | - |
| Smartshares Europe Fund (EUF) | International Equities | 2.26% | 7.10% | 10.50% | 20.01% | 12.88% | - | - |
| AMP Capital Ethical Leaders Global Shares Fund | International Equities | 2.02% | 6.97% | 10.57% | 13.27% | 11.80% | 7.34% | 9.39% |
| Smartshares Europe Equities ESG ETF (EUG) | International Equities | 2.02% | 7.20% | - | - | - | - | - |
| Nikko AM Global Equity Unhedged Fund | International Equities | 1.98% | 5.27% | 13.42% | 25.39% | 16.16% | 12.12% | - |
| AMP Capital Core Global Shares Fund | International Equities | 1.97% | 5.98% | 12.07% | 19.90% | 14.36% | 11.61% | 9.90% |
| Morphic Global Opportunities Fund | International Equities | 1.85% | 3.68% | 10.34% | 14.02% | 11.14% | 8.65% | - |
| AMP Capital Ethical Leaders Growth Fund | Diversified | 1.78% | 5.75% | 9.33% | 15.35% | 11.25% | 7.52% | 8.34% |
| Devon Dividend Yield Fund | Australasian Equities | 1.76% | 1.08% | 8.16% | 19.46% | 9.23% | 11.49% | - |
| Harbour Long Short Fund | NZ Fund Miscellaneous | 1.71% | 1.94% | 3.43% | - | - | - | - |
| Fisher Funds Multi Sector Fund | Diversified | 1.66% | 2.30% | 6.44% | 13.38% | 8.30% | 6.95% | 7.64% |
| APN AREIT PIE Fund | Listed Property | 1.65% | 2.09% | 9.39% | 17.54% | - | - | - |
| Smartshares Emerging Markets Equities ESG ETF (EMG) | International Equities | 1.64% | 6.65% | - | - | - | - | - |
| Smartshares Australian Mid Cap Fund (MZY) | Australasian Equities | 1.59% | 3.58% | 8.67% | 17.97% | 12.23% | 11.70% | 6.61% |
| Milford Balanced Fund | Diversified | 1.54% | 2.44% | 8.09% | 15.18% | 10.44% | 9.41% | - |
| Antipodes Global Fund - Long (PIE) | International Equities | 1.40% | 4.42% | 9.60% | 12.67% | - | - | - |
| AMP Capital Global Listed Infrastructure Fund | International Equities | 1.33% | 4.19% | 9.21% | 24.95% | 12.80% | 7.36% | - |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | 1.31% | 3.76% | 7.29% | 13.35% | 8.91% | 6.44% | 7.91% |
| AMP Capital Income Generator Fund | Diversified | 1.24% | 1.97% | 7.09% | 16.32% | 8.78% | 7.76% | - |
| Devon Australian Fund | Australasian Equities | 1.24% | 2.61% | 6.72% | 19.72% | 9.04% | 9.03% | - |
| AMP Capital Global Multi-Asset Fund | Diversified | 1.04% | 1.84% | 3.34% | 7.15% | 4.37% | 4.37% | - |
| Salt Long Short Fund | NZ Fund Miscellaneous | 0.93% | 6.46% | 9.76% | 6.56% | 4.05% | 7.34% | - |
| OneAnswer Australian Share Fund | Australasian Equities | 0.83% | 6.49% | 9.26% | 19.11% | 7.31% | 3.92% | 3.97% |
| AMP Capital Australasian Property Index Fund | Listed Property | 0.73% | -0.42% | 10.57% | 28.83% | 15.22% | 12.95% | - |
| Milford Australian Absolute Growth Fund | Australasian Equities | 0.70% | 2.19% | 9.53% | 16.44% | - | - | - |
| Mint Diversified Income Fund | Diversified | 0.68% | 0.22% | 3.95% | 8.93% | 5.97% | 5.86% | - |
| Fisher Funds Property & Infrastructure Fund | International Equities | 0.63% | -0.09% | 7.29% | 22.83% | 17.91% | 13.12% | 12.23% |
| Harbour Real Estate Investment Fund | Listed Property | 0.59% | -1.59% | 11.11% | 29.43% | - | - | - |
| Milford Diversified Income Fund | Diversified | 0.58% | 1.43% | 6.17% | 14.07% | 9.91% | 10.01% | - |
| Fisher Funds Conservative Fund | Diversified | 0.56% | 0.62% | 3.70% | 8.81% | - | - | - |
| Milford Conservative Fund | Diversified | 0.53% | 0.89% | 4.52% | 9.61% | 7.09% | - | - |
| Harbour Income Fund | Diversified | 0.47% | 0.70% | 4.05% | 10.25% | 6.63% | - | - |
| OneAnswer Property Securities Fund | Listed Property | 0.43% | 0.18% | 11.78% | 27.81% | 14.99% | 13.66% | 13.83% |
| Nikko AM Income Fund | NZ Fund Miscellaneous | 0.37% | 1.23% | -0.94% | 0.90% | 4.35% | 4.91% | 6.04% |
| AMP Capital Ethical Leaders Conservative Fund | Diversified | 0.35% | 0.97% | 3.89% | 7.98% | 4.93% | 4.17% | 4.98% |
| Nikko AM Global Bond Fund | International Fixed Interest | 0.33% | -0.86% | 4.12% | 10.11% | 4.34% | 4.52% | - |
| AMP Capital Global Property Securities Fund | Listed Property | 0.26% | 4.62% | 9.59% | 19.61% | 10.45% | 7.42% | 12.50% |
| Mint Australasian Property Fund | Listed Property | 0.22% | -0.32% | 11.69% | 28.85% | 14.85% | 12.86% | 12.64% |
| Salt Enhanced Property Fund | Listed Property | 0.22% | 0.43% | 13.34% | 30.48% | 17.24% | 15.52% | - |
| AMP Capital Hedged Global Fixed Interest Index Fund | International Fixed Interest | 0.20% | -1.06% | 3.46% | 8.86% | - | - | - |
| Russell Investments Emerging Markets Fund Class B | International Equities | 0.15% | 5.16% | 8.26% | 15.75% | 10.81% | 6.22% | - |
| Nikko AM NZ Cash Fund | Cash and Cash Equivalents | 0.14% | 0.43% | 1.11% | 2.39% | 2.53% | 2.86% | - |
| AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund | International Fixed Interest | 0.13% | -0.89% | 3.43% | 8.63% | 3.79% | 3.69% | 5.23% |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 0.13% | -0.99% | 2.94% | 8.01% | - | - | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.12% | -0.80% | 2.00% | 6.03% | 4.61% | 4.81% | - |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.09% | 0.28% | 0.85% | 1.98% | 2.09% | 2.32% | 2.45% |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.08% | 0.30% | 0.78% | 1.86% | 2.06% | 2.47% | 2.96% |
| QuayStreet Income Fund | Diversified | 0.04% | 0.41% | 3.53% | 7.75% | 6.02% | 5.86% | - |
| Fisher Funds Income Fund | International Fixed Interest | 0.01% | 0.06% | 2.19% | 6.31% | 3.85% | 4.23% | - |
| Harbour Australasian Equity Income Fund | Australasian Equities | -0.01% | 1.78% | 10.83% | 20.84% | 11.78% | 10.31% | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.03% | -0.90% | 2.42% | 7.30% | 5.08% | 5.19% | 5.62% |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.04% | -0.86% | 2.15% | 6.75% | 4.96% | 5.02% | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | -0.06% | -0.87% | 2.71% | 8.59% | 5.54% | 5.14% | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | -0.11% | 6.71% | 8.44% | 14.87% | 12.57% | 6.31% | 5.10% |
| Nikko AM NZ Bond Fund | New Zealand Fixed Interest | -0.12% | -0.93% | 2.88% | 8.08% | 5.63% | 5.34% | - |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | -0.13% | -0.50% | 2.21% | 6.14% | 4.60% | 4.69% | 5.14% |
| Nikko AM NZ Corporate Bond Fund | New 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 Fund | International 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 B | International Equities | -0.33% | 1.86% | 6.68% | 19.33% | - | - | - |
| Platinum International Fund | International Equities | -0.37% | 3.32% | 8.45% | 14.54% | 11.41% | 8.73% | 7.22% |
| Russell Investments Global Fixed Interest Fund | International 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 Fund | NZ 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 Class | International Equities | -0.73% | 6.82% | -1.83% | 11.59% | - | - | - |
| Pathfinder Global Property Fund | Listed Property | -1.20% | 0.68% | 6.55% | 15.93% | 9.98% | - | - |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | -1.26% | 0.92% | 2.75% | 8.00% | - | - | - |
| APN Asian REIT Fund | Listed 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 Fund | Australasian 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.