October 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.

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.

Enter your details here to get the monthly InvestNow Fund Performance Reports sent to you as they are published. 

All Funds – October 2019

October Fund Performance: All Funds on InvestNow
Report Type: 1m performance
Report Period: 1m period ending 31/10/2019

  1. AMP Capital Emerging Markets Shares Fund (3.40%)
  2. Nikko AM Global Equity Hedged Fund (3.17%)
  3. AMP Capital Core Hedged Fund (2.62%)
  4. India Avenue Equity Fund – Retail Class (2.58%)
  5. AMP Capital Ethical Leaders Global Shares Fund (2.50%)
  6. Nikko AM Global Equity Unheadged Fund (2.45%)
  7. Salt Long Short Fund (2.38%)
  8. AMP Capital All Country Global Shares Index Fund (2.38%)
  9. AMP Capital Global Shares Fund (2.37%)
  10. Russell Investments Hedged Global Shares Fund (2.24%)

Index Funds – October 2019

October Fund Performance: Index Funds on InvestNow
Report Type: 1m performance
Report Period: 1m period ending 31/10/2019

  1. AMP Capital All Country Global Shares Index Fund (2.38%)
  2. Vanguard International Shares Select Exclusions Index Fund (Hedged) – NZD Class (1.97%)
  3. Smartshares Europe Fund (EUG) (1.72%)
  4. Smartshares Europe Equities ESG ETF (EUG) (1.64%)
  5. Smartshares Japan Equities ESG ETF (JPN) (1.50%)
  6. Smartshares Emerging Markets Equities ESG ETF (EMG) (1.43%)
  7. Smartshares Automation and Robotics ETF (BOT) (1.31%)
  8. Smartshares Total World Fund (TWF) (1.25%)
  9. Smartshares Healthcare Innovation ETF (LIV) (0.86%)
  10. Smartshares US Large Growth Fund (USG) (0.77%)

Performance summary – all funds

FundSector1 month3 months6 months1 year3 years5 years10 years
AMP Capital Emerging Markets Shares FundInternational Equities3.40%4.39%3.22%15.10%10.90%6.51%5.53%
Nikko AM Global Equity Hedged FundInternational Equities3.17%0.03%0.99%16.00%9.98%9.01%-
AMP Capital Core Hedged Global Shares FundInternational Equities2.62%-0.21%0.51%9.21%8.72%7.95%10.87%
India Avenue Equity Fund - Retail ClassInternational Equities2.58%7.40%1.61%15.28%---
AMP Capital Ethical Leaders Global Shares FundInternational Equities2.50%3.17%4.13%11.86%11.58%7.72%9.32%
Nikko AM Global Equity Unhedged FundInternational Equities2.45%5.63%7.69%20.74%15.56%12.31%-
AMP Capital All Country Global Shares Index FundInternational Equities2.38%2.54%3.95%14.23%---
Salt Long Short FundNZ Fund Miscellaneous2.38%5.46%10.93%1.69%3.66%7.63%-
AMP Capital Global Shares FundInternational Equities2.37%2.74%4.04%13.15%11.97%9.72%10.56%
Russell Investments Global Opportunities Fund $NZ Hedged Class BInternational Equities2.24%2.39%1.88%10.11%10.51%8.57%-
Russell Investments Hedged Global Shares FundInternational Equities2.24%2.37%1.82%10.00%10.40%8.46%-
Pathfinder Global Responsibility FundInternational Equities2.22%5.10%6.39%12.53%---
AMP Capital Global Property Securities FundListed Property2.20%5.86%9.43%21.70%10.53%8.33%12.39%
Russell Investments Emerging Markets Fund Class BInternational Equities2.05%4.09%3.15%13.11%9.77%6.29%-
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational Equities1.97%2.17%2.97%12.01%---
AMP Capital Core Global Shares FundInternational Equities1.95%5.91%8.07%15.37%14.40%11.76%10.22%
AMP Capital Ethical Leaders Growth FundDiversified1.72%2.80%5.25%13.74%10.95%7.53%8.22%
Smartshares Europe Fund (EUF)International Equities1.72%6.63%6.08%13.47%11.48%--
Smartshares Europe Equities ESG ETF (EUG)International Equities1.64%6.90%-----
Smartshares Japan Equities ESG ETF (JPN)NZ Fund Miscellaneous1.50%10.93%-----
Pathfinder Global Water FundInternational Equities1.43%5.79%9.06%23.04%11.36%9.31%-
Smartshares Emerging Markets Equities ESG ETF (EMG)International Equities1.43%4.41%-----
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational Fixed Interest1.41%1.85%4.72%9.72%---
Fisher Funds New Zealand Growth FundAustralasian Equities1.31%-3.59%5.08%24.05%15.94%14.35%14.82%
Smartshares Automation and Robotics ETF (BOT)International Equities1.31%6.19%-----
Smartshares Total World Fund (TWF)International Equities1.25%4.74%7.09%15.15%13.69%--
Harbour Australasian Equity Focus FundAustralasian Equities1.14%-0.31%4.69%11.56%15.86%13.00%-
Fisher Funds Australian Growth FundAustralasian Equities1.11%4.23%11.11%20.56%12.90%10.41%8.06%
APN Asian REIT FundListed Property1.10%9.15%17.02%33.68%16.07%13.19%-
Nikko Global Shares Hedged FundInternational Equities0.98%-4.36%-----
AMP Capital Ethical Leaders Balanced FundDiversified0.94%2.24%4.90%12.04%8.57%6.52%7.77%
Nikko AM Global Shares FundInternational Equities0.92%1.90%7.66%20.41%---
APN AREIT PIE FundListed Property0.87%1.55%7.88%17.62%---
Smartshares Healthcare Innovation ETF (LIV)International Equities0.86%-2.50%-----
Russell Investments Global Opportunities Fund Class BInternational Equities0.80%5.91%6.69%13.35%14.34%10.89%-
Russell Investments Global Shares FundInternational Equities0.79%5.88%6.61%13.21%14.18%10.71%-
Smartshares US Large Growth Fund (USG)International Equities0.77%3.35%7.58%21.55%19.30%--
Smartshares Emerging Markets Fund (EMF)International Equities0.76%3.12%0.99%15.40%8.31%--
Fisher Funds Global FundInternational Equities0.68%4.05%5.35%14.24%12.49%8.18%8.91%
Fisher Funds Trans Tasman Equity TrustAustralasian Equities0.63%-0.47%8.61%24.44%14.97%13.27%11.80%
Smartshares US Equities ESG ETF (USA)International Equities0.46%4.78%-----
Russell Investments Low Carbon Global Shares Fund Class AInternational Equities0.41%5.54%7.45%15.35%---
Antipodes Global Fund - Long (PIE)International Equities0.38%3.80%2.87%4.71%---
Elevation Capital Global Shares FundInternational Equities0.38%2.68%5.67%2.50%5.88%5.73%6.28%
Platinum International FundInternational Equities0.38%4.27%3.16%9.51%11.36%9.08%7.57%
Vanguard International Shares Select Exclusions Index FundInternational Equities0.37%5.75%7.84%15.14%---
Fisher Funds Growth FundDiversified0.32%1.55%5.21%14.31%---
Harbour Long Short FundNZ Fund Miscellaneous0.31%1.08%2.35%----
OneAnswer Australian Share FundAustralasian Equities0.29%4.53%9.43%10.19%6.77%2.42%4.00%
Milford Australian Absolute Growth FundAustralasian Equities0.27%2.44%12.22%15.01%---
T. Rowe Price Global Equity Growth FundInternational Equities0.24%3.13%4.47%18.25%18.39%--
Milford Balanced FundDiversified0.23%1.89%6.30%12.80%9.98%9.30%-
AMP Capital Ethical Leaders Conservative FundDiversified0.20%1.52%3.57%7.73%4.73%4.26%5.06%
Pathfinder Commodity Plus FundNZ Fund Miscellaneous0.17%-1.55%-2.10%-8.03%0.82%0.24%-0.68%
Milford Conservative FundDiversified0.15%1.35%4.56%8.68%6.95%--
Nikko AM Income FundNZ Fund Miscellaneous0.14%-1.77%-0.75%0.74%2.78%4.98%6.18%
Nikko AM NZ Cash FundCash and Cash Equivalents0.14%0.53%1.19%2.44%2.55%2.91%-
Milford Diversified Income FundDiversified0.12%1.87%6.51%13.36%9.99%10.09%-
AMP Capital Global Multi-Asset FundDiversified0.11%0.32%1.65%5.33%4.31%4.45%-
Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class BInternational Equities0.11%3.71%6.61%21.03%---
AMP Capital NZ Cash FundCash and Cash Equivalents0.10%0.38%0.87%1.95%2.09%2.51%2.98%
Harbour Income FundDiversified0.10%1.34%4.87%9.86%6.31%--
Fisher Funds CashPlus FundCash and Cash Equivalents0.08%0.39%0.97%2.03%2.16%2.34%2.46%
Fisher Funds Income FundInternational Fixed Interest0.06%1.12%2.79%6.04%3.53%4.36%-
Fisher Funds International Growth FundInternational Equities0.06%3.26%6.14%19.75%16.70%11.96%8.65%
Fisher Funds Multi Sector FundDiversified0.02%1.27%4.27%11.12%7.73%6.86%7.60%
Russell Investments Global Fixed Interest FundInternational Fixed Interest0.02%1.88%5.22%9.57%3.95%4.79%-
QuayStreet Income FundDiversified0.00%1.41%4.62%7.85%6.03%5.94%-
Smartshares Global Equities ESG ETF (ESG)International Equities0.00%5.45%-----
Smartshares US 500 Fund (USF)International Equities0.00%3.68%7.73%16.28%17.12%--
OneAnswer Balanced FundDiversified-0.04%1.50%4.98%12.53%9.12%7.95%9.25%
Harbour Australasian Equity FundAustralasian Equities-0.08%-1.75%4.62%14.66%15.12%13.61%-
Harbour Australasian Equity Income FundAustralasian Equities-0.13%4.72%13.03%22.15%11.77%10.38%-
Fisher Funds Conservative FundDiversified-0.14%1.10%3.51%8.25%---
AMP Capital Income Generator FundDiversified-0.21%1.90%7.06%14.30%8.07%7.73%-
Fisher Funds BondPlus FundInternational Fixed Interest-0.28%0.95%4.03%7.77%3.27%4.03%6.45%
Morphic Global Opportunities FundInternational Equities-0.30%4.20%4.51%8.55%11.04%8.52%-
Pathfinder Global Property FundListed Property-0.32%5.26%7.84%18.09%9.70%--
Pie Australasian Dividend FundAustralasian Equities-0.32%5.34%13.32%11.84%11.33%13.76%-
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest-0.33%1.07%3.50%6.24%4.44%4.81%5.25%
OneAnswer International Share FundInternational Equities-0.34%3.74%7.59%16.18%16.37%12.91%12.98%
Nikko AM Global Bond FundInternational Fixed Interest-0.39%1.52%4.92%9.99%3.80%4.63%-
Smartshares NZ Mid Cap Fund (MDZ)Australasian Equities-0.39%1.07%9.75%23.52%19.06%17.18%15.53%
AMP Capital Ethical Leaders NZ Shares FundAustralasian Equities-0.40%-0.42%7.20%22.61%15.06%14.77%-
Mint Diversified Income FundDiversified-0.44%0.82%4.41%7.89%5.52%5.81%-
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest-0.47%1.10%4.20%7.39%5.34%5.66%6.33%
AMP Capital Hedged Global Fixed Interest FundInternational Fixed Interest-0.55%1.30%4.32%8.31%3.12%3.87%5.36%
Hunter Global Fixed Interest FundInternational Fixed Interest-0.56%0.83%4.03%7.58%---
Nikko AM NZ Bond FundNew Zealand Fixed Interest-0.56%1.32%4.51%8.01%5.15%5.49%-
Smartshares US Mid Cap Fund (USM)International Equities-0.56%2.13%6.26%18.31%13.98%--
Mint Australasian Equity FundAustralasian Equities-0.57%-0.72%6.54%21.14%16.31%14.94%15.05%
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest-0.62%0.75%2.94%5.85%4.24%4.88%-
Salt NZ Dividend Appreciation FundAustralasian Equities-0.65%0.39%5.97%18.83%13.36%--
AMP Capital Hedged Global Fixed Interest Index FundInternational Fixed Interest-0.67%1.16%4.41%8.89%---
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest-0.69%0.81%3.40%6.70%4.59%5.16%-
AMP Capital Global Listed Infrastructure FundInternational Equities-0.70%3.70%8.44%22.57%11.12%7.79%-
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest-0.75%1.01%3.69%7.21%4.69%5.33%5.75%
Fisher Funds New Zealand Fixed Income TrustNew Zealand Fixed Interest-0.75%1.11%4.22%8.59%5.06%5.26%-
Smartshares Global Aggregate Bond ETF (AGG)International Fixed Interest-0.88%0.79%-----
Harbour Real Estate Investment FundListed Property-0.97%1.55%14.30%31.73%---
Smartshares Australian Mid Cap Fund (MZY)Australasian Equities-1.10%0.63%6.39%9.83%11.36%10.38%6.61%
Nikko AM Concentrated Equity FundAustralasian Equities-1.16%-5.03%1.58%8.12%12.55%13.51%11.30%
OneAnswer Equity Selection FundAustralasian Equities-1.22%-0.44%5.01%8.45%5.21%6.34%9.11%
AMP Capital Australasian Property Index FundListed Property-1.24%1.19%13.34%30.65%14.85%--
AMP Capital NZ Shares Index FundAustralasian Equities-1.24%-0.39%8.05%23.93%---
Fisher Funds Property & Infrastructure FundInternational Equities-1.29%1.58%8.03%23.95%17.45%13.18%12.33%
Nikko AM Core Equity FundAustralasian Equities-1.29%-1.18%6.06%16.51%16.06%15.61%-
Devon Alpha FundAustralasian Equities-1.31%-1.63%6.90%9.36%8.39%7.28%-
Russell Investments NZ Shares FundAustralasian Equities-1.33%-1.53%6.46%21.18%14.98%14.40%-
OneAnswer New Zealand Share FundAustralasian Equities-1.43%-1.09%6.10%20.61%14.26%13.21%13.10%
Harbour NZ Equity Advanced Beta FundAustralasian Equities-1.48%0.69%7.86%20.26%14.19%--
Devon Australian FundAustralasian Equities-1.56%0.99%8.41%10.27%8.55%7.64%-
QuayStreet NZ Equity FundAustralasian Equities-1.78%-2.06%5.41%19.29%14.84%14.61%-
Smartshares NZ Top 50 Fund (FNZ)Australasian Equities-1.90%-0.83%7.95%22.70%16.53%15.29%13.64%
Smartshares Australian Top 20 Fund (OZY)Australasian Equities-1.93%0.73%8.44%19.08%11.00%4.41%5.28%
OneAnswer Property Securities FundListed Property-2.00%2.68%14.50%30.76%14.23%14.09%13.40%
Smartshares NZ Property Fund (NPF)Listed Property-2.18%1.65%16.60%35.48%16.15%--
Mint Australasian Property FundListed Property-2.22%2.86%15.32%32.36%14.20%13.33%12.22%
Salt Enhanced Property FundListed Property-2.30%3.06%17.68%34.38%16.68%--
Devon Trans-Tasman FundAustralasian Equities-2.68%-1.06%7.19%16.33%10.65%10.16%10.32%
Devon Dividend Yield FundAustralasian Equities-3.16%0.17%7.87%18.42%8.26%11.10%-
Smartshares NZ Dividend Fund (DIV)Australasian Equities-3.62%-1.12%9.64%26.41%12.97%--

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.