October 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 NZ Property ETF (NPF) | Listed Property | 5.92% | 11.58% | 24.07% | 5.84% | 16.76% | - | - |
| OneAnswer Property Securities Fund | Listed Property | 5.91% | 12.68% | 28.01% | 6.28% | 15.46% | 11.92% | 13.36% |
| Mint Australasian Property Fund | Listed Property | 5.58% | 11.34% | 23.30% | 3.20% | 14.22% | 10.92% | 12.14% |
| Salt Enhanced Property Fund | Listed Property | 5.25% | 11.49% | 23.33% | 4.34% | 15.90% | 13.10% | - |
| Smartshares Australian Financials ETF (ASF) | Australasian Equities | 5.25% | 0.37% | 10.39% | -21.87% | -7.88% | -0.62% | - |
| Smartshares NZ Dividend ETF (DIV) | Australasian Equities | 5.20% | 11.90% | 14.61% | -3.92% | 8.47% | 9.85% | - |
| Smartshares Australian Mid Cap ETF (MZY) | Australasian Equities | 4.95% | 8.55% | 25.25% | 7.93% | 5.44% | 11.07% | 6.31% |
| Fisher Funds New Zealand Growth Fund | Australasian Equities | 4.89% | 4.88% | 22.22% | 25.70% | 19.83% | 18.08% | 16.86% |
| Harbour Real Estate Investment Fund | Listed Property | 4.86% | 10.76% | 27.36% | 3.70% | - | - | - |
| Fisher Funds Trans Tasman Equity Trust | Australasian Equities | 4.41% | 5.78% | 21.32% | 18.99% | 17.18% | 15.67% | 13.28% |
| Harbour Australasian Equity Focus Fund | Australasian Equities | 4.02% | 7.07% | 27.40% | 16.35% | 11.32% | 15.20% | - |
| Harbour NZ Equity Advanced Beta Fund | Australasian Equities | 3.92% | 7.42% | 18.18% | 6.67% | 10.86% | 12.56% | - |
| AMP Capital Emerging Markets Shares Fund | International Equities | 3.84% | 2.92% | 12.30% | 3.09% | 2.52% | 7.17% | 4.61% |
| Fisher Funds Australian Growth Fund | Australasian Equities | 3.72% | 7.89% | 21.02% | 9.56% | 11.32% | 11.52% | 7.34% |
| AMP Capital Ethical Leaders NZ Shares Fund | Australasian Equities | 3.68% | 2.96% | 20.52% | 19.85% | 16.81% | 16.33% | - |
| Smartshares NZ Top 50 ETF (FNZ) | Australasian Equities | 3.65% | 7.85% | 17.18% | 9.15% | 13.19% | 14.76% | 13.84% |
| Harbour Australasian Equity Fund | Australasian Equities | 3.54% | 2.15% | 19.08% | 15.78% | 12.00% | 15.41% | 13.88% |
| Smartshares Emerging Markets ETF (EMF) | International Equities | 3.37% | 3.77% | 9.78% | 4.52% | 2.27% | 5.10% | - |
| Australasian Property Index Fund | Listed Property | 3.33% | 9.74% | 19.04% | -4.46% | 11.08% | 9.49% | - |
| AMP Capital NZ Shares Fund | Australasian Equities | 3.22% | 2.53% | 17.15% | 17.12% | 14.92% | 14.88% | 14.45% |
| QuayStreet NZ Equity Fund | Australasian Equities | 3.17% | 3.14% | 14.34% | 15.60% | 13.88% | 15.65% | - |
| Russell Investments NZ Shares Fund | Australasian Equities | 3.09% | 2.42% | 14.60% | 12.33% | 13.84% | 15.12% | - |
| Smartshares NZ Mid Cap ETF (MDZ) | Australasian Equities | 2.94% | 10.52% | 20.29% | 4.59% | 10.42% | 14.87% | 14.88% |
| Smartshares S&P/NZX 50 ETF (NZG) | Australasian Equities | 2.94% | 2.98% | - | - | - | - | - |
| Nikko AM Core Equity Fund | Australasian Equities | 2.89% | 2.16% | 13.66% | 11.75% | 11.85% | 15.54% | 14.41% |
| OneAnswer New Zealand Share Fund | Australasian Equities | 2.87% | 1.86% | 13.65% | 14.96% | 14.27% | 14.96% | 14.36% |
| Milford Trans-Tasman Equity Fund | Australasian Equities | 2.85% | 3.54% | 14.96% | 10.67% | 12.24% | 14.39% | 13.61% |
| NZ Shares Index Fund | Australasian Equities | 2.82% | 3.33% | 15.05% | 12.15% | - | - | - |
| OneAnswer Equity Selection Fund | Australasian Equities | 2.73% | 2.77% | 12.62% | 11.08% | 6.66% | 8.40% | 10.10% |
| Castle Point Trans-Tasman Fund | Australasian Equities | 2.62% | 6.13% | 24.47% | 18.93% | - | - | - |
| Smartshares NZ Top 10 ETF (TNZ) | Australasian Equities | 2.57% | -1.40% | 9.18% | 18.41% | 17.81% | 15.74% | 14.33% |
| Harbour Australasian Equity Income Fund | Australasian Equities | 2.55% | 6.57% | 15.33% | -0.45% | 7.84% | 7.65% | - |
| Smartshares Emerging Markets Equities ESG ETF (EMG) | International Equities | 2.51% | 3.32% | 10.90% | 3.62% | - | - | - |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | 2.49% | 3.05% | 13.52% | 12.15% | 12.68% | 14.00% | - |
| Milford Dynamic Fund | Australasian Equities | 2.48% | 9.13% | 23.98% | 9.12% | 11.92% | 11.94% | - |
| Mint Australasian Equity Fund | Australasian Equities | 2.31% | 0.40% | 11.23% | 14.87% | 14.97% | 15.11% | 15.78% |
| Devon Dividend Yield Fund | Australasian Equities | 2.13% | 4.36% | 9.25% | -11.42% | 2.70% | 5.70% | - |
| Devon Alpha Fund | Australasian Equities | 1.80% | 4.14% | 8.90% | 0.74% | 6.11% | 6.28% | 8.84% |
| Russell Investments Emerging Markets Fund Class B | International Equities | 1.73% | 1.69% | 11.23% | 0.08% | 0.27% | 6.84% | - |
| Smartshares Automation and Robotics ETF (BOT) | International Equities | 1.49% | 6.78% | 16.46% | 17.22% | - | - | - |
| Harbour Income Fund | Diversified | 1.48% | 3.81% | 7.61% | 4.07% | 5.80% | 5.42% | - |
| Smartshares US Small Cap ETF (USS) | International Equities | 1.45% | 2.40% | 9.56% | -3.69% | 3.86% | 6.38% | - |
| India Avenue Equity Fund - Retail Class | International Equities | 1.44% | 7.72% | 13.73% | -11.84% | -4.31% | - | - |
| Harbour Active Growth Fund | Diversified | 1.38% | 3.84% | 14.71% | - | - | - | - |
| Legg Mason Brandywine Global Opportunistic Fixed Income Fund | International Fixed Interest | 1.34% | -0.84% | 7.09% | 0.52% | - | - | - |
| Nikko AM Global Shares Hedged Fund | International Equities | 1.34% | 4.41% | 21.06% | 13.88% | - | - | - |
| Harbour Long Short Fund | Australasian Equities | 1.24% | 3.07% | 11.41% | 14.52% | - | - | - |
| AMP Capital Commodities Fund | Commodities | 1.05% | 4.18% | 15.78% | -9.57% | -5.08% | -1.61% | - |
| Nikko AM Income Fund | New Zealand Fixed Interest | 1.03% | 5.34% | 9.59% | 1.40% | 2.48% | 3.37% | 5.19% |
| Nikko AM Concentrated Equity Fund | Australasian Equities | 0.99% | 3.32% | 12.91% | 17.60% | 9.50% | 12.76% | 12.51% |
| Nikko AM Global Shares Fund | International Equities | 0.99% | 4.96% | 12.81% | 15.44% | 14.30% | - | - |
| Mint Diversified Income Fund | Diversified | 0.59% | 2.07% | 7.01% | 3.42% | 5.32% | 5.03% | - |
| Smartshares Australian Top 20 ETF (OZY) | Australasian Equities | 0.58% | -0.94% | 6.03% | -9.47% | 1.39% | 4.66% | 3.43% |
| Milford Trans-Tasman Bond Fund | New Zealand Fixed Interest | 0.56% | 1.88% | 4.38% | 5.53% | 5.43% | 5.25% | - |
| Milford Global Corporate Bond Fund | International Fixed Interest | 0.55% | 0.79% | 4.59% | 3.70% | 4.09% | - | - |
| Pathfinder Global Water Fund | International Equities | 0.54% | 4.58% | 11.68% | -1.06% | 5.09% | 7.08% | 8.49% |
| Fisher Funds Growth Fund | Diversified | 0.46% | 2.43% | 10.09% | 7.38% | - | - | - |
| Hunter Growth Fund | Diversified | 0.45% | - | - | - | - | - | - |
| Milford Conservative Fund | Diversified | 0.45% | 1.82% | 5.57% | 4.44% | 5.58% | 6.33% | - |
| Pie Growth UK & Europe Fund | International Equities | 0.45% | 7.99% | 21.27% | 17.10% | 4.63% | - | - |
| Milford Diversified Income Fund | Diversified | 0.43% | 2.01% | 5.82% | 0.49% | 6.13% | 8.04% | 10.46% |
| Smartshares Healthcare Innovation ETF (LIV) | International Equities | 0.41% | 4.73% | 14.67% | 35.26% | - | - | - |
| QuayStreet Income Fund | Diversified | 0.39% | 1.50% | 4.52% | 1.53% | 4.55% | 5.16% | - |
| Milford Australian Absolute Growth Fund | Australasian Equities | 0.36% | 1.14% | 7.35% | 2.04% | - | - | - |
| Milford Balanced Fund | Diversified | 0.35% | 2.58% | 9.44% | 5.92% | 7.43% | 8.28% | 10.04% |
| Smartshares Global Bond ETF (GBF) | International Fixed Interest | 0.33% | 0.83% | 3.56% | 4.58% | 3.90% | - | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 0.31% | 1.10% | 4.87% | 5.16% | 4.49% | - | - |
| AMP Capital Global Multi-Asset Fund | Diversified | 0.29% | 0.13% | 4.08% | -0.21% | 1.60% | 3.05% | - |
| Harbour NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.22% | 1.56% | 3.07% | 5.79% | 5.26% | 4.69% | 5.11% |
| T. Rowe Price Global Equity Growth Fund | International Equities | 0.19% | 4.39% | 18.78% | 25.30% | 15.72% | 14.92% | - |
| Smartshares US Mid Cap ETF (USM) | International Equities | 0.19% | 1.85% | 6.49% | 1.04% | 7.22% | 7.63% | - |
| Nikko AM NZ Corporate Bond Fund | New Zealand Fixed Interest | 0.17% | 1.69% | 4.47% | 6.43% | 6.11% | 5.44% | 6.05% |
| AMP Capital NZ Short Duration Fund | New Zealand Fixed Interest | 0.16% | 0.69% | 1.44% | 3.12% | 3.42% | 3.45% | 4.04% |
| Fisher Funds BondPlus Fund | International Fixed Interest | 0.16% | 0.35% | 2.61% | 3.20% | 3.58% | 3.84% | 5.30% |
| AMP Capital Global Companies Fund | International Equities | 0.14% | 4.74% | 14.38% | 23.19% | - | - | - |
| Fisher Funds Multi Sector Fund | Diversified | 0.10% | 1.82% | 7.29% | 5.58% | 6.44% | 6.60% | 7.08% |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | 0.09% | 1.84% | 3.05% | 6.02% | 5.20% | 4.77% | - |
| Smartshares NZ Bond ETF (NZB) | New Zealand Fixed Interest | 0.09% | 1.44% | 3.00% | 5.01% | 5.20% | - | - |
| AMP Capital Global Short Duration Fund | International Fixed Interest | 0.06% | 0.29% | 1.71% | 1.79% | 1.94% | 2.12% | - |
| Hunter Balanced Fund | Diversified | 0.05% | - | - | - | - | - | - |
| Fisher Funds CashPlus Fund | Cash and Cash Equivalents | 0.04% | 0.22% | 0.54% | 0.91% | 1.69% | 1.92% | 2.28% |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.03% | 0.09% | 0.16% | 0.83% | 1.64% | 1.95% | 2.69% |
| Milford Cash Fund | Cash and Cash Equivalents | 0.03% | 0.11% | 0.18% | 0.83% | - | - | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | 0.02% | 1.65% | 2.92% | 5.41% | 5.47% | 4.80% | - |
| Fisher Funds Income Fund | International Fixed Interest | 0.01% | 0.30% | 2.73% | 3.98% | 3.96% | 3.84% | - |
| Fisher Funds Conservative Fund | Diversified | -0.01% | 1.04% | 3.99% | 4.20% | - | - | - |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.02% | 1.41% | 2.52% | 5.70% | 5.74% | 4.96% | 5.49% |
| Devon Trans-Tasman Fund | Australasian Equities | -0.03% | 1.07% | 6.49% | -5.64% | 4.66% | 7.64% | 9.13% |
| Smartshares NZ Cash ETF (NZC) | Cash and Cash Equivalents | -0.03% | 0.10% | 0.29% | 1.19% | 2.20% | - | - |
| Fisher Funds New Zealand Fixed Income Trust | New Zealand Fixed Interest | -0.04% | 1.40% | 2.66% | 5.74% | 6.28% | 5.02% | - |
| Hedged Global Fixed Interest Index Fund | International Fixed Interest | -0.05% | -0.39% | 1.78% | 3.96% | - | - | - |
| Smartshares S&P/ASX 200 ETF (AUS) | Australasian Equities | -0.08% | 0.04% | - | - | - | - | - |
| AMP Capital Ethical Leaders Hedged Global Fixed Interest Fund | International Fixed Interest | -0.09% | -0.38% | 2.48% | 4.38% | 3.98% | 3.84% | 4.50% |
| Antipodes Global Fund - Long (PIE) | International Equities | -0.09% | 2.18% | 6.45% | -0.34% | - | - | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | -0.09% | -0.24% | 4.12% | 5.08% | 4.71% | 4.80% | - |
| Fisher Funds Property & Infrastructure Fund | International Equities | -0.15% | 3.00% | 6.61% | -5.12% | 8.84% | 10.80% | 10.23% |
| Smartshares Australian Dividend ETF (ASD) | Australasian Equities | -0.21% | -3.31% | 8.10% | -10.57% | -2.31% | 1.23% | - |
| Platinum International Fund | International Equities | -0.25% | 1.87% | 2.08% | -6.26% | -1.81% | 4.81% | 6.40% |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | -0.30% | 0.36% | 6.23% | -0.72% | 4.27% | 5.23% | 6.85% |
| AMP Capital Ethical Leaders Conservative Fund | Diversified | -0.35% | 0.06% | 2.57% | 0.43% | 3.14% | 3.41% | 4.41% |
| AMP Capital Ethical Leaders Growth Fund | Diversified | -0.49% | 0.42% | 8.29% | -2.04% | 4.10% | 6.08% | 7.24% |
| Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class B | International Equities | -0.62% | -2.36% | 1.53% | -14.90% | - | - | - |
| Smartshares Global Aggregate Bond ETF (AGG) | International Fixed Interest | -0.66% | -1.64% | 0.25% | 4.08% | - | - | - |
| Castle Point 5 Oceans Fund | Diversified | -0.67% | 0.66% | 5.45% | 4.22% | 4.78% | - | - |
| Smartshares Australian Property ETF (ASP) | Listed Property | -0.76% | 2.58% | 10.61% | -20.54% | 1.30% | 5.19% | - |
| AMP Capital Ethical Leaders Global Shares Fund | International Equities | -0.78% | 0.56% | 8.05% | -2.64% | 2.69% | 5.56% | 7.91% |
| All Country Global Shares Index Fund | International Equities | -0.79% | 1.97% | 10.12% | 3.23% | - | - | - |
| AMP Capital Global Shares Fund | International Equities | -0.82% | 0.93% | 9.62% | 1.05% | 4.55% | 7.71% | 9.53% |
| Fisher Funds International Growth Fund | International Equities | -1.06% | 2.40% | 13.19% | 15.53% | 13.65% | 12.51% | 9.27% |
| AMP Capital Core Hedged Global Shares Fund | International Equities | -1.10% | 0.04% | 12.72% | 0.53% | 2.52% | 7.06% | 9.69% |
| OneAnswer Balanced Growth Fund | Diversified | -1.15% | 0.73% | 7.18% | 2.83% | 5.78% | 6.61% | 8.57% |
| Smartshares Asia Pacific ETF (APA) | International Equities | -1.21% | 4.23% | 3.39% | -2.50% | 0.88% | 4.51% | - |
| OneAnswer Australian Share Fund | Australasian Equities | -1.22% | -0.70% | 3.33% | -21.33% | -6.64% | -0.68% | 1.08% |
| Mint Diversified Growth Fund | Diversified | -1.36% | 1.87% | 14.14% | 13.42% | - | - | - |
| Pathfinder Global Property Fund | Listed Property | -1.38% | -1.34% | -0.63% | -24.97% | -2.89% | -0.09% | - |
| AMP Capital Core Global Shares Fund | International Equities | -1.52% | 0.95% | 4.83% | 0.29% | 5.91% | 7.75% | 9.55% |
| Salt Long Short Fund | Australasian Equities | -1.63% | -0.99% | 7.64% | -5.57% | -0.25% | 3.21% | - |
| Pathfinder Global Responsibility Fund | International Equities | -1.66% | 2.84% | 9.67% | 4.08% | 5.31% | - | - |
| Russell Investments Global Opportunities Fund Class B | International Equities | -1.70% | 1.15% | 5.09% | -2.35% | 3.61% | 6.77% | - |
| Russell Investments Global Shares Fund | International Equities | -1.74% | 0.90% | 4.97% | -2.54% | 3.45% | 6.60% | - |
| Smartshares US 500 ETF (USF) | International Equities | -1.75% | 1.91% | 3.53% | 4.87% | 10.07% | 9.98% | - |
| AMP Capital Global Listed Infrastructure Fund | International Equities | -1.77% | -5.13% | -4.75% | -14.26% | 1.46% | 3.52% | - |
| AMP Capital Australian Shares Fund | Australasian Equities | -1.78% | -1.86% | 10.49% | -9.82% | 1.98% | 5.02% | 3.97% |
| Russell Investments Global Opportunities Fund $NZ Hedged Class B | International Equities | -1.78% | 0.26% | 10.29% | -1.92% | 1.68% | 6.25% | - |
| Smartshares US Large Growth ETF (USG) | International Equities | -1.80% | 4.76% | 13.92% | 25.88% | 18.44% | 14.74% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | -1.81% | 0.06% | 10.23% | -2.05% | 1.57% | 6.15% | - |
| Smartshares Total World ETF (TWF) | International Equities | -1.83% | 1.94% | 4.38% | 0.24% | 5.18% | 6.87% | - |
| Fisher Funds Global Fund | International Equities | -1.85% | 1.02% | 9.39% | 3.57% | 5.90% | 7.56% | 7.80% |
| APN AREIT PIE Fund | Listed Property | -1.86% | 5.76% | 15.18% | -22.50% | -1.55% | - | - |
| Morphic Global Opportunities Fund | International Equities | -1.97% | 0.69% | 8.05% | 5.28% | 3.69% | 6.71% | - |
| Clarity Global Shares Fund | International Equities | -2.08% | 0.24% | 5.28% | -3.44% | 3.03% | - | - |
| AMP Capital Global Property Securities Fund | Listed Property | -2.20% | -2.97% | 2.12% | -18.24% | 0.59% | 1.20% | 7.60% |
| Smartshares US Equities ESG ETF (USA) | International Equities | -2.29% | 2.18% | 6.20% | 7.17% | - | - | - |
| Russell Investments Low Carbon Global Shares Fund Class A | International Equities | -2.32% | 1.17% | 6.48% | 3.48% | 7.31% | - | - |
| Milford Global Equity Fund | International Equities | -2.35% | 2.37% | 14.26% | 15.61% | 9.79% | 8.54% | - |
| Pie Australasian Dividend Fund | Australasian Equities | -2.41% | 3.07% | 18.05% | 0.56% | 10.05% | 13.08% | - |
| Devon Australian Fund | Australasian Equities | -2.44% | -1.94% | 2.63% | -17.27% | -2.08% | 3.52% | 4.96% |
| Smartshares Global Equities ESG ETF (ESG) | International Equities | -2.97% | 0.65% | 2.81% | 1.36% | - | - | - |
| OneAnswer International Share Fund | International Equities | -3.00% | 1.54% | 7.12% | 3.52% | 7.81% | 9.34% | 12.24% |
| Elevation Capital Global Shares Fund | International Equities | -3.04% | 2.02% | 9.50% | -0.74% | 1.14% | 3.52% | 5.42% |
| Vanguard International Shares Select Exclusions Index Fund | International Equities | -3.04% | 0.76% | 5.42% | 2.40% | 7.85% | - | - |
| Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD Class | International Equities | -3.07% | 0.01% | 11.13% | 2.69% | 5.76% | - | - |
| Smartshares Japan Equities ESG ETF (JPN) | International Equities | -3.10% | 4.24% | 0.82% | -3.15% | - | - | - |
| Smartshares Australian Resources ETF (ASR) | Australasian Equities | -3.49% | -6.83% | 9.40% | -4.04% | 6.54% | 12.08% | - |
| AMP Capital Income Generator Fund | Diversified | -3.53% | -3.22% | 2.61% | -2.71% | 4.34% | 5.82% | - |
| Smartshares US Large Value ETF (USV) | International Equities | -3.81% | -1.50% | -5.92% | -13.35% | 2.35% | 5.92% | - |
| APN Asian REIT Fund | Listed Property | -4.79% | -2.62% | -0.68% | -19.30% | 5.30% | 6.21% | - |
| Smartshares Europe ETF (EUF) | International Equities | -6.15% | -7.19% | -1.59% | -12.72% | -2.25% | 0.94% | - |
| Smartshares Europe Equities ESG ETF (EUG) | International Equities | -7.24% | -7.28% | -3.06% | -13.23% | - | - | - |
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.