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.

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

NameCategory1 month3 months6 months1 year3 years5 years10 years
Smartshares NZ Property ETF (NPF)Listed Property5.92%11.58%24.07%5.84%16.76%--
OneAnswer Property Securities FundListed Property5.91%12.68%28.01%6.28%15.46%11.92%13.36%
Mint Australasian Property FundListed Property5.58%11.34%23.30%3.20%14.22%10.92%12.14%
Salt Enhanced Property FundListed Property5.25%11.49%23.33%4.34%15.90%13.10%-
Smartshares Australian Financials ETF (ASF)Australasian Equities5.25%0.37%10.39%-21.87%-7.88%-0.62%-
Smartshares NZ Dividend ETF (DIV)Australasian Equities5.20%11.90%14.61%-3.92%8.47%9.85%-
Smartshares Australian Mid Cap ETF (MZY)Australasian Equities4.95%8.55%25.25%7.93%5.44%11.07%6.31%
Fisher Funds New Zealand Growth FundAustralasian Equities4.89%4.88%22.22%25.70%19.83%18.08%16.86%
Harbour Real Estate Investment FundListed Property4.86%10.76%27.36%3.70%---
Fisher Funds Trans Tasman Equity TrustAustralasian Equities4.41%5.78%21.32%18.99%17.18%15.67%13.28%
Harbour Australasian Equity Focus FundAustralasian Equities4.02%7.07%27.40%16.35%11.32%15.20%-
Harbour NZ Equity Advanced Beta FundAustralasian Equities3.92%7.42%18.18%6.67%10.86%12.56%-
AMP Capital Emerging Markets Shares FundInternational Equities3.84%2.92%12.30%3.09%2.52%7.17%4.61%
Fisher Funds Australian Growth FundAustralasian Equities3.72%7.89%21.02%9.56%11.32%11.52%7.34%
AMP Capital Ethical Leaders NZ Shares FundAustralasian Equities3.68%2.96%20.52%19.85%16.81%16.33%-
Smartshares NZ Top 50 ETF (FNZ)Australasian Equities3.65%7.85%17.18%9.15%13.19%14.76%13.84%
Harbour Australasian Equity FundAustralasian Equities3.54%2.15%19.08%15.78%12.00%15.41%13.88%
Smartshares Emerging Markets ETF (EMF)International Equities3.37%3.77%9.78%4.52%2.27%5.10%-
Australasian Property Index FundListed Property3.33%9.74%19.04%-4.46%11.08%9.49%-
AMP Capital NZ Shares FundAustralasian Equities3.22%2.53%17.15%17.12%14.92%14.88%14.45%
QuayStreet NZ Equity FundAustralasian Equities3.17%3.14%14.34%15.60%13.88%15.65%-
Russell Investments NZ Shares FundAustralasian Equities3.09%2.42%14.60%12.33%13.84%15.12%-
Smartshares NZ Mid Cap ETF (MDZ)Australasian Equities2.94%10.52%20.29%4.59%10.42%14.87%14.88%
Smartshares S&P/NZX 50 ETF (NZG)Australasian Equities2.94%2.98%-----
Nikko AM Core Equity FundAustralasian Equities2.89%2.16%13.66%11.75%11.85%15.54%14.41%
OneAnswer New Zealand Share FundAustralasian Equities2.87%1.86%13.65%14.96%14.27%14.96%14.36%
Milford Trans-Tasman Equity FundAustralasian Equities2.85%3.54%14.96%10.67%12.24%14.39%13.61%
NZ Shares Index FundAustralasian Equities2.82%3.33%15.05%12.15%---
OneAnswer Equity Selection FundAustralasian Equities2.73%2.77%12.62%11.08%6.66%8.40%10.10%
Castle Point Trans-Tasman FundAustralasian Equities2.62%6.13%24.47%18.93%---
Smartshares NZ Top 10 ETF (TNZ)Australasian Equities2.57%-1.40%9.18%18.41%17.81%15.74%14.33%
Harbour Australasian Equity Income FundAustralasian Equities2.55%6.57%15.33%-0.45%7.84%7.65%-
Smartshares Emerging Markets Equities ESG ETF (EMG)International Equities2.51%3.32%10.90%3.62%---
Salt NZ Dividend Appreciation FundAustralasian Equities2.49%3.05%13.52%12.15%12.68%14.00%-
Milford Dynamic FundAustralasian Equities2.48%9.13%23.98%9.12%11.92%11.94%-
Mint Australasian Equity FundAustralasian Equities2.31%0.40%11.23%14.87%14.97%15.11%15.78%
Devon Dividend Yield FundAustralasian Equities2.13%4.36%9.25%-11.42%2.70%5.70%-
Devon Alpha FundAustralasian Equities1.80%4.14%8.90%0.74%6.11%6.28%8.84%
Russell Investments Emerging Markets Fund Class BInternational Equities1.73%1.69%11.23%0.08%0.27%6.84%-
Smartshares Automation and Robotics ETF (BOT)International Equities1.49%6.78%16.46%17.22%---
Harbour Income FundDiversified1.48%3.81%7.61%4.07%5.80%5.42%-
Smartshares US Small Cap ETF (USS)International Equities1.45%2.40%9.56%-3.69%3.86%6.38%-
India Avenue Equity Fund - Retail ClassInternational Equities1.44%7.72%13.73%-11.84%-4.31%--
Harbour Active Growth FundDiversified1.38%3.84%14.71%----
Legg Mason Brandywine Global Opportunistic Fixed Income FundInternational Fixed Interest1.34%-0.84%7.09%0.52%---
Nikko AM Global Shares Hedged FundInternational Equities1.34%4.41%21.06%13.88%---
Harbour Long Short FundAustralasian Equities1.24%3.07%11.41%14.52%---
AMP Capital Commodities FundCommodities1.05%4.18%15.78%-9.57%-5.08%-1.61%-
Nikko AM Income FundNew Zealand Fixed Interest1.03%5.34%9.59%1.40%2.48%3.37%5.19%
Nikko AM Concentrated Equity FundAustralasian Equities0.99%3.32%12.91%17.60%9.50%12.76%12.51%
Nikko AM Global Shares FundInternational Equities0.99%4.96%12.81%15.44%14.30%--
Mint Diversified Income FundDiversified0.59%2.07%7.01%3.42%5.32%5.03%-
Smartshares Australian Top 20 ETF (OZY)Australasian Equities0.58%-0.94%6.03%-9.47%1.39%4.66%3.43%
Milford Trans-Tasman Bond FundNew Zealand Fixed Interest0.56%1.88%4.38%5.53%5.43%5.25%-
Milford Global Corporate Bond FundInternational Fixed Interest0.55%0.79%4.59%3.70%4.09%--
Pathfinder Global Water FundInternational Equities0.54%4.58%11.68%-1.06%5.09%7.08%8.49%
Fisher Funds Growth FundDiversified0.46%2.43%10.09%7.38%---
Hunter Growth FundDiversified0.45%------
Milford Conservative FundDiversified0.45%1.82%5.57%4.44%5.58%6.33%-
Pie Growth UK & Europe FundInternational Equities0.45%7.99%21.27%17.10%4.63%--
Milford Diversified Income FundDiversified0.43%2.01%5.82%0.49%6.13%8.04%10.46%
Smartshares Healthcare Innovation ETF (LIV)International Equities0.41%4.73%14.67%35.26%---
QuayStreet Income FundDiversified0.39%1.50%4.52%1.53%4.55%5.16%-
Milford Australian Absolute Growth FundAustralasian Equities0.36%1.14%7.35%2.04%---
Milford Balanced FundDiversified0.35%2.58%9.44%5.92%7.43%8.28%10.04%
Smartshares Global Bond ETF (GBF)International Fixed Interest0.33%0.83%3.56%4.58%3.90%--
Hunter Global Fixed Interest FundInternational Fixed Interest0.31%1.10%4.87%5.16%4.49%--
AMP Capital Global Multi-Asset FundDiversified0.29%0.13%4.08%-0.21%1.60%3.05%-
Harbour NZ Corporate Bond FundNew Zealand Fixed Interest0.22%1.56%3.07%5.79%5.26%4.69%5.11%
T. Rowe Price Global Equity Growth FundInternational Equities0.19%4.39%18.78%25.30%15.72%14.92%-
Smartshares US Mid Cap ETF (USM)International Equities0.19%1.85%6.49%1.04%7.22%7.63%-
Nikko AM NZ Corporate Bond FundNew Zealand Fixed Interest0.17%1.69%4.47%6.43%6.11%5.44%6.05%
AMP Capital NZ Short Duration FundNew Zealand Fixed Interest0.16%0.69%1.44%3.12%3.42%3.45%4.04%
Fisher Funds BondPlus FundInternational Fixed Interest0.16%0.35%2.61%3.20%3.58%3.84%5.30%
AMP Capital Global Companies FundInternational Equities0.14%4.74%14.38%23.19%---
Fisher Funds Multi Sector FundDiversified0.10%1.82%7.29%5.58%6.44%6.60%7.08%
Harbour NZ Core Fixed Interest FundNew Zealand Fixed Interest0.09%1.84%3.05%6.02%5.20%4.77%-
Smartshares NZ Bond ETF (NZB)New Zealand Fixed Interest0.09%1.44%3.00%5.01%5.20%--
AMP Capital Global Short Duration FundInternational Fixed Interest0.06%0.29%1.71%1.79%1.94%2.12%-
Hunter Balanced FundDiversified0.05%------
Fisher Funds CashPlus FundCash and Cash Equivalents0.04%0.22%0.54%0.91%1.69%1.92%2.28%
AMP Capital NZ Cash FundCash and Cash Equivalents0.03%0.09%0.16%0.83%1.64%1.95%2.69%
Milford Cash FundCash and Cash Equivalents0.03%0.11%0.18%0.83%---
Russell Investments NZ Fixed Interest FundNew Zealand Fixed Interest0.02%1.65%2.92%5.41%5.47%4.80%-
Fisher Funds Income FundInternational Fixed Interest0.01%0.30%2.73%3.98%3.96%3.84%-
Fisher Funds Conservative FundDiversified-0.01%1.04%3.99%4.20%---
AMP Capital NZ Fixed Interest FundNew Zealand Fixed Interest-0.02%1.41%2.52%5.70%5.74%4.96%5.49%
Devon Trans-Tasman FundAustralasian 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 TrustNew Zealand Fixed Interest-0.04%1.40%2.66%5.74%6.28%5.02%-
Hedged Global Fixed Interest Index FundInternational 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 FundInternational 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 FundInternational Fixed Interest-0.09%-0.24%4.12%5.08%4.71%4.80%-
Fisher Funds Property & Infrastructure FundInternational 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 FundInternational Equities-0.25%1.87%2.08%-6.26%-1.81%4.81%6.40%
AMP Capital Ethical Leaders Balanced FundDiversified-0.30%0.36%6.23%-0.72%4.27%5.23%6.85%
AMP Capital Ethical Leaders Conservative FundDiversified-0.35%0.06%2.57%0.43%3.14%3.41%4.41%
AMP Capital Ethical Leaders Growth FundDiversified-0.49%0.42%8.29%-2.04%4.10%6.08%7.24%
Russell Investments Global Listed Infrastructure Fund - $NZ Hedged Class BInternational 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 FundDiversified-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 FundInternational Equities-0.78%0.56%8.05%-2.64%2.69%5.56%7.91%
All Country Global Shares Index FundInternational Equities-0.79%1.97%10.12%3.23%---
AMP Capital Global Shares FundInternational Equities-0.82%0.93%9.62%1.05%4.55%7.71%9.53%
Fisher Funds International Growth FundInternational Equities-1.06%2.40%13.19%15.53%13.65%12.51%9.27%
AMP Capital Core Hedged Global Shares FundInternational Equities-1.10%0.04%12.72%0.53%2.52%7.06%9.69%
OneAnswer Balanced Growth FundDiversified-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 FundAustralasian Equities-1.22%-0.70%3.33%-21.33%-6.64%-0.68%1.08%
Mint Diversified Growth FundDiversified-1.36%1.87%14.14%13.42%---
Pathfinder Global Property FundListed Property-1.38%-1.34%-0.63%-24.97%-2.89%-0.09%-
AMP Capital Core Global Shares FundInternational Equities-1.52%0.95%4.83%0.29%5.91%7.75%9.55%
Salt Long Short FundAustralasian Equities-1.63%-0.99%7.64%-5.57%-0.25%3.21%-
Pathfinder Global Responsibility FundInternational Equities-1.66%2.84%9.67%4.08%5.31%--
Russell Investments Global Opportunities Fund Class BInternational Equities-1.70%1.15%5.09%-2.35%3.61%6.77%-
Russell Investments Global Shares FundInternational 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 FundInternational Equities-1.77%-5.13%-4.75%-14.26%1.46%3.52%-
AMP Capital Australian Shares FundAustralasian Equities-1.78%-1.86%10.49%-9.82%1.98%5.02%3.97%
Russell Investments Global Opportunities Fund $NZ Hedged Class BInternational 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 FundInternational 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 FundInternational Equities-1.85%1.02%9.39%3.57%5.90%7.56%7.80%
APN AREIT PIE FundListed Property-1.86%5.76%15.18%-22.50%-1.55%--
Morphic Global Opportunities FundInternational Equities-1.97%0.69%8.05%5.28%3.69%6.71%-
Clarity Global Shares FundInternational Equities-2.08%0.24%5.28%-3.44%3.03%--
AMP Capital Global Property Securities FundListed 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 AInternational Equities-2.32%1.17%6.48%3.48%7.31%--
Milford Global Equity FundInternational Equities-2.35%2.37%14.26%15.61%9.79%8.54%-
Pie Australasian Dividend FundAustralasian Equities-2.41%3.07%18.05%0.56%10.05%13.08%-
Devon Australian FundAustralasian 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 FundInternational Equities-3.00%1.54%7.12%3.52%7.81%9.34%12.24%
Elevation Capital Global Shares FundInternational Equities-3.04%2.02%9.50%-0.74%1.14%3.52%5.42%
Vanguard International Shares Select Exclusions Index FundInternational Equities-3.04%0.76%5.42%2.40%7.85%--
Vanguard International Shares Select Exclusions Index Fund (Hedged) - NZD ClassInternational 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 FundDiversified-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 FundListed 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.