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Managed fund performance

Explore and compare the past performance of managed funds available through InvestNow.

View returns across different time periods, filter the range to find the funds you’re interested in and explore individual funds for more information.

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Performance period:
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Fund
Sector
1 month
3 months
1 year
3 years
5 years
10 years
1 month return
3 months return
1 year return
3 years return
5 years return
10 years return
Smart Healthcare Innovation ETF
International shares, Shares
4.58%
20.64%
34.19%
24.46%
7.61%
–
1 month
4.58%
3 months
20.64%
1 year
34.19%
3 years
24.46%
5 years
7.61%
10 years
–
Smart Australian Resources ETF
Australasian shares, Shares
-5.79%
1.93%
29.56%
16.50%
17.31%
15.15%
1 month
-5.79%
3 months
1.93%
1 year
29.56%
3 years
16.50%
5 years
17.31%
10 years
15.15%
Smart Automation and Robotics ETF
International shares, Shares
-3.71%
7.74%
24.78%
28.24%
13.80%
–
1 month
-3.71%
3 months
7.74%
1 year
24.78%
3 years
28.24%
5 years
13.80%
10 years
–
Te Ahumairangi Global Equity Fund
International shares, Shares
2.67%
6.30%
23.88%
23.97%
–
–
1 month
2.67%
3 months
6.30%
1 year
23.88%
3 years
23.97%
5 years
–
10 years
–
Smart US Large Value ETF
International shares, Shares
2.50%
4.18%
23.40%
21.58%
16.54%
14.13%
1 month
2.50%
3 months
4.18%
1 year
23.40%
3 years
21.58%
5 years
16.54%
10 years
14.13%
Smart Asia Pacific ETF
International shares, Shares
-6.69%
0.72%
22.66%
22.75%
13.34%
10.44%
1 month
-6.69%
3 months
0.72%
1 year
22.66%
3 years
22.75%
5 years
13.34%
10 years
10.44%
Foundation Series US Dividend Equity Fund
International shares, Shares
-2.21%
2.70%
22.36%
–
–
–
1 month
-2.21%
3 months
2.70%
1 year
22.36%
3 years
–
5 years
–
10 years
–
ANZ Investments OneAnswer International Share Fund
International shares, Shares
3.74%
2.59%
22.17%
19.80%
11.95%
13.59%
1 month
3.74%
3 months
2.59%
1 year
22.17%
3 years
19.80%
5 years
11.95%
10 years
13.59%
Smart Australian Top 20 ETF
Australasian shares, Shares
2.97%
4.04%
20.12%
19.65%
13.04%
11.28%
1 month
2.97%
3 months
4.04%
1 year
20.12%
3 years
19.65%
5 years
13.04%
10 years
11.28%
Antipodes Global Value Fund – PIE
International shares, Shares
1.85%
4.02%
18.84%
22.77%
15.68%
–
1 month
1.85%
3 months
4.02%
1 year
18.84%
3 years
22.77%
5 years
15.68%
10 years
–
Mercer Core Global Shares Fund
International shares, Shares
0.21%
6.17%
16.29%
23.93%
17.75%
15.25%
1 month
0.21%
3 months
6.17%
1 year
16.29%
3 years
23.93%
5 years
17.75%
10 years
15.25%
Smart US Small Cap ETF
International shares, Shares
1.03%
1.10%
16.14%
19.76%
10.64%
12.33%
1 month
1.03%
3 months
1.10%
1 year
16.14%
3 years
19.76%
5 years
10.64%
10 years
12.33%
Smart Emerging Markets ESG ETF
International shares, Shares
-8.15%
1.37%
15.69%
22.77%
11.27%
–
1 month
-8.15%
3 months
1.37%
1 year
15.69%
3 years
22.77%
5 years
11.27%
10 years
–
Smart Japan ESG ETF
International shares, Shares
-4.83%
1.82%
15.21%
20.90%
13.15%
–
1 month
-4.83%
3 months
1.82%
1 year
15.21%
3 years
20.90%
5 years
13.15%
10 years
–
Mercer Global Shares Fund
International shares, Shares
-0.64%
3.97%
15.04%
22.16%
12.83%
12.70%
1 month
-0.64%
3 months
3.97%
1 year
15.04%
3 years
22.16%
5 years
12.83%
10 years
12.70%
Showing 1–15 of 159 funds
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Important information about these figures

Performance figures are for periods ending 31 October 2026 and include funds that were open to applications through InvestNow at the end of that calendar month.

Returns are shown after fund fees but before tax and exclude applicable buy/sell spreads, swing pricing adjustments and transaction fees. Returns are shown in New Zealand dollars (NZD). Performance figures for periods longer than one year are annualised.

Past performance is not a guarantee of future returns.

View funds no longer accepting applications

Understanding fund performance

Performance tells you how an investment has performed in the past. It can be useful when researching and comparing funds, but it shouldn’t be considered on its own when making an investment decision.

Different funds invest in different markets, asset classes and levels of risk, so comparing two performance figures doesn’t necessarily mean you’re comparing like with like. Consider performance alongside a fund’s:

Investment objective

What is the fund trying to achieve, and over what timeframe?

01

Risk

How much can the value of the investment move, and how much investment risk are you comfortable taking?

02

Asset class

Does the fund invest in shares, fixed interest, property, multiple asset classes or something else?

03

Fees and costs

What does the fund charge, and are there additional transaction costs when you buy or sell?

04

Investment approach

Is the fund actively managed, passively managed or designed to track a particular market or index?

05
Explore the full range of managed funds
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See more inside your InvestNow account

Your InvestNow account gives you a more detailed view of how your own portfolio is performing. You can:

View your portfolio performance over different periods or a custom date range.

See returns in dollars or percentages.

View before or after tax to understand returns either way.

Explore individual investments or asset classes to see what has contributed to your overall performance.

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Ready to explore the funds?

Performance is one part of researching an investment. Explore the full range of managed funds to compare managers, asset classes, risk, fees and approaches.