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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
Mercer Responsible Global Shares Fund
International shares, Shares
-0.04%
3.81%
14.82%
22.53%
11.86%
12.21%
1 month
-0.04%
3 months
3.81%
1 year
14.82%
3 years
22.53%
5 years
11.86%
10 years
12.21%
Mercer Core Hedged Global Shares Fund
International shares, Shares
0.02%
1.75%
14.70%
20.66%
10.10%
10.89%
1 month
0.02%
3 months
1.75%
1 year
14.70%
3 years
20.66%
5 years
10.10%
10 years
10.89%
Mercer All Country Global Shares Index Fund
International shares, Shares
-0.31%
4.62%
14.49%
21.93%
11.71%
–
1 month
-0.31%
3 months
4.62%
1 year
14.49%
3 years
21.93%
5 years
11.71%
10 years
–
Vanguard International Shares Select Exclusions Index Fund – Hedged – NZD Class
International shares, Shares
-0.77%
1.66%
14.41%
20.23%
11.65%
–
1 month
-0.77%
3 months
1.66%
1 year
14.41%
3 years
20.23%
5 years
11.65%
10 years
–
Russell Investments Sustainable Global Shares Fund
International shares, Shares
-1.75%
4.04%
14.17%
23.70%
–
–
1 month
-1.75%
3 months
4.04%
1 year
14.17%
3 years
23.70%
5 years
–
10 years
–
Foundation Series Total World Fund
International shares, Shares
-1.40%
4.18%
14.13%
23.27%
–
–
1 month
-1.40%
3 months
4.18%
1 year
14.13%
3 years
23.27%
5 years
–
10 years
–
Foundation Series US 500 Fund
International shares, Shares
-0.67%
5.79%
13.90%
24.66%
–
–
1 month
-0.67%
3 months
5.79%
1 year
13.90%
3 years
24.66%
5 years
–
10 years
–
Mercer Global Listed Infrastructure Fund
Infrastructure, Property and infrastructure
8.71%
1.42%
13.63%
14.17%
8.08%
8.32%
1 month
8.71%
3 months
1.42%
1 year
13.63%
3 years
14.17%
5 years
8.08%
10 years
8.32%
Foundation Series Global ESG Fund
International shares, Shares
-2.45%
4.08%
13.55%
–
–
–
1 month
-2.45%
3 months
4.08%
1 year
13.55%
3 years
–
5 years
–
10 years
–
Smart US 500 ETF
International shares, Shares
-1.37%
6.08%
13.44%
24.22%
16.91%
17.00%
1 month
-1.37%
3 months
6.08%
1 year
13.44%
3 years
24.22%
5 years
16.91%
10 years
17.00%
Pie Global Growth 2 Fund
International shares, Shares
-1.69%
1.20%
13.35%
18.52%
7.46%
–
1 month
-1.69%
3 months
1.20%
1 year
13.35%
3 years
18.52%
5 years
7.46%
10 years
–
Smart Australian Dividend ETF
Australasian shares, Shares
4.64%
2.58%
13.31%
17.02%
13.30%
9.13%
1 month
4.64%
3 months
2.58%
1 year
13.31%
3 years
17.02%
5 years
13.30%
10 years
9.13%
Smart Australian Financials ETF
Australasian shares, Shares
8.41%
3.58%
13.19%
26.92%
15.31%
11.05%
1 month
8.41%
3 months
3.58%
1 year
13.19%
3 years
26.92%
5 years
15.31%
10 years
11.05%
Smart US Mid Cap ETF
International shares, Shares
1.66%
2.85%
12.96%
19.98%
10.96%
12.85%
1 month
1.66%
3 months
2.85%
1 year
12.96%
3 years
19.98%
5 years
10.96%
10 years
12.85%
Foundation Series High Growth Fund
Diversified
1.01%
0.91%
12.52%
–
–
–
1 month
1.01%
3 months
0.91%
1 year
12.52%
3 years
–
5 years
–
10 years
–
Showing 16–30 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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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.