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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
Foundation Series Hedged US 500 Fund
International shares, Shares
-0.93%
1.12%
9.70%
–
–
–
1 month
-0.93%
3 months
1.12%
1 year
9.70%
3 years
–
5 years
–
10 years
–
Castle Point 5 Oceans Fund
Diversified
0.85%
1.10%
9.05%
9.49%
5.35%
6.42%
1 month
0.85%
3 months
1.10%
1 year
9.05%
3 years
9.49%
5 years
5.35%
10 years
6.42%
Russell Investments Hedged Global Shares Fund
International shares, Shares
-1.93%
-1.41%
8.82%
18.15%
8.48%
10.51%
1 month
-1.93%
3 months
-1.41%
1 year
8.82%
3 years
18.15%
5 years
8.48%
10 years
10.51%
AMP Aggressive Managed Fund
Diversified
-1.03%
1.34%
8.72%
–
–
–
1 month
-1.03%
3 months
1.34%
1 year
8.72%
3 years
–
5 years
–
10 years
–
ANZ Investments OneAnswer Balanced Growth Fund
Diversified
-0.46%
-0.27%
8.17%
10.74%
4.80%
6.89%
1 month
-0.46%
3 months
-0.27%
1 year
8.17%
3 years
10.74%
5 years
4.80%
10 years
6.89%
ACI Growth Fund
Diversified
-0.53%
1.28%
8.07%
16.56%
–
–
1 month
-0.53%
3 months
1.28%
1 year
8.07%
3 years
16.56%
5 years
–
10 years
–
Fisher Funds Global Fund
International shares, Shares
0.07%
2.48%
7.87%
14.98%
7.11%
10.52%
1 month
0.07%
3 months
2.48%
1 year
7.87%
3 years
14.98%
5 years
7.11%
10 years
10.52%
ANZ Investments OneAnswer Australian Share Fund
Australasian shares, Shares
-1.44%
3.03%
7.83%
10.83%
7.91%
6.22%
1 month
-1.44%
3 months
3.03%
1 year
7.83%
3 years
10.83%
5 years
7.91%
10 years
6.22%
Devon Australian Fund
Australasian shares, Shares
2.18%
6.58%
7.77%
15.39%
10.49%
8.58%
1 month
2.18%
3 months
6.58%
1 year
7.77%
3 years
15.39%
5 years
10.49%
10 years
8.58%
Generate Focused Growth Managed Fund
Diversified
-1.74%
0.78%
7.06%
16.55%
8.11%
–
1 month
-1.74%
3 months
0.78%
1 year
7.06%
3 years
16.55%
5 years
8.11%
10 years
–
AMP Growth Managed Fund
Diversified
-0.72%
0.96%
7.03%
15.27%
–
–
1 month
-0.72%
3 months
0.96%
1 year
7.03%
3 years
15.27%
5 years
–
10 years
–
Foundation Series Balanced Fund
Diversified
-0.01%
-0.49%
7.02%
11.81%
6.06%
–
1 month
-0.01%
3 months
-0.49%
1 year
7.02%
3 years
11.81%
5 years
6.06%
10 years
–
Milford Global Equity Fund
International shares, Shares
-0.42%
2.75%
6.55%
16.63%
7.00%
11.05%
1 month
-0.42%
3 months
2.75%
1 year
6.55%
3 years
16.63%
5 years
7.00%
10 years
11.05%
Harbour Balanced Growth Fund
Diversified
-0.56%
0.61%
6.38%
10.79%
2.60%
–
1 month
-0.56%
3 months
0.61%
1 year
6.38%
3 years
10.79%
5 years
2.60%
10 years
–
Smart Australian Mid Cap ETF
Australasian shares, Shares
1.69%
6.07%
6.25%
18.30%
9.82%
11.36%
1 month
1.69%
3 months
6.07%
1 year
6.25%
3 years
18.30%
5 years
9.82%
10 years
11.36%
Showing 46–60 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.

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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.