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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 NZ Top 50 ETF
Australasian shares, Shares
-0.67%
-0.93%
-1.64%
7.61%
0.40%
7.37%
1 month
-0.67%
3 months
-0.93%
1 year
-1.64%
3 years
7.61%
5 years
0.40%
10 years
7.37%
Amova Core Equity Fund
Australasian shares, Shares
-1.01%
-0.65%
-1.81%
6.59%
0.78%
7.20%
1 month
-1.01%
3 months
-0.65%
1 year
-1.81%
3 years
6.59%
5 years
0.78%
10 years
7.20%
Russell Investments Global Fixed Interest Fund
Fixed interest, International fixed interest
1.84%
-0.24%
-1.87%
3.69%
-0.66%
1.27%
1 month
1.84%
3 months
-0.24%
1 year
-1.87%
3 years
3.69%
5 years
-0.66%
10 years
1.27%
Smart Global Aggregate Bond ETF
Fixed interest, International fixed interest
0.00%
-1.44%
-1.88%
3.99%
-0.41%
–
1 month
0.00%
3 months
-1.44%
1 year
-1.88%
3 years
3.99%
5 years
-0.41%
10 years
–
Smart Global Bond ETF
Fixed interest, International fixed interest
1.80%
-0.31%
-1.92%
3.17%
0.10%
1.67%
1 month
1.80%
3 months
-0.31%
1 year
-1.92%
3 years
3.17%
5 years
0.10%
10 years
1.67%
Mercer Responsible Hedged Global Fixed Interest Index Fund
Fixed interest, International fixed interest
1.73%
-0.36%
-1.97%
3.36%
-0.87%
–
1 month
1.73%
3 months
-0.36%
1 year
-1.97%
3 years
3.36%
5 years
-0.87%
10 years
–
Harbour Australasian Equity Income Fund
Australasian shares, Shares
-0.20%
-2.13%
-2.04%
7.86%
3.20%
7.29%
1 month
-0.20%
3 months
-2.13%
1 year
-2.04%
3 years
7.86%
5 years
3.20%
10 years
7.29%
Milford Global Corporate Bond Fund
Fixed interest, International fixed interest
1.56%
-1.01%
-2.16%
4.71%
1.53%
–
1 month
1.56%
3 months
-1.01%
1 year
-2.16%
3 years
4.71%
5 years
1.53%
10 years
–
Pathfinder Ethical Trans-Tasman Fund
Australasian shares, Shares
1.89%
2.01%
-2.19%
7.80%
0.99%
–
1 month
1.89%
3 months
2.01%
1 year
-2.19%
3 years
7.80%
5 years
0.99%
10 years
–
Harbour Sustainable NZ Shares Fund
Australasian shares, Shares
-0.29%
-0.85%
-2.38%
7.60%
0.78%
–
1 month
-0.29%
3 months
-0.85%
1 year
-2.38%
3 years
7.60%
5 years
0.78%
10 years
–
Milford Trans-Tasman Equity Fund
Australasian shares, Shares
-0.19%
-0.63%
-2.40%
8.37%
2.88%
9.54%
1 month
-0.19%
3 months
-0.63%
1 year
-2.40%
3 years
8.37%
5 years
2.88%
10 years
9.54%
Hunter Global Fixed Interest Fund
Fixed interest, International fixed interest
1.67%
-0.81%
-2.42%
4.29%
0.06%
–
1 month
1.67%
3 months
-0.81%
1 year
-2.42%
3 years
4.29%
5 years
0.06%
10 years
–
Mercer Responsible Trans-Tasman Shares Fund
Australasian shares, Shares
-0.42%
-1.52%
-2.46%
8.06%
-0.15%
7.62%
1 month
-0.42%
3 months
-1.52%
1 year
-2.46%
3 years
8.06%
5 years
-0.15%
10 years
7.62%
Fisher Funds BondPlus Fund
Fixed interest, International fixed interest
1.55%
-0.83%
-2.82%
3.15%
-0.92%
0.70%
1 month
1.55%
3 months
-0.83%
1 year
-2.82%
3 years
3.15%
5 years
-0.92%
10 years
0.70%
Amova Global Shares Hedged Fund
International shares, Shares
0.44%
0.81%
-3.69%
14.63%
2.44%
–
1 month
0.44%
3 months
0.81%
1 year
-3.69%
3 years
14.63%
5 years
2.44%
10 years
–
Showing 121–135 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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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.