March 2021 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.
Please be cautious when comparing funds based on their performance in the 12 months ending March 31, 2021, as this period does not include the large sell-offs which occurred in February and March 2020 due to COVID-19, but it includes all of the subsequent recovery. Many funds showed unusually high returns during this time, particularly those with large exposures to equities. This should not be seen as an example of typical market performance or indicative of future returns.
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Performance summary – all funds
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.