Fund Performance

Returns are after fees but before tax, in NZD, for the month ending as stated.
Please refer to the Quarterly Fund Updates in the Fund Updates section for additional fund performance information.
Performance numbers are annualised for periods greater than 1 year.  Past performance is not indicative of future results.

FundsDate1 mth3 mth6 mth1 yr2 yr3 yr4 yr5 yr
Antipodes Global Fund (PIE)31/03/2022-5.05%-5.89%-3.70%-4.04%8.77%5.90%--
Antipodes Global Fund - Long (PIE)31/03/2022-3.47%-5.63%-2.98%-2.22%14.98%8.81%--
APN AREIT PIE Fund31/03/20223.29%-5.67%4.19%19.26%28.87%2.49%6.22%3.99%
Colchester Global Government Bond PIE Fund31/03/2022-4.62%-8.57%-8.82%-----
First Sentier Listed Infrastructure Fund31/03/20227.05%4.01%10.10%13.73%17.35%7.55%9.75%8.05%
Hobson Wealth NZ Fixed Interest Fund31/03/2022-1.58%-2.94%-4.09%-3.35%2.35%---
Hobson Wealth NZ Equity Fund31/03/20221.04%-6.74%-7.59%0.69%15.10%---
Hobson Wealth International Growth Fund31/03/20220.53%-5.86%-2.91%-2.04%9.08%---
Foundation Series Balanced Fund31/03/20220.42%-4.69%-2.30%2.89%----
Foundation Series Growth Fund31/03/20221.31%-4.76%-1.28%6.03%----
Legg Mason Brandywine Global Opportunistic Fixed Income Fund31/03/20220.67%-0.33%0.10%1.15%8.31%3.23%2.30%-
Lighthouse Global Equity Fund31/03/2022-0.90%-12.86%-0.46%-1.17%----
Russell Investments Global Fixed Interest Fund31/03/2022-2.43%-5.20%-5.53%-4.31%0.17%1.55%1.91%2.26%
Russell Investments Global Shares Fund31/03/2022-0.32%1.90%2.03%19.17%14.64%13.72%10.62%12.39%
Russell Investments Hedged Global Shares Fund31/03/20222.39%-3.98%1.49%6.40%27.18%11.45%8.84%9.58%
Russell Investments NZ Fixed Interest Fund31/03/2022-2.02%-3.56%-5.14%-6.13%-2.94%-0.82%0.89%1.61%
Russell Investments NZ Shares Fund31/03/20221.30%-7.11%-8.59%-2.25%12.51%7.71%10.33%10.96%
Te Ahumairangi Global Equity Fund31/03/2022-0.85%-0.63%
Vault International Bitcoin Fund31/03/20225.84%-3.24%2.28%
Aurora Conservative Fund31/03/2022-0.90%-5.04%-4.66%
Aurora Future Focused Fund31/03/20220.14%-5.66%-2.10%
Aurora Growth Fund31/03/20221.43%-8.72%-5.36%
Coolabah Long Short Credit PIE Fund31/03/20220.68%-1.39%
Coolabah Short Term Income PIE Fund31/03/20220.14%-0.86%
Russell Investments Hedged Sustainable Shares Fund31/03/20223.65%-
Russell Investments Sustainable Global Shares Fund31/03/2022-0.39%-
UBT Invest NZ Retail Fund31/03/20220.18%0.55%1.11%2.22%
Squirrel Monthly Income Fund31/03/20220.45%1.16%