Cash and Cash Equivalents: benchmark consistency
How often each Cash fund beat its own market-index benchmark, year by year, after fees and tax.
Track record to 2022. Historical figures from the FMA's consolidated fund-update dataset — not current-year performance. Past performance is not a guide to the future.
No Cash funds with at least 3 years of benchmark data on file.
Other categories
Methodology & sources
Each fund's after-fee, after-tax annual return is compared to the annual return of the market index it names in its FMA fund update. We count the years the fund's return exceeded that index. Funds with fewer than 3 measured years are not ranked.
Past performance is not indicative of future returns. ManagedFundsNZ provides information only, not personalised financial advice — for advice, see a licensed financial adviser.
FMA Disclose fund-update data