Diversified Funds: benchmark consistency
How often each Diversified fund beat its own market-index benchmark, year by year, after fees and tax. 2 of 29 ranked funds beat their benchmark in more than half their measured years.
Beat its benchmark in 2 of 3 years
annual returns to 30/06/2022Since inception: 7.25% p.a. after fees & tax vs benchmark 6.27%.
Beat its benchmark in 2 of 3 years
annual returns to 31 March 2026Since inception: 1.49% p.a. after fees & tax vs benchmark -3.05%.
Beat its benchmark in 7 of 14 years
annual returns to 31 March 2026Since inception: 11.02% p.a. after fees & tax vs benchmark 10.56%.
Beat its benchmark in 7 of 14 years
annual returns to 31 March 2026Since inception: 7.68% p.a. after fees & tax vs benchmark 7.25%.
Beat its benchmark in 2 of 4 years
annual returns to 31 March 2026Since inception: 4.5% p.a. after fees & tax vs benchmark 5.7%.
Beat its benchmark in 2 of 4 years
annual returns to 30/06/2022Since inception: 2.73% p.a. after fees & tax vs benchmark 2.83%.
Beat its benchmark in 2 of 5 years
annual returns to 30/06/2022Since inception: 5.3% p.a. after fees & tax vs benchmark 5.53%.
Beat its benchmark in 5 of 14 years
annual returns to 31 March 2026Since inception: 8.6% p.a. after fees & tax vs benchmark 8.78%.
Beat its benchmark in 1 of 3 years
annual returns to 31 March 2026Since inception: 2.59% p.a. after fees & tax vs benchmark 1.89%.
Beat its benchmark in 1 of 3 years
annual returns to 31 March 2026Since inception: 7.69% p.a. after fees & tax vs benchmark 6.14%.
Beat its benchmark in 1 of 3 years
annual returns to 31 March 2026Since inception: 4.86% p.a. after fees & tax vs benchmark 4.04%.
Beat its benchmark in 3 of 10 years
annual returns to 31 March 2026Since inception: 4.7% p.a. after fees & tax vs benchmark 5.14%.
Beat its benchmark in 2 of 7 years
annual returns to 31 March 2026Since inception: 3.92% p.a. after fees & tax vs benchmark 4.59%.
Beat its benchmark in 2 of 7 years
annual returns to 30/06/2022Since inception: 3.27% p.a. after fees & tax vs benchmark 3.98%.
Beat its benchmark in 2 of 8 years
annual returns to 31 March 2026Since inception: 1.88% p.a. after fees & tax vs benchmark 2.73%.
Beat its benchmark in 1 of 4 years
annual returns to 31 March 2026Beat its benchmark in 1 of 5 years
annual returns to 31 March 2026Since inception: 0.8% p.a. after fees & tax vs benchmark 1.41%.
Beat its benchmark in 1 of 7 years
annual returns to 30/06/2022Since inception: 3.07% p.a. after fees & tax vs benchmark 4.75%.
Beat its benchmark in 1 of 8 years
annual returns to 31 March 2026Since inception: 4.05% p.a. after fees & tax vs benchmark 5.42%.
Beat its benchmark in 1 of 10 years
annual returns to 30/06/2022Since inception: 3.38% p.a. after fees & tax vs benchmark 4.63%.
Beat its benchmark in 1 of 10 years
annual returns to 30/06/2022Since inception: 4.69% p.a. after fees & tax vs benchmark 5.91%.
Beat its benchmark in 1 of 10 years
annual returns to 30/06/2022Since inception: 6.01% p.a. after fees & tax vs benchmark 7.19%.
Beat its benchmark in 1 of 10 years
annual returns to 30/06/2022Since inception: 7.1% p.a. after fees & tax vs benchmark 8.36%.
Beat its benchmark in 1 of 10 years
annual returns to 31 March 2026Since inception: 3.37% p.a. after fees & tax vs benchmark 3.81%.
Beat its benchmark in 0 of 12 years
annual returns to 31 March 2026Since inception: 5.41% p.a. after fees & tax vs benchmark 7.56%.
Beat its benchmark in 0 of 8 years
annual returns to 31 March 2026Since inception: 5.57% p.a. after fees & tax vs benchmark 7.19%.
Beat its benchmark in 0 of 5 years
annual returns to 31 March 2026Since inception: 2.14% p.a. after fees & tax vs benchmark 4.65%.
Beat its benchmark in 0 of 4 years
annual returns to 31 March 2026Since inception: 1.66% p.a. after fees & tax vs benchmark 2.65%.
Beat its benchmark in 0 of 4 years
annual returns to 30/06/2022Since inception: 5.18% p.a. after fees & tax vs benchmark 8.29%.
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 · over 36mo old