Other: benchmark consistency
How often each Other fund beat its own market-index benchmark, year by year, after fees and tax. 0 of 2 ranked funds beat their benchmark in more than half their measured years.
Track record to 31 March 2026. Historical figures from the FMA's consolidated fund-update dataset — not current-year performance. Past performance is not a guide to the future.
Beat its benchmark in 3 of 8 years
annual returns to 30/06/2022 2015 +21.47%
2016 +6.92%
2017 +13.5%
2018 +0.38%
2019 +15.2%
2020 -10.79%
2021 +19.4%
2022 +12.44%
Since inception: 8.96% p.a. after fees & tax vs benchmark 10.59%.
beat benchmark missed no benchmark on file
Beat its benchmark in 4 of 12 years
annual returns to 31 March 2026 2014 +14.66%
2015 +23.86%
2016 -9.94%
2017 +13.77%
2018 -4.53%
2019 +18.35%
2020 -12.31%
2021 +20.61%
2022 +21.27%
2024 +0.34%
2025 +11.41%
2026 +13.75%
Since inception: 8.69% p.a. after fees & tax vs benchmark 9.76%.
beat benchmark missed no benchmark 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 · over 36mo old