Octagon · Australasian Equities
Octagon New Zealand Equities Fund — performance, year by year
After-fee returns as disclosed in the fund's own FMA-mandated fund updates, next to the market index the manager itself nominated — data to 30/06/2022. Past performance is not a reliable indicator of future returns.
Latest 12-month return
5.33%
index: 5.95% · to 30/06/2022
Years above index
4 / 11
measured years with both figures disclosed
Since inception
12.94%
p.a. after fees · index: 13.53% · started 26/06/2008
Negative years
1 / 11
worst: 2020 (-3.24%)
Year-by-year: fund vs its own market index
| Year | Fund (after fees) | Market index | Fund − index |
|---|---|---|---|
| 2013 | 22.00% | 27.75% | -5.75% |
| 2014 | 15.25% | 17.46% | -2.21% |
| 2015 | 17.40% | 15.17% | +2.23% |
| 2016 | 15.00% | 17.26% | -2.26% |
| 2017 | 9.60% | 7.92% | +1.68% |
| 2018 | 14.94% | 16.93% | -1.99% |
| 2019 | 16.40% | 19.55% | -3.15% |
| 2020 | -3.24% | 0.36% | -3.60% |
| 2021 | 29.34% | 28.93% | +0.41% |
| 2022 | 2.16% | -2.90% | +5.06% |
| 2026 | 5.33% | 5.95% | -0.62% |
Returns are after fees (and after tax where the fund reports at the highest PIR), as disclosed by the fund. The market index is the benchmark the manager nominated in the fund's own disclosure — it differs between funds, so cross-fund comparisons belong on the leaderboard and consistency views.
Performance questions
What has the Octagon New Zealand Equities Fund returned?
Its most recent disclosed 12-month return after fees was 5.33% versus 5.95% for its stated market index (period to 30/06/2022). Across the 11 years on record, its strongest year was 2021 (29.34%) and its weakest was 2020 (-3.24%). Past performance is not a reliable indicator of future returns.
Does the Octagon New Zealand Equities Fund beat its market index?
Over the 11 years where both figures are disclosed, the fund's after-fee return exceeded its own stated market index in 4 of them. The year-by-year table on this page shows each comparison; the source is the fund's own FMA-mandated fund update.
Where do these numbers come from?
Every figure is taken from the fund's own FMA-mandated fund update disclosures (after fees and tax at the highest PIR where so reported by the fund). Nothing is estimated. The source document is linked at the bottom of the page.