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Other: 5-year return leaderboard

Funds that do not fit the standard asset-class categories — global listed infrastructure, digital-asset funds, peer-to-peer income funds.

2 Other funds with five years of history, ranked by return after fees and tax. Figures observed 2026-05-22.

Category average
4.91%
5-yr p.a., after fees & tax
Above average
1 / 2
funds beating the category average
Spread
8.36% – 3.26%
highest to lowest in category
#Fund5-yr returnp.a., after fees & tax
1Mercer Global Listed Infrastructure Fund
Mercer · Other
8.36%
2First Sentier Global Listed Infrastructure Fund
First Sentier · Other
3.26%

Other category leaderboards

Methodology & sources

Five-year return is the per-annum return after fund charges and tax published on Sorted Smart Investor, drawn from each fund's Quarterly Fund Update on the FMA Disclose register. "vs category average" is each fund's 5-year return minus the peer-group average for Other funds, in percentage points. Funds with less than five years of history are not ranked.

Past performance is not indicative of future returns. Fees, strategy, risk level and tax treatment all matter alongside historical return. ManagedFundsNZ provides information only, not personalised financial advice — for advice, see a licensed financial adviser.

Sorted Smart Investor