ANZ Investments brings you this summary of how investment markets have been performing.
All of our funds delivered gains thanks to the strong performance of investment markets during the quarter. Stuart Millar, from our investments team, discusses what worked well. While shares have since hit a bumpy patch, our view is that the fundamentals for good sharemarket performance remain.
Here's our visual round up of the financial markets, or if you'd prefer read more 'in words' about how global and local markets performed.
Read our fund reports to find out how the fund/s you’re invested in performed recently.
Read more about MFL recent fund performance.
If you'd like to receive our quarterly market review, make sure you provide us with your current email address.
To provide or update your email address, email your full name, date of birth and IRD number to service@anzinvestments.co.nz, or call us on 0800 736 034.
Source: ANZ New Zealand Investments Limited, Bloomberg, Factset.
Market return indices: Global shares (MSCI All Country World Index); US shares (S&P 500 Index); Japanese shares (Nikkei 225 Index); New Zealand shares (NZX 50 Index); Australian shares (ASX 200 Index); Global Bonds (JPM World Govt Bond Index); New Zealand Bonds (NZX New Zealand Government Stock Index); International listed property (FTSE EPRA/NAREIT Custom Developed Rental (ex-AU & NZ) Index); New Zealand listed property (NZX Property Index); Australian listed property (ASX 200 REIT Index). Returns are for the quarter, and are based on the stated market indices, shown in local currency terms and are unhedged, unless otherwise stated.
Important information: This document has been provided for information purposes only and is subject to change. While ANZ Investments have taken care to ensure that this information is from reliable sources, they cannot warrant its accuracy, completeness or suitability for your intended use. The content is intended to be of a general nature and does not take into account an investor’s, or potential investor’s, financial situation, investment objectives, or risk tolerance. Past performance does not indicate future performance. The actual performance realised by any given investor will depend on many things, is not guaranteed, and may be negative as well as positive.
Select your fund below to see a summary of how the fund has performed recently.
Check out our quarterly Market review for the low-down on what's happened in local and global markets.
See the fund updates for our funds. The fund updates provide more information about our funds, including performance, fees, key people and the biggest investments.
If you'd like to receive our quarterly market review, make sure you provide us your current email address.
To provide or update your email address, email your full name, date of birth and IRD number to service@anzinvestments.co.nz, or call us on 0800 736 034.