Investment News
A third consecutive month of strong returns has once again rewarded investors in NZ managed funds in July.
Thursday, August 18th 2005, 9:34AM
According to the latest managed fund performance figures, released today by investment research company FundSource, both NZ and international sharemarkets performed well over July, translating into good results for investors, whether they are invested directly into these sectors or exposed to these markets via Diversified funds.
FundSource’s managed fund returns are provided net of all relevant fees and taxes, reflecting the returns received by an investor in the fund.
July’s strong performance has also meant that average five-year performances for all Diversified sectors have returned to positive results, despite the extended bear market between 2000 and 2003. This shows just how important it was to take a long-term view and hold on to such investments through the bear market, as those who withdrew at the bottom of the market in favour of more conservative assets are highly unlikely to have recovered their capital yet, due to the lower returns they have received from these investments.
Funds invested in International Equities had the strongest returns over July, with Global funds averaging 4.86% for the month (after tax and fees), while by comparison NZ Mortgage funds returned 4.69% over the whole of last year. This brings the Global funds returns for the last year to 11.82%.
Regional international equity funds also performed very well over the month with a 3.93% return, and the stronger 12-month performance of 17.73%. Actively managed NZ Equity funds returned 2.32% on average in July, bringing one year performances to an average of 13.20%. Australian Equity funds returned an exceptional 2.39% for the month, while Australasian Equity funds returned 2.07%.
Following is a summary of the main investment sector performances:
New Zealand Equity (Active) Unit Trusts
Actively managed NZ Equity funds had their third consecutive month of positive performance in July with an average return of 2.32%, down from 4.82% in June. In the two years to the end of July, these funds have delivered 15.81% per annum net of tax and fees to their investors. The top performing fund in this sector over July was the Fisher Funds Fledgling Fund with 3.73%, and over the last year the top fund was the ING Equity Selection Fund with a return of 19.92%.
"Returns for the NZ sharemarket and the funds that invest in it were slightly lower in July, which is in line with our expectations for this market looking ahead. While the performance of NZ Equities has continued to surprise, as has the strength of the economy in general, investors should be aware that such high returns from domestic equities are not likely to be maintained. NZX-listed companies have been reporting their results over recent weeks, and many have been warning that they are expecting tougher conditions going forward” saysBinu Paul, Research Manager at FundSource.
International Equity (Global) Unit Trust
Strong global sharemarket performance over July, coupled with a further weakening of the NZ dollar, delivered strong returns to investors in International Equities. The average performance for the sector was 4.86% in July, an increase from June’s 2.59%. Top performing funds in July included the AXA Global Equities Trust with 7.66%, and the Thoroughbred International Equity Trust which returned 5.85%.
Globally sharemarket returns across July were good, with the MSCI World Free Gross (33%) Index growing 3.73% in NZ dollar terms. Part of this return is accounted for by a 1.9% depreciation in the NZ dollar against the US. Funds with higher exposure to foreign currencies outperform when the NZ dollar depreciates, and the currency exposure often provides the explanation for the diversity of funds performances in this sector.
“Continuing strong performances in international equities are very encouraging for investors, and the outlook going forward is also very promising” says Binu Paul, Research Manager at FundSource.
Diversified Funds
Diversified funds also performed well in July, reflecting the strong performance of the markets they invest in.Diversified Balanced funds returned 2.08% for the month, up from 1.79% in June. Over the last year investors in these funds earned 9.84%. Defensive funds returned 1.14% on average in July, and Growth funds, with their higher allocation to equities, returned 2.91%.
Over five year time periods, each of these three sectors now have positive performances. This is great news for those investors who took a long term view and stayed invested through the difficult bear market.
Unfortunately, those who withdrew their funds at the bottom of the market to invest in income assets are almost certainly still struggling to recover the capital losses they cemented when they terminated their investments.
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FAQs
What are the best performing funds in 2022? ›
- Fidelity ZERO Large Cap Index.
- Vanguard S&P 500 ETF.
- SPDR S&P 500 ETF Trust.
- iShares Core S&P 500 ETF.
- Schwab S&P 500 Index Fund.
- Shelton NASDAQ-100 Index Direct.
- Invesco QQQ Trust ETF.
- Vanguard Russell 2000 ETF.
Over the last five years the fund has delivered a return of 43.13%*, compared with the IA Mixed Investment 40-85% Shares peer group average return of 27.32%. Though, the value of investments can go up and down, so you could get back less than invested.
Which mutual fund is best for long term? ›Fund Name | Category | Risk |
---|---|---|
Axis Small Cap Fund | Equity | Very High |
SBI Contra Fund | Equity | Very High |
Nippon India Consumption Fund | Equity | Very High |
Quant Large and Mid Cap Fund | Equity | Very High |
There is no best time as such for investing in mutual funds. Individuals can make investments in mutual funds as and when they wish. But it is always better to catch the funds at a lower NAV rather than higher price. It will not only maximise your returns but also lead to higher wealth accumulation.
Where should I invest to get good returns in 2022? ›- Public Provident Fund (PPF)
- National Savings Certificate (NSC)
- Post Office Monthly Income Scheme.
- Government Bonds.
- National Pension Scheme (NPS)
- Sovereign Gold Bonds (SGBs)
- Equity Mutual Funds.
- Unit-linked Insurance Plans (ULIPs)
- eBay (NASDAQ:EBAY)
- Digital Realty Trust (NYSE:DLR)
- Upstart Holdings (NASDAQ:UPST)
- Lincoln Electric Holdings (NASDAQ:LECO)
- Visteon Corporation (NASDAQ: VC)
- United States Steel Corp. (NYSE:X)
- Intuit (NASDAQ:INTU)
- Roku (NASDAQ:ROKU)
Market fluctuations and a swing away from growth stocks caused the assets under management of Baillie Gifford to fall by £121bn in 12 months.
What is happening to Baillie Gifford funds? ›Baillie Gifford's favoured growth style of investing has faced a difficult start to 2022 amid rising interest rates and inflation. One of its flagship funds, the £13bn Scottish Mortgage trust, has lost 31.6 per cent in 2022 so far while its sector, the AIC Global lost 14.2 per cent.
Which fund manager is best UK? ›- Best UK Funds Of 2022.
- FTF Franklin UK Smaller Companies.
- iShares Core FTSE 100 UCITS ETF.
- JOHCM UK Equity Income.
- Liontrust Sustainable Future UK Growth.
- Man GLG Undervalued Assets.
- Methodology.
- Frequently Asked Questions (FAQs)
- Equities. ...
- Public Provident Fund. ...
- Other fixed-income schemes. ...
- Insurance. ...
- Assess income and expenditures to plan for retirement and other goals. ...
- Building a strong and lasting portfolio. ...
- Be a stickler for financial discipline. ...
- Use schemes based on the power of compounding.
Which fund gives highest return? ›
Fund Name | Category | 1Y Returns |
---|---|---|
PGIM India Midcap Opportunities Fund | Equity | 7.2% |
Quant Mid Cap Fund | Equity | 17.6% |
Axis Small Cap Fund | Equity | 9.9% |
SBI Contra Fund | Equity | 12.1% |
- Reliance Large Cap.
- ICICI Prudential Bluechip Equity Fund.
- ICICI Prudential Bluechip Equity Fund.
- Tata Equity P/E Fund.
- HDFC Small Cap Fund.
- Aditya Birla Sun Life Tax Relief 96.
- ICICI Prudential Equity & Debt Fund.
- Mirae Asset India Equity Fund.
If you are actually looking at equity funds to help you achieve your long term goals then you at least need to give yourself a holding period of 8-10 years.
How much is a good return on mutual funds? ›For stock mutual funds, a “good” long-term return (annualized, for 10 years or more) is 8% to 10%. For bond mutual funds, a good long-term return would be 4% to 5%.
Can you lose a lot of money in mutual funds? ›With mutual funds, you may lose some or all of the money you invest because the securities held by a fund can go down in value. Dividends or interest payments may also change as market conditions change.
What is the safest investment with highest return? ›High-quality bonds and fixed indexed annuities are often considered the safest investments with the highest returns. However, there are many different types of bond funds and annuities, each with risks and rewards. For example, government bonds are generally more stable than corporate bonds based on past performance.
What should I invest in for the next 5 years? ›- Stocks. For many investors, stocks are the first choice they think of when it comes to making an investment. ...
- CDs. Certificates of deposit are a good option for short-term savings. ...
- Series I Savings Bonds. ...
- Online Savings Account. ...
- Corporate Bonds. ...
- Treasury Bills.
- Savings Account. It is one of the best and safest idea to secure your money and earn from the same as well. ...
- Liquid funds. ...
- Fixed Maturity Plans (FMPs) ...
- Arbitrage Funds. ...
- Bank FDs or Postal Term Deposits. ...
- Recurring Deposits (Rds) ...
- 5-Yrs National Savings Certificate (NSC) ...
- Monthly Income Schemes (MIPs)
But the major indexes will likely end 2022 higher than they stand now, as rock-bottom share prices begin to promise a buy-low opportunity that outweighs the risk of further decline, the experts said. As investors eventually jump off the sidelines, the market will stabilize and begin to recover, they predicted.
Should I invest or save in 2022? ›Saving tends to be for the short term, while investing is for longer term. In the short term, it's a good idea to build up 'rainy day' cash savings you can easily withdraw if you need to. Longer term, you might want to consider investing as a way of growing your money.
What is the number one investment for 2022? ›
Top 5 Best Investments for 2022
Growth stocks. Value stocks. Short-term corporate bond funds. Real estate.
Invest in Baillie Gifford Trusts
Founded and based out of Edinburg, Scotland, investment management firm Baillie Gifford holds shares in SpaceX and makes its Scottish Mortgage Investment Trust and its US Growth Trust available for indirect investments in its SpaceX holdings.
The Baillie Gifford Global Discovery fund emerged as one of the worst-performing open-ended strategies available to UK investors. The £1.7bn smaller companies mandate run by Douglas Brodie lost 20.6% over 12 months, according to Morningstar data.
Why did Michael Burry close hedge fund? ›He founded the hedge fund Scion Capital, which he ran from 2000 until 2008 before closing it to focus on his personal investments. He is best known for being amongst the first investors to predict and profit from the subprime mortgage crisis that occurred between 2007 and 2010.
Is Baillie Gifford positive change fund a good investment? ›...
Baillie Gifford Positive Change Fund most popular sustainable investment.
Dividend Summary
The previous Baillie Gifford UK Growth Trust plc dividend was 3.91p and it went ex 1 month ago and it was paid 5 days ago. There is typically 1 dividend per year (excluding specials).
We've managed to grow our funds under management to $600 million, up 89% on this time last year, and 170% from two years ago,” Stockspot founder and CEO, Chris Brycki said. “We're humbled to have the opportunity to help thousands of Australians invest their money and grow their savings.
Who is the most successful fund manager? ›- 1 James Simons. Renaissance Technologies. ...
- 2 Israel (Izzy) Englander. Millennium Management. ...
- 3 Kenneth Griffin. Citadel. ...
- 4 Christopher Hohn. TCI Fund Management. ...
- 5 Karthik Sarma. SRS Investment Management. ...
- 6 David Tepper. ...
- 7 Steven Cohen. ...
- 8 Daniel Sundheim.
According to BarclayHedge, the average hedge fund generated net annualized returns of 7.2% with a Sharpe ratio of 0.86 and market correlation of 0.9 over the last five years through 2021.
What is the safest investment right now? ›- Certificates of Deposit.
- Money Market Accounts.
- Treasury Bonds.
- Treasury Inflation-Protected Securities.
- Municipal Bonds.
- Corporate Bonds.
- S&P 500 Index Fund/ETF.
- Dividend Stocks.
What is a good portfolio for a 60 year old? ›
According to this principle, individuals should hold a percentage of stocks equal to 100 minus their age. So, for a typical 60-year-old, 40% of the portfolio should be equities. The rest would comprise high-grade bonds, government debt, and other relatively safe assets.
What should a 70 year old invest in? ›What should a 70-year-old invest in? The average 70-year-old would most likely benefit from investing in Treasury securities, dividend-paying stocks, and annuities. All of these options offer relatively low risk.
What should my portfolio look like at 55? ›The point is that you should remain diversified in both stocks and bonds, but in an age-appropriate manner. A conservative portfolio, for example, might consist of 70% to 75% bonds, 15% to 20% stocks, and 5% to 15% in cash or cash equivalents, such as a money-market fund.
Where should I put my money to get greatest return? ›- High-yield savings accounts. Online savings accounts and cash management accounts provide higher rates of return than you'll get in a traditional bank savings or checking account. ...
- Certificates of deposit. ...
- Money market funds. ...
- Government bonds. ...
- Corporate bonds. ...
- Mutual funds. ...
- Index funds. ...
- Exchange-traded funds.
- Savings accounts. Recently, the falling repo rate regime has brought the savings account interest rates to an average of 2-4%. ...
- Liquid funds. ...
- Short-term and ultra-short-term funds. ...
- Equity Linked Saving Schemes (ELSS) ...
- Fixed deposit. ...
- Fixed maturity plans (FMPs) ...
- Treasury bills. ...
- Gold.
...
Fund House. Fund Category. Fund Rank and Ratios. Fund Parameters. Investment Parameters. Filter.
Scheme Name | PGIM India ELSS Tax Saver Fund - Direct Plan - Growth |
---|---|
Plan | Direct Plan |
Category Name | ELSS |
Crisil Rank | 5 |
AuM (Cr) | 415.69 |
Fund Name | 5-Year Returns (In%) | AUM (In ₹ Cr) |
---|---|---|
Axis Focus 25 Fund | 20.43 | 19,456 |
IDFC Banking & PSU Debt Fund | 7.62 | 18,069 |
ICICI Prudential Corporate Bond Fund | 7.93 | 19,104 |
HDFC Money Market Fund | 6.43 | 14,185 |
Equity Mutual fund | 5 Year Returns | Investment (Minimum) |
---|---|---|
Quant Infrastructure Fund - Direct Plan - Growth | 0.2562 | Rs. 5000 |
Quant Small Cap Fund - Direct Plan - Growth | 23.23% | Rs. 5000 |
TATA Digital India Fund - Direct Plan - Growth | 34.58% | Rs. 5000 |
Tata Digital India Fund Regular Growth | 34.23% | - |
...
Returns for ICICI Prudential Technology Fund.
Cashing out mutual funds from an IRA or other qualified retirement account could trigger income tax on earnings, as well as an early withdrawal tax penalty. Withdrawing money from your investments to pay debt means missing out on future growth from compounding interest.
Do mutual funds give good returns in long term? ›
Investments help in wealth creation. Equity mutual funds do well in the long term. Investors willing to undertake some risk can invest in equity mutual funds.
Are mutual funds safe in long run? ›Mutual funds are largely a safe investment, seen as being a good way for investors to diversify with minimal risk. But there are circumstances in which a mutual fund is not a good choice for a market participant, especially when it comes to fees.
How do you find 12% return on investment? ›Assuming an annual return of 12%, you need to invest around Rs 43,000 every month to create a corpus of Rs 1 crore in 10 years. If you want to make Rs 1 crore in 15 years, you need to invest Rs 19,819 every month. Assuming you have 20 years, you need to invest around Rs 10,000 every month.
How do you get a 10% return on investment? ›- Paying Off Debts Is Similar to Investing. ...
- Stock Trading on a Short-Term Basis. ...
- Art and Similar Collectibles Might Help You Diversify Your Portfolio. ...
- Junk Bonds. ...
- Master Limited Partnerships (MLPs) ...
- Investing in Real Estate. ...
- Long-Term Investments in Stocks. ...
- Creating Your Own Company.
What Is a Good 10-Year Return on a Mutual Fund? The best-performing large-company stock mutual funds have produced returns of up to 17% in the last 10 years. It should be noted that average annualized returns have been higher than usual — at 14.70% during this time frame — driven by a multi-year bull market.
Should I put all my money in 1 mutual fund? ›The ideal number of funds tends to be three or four, anything more is a waste of effort. In fact, depending on the size of someone's investments, it could be even less. For someone investing perhaps five or six thousand rupees a month, one or two balanced funds are ideal and anything more than that is pointless.
Why mutual funds are not performing well? ›If a SIP in a mutual fund is not performing well, it is unlikely that the amount already invested will do well. Mutual fund investments are subject to market risks. If market is weak, it is very unlikely that your equity mutual fund investments will do well.
What happens when mutual funds get too big? ›Mutual funds grow, and their growth may affect their performance. It is possible for a fund to grow so large that it's unwieldy. It's up to you to make sure to pick a fund with a strategy that matches your goals. If it becomes too big or too small to keep up its past performance, it could be time to bail out.
Which stock will give highest returns in 2022? ›S.No. | Top Stocks |
---|---|
1. | Reliance Industries |
2. | Tata Consultancy Services |
3. | HDFC Bank |
4. | Infosys |
High-quality bonds and fixed indexed annuities are often considered the safest investments with the highest returns. However, there are many different types of bond funds and annuities, each with risks and rewards. For example, government bonds are generally more stable than corporate bonds based on past performance.
What is the best ETF to buy 2022? ›
Fund Name & Ticker | Expense Ratio |
---|---|
Invesco RAFI Strategic US Small Company ETF (IUSS) | 0.23% |
Vanguard International Dividend Appreciation ETF (VIGI) | 0.15% |
Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | 0.04% |
Fidelity Total Bond ETF (FBND) | 0.36% |
- The Best Vanguard Mutual Funds of September 2022.
- Vanguard LifeStrategy Growth Fund (VASGX)
- Vanguard FTSE Social Index Fund (VFTAX)
- Vanguard Dividend Appreciation Index Fund (VDADX)
- Vanguard Total Stock Market Index Fund (VTSAX)
- Vanguard Intermediate-Term Bond Index Fund (VBILX)
But the major indexes will likely end 2022 higher than they stand now, as rock-bottom share prices begin to promise a buy-low opportunity that outweighs the risk of further decline, the experts said. As investors eventually jump off the sidelines, the market will stabilize and begin to recover, they predicted.
Which sector will be bullish in 2022? ›The consensus seems to be that the financial sector, industrial sector, capital goods will do well in 2022. Pharmaceuticals are also looking to make a mark, and a few experts have placed their bets on real estate and automobiles while others have advised against them.
Which is the best stocks for next 5 years? ›- 1) Reliance Industries. ...
- 2) Tata Consultancy Services (TCS) ...
- 3) Infosys. ...
- 4) HDFC Bank. ...
- 5) Hindustan Unilever.
According to conventional wisdom, an annual ROI of approximately 7% or greater is considered a good ROI for an investment in stocks. This is also about the average annual return of the S&P 500, accounting for inflation. Because this is an average, some years your return may be higher; some years they may be lower.
What should a 70 year old invest in? ›What should a 70-year-old invest in? The average 70-year-old would most likely benefit from investing in Treasury securities, dividend-paying stocks, and annuities. All of these options offer relatively low risk.
Where should I invest my money to get highest return? ›- Savings accounts. Recently, the falling repo rate regime has brought the savings account interest rates to an average of 2-4%. ...
- Liquid funds. ...
- Short-term and ultra-short-term funds. ...
- Equity Linked Saving Schemes (ELSS) ...
- Fixed deposit. ...
- Fixed maturity plans (FMPs) ...
- Treasury bills. ...
- Gold.
- ProShares Ultra Bloomberg Natural Gas ETF (BOIL): +270%
- United States Natural Gas Fund LP (UNG): +145.9%
- ProShares Ultra Oil & Gas ETF (DIG): +96.6%
- Direxion Daily Energy Bull 2x Shares (ERX): +95.3%
- Direxion Daily S&P Oil and Gas Exploration & Production Bull 2x Shares ETF (GUSH): +92%
- United States Natural Gas Fund LP (UNG)
- VanEck Oil Services ETF (OIH)
- Invesco S&P 500 GARP ETF (SPGP)
- VictoryShares U.S. Equity Income Enhanced Volatility Weighted ETF (CDC)
- Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)
- Simplify Interest Rate Hedge (PFIX)
- Vanguard S&P 500 ETF (VOO)
Which ETF has the highest return? ›
Symbol | Name | 5-Year Return |
---|---|---|
PTF | Invesco DWA Technology Momentum ETF | 114.57% |
FTEC | Fidelity MSCI Information Technology Index ETF | 112.21% |
IYW | iShares U.S. Technology ETF | 107.25% |
RTH | VanEck Retail ETF | 102.91% |
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Top 5 Best Investments for 2022
Growth stocks. Value stocks. Short-term corporate bond funds. Real estate.
- These are the top Vanguard funds to buy. ...
- Vanguard Total Stock Market ETF (ticker: VTI) ...
- Vanguard S&P 500 ETF (VOO) ...
- Vanguard Total International Stock ETF (VXUS) ...
- Vanguard Total World Stock ETF (VT) ...
- Vanguard Balanced Index Fund Admiral Shares (VBIAX)