Fund-vs-fund · Australasian Equities
ANZ Investments OneAnswer Australian Share Fund vs TAHITO Te Tai o Rehua Fund
Both are Australasian Equities funds available to NZ retail investors. Numbers below are sourced from the FMA Disclose register via Sorted Smart Investor and reflect the latest published quarterly fund updates.
What's different at a glance
- ANZ Investments OneAnswer Australian Share Fund charges 0.17% lower in annual fund charges (1.09% vs 1.26%).
- Both are New Zealand PIE funds — investor tax is capped at the Prescribed Investor Rate (PIR), maximum 28%.
- TAHITO Te Tai o Rehua Fund applies responsible-investment / ESG screening. The other fund does not.
Where each fund sits in its cohort
Percentile rank vs all 58 australasian equities funds we've matched on Sorted Smart Investor. Mechanical only — no opinion, no forward-looking view.
Annual fund charge
Lower is better
ANZ Investments
1.09%
Upper half of cohort
TAHITO
1.26%
Highest 16% of cohort
5-year return p.a.
Past performance — not a predictor
ANZ Investments
6.25%
Top 23% over 5 years
TAHITO
1.77%
Upper half over 5 years
Fund size
Larger = more stable, lower close-risk
ANZ Investments
NZ$22m
Smallest 23% in cohort
TAHITO
NZ$27m
Lower half by size
| Metric | ANZ Investments | TAHITO | Lower / higher is |
|---|---|---|---|
| Annual fund charge | 1.09% | 1.26% | Lower is better |
| Risk indicator (1–7) | 5 | 5 | Higher = more volatility |
| 5-year return p.a. | 6.25% | 1.77% | Higher is better (past not future) |
| Fund size | NZ$22m | NZ$27m | Larger = more stable, lower close-risk |
| Growth / income split | 98% / 2% | 98% / 2% | More growth = higher long-run return + volatility |
| NZ tax structure | PIE (PIR-capped) | PIE (PIR-capped) | PIE = simpler. FIF = annual return. |
| Currency hedging | — | — | Hedged smooths NZD/foreign FX moves at a small cost. |
| Responsible investment screening | No | Yes | Specific exclusions live in each fund's SIPO. |
| Available via | Direct | Direct | Platforms accepting retail subscriptions. |
Portfolio overlap
How many top-10 positions both funds hold, and at what weight. Computed from each fund's most recently disclosed top-10 holdings — exact-name matched (Microsoft Corp. = Microsoft Corporation), with a Cash / Cash & Equivalents collapse rule.
Matching holdings
2
of each fund's top 10
ANZ Investments weight in shared
12.9%
of ANZ Investments OneAnswer Australian Share Fund top 10 is shared
TAHITO weight in shared
10.7%
of TAHITO Te Tai o Rehua Fund top 10 is shared
| Holding | ANZ Investments | TAHITO |
|---|---|---|
 Commonwealth Bank of Australia AU | 8.68% | 5.01% |
| $ Cash Deposit (ANZ Bank) AU | 4.22% | 5.66% |
"Min weight" = the smaller of the two weights — a conservative read of how much exposure you'd have to that position if you held both funds.
What each fund says it does
ANZ Investments
ANZ Investments OneAnswer Australian Share Fund
The Australian Share Fund invests mainly in Australian equities. Investments may include equities in companies that are listed or are soon to be listed on the Australian stock exchange, and cash and cash equivalents.The Australian Share Fund aims to achieve a return (after the fund charge and before tax) that over the long-term outperforms the relevant market index.Full ANZ Investments ANZ Investments OneAnswer Australian Share Fund profile →
TAHITO
TAHITO Te Tai o Rehua Fund
The Fund is an indigenous ethical and sustainable fund. The Fund Uses positive Environment, Social and Governance (ESG) integrated screens in selecting investments. Māori indigenous values and principles serve as the foundation to the Fund’s philosophy and investment selection process. The Fund will provide actively managed exposure to a portfolio of primarily New Zealand and Australian companies that have been selected in accordance with the TAHITO investment philosophy. The Fund aims to generate a better return than the benchmark over the medium to long term.Full TAHITO TAHITO Te Tai o Rehua Fund profile →
Common questions
What's the difference between the ANZ Investments OneAnswer Australian Share Fund and the TAHITO Te Tai o Rehua Fund?
Which fund has lower fees, ANZ Investments OneAnswer Australian Share Fund or TAHITO Te Tai o Rehua Fund?
How do the 5-year returns compare?
Are both funds PIE-taxed in NZ?
Does either fund apply responsible-investment screening?
Where can I read the official documents for these funds?
