Fund-vs-fund · International Equities
ANZ Investments OneAnswer International Share Fund vs Foundation Series Hedged Total World Fund
Both are International 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.
| Metric | ANZ Investments | Foundation Series | Lower / higher is |
|---|---|---|---|
| Annual fund charge | 0.96% | 0.07% | Lower is better |
| Risk indicator (1–7) | 5 | 5 | Higher = more volatility |
| 5-year return p.a. | 10.04% | — | Higher is better (past not future) |
| Fund size | NZ$86m | NZ$85m | Larger = more stable, lower close-risk |
| Growth / income split | 98% / 2% | 98% / 2% | More growth = higher long-run return + volatility |
What each fund says it does
ANZ Investments
ANZ Investments OneAnswer International Share Fund
The International Share Fund invests mainly in international equities. Investments may include equities in companies that are listed or are soon to be listed on a stock exchange, and cash and cash equivalents. The International 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 International Share Fund profile →
Foundation Series
Foundation Series Hedged Total World Fund
The fund aims for high long-run returns by investing in an Exchange-Traded Fund ('ETF') that invests in shares of the large, mid-sized and small companies listed on international stock markets.Full Foundation Series Foundation Series Hedged Total World Fund profile →
Important: This comparison is general information only — not personalised financial advice.
Past performance is not a reliable indicator of future returns. The right fund for you depends on your personal
circumstances. Read each fund's Product Disclosure Statement and consider speaking to a licensed financial adviser.