Fund-vs-fund · Listed Property
ANZ Investments OneAnswer Property Securities Fund vs Dexus Global REIT Fund
Both are Listed Property 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 | Dexus | Lower / higher is |
|---|---|---|---|
| Annual fund charge | 1.06% | 1.30% | Lower is better |
| Risk indicator (1–7) | 5 | 5 | Higher = more volatility |
| 5-year return p.a. | 2.25% | — | Higher is better (past not future) |
| Fund size | NZ$51m | NZ$26m | 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 Property Securities Fund
The Property Securities Fund invests mainly in New Zealand and Australian listed property assets. Investments may include companies, funds or trusts that invest in property and are listed or intend to list, and cash and cash equivalents. The Property Security 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 Property Securities Fund profile →
Dexus
Dexus Global REIT Fund
The Global Fund aims to provide a higher return over the long term. It invests in an actively managed portfolio of growth assets predominantly made up of mid to large cap international equities with a very minor allocation of income assets. Volatility is likely to be high. Returns will vary and may be low or negative at times.Full Dexus Dexus Global REIT 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.