ANZ Investments OneAnswer Australian Share Fund
Managed by ANZ Investments Annual fund charge
1.09%
vs peer avg 0.95%
Risk indicator
5/7
1 = lower risk · 7 = higher risk
5-year return p.a.
8.31%
peer avg 6.03%
Fund size
NZ$22.2m
98% growth · 2% income
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.
Key facts
Fund start date
29 February 1996
Tax structure
PIE
Capped at your PIR (max 28%)
Top 10 holdings
As at the latest published quarterly fund update.
| Holding | % of fund |
|---|---|
| BHP GROUP LIMITED | 10.55% |
| COMMONWEALTH BANK OF AUSTRALIA | 7.57% |
| NATIONAL AUSTRALIA BANK LIMITED | 6.26% |
| CSL LIMITED | 6.01% |
| TELSTRA CORPORATION LIMITED | 4.46% |
| CASH DEPOSIT (ANZ BANK) | 4.22% |
| RIO TINTO LIMITED | 4.14% |
| QANTAS AIRWAYS LIMITED | 3.47% |
| GOODMAN GROUP | 3.35% |
| XERO LIMITED | 3.11% |
Documents
Every dated PDS, quarterly fund update and full-portfolio holdings file. Linked from the FMA Disclose register via Sorted Smart Investor.
- AUSTRALIAN SHARE FUND (FND2210) Full portfolio holdings 31 December 2025.xlsx Download the full portfolio holdings. XLSX, 6.39 KB
- One Answer SAC Funds PDS 23 October 2025.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 1.10 MB
- OASAC Australian Share Fund.pdf The quarterly update published by the provider PDF, 160.80 KB
- One Answer Single Asset Class Scheme SIPO 23 October 2025.pdf SIPO - Information about how the funds in the OneAnswer Single-Asset-Class Funds invest. PDF, 250.01 KB
- One Answer SAC Funds Guide 23 October 2025.pdf Guide - A helpful guide to the OneAnswer Single-Asset-Class Funds, including how to make the funds work for you, an overview, and a case study. PDF, 831.
- OASACOMI 23 October 2025.pdf OMI - Details important information about the OneAnswer Single-Asset-Class Funds. You should read this document in conjunction with the guide and product disclosure statem
- OASAC Underlying Funds and external fund managers 1 April 2026.pdf OneAnswer Single-Asset-Class Funds - Underlying funds and external fund managers PDF, 97.90 KB
- ANZ Investments Responsible Investment Framework 30 April 2026.pdf Responsible Investment Framework PDF, 1.32 MB
- One Answer Single Asset Class Scheme SIPO 23 October 2025.pdf Statement of investment policy and objectives PDF, 250.01 KB
About this category
Funds investing primarily in shares listed on the NZX (New Zealand) or ASX (Australia), or both as Trans-Tasman portfolios. Includes active stock-pickers and passive index trackers.
About ANZ Investments
Asset-management arm of ANZ NZ; runs the OneAnswer multi-fund range.
See all funds from ANZ Investments →Head-to-head
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