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Listed Property

ANZ Investments OneAnswer International Property Fund

ANZ Investments logo Managed by ANZ Investments
PIE · capped at PIR (max 28%)

PIE tax treatment — capped at your PIR (max 28%)

This fund is a Portfolio Investment Entity (PIE) under Subpart HM of the Income Tax Act 2007. Income is taxed at your Prescribed Investor Rate (10.5% / 17.5% / 28%), not your marginal income-tax rate. The fund manager calculates and pays the tax on your behalf — when your PIR is correct, you usually don't need to declare PIE income in your annual tax return. See our PIR guide and PIE tax basics for the full picture, or use the PIR calculator to confirm your rate.

Annual fund charge

0.99%

vs peer avg 0.85%

Risk indicator

6/7

1 = lower risk · 7 = higher risk

5-year return p.a.

3.11%

peer avg 5.65%

Fund size

NZ$7.1m

98% growth · 2% income

The International Property Fund invests mainly in international listed property assets. Investments may include companies, funds or trusts that invest in property and are listed or are soon to be listed, and cash and cash equivalents. The International Property 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

1 October 2007

Tax structure

PIE

Capped at your PIR (max 28%)

How this fund compares to peers

Mechanical comparison vs the 15 other listed property funds in our cohort. Source: FMA Disclose register via Sorted Smart Investor. Past performance is not a reliable indicator of future returns.

Annual fund charge

0.99%

Category median: 1.02%

Cheaper than 70% of peers

5y return p.a. (after fees)

+3.11%

Category median: +2.72%

Higher than 79% of peers

Fund size

NZ$7.1m

Category median: NZ$43.7m

3th percentile by AUM

Illustrative 5y fee impact on a sample balance of $10,000

$485

Compounded charge over 5 years (excl. returns)

$14 less than peer median

Mechanical scores only — no opinion or recommendation. Different funds suit different investor goals. ManagedFundsNZ is not a Financial Advice Provider. Read the current PDS and consider speaking to a licensed financial adviser.

Top 10 holdings

As at the latest published quarterly fund update (via Sorted Smart Investor).

Full portfolio (xlsx) →
Holding % of fund
WE Welltower Inc
9.90%
EQ Equinix Inc
9.12%
FR Federal Realty Investment Trust
5.30%
SP Simon Property Group Inc
5.25%
DR Digital Realty Trust Inc
5.17%
VE Ventas Inc
5.03%
PR Prologis Inc
4.88%
UR Unibail Rodamco Westfield
4.23%
BD Bank Deposit (USD BNP)
3.50%
HR Healthcare Realty
3.29%

Documents

Every dated PDS, quarterly fund update and full-portfolio holdings file. Linked from the FMA Disclose register via Sorted Smart Investor.

About this category

Funds investing in listed property companies and Real Estate Investment Trusts (REITs). Provides equity-like exposure to commercial, industrial, retail and residential property.

About ANZ Investments

Asset-management arm of ANZ NZ; runs the OneAnswer multi-fund range.

See all funds from ANZ Investments →

Head-to-head

Compare ANZ Investments OneAnswer International Property Fund with…

Side-by-side numbers — fees, returns, risk, fund size, asset mix.

Peer funds

Other Listed Property funds

View all →

AI & integrations

Use this fund inside the tools you already use

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Frequently asked questions

Mechanical Q&A grounded in the fund's PDS, SIPO, and latest QFU on the FMA Disclose register. Verify against the source before relying on any of this.

Who manages the ANZ Investments OneAnswer International Property Fund?

ANZ Investments OneAnswer International Property Fund is managed by ANZ Investments. Asset-management arm of ANZ NZ; runs the OneAnswer multi-fund range.

What asset class is the ANZ Investments OneAnswer International Property Fund?

It is a listed property managed fund. Funds investing in listed property companies and Real Estate Investment Trusts (REITs). Provides equity-like exposure to commercial, industrial, retail and residential property.

What are the fees for the ANZ Investments OneAnswer International Property Fund?

The annual fund charge for the ANZ Investments OneAnswer International Property Fund is 0.99% p.a., as reported in the latest Quarterly Fund Update sourced from the FMA Disclose register. Always check the current PDS for any additional fees.

What is the risk indicator for the ANZ Investments OneAnswer International Property Fund?

The risk indicator is 6/7 on the standardised FMA-mandated scale, where 1 is lower risk and 7 is higher risk. The risk indicator is calculated from the fund's price volatility over the past five years and is published in every Quarterly Fund Update.

Is the ANZ Investments OneAnswer International Property Fund a PIE fund?

Yes. The ANZ Investments OneAnswer International Property Fund is structured as a New Zealand Portfolio Investment Entity (PIE). Investor tax on the fund's income is capped at the investor's Prescribed Investor Rate (PIR), which has a maximum of 28%. Most NZ-resident retail investors with a taxable income at or below NZ$48,000 qualify for a lower PIR.

How big is the ANZ Investments OneAnswer International Property Fund?

Fund size (assets under management) is NZ$7 million as at the latest Quarterly Fund Update. Asset mix is approximately 98% growth assets and 2% income assets.

What does the ANZ Investments OneAnswer International Property Fund invest in?

The latest published top holdings are: Welltower Inc (9.90%), Equinix Inc (9.12%), Federal Realty Investment Trust (5.30%). Holdings are disclosed in each Quarterly Fund Update; the full portfolio holdings file is also available via the FMA Disclose register.

How can I invest in the ANZ Investments OneAnswer International Property Fund?

The ANZ Investments OneAnswer International Property Fund is available via InvestNow, ANZ Investments directly. Always read the current Product Disclosure Statement before investing.