# ANZ Investments OneAnswer International Share Fund

> Mechanical fund record. Sourced from the FMA Disclose register. ManagedFundsNZ does not give financial advice and does not publish opinion-based ratings.

- **Manager:** ANZ Investments (ANZ New Zealand Investments Limited)
- **Asset class:** International Equities
- **Structure:** NZ Portfolio Investment Entity (PIE) — investor tax capped at PIR (max 28%)
- **Confidence tier:** C (Sorted Smart Investor → FMA Disclose)
- **Last verified:** 2026-05-22

## Summary

The ANZ Investments OneAnswer International Share Fund is a international equities managed fund run by ANZ Investments. Asset-management arm of ANZ NZ; runs the OneAnswer multi-fund range.

## Investment objective (from PDS)

> A return (after the fund charge and before tax) that over the long term outperforms the relevant market index.

Source: Product Disclosure Statement dated 2025-10-21 (Tier A, lodged on FMA Disclose register). https://smartinvestor.sorted.org.nz/disclose-document/mdo4f84a6f45ffe85a217a52ae249cb891b/One-Answer-Kiwi-Saver-PDS-23-October-2025.pdf

## Fund data

- **Annual fund charge:** 0.96% p.a. (from the latest Quarterly Fund Update)
- **5-year return (after charges, after tax at 28% PIR):** 8.34% p.a.
- **Risk indicator:** 5/7 on the FMA-mandated standardised scale (1 = lower risk, 7 = higher risk)
- **Fund size (AUM):** NZ$83 million
- **Asset mix:** 98% growth assets · 2% income assets
- **Fund started:** 1 October 2007

## Top 10 holdings

1. Nvidia Corporation — 3.50%
2. Apple Inc — 3.12%
3. Microsoft Corporation — 1.97%
4. Amazon Com Inc — 1.52%
5. Taiwan Semicon Manufacturing Co Ltd — 1.50%
6. Bank Deposit (USD BNP) — 1.38%
7. United States Treasury 180626 0.00 Govt. Bond — 1.31%
8. Alphabet Inc Capital Stock Class A — 1.14%
9. FNMA 30Yr Conventional Loan 010655 6.50 TBA — 1.11%
10. Broadcom Ord Shs — 1.07%

Holdings are disclosed in every Quarterly Fund Update; the full portfolio holdings file is available via the FMA Disclose register.

## Investment policy (from SIPO)

### Strategic asset allocation ranges

| Asset class | Target | Min | Max |
| --- | ---: | ---: | ---: |
| International equities | 100% | 90% | 100% |
| Cash and cash equivalents | 0% | 0% | 10% |

### Responsible-investment approach

The three core components are exclusions (excluding some companies and industries based on involvement in areas of harm or for breaching global norms), ESG integration (integrating ESG considerations into evaluation of companies invested in or looking to invest in), and stewardship (engagement and proxy voting). Investment decisions must consider social, environmental and governance factors. A Net Zero 2050 goal applies across all funds under management using a stewardship-based approach to decarbonisation.

### Derivatives policy

Derivatives are used to reduce investment risks such as currency risk, or as an efficient way to gain exposure to an asset or asset class (e.g. using equity futures). Their use is carefully managed within defined limits set out in the Derivatives Framework, which is designed to ensure all derivative positions are consistent with the fund's investment strategy and risk profile, and derivative counterparties must meet minimum credit ratings.

Source: Statement of Investment Policy and Objectives dated 2026-02-15. https://smartinvestor.sorted.org.nz/disclose-document/mdo9b15ee25f80ca08a48a31a704199c612/One-Answer-Kiwi-Saver-Scheme-SIPO-16-February-2026.pdf

## How to invest

Available via: ANZ Investments directly. Read the current Product Disclosure Statement (PDS) before investing.

## Sources

- **FMA Disclose register** (primary): https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=ANZ%20Investments%20OneAnswer%20International%20Share%20Fund
- **Product Disclosure Statement:** /disclose-document/mdo4f84a6f45ffe85a217a52ae249cb891b/One-Answer-Kiwi-Saver-PDS-23-October-2025.pdf
- **Sorted Smart Investor** (cross-validation): https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH11061/OFR11072/FND2182/
- **Manager website:** https://www.anz.co.nz/personal/investing-kiwisaver

## Citations (authoritative primary sources)

- FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/ (publisher: Financial Markets Authority, NZ)
- Inland Revenue — PIE / PIR rules — https://www.ird.govt.nz/roles/portfolio-investment-entities
- Financial Markets Conduct Act 2013 — https://www.legislation.govt.nz/act/public/2013/0069/latest/DLM4090578.html
- Sorted Smart Investor (cross-validation only) — https://smartinvestor.sorted.org.nz/

## This file

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- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
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ManagedFundsNZ is independent. We are not a Financial Advice Provider. This page is general information sourced from the FMA Disclose register; it is not personalised financial advice. Read the current PDS and consider talking to a licensed adviser before investing.