# ANZ Investments OneAnswer New Zealand Fixed Interest 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:** New Zealand Fixed Interest
- **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 New Zealand Fixed Interest Fund is a nz fixed interest managed fund run by ANZ Investments. Asset-management arm of ANZ NZ; runs the OneAnswer multi-fund range.

## Fund data

- **Annual fund charge:** 0.46% p.a. (from the latest Quarterly Fund Update)
- **5-year return (after charges, after tax at 28% PIR):** 0.63% p.a.
- **Risk indicator:** 3/7 on the FMA-mandated standardised scale (1 = lower risk, 7 = higher risk)
- **Fund size (AUM):** NZ$11 million
- **Asset mix:** 0% growth assets · 100% income assets
- **Fund started:** 31 March 1991

## Top 10 holdings

1. NZ Government Stock 15/05/2035 4.50 — 5.93%
2. NZ Government Bond 15/05/2036 4.25 — 5.16%
3. NZ Government Bond 14/04/2033 3.50 — 4.95%
4. NZ Government Bond 15/05/2034 4.25 — 4.75%
5. NZ Government Bond 15/05/2032 2 — 4.04%
6. Housing New Zealand Limited 18/10/28 — 3.47%
7. NZ Local Govt Funding Agency 15/04/26 1.50 — 2.99%
8. NZ Government Bond 15/05/2041 1.75 — 2.78%
9. ASB Bank Ltd 02/09/2030 4.10 — 2.61%
10. Westpac Banking NZ 19/11/2030 3.868 — 2.54%

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

## How to invest

Available via: InvestNow, 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%20New%20Zealand%20Fixed%20Interest%20Fund
- **Product Disclosure Statement:** /disclose-document/mdoa7e58d2ccc3267cfd4ff6568a65ca944/One-Answer-SAC-Funds-PDS-23-October-2025.pdf
- **Sorted Smart Investor** (cross-validation): https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH11065/OFR11077/FND2204/
- **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

- **Canonical HTML:** https://managedfunds.nz/funds/anz-investments/oneanswer-new-zealand-fixed-interest/
- **Markdown (this file):** https://managedfunds.nz/funds/anz-investments/oneanswer-new-zealand-fixed-interest/markdown.md
- **Structured data (JSON):** https://managedfunds.nz/funds/anz-investments/oneanswer-new-zealand-fixed-interest/data.json
- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-22
- **Reuse licence:** citation with link back to the canonical HTML is granted. No paid redistribution. Full terms: https://managedfunds.nz/llms-policy.txt

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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.