# BetaShares Australian Sustainability Leaders Fund

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

- **Manager:** BetaShares (BetaShares Capital Limited)
- **Asset class:** Australasian Equities
- **Risk profile:** growth
- **Structure:** NZ Portfolio Investment Entity (PIE) — investor tax capped at PIR (max 28%)
- **Responsible investment label:** yes (see SIPO for screening framework)
- **Confidence tier:** C (Sorted Smart Investor → FMA Disclose)
- **Last verified:** 2026-05-22

## Summary

The BetaShares Australian Sustainability Leaders Fund is a australasian equities managed fund run by BetaShares. Australian ETF and indexed-fund specialist with sustainability-leader and quality-factor PIE funds for NZ investors.

## Fund data

- **Annual fund charge:** 0.67% p.a. (from the latest Quarterly Fund Update)
- **Risk indicator:** 5/7 on the FMA-mandated standardised scale (1 = lower risk, 7 = higher risk)
- **Fund size (AUM):** NZ$15 million
- **Asset mix:** 98% growth assets · 2% income assets
- **Fund started:** 29 May 2023
- **Minimum initial investment:** NZ$500,000

## Top 10 holdings

1. Woolworths Group — 6.34%
2. Telstra Corp — 5.47%
3. Brambles — 4.37%
4. ResMed Inc — 3.83%
5. Suncorp Group — 3.75%
6. Goodman Group — 3.73%
7. Scentre Group — 3.72%
8. Insurance Australia Group — 3.71%
9. Computershare — 3.36%
10. CSL — 3.32%

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, BetaShares 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=BetaShares%20Australian%20Sustainability%20Leaders%20Fund
- **Product Disclosure Statement:** /disclose-document/88a837e5bdffb491/20260331-BCNZL-PDS.pdf
- **Sorted Smart Investor** (cross-validation): https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH13531/OFR13532/FND44172/
- **Manager website:** https://www.betashares.com.au

## 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/betashares/au-sustainability-leaders/
- **Markdown (this file):** https://managedfunds.nz/funds/betashares/au-sustainability-leaders/markdown.md
- **Structured data (JSON):** https://managedfunds.nz/funds/betashares/au-sustainability-leaders/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

---

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.