{
  "schemaVersion": "1.0",
  "canonicalUrl": "https://managedfunds.nz/funds/betashares/australia-200/",
  "fetchedAt": "2026-05-22T05:19:08.640Z",
  "fund": {
    "slug": "australia-200",
    "name": "BetaShares Australia 200 Fund",
    "managerSlug": "betashares",
    "category": "australasian-equities",
    "riskProfile": "growth",
    "isPie": true,
    "isEtf": null,
    "ticker": null,
    "isHedged": null,
    "isResponsibleInvestment": null,
    "isThematic": null,
    "isFifNotPie": null,
    "shortDescription": null,
    "availableVia": [
      "investnow",
      "direct"
    ],
    "dataStatus": "pending-ingestion"
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  "manager": {
    "slug": "betashares",
    "name": "BetaShares",
    "legalName": "BetaShares Capital Limited",
    "parent": null,
    "website": "https://www.betashares.com.au",
    "hq": "Sydney"
  },
  "category": {
    "slug": "australasian-equities",
    "name": "Australasian Equities",
    "shortName": "Australasian Equities"
  },
  "metrics": {
    "status": "ok",
    "matchScore": 3.3333333333333335,
    "sortedFundName": "BETASHARES AUSTRALIA 200 FUND",
    "sortedManager": "BETASHARES CAPITAL NZ LIMITED betashares.com.au",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH13531/OFR13532/FND44173/",
    "fetchedAt": "2026-05-22T03:11:38.063Z",
    "source_doc": "sorted/SCH13531/OFR13532/FND44173",
    "source_doc_date": "2026-05-22",
    "source_doc_url": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH13531/OFR13532/FND44173/",
    "source_tier": "C",
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    "annualFundChargePct": 0.23,
    "peerAvgFeePct": 0.91,
    "fiveYearReturnPct": null,
    "peerAvg5YearReturnPct": 4.91,
    "fiveYearReturnNote": "Less than 5 years of data",
    "growthAssetsPct": 98.31,
    "incomeAssetsPct": 1.69,
    "fundSizeNzd": 54160524.23,
    "pdsUrl": "/disclose-document/88a837e5bdffb491/20260331-BCNZL-PDS.pdf",
    "strategySummary": "“\n                            The fund aims to provide an investment return that tracks the performance of the Solactive Australia 200 Index, before taking into account fees and expenses.\n                            ”",
    "topHoldings": [
      {
        "asset": "Commonwealth Bank",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 10.91
      },
      {
        "asset": "BHP",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 9.66
      },
      {
        "asset": "Westpac Bank",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 5.27
      },
      {
        "asset": "National Australia Bank",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 4.95
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      {
        "asset": "ANZ Bank",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 4.23
      },
      {
        "asset": "Wesfarmers",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 3.22
      },
      {
        "asset": "Macquarie Group",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 2.97
      },
      {
        "asset": "CSL",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 2.66
      },
      {
        "asset": "Woodside Energy Group",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 2.59
      },
      {
        "asset": "Telstra Corp",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "AU",
        "weightPct": 2.34
      }
    ],
    "fundStartDate": "29 May 2023",
    "minimumInvestmentNzd": 500000,
    "documents": [
      {
        "label": "BETASHARES AUSTRALIA 200 FUND (FND44173) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 4.86 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND44173/BETASHARES-AUSTRALIA-200-FUND-FND44173-Full-portfolio-holdings-31-March-2026.xlsx"
      },
      {
        "label": "20260331 BCNZL PDS.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 846.45 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/88a837e5bdffb491/20260331-BCNZL-PDS.pdf"
      },
      {
        "label": "Betashares Australia 200 Fund Quarterly Report.pdf The quarterly update published by the provider PDF, 166.96 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/99b05ec9c511484c/Betashares-Australia-200-Fund---Quarterly-Report.pdf"
      },
      {
        "label": "20260331 BCNZL OMI.pdf Other Material Information PDF, 875.26 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/bb4120a572a6896f/20260331-BCNZL-OMI.pdf"
      },
      {
        "label": "20260331 BCNZL SIPO.pdf Statement of investment policy and objectives PDF, 679.82 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/1acf3f74bb69ef7b/20260331-BCNZL-SIPO.pdf"
      }
    ]
  },
  "sources": {
    "fmaDisclose": "https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=BetaShares%20Australia%20200%20Fund",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH13531/OFR13532/FND44173/",
    "productDisclosureStatement": "/disclose-document/88a837e5bdffb491/20260331-BCNZL-PDS.pdf"
  },
  "licence": {
    "reuse": "Citation with link-back to canonicalUrl required. No paid redistribution.",
    "contact": "hello@managedfunds.nz"
  }
}