Foreign-tax (FIF) treatment — not a New Zealand PIE
This fund is structured as an Australian Unit Trust. NZ investors generally pay tax under the Foreign Investment Fund (FIF) rules and need to file an income-tax return each year disclosing FIF income. It does not qualify for the PIR-capped tax treatment that applies to NZ PIE funds. Consider tax implications carefully — and check IRD guidance or talk to an adviser.
Annual fund charge
1.50%
Risk indicator
—
1 = lower risk · 7 = higher risk
5-year return p.a.
Less than 5 years of data
Fund size
—
The fund seeks to provide long-term capital growth by investing in listed shares of companies benefitting from India's economic growth. Designed for investors with a higher tolerance for risk in exchange for higher expected return over a long horizon.
Key facts
Min. investment
NZ$250
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 shares listed outside Australasia. Includes broad global trackers, regional funds, ESG-focused strategies, and theme funds covering automation, healthcare, water and other sectors.
About India Avenue
India-focused active equities manager.
See all funds from India Avenue →Head-to-head
Compare India Avenue Equity Fund — H Class with…
Side-by-side numbers — fees, returns, risk, fund size, asset mix.
Peer funds
Other International Equities funds
