India Avenue Equity Fund — H Class
Managed by India Avenue India Avenue Equity Fund — H Class is a international equities managed fund operated by India Avenue; an Australian Unit Trust (FIF for NZ investors). Headline terms: annual fund charge 1.50% · minimum investment NZ$250. Compared with 81 other same-category funds on this site, the 1.50% annual fund charge sits above the same-category median of 0.61%.
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 read the PIE vs FIF guide or check IRD's FIF guidance.
Annual fund charge
1.50%
Risk indicator
—
FIF funds are not on the FMA Disclose register; the issuer's PDS publishes a comparable risk band in Australia — check the manager's website.
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
How this fund compares to peers
Mechanical comparison vs the 81 other international equities funds in our cohort. Source: FMA Disclose register via Sorted Smart Investor. Past performance is not a reliable indicator of future returns.
Annual fund charge
1.50%
Category median: 0.61%
Pricier than most peers (top 90% by fee)
Illustrative 5y fee impact on a sample balance of $10,000
$728
Compounded charge over 5 years (excl. returns)
$427 more than peer median
Read the full fee-vs-peers breakdown →
Mechanical scores only — no opinion or recommendation. Different funds suit different investor goals. ManagedFundsNZ is not a Financial Advice Provider. Read the current PDS and consider speaking to a licensed financial adviser.
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 →Common questions
Questions people ask about India Avenue Equity Fund — H Class
Drawn from Google's "People also ask" panel and answered with reference to the fund's filed PDS, Fund Update and FMA Disclose data. Not personal financial advice — for guidance specific to your situation, consult an authorised financial adviser.
What is an H class fund?
H class units are typically a share class within a fund structure, often differentiated by fee level, minimum investment, or investor type. India Avenue Equity Fund — H Class is available via InvestNow and directly from India Avenue; check the current Product Disclosure Statement on the India Avenue website or FMA Disclose register for the specific characteristics of this class.
Can you negotiate management fees?
The annual fund charge for India Avenue Equity Fund — H Class is 1.5% p.a. as at the latest Quarterly Fund Update. Fee negotiation terms are determined by the fund manager; contact India Avenue directly or your investment platform (such as InvestNow) to discuss your specific circumstances.
What is the average fund fee?
Fee levels vary significantly across fund categories and managers. India Avenue Equity Fund — H Class charges 1.5% p.a. in annual fund charges. To compare fees across international equity funds in our coverage, see our fund comparison tools or check FMA Disclose for current charges across the market.
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
AI & integrations
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Frequently asked questions
Mechanical Q&A grounded in the fund's PDS, SIPO, and latest QFU on the FMA Disclose register. Verify against the source before relying on any of this.
Who manages the India Avenue Equity Fund — H Class?
India Avenue Equity Fund — H Class is managed by India Avenue. India-focused active equities manager.
What asset class is the India Avenue Equity Fund — H Class?
It is a international equities managed fund. 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.
What are the fees for the India Avenue Equity Fund — H Class?
The annual fund charge for the India Avenue Equity Fund — H Class is 1.50% p.a., as reported in the latest Quarterly Fund Update sourced from the FMA Disclose register. Always check the current PDS for any additional fees.
Is the India Avenue Equity Fund — H Class a PIE fund?
No. The India Avenue Equity Fund — H Class is structured as an Australian Unit Trust, not a New Zealand Portfolio Investment Entity (PIE). 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. Different from PIE funds where tax is capped at the Prescribed Investor Rate (PIR).
How can I invest in the India Avenue Equity Fund — H Class?
The India Avenue Equity Fund — H Class is available via India Avenue directly. Always read the current Product Disclosure Statement before investing.
What is an H class fund?
H class units are typically a share class within a fund structure, often differentiated by fee level, minimum investment, or investor type. India Avenue Equity Fund — H Class is available via InvestNow and directly from India Avenue; check the current Product Disclosure Statement on the India Avenue website or FMA Disclose register for the specific characteristics of this class.
Can you negotiate management fees?
The annual fund charge for India Avenue Equity Fund — H Class is 1.5% p.a. as at the latest Quarterly Fund Update. Fee negotiation terms are determined by the fund manager; contact India Avenue directly or your investment platform (such as InvestNow) to discuss your specific circumstances.
What is the average fund fee?
Fee levels vary significantly across fund categories and managers. India Avenue Equity Fund — H Class charges 1.5% p.a. in annual fund charges. To compare fees across international equity funds in our coverage, see our fund comparison tools or check FMA Disclose for current charges across the market.