Annual fee load vs peer-class median
Is the India Avenue Equity Fund — H Class expensive?
Annual fund charge for India Avenue Equity Fund — H Class has not yet been extracted from the FMA Disclose register. The latest Quarterly Fund Update on Disclose is the authoritative figure.
Sorted Smart Investor (mirror of FMA Disclose Quarterly Fund Update)
What fee level should I expect?
For the international equities cohort across NZ retail managed funds, the annual fund charge spans roughly 0.03% at the cheapest to 4.38% at the priciest, with a median of 0.61% across 81 funds. Index/passive structures tend to sit at the lower end; active strategies at the higher end.
Frequently asked
What is the annual fund charge for India Avenue Equity Fund — H Class?
Annual fund charge for India Avenue Equity Fund — H Class has not yet been extracted from FMA Disclose. The latest Quarterly Fund Update on Disclose is the authoritative figure.
How does India Avenue Equity Fund — H Class's fee compare with peer international equities funds in New Zealand?
Peer comparison not available yet.
What does the annual charge cost over 5 years on a NZ$10,000 investment?
Cannot be computed — annual charge not yet extracted.
Where does this fee figure come from?
The annual fund charge is published by the manager in the Quarterly Fund Update (QFU) on the FMA Disclose register and mirrored on Sorted Smart Investor. Each QFU is signed and dated; the figure refreshes each quarter.
Sources
Mechanical comparison of annual fund charge against peer-class median. Not regulated financial advice. For personalised advice consult a licensed financial adviser. See the methodology page for how this comparison is built.