# India Avenue Equity Fund — H Class

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

- **Manager:** India Avenue
- **Asset class:** International Equities
- **Structure:** Australian Unit Trust — NZ investors taxed under Foreign Investment Fund (FIF) rules
- **Thematic fund:** yes
- **Confidence tier:** B (manager fact sheet)
- **Last verified:** 2026-05-07

## Summary

The India Avenue Equity Fund — H Class is a international equities managed fund run by India Avenue. India-focused active equities manager.

## Fund data

- **Annual fund charge:** 1.50% p.a. (from the latest Quarterly Fund Update)
- **Minimum initial investment:** NZ$250

## How to invest

Available via: India Avenue 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=India%20Avenue%20Equity%20Fund%20%E2%80%94%20H%20Class
- **Product Disclosure Statement:** https://cdn.investnow.co.nz/20210601165208/India-Avenue-Equity-Fund-Retail-Class-NZ-PDS.pdf
- **Manager website:** https://indiaavenueinvest.com

## 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/

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- **First published:** 2026-05-08
- **Last refreshed:** 2026-05-07
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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.