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International Equities

Vanguard International Shares Select Exclusions Index Fund

Vanguard logo Managed by Vanguard

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

0.20%

Risk indicator

1 = lower risk · 7 = higher risk

5-year return p.a.

Less than 5 years of data

Fund size

Tracks the MSCI World ex Australia, ex Tobacco, ex Controversial Weapons, ex Nuclear Weapons Index. Holdings include over 1,400 companies across 23 developed markets, excluding Australian-listed companies. Unhedged class — investors are exposed to NZD/foreign-currency movements.
— Vanguard

Key facts

Min. investment

NZ$50

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 Vanguard

Global passive-investment giant; international shares index funds available in NZ via PIE wrappers.

See all funds from Vanguard →

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