OneAnswer KiwiSaver Scheme
OneAnswer Australasian Share Fund

In their own words: "The Australasian Share Fund invests mainly in New Zealand and Australian equities. Investments may include: • equities in companies that are listed or intend to list on the New Zealand or Australian stock exchanges, and • cash and cash equivalents. The fund aims to achieve a positive yearly return (after the fund charge and before tax) that over the long-term outperforms the relevant market index."

At a glance:

Not Mindful
Type: Aggressive fund
Past Returns: 11.49%

Average annual returns over the past 3 years, after fees and taxes. *indicates less than three years of data.

Annual Fees: 1.03%

Annual fees, including membership and % management fee.

More information:

A summary of this fund and it's details.

Number FND2181
Name OneAnswer Australasian Share Fund
Risk profile Aggressive fund
Description The Australasian Share Fund invests mainly in New Zealand and Australian equities. Investments may include: • equities in companies that are listed or intend to list on the New Zealand or Australian stock exchanges, and • cash and cash equivalents. The fund aims to achieve a positive yearly return (after the fund charge and before tax) that over the long-term outperforms the relevant market index.
Value $37M NZD
Members 1,505
Market index description S&P/NZX 50 Total Return Index (with imputation credits re-invested)
Disclosure Statement Period Sun June 30th 2019
Fund started Mon Oct. 1st 2007
Three-year average return 11.49%
Market index past year return 18.60%
Past year return net charges and tax 13.18
Past year return net of charges gross of tax 14.2
Market index return since fund started 15.59%
Return since fund started net 12.96%
Total annual fund fees 1.03
Total performance based fees 0.0
Manager's basic fee 1.0
Administration charges 0.03
Total other charges 24.0
Total other charges currency NZD

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2019.

The past annual returns for this fund. Please note that higher past returns do not always mean higher future returns.

Year Market Index Fund Annual Return
2019 10.11% 16.82%
2018 6.68% 12.66%
2017 11.18% 5.0%
2016 4.51% 12.25%
2015 15.30% 11.81%
2014 10.31% 18.7%
2013 13.23% 23.85%
2012 -5.15% 1.03%
2011 7.61% 5.88%
2010 26.74% 24.23%

The market index is the average NZ KiwiSaver return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2019.

Showing the top 10 investments for this fund:

  • A2 Corp Ltd
    New Zealand Australasian Equities
    10.66%
  • Fisher and Paykel Healthcare
    New Zealand Australasian Equities
    7.98%
  • Auckland International Airport
    New Zealand Australasian Equities N/A
    7.39%
  • Spark New Zealand Ltd
    New Zealand Australasian Equities N/A
    7.28%
  • Meridian Energy Ltd
    New Zealand Australasian Equities
    6.36%
  • Contact Energy Ltd
    New Zealand Australasian Equities N/A
    5.76%
  • Ryman Healthcare Ltd
    New Zealand Australasian Equities
    5.6%
  • Mainfreight Ltd
    New Zealand Australasian Equities
    4.46%
  • Fletcher Building Ltd
    New Zealand Australasian Equities
    4.19%
  • Infratil Ltd
    New Zealand Australasian Equities
    3.32%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2019.

How the money in this fund is invested.

Type Target Actual
Cash and Cash Equivalents 0.0% 0.01%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 100.0% 99.99%
International Equities 0.0% 0.0%
Listed Properties 0.0% 0.0%
Unlisted Properties 0.0% 0.0%
Unknown None% 0.0%
Other 0.0% 0.0%
Commodities 0.0% 0.0%

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2019.

Key Personnel

  • Alan Clarke

    Currently: Co-Head of Diversified Portfolio Management (0 years, 4 months)
    Previously: Senior Mandate Research Manager (3 years, 7 months)

  • Andrew Mortimer

    Currently: Fund Manager (0 years, 10 months)
    Previously: Senior Investment Analyst (contractor), ANZ New Zealand Investments Limited (0 years, 10 months)

  • Angus Simpson

    Currently: Equity Analyst (1 years, 3 months)
    Previously: Equity Analyst, UBS New Zealand (2 years, 11 months)

  • Craig Brown

    Currently: Portfolio Manager, Australasian Equities (4 years, 11 months)
    Previously: Senior Investment Analyst, ANZ New Zealand Investments Limited (6 years, 6 months)

  • Craig Tyson

    Currently: Investment Manager (13 years, 5 months)
    Previously: (None years, None months)

  • George Lawrence

    Currently: Equity Analyst (1 years, 10 months)
    Previously: (None years, None months)

  • Iain Cox

    Currently: Australasian Head of Fixed Interest & Cash (5 years, 4 months)
    Previously: Senior Fixed Interest Analyst, ANZ New Zealand Investments Limited (2 years, 10 months)

  • Maaike Van Tol

    Currently: Co-Head of Diversified Portfolio Management (0 years, 4 months)
    Previously: Asset Allocation Strategist (3 years, 6 months)

  • Mathew Young

    Currently: Head of Investment Implementation and FX Strategy (0 years, 4 months)
    Previously: Head of Investment Implementation (2 years, 2 months)

  • Max Lesser

    Currently: Fund Manager (0 years, 10 months)
    Previously: Senior Investment Analyst (contractor), ANZ New Zealand Investments Limited (0 years, 5 months)

  • Mia Prkusic

    Currently: Fixed Interest Analyst (3 years, 10 months)
    Previously: Portfolio & Advisory Associate, ANZ Bank New Zealand Limited (1 years, 6 months)

  • Paul Huxford

    Currently: Chief Investment Officer, New Zealand (0 years, 12 months)
    Previously: Acting Chief Investment Officer, New Zealand (0 years, 3 months)

  • Peter Jones

    Currently: Senior Manager Investment Management (7 years, 5 months)
    Previously: Head of Fixed Interest, ANZ New Zealand Investments Limited (6 years, 0 months)

  • Ray Jack

    Currently: Credit Analyst (3 years, 10 months)
    Previously: Investment Analyst, ANZ Bank New Zealand Limited (12 years, 4 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 30 June 2019.

The known proportion of this fund invested in the areas of concern that we track. The Fund may have investments that are not consistent with their exclusions policy because of timing issues or because there are companies of concern in indirect investments.

  • Adult Entertainment/Pornography:
    0.00%
  • Alcohol:
    0.00%
  • Animal Testing:
    0.00%
  • Fossil Fuels:
    0.00%
  • Gambling:
    2.61%
  • GMOs:
    0.00%
  • Human Rights & Environmental Violations:
    0.00%
  • Palm Oil:
    0.00%
  • Tobacco:
    0.00%
  • Weapons:
    0.00%

This data has been compiled by Mindful Money from the portfolios that each KiwiSaver fund has filed with the Disclose register to 31 March 2019 and Mindful Money analysis of funds within those portfolio. The list of companies of concern has been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund and research organisations.

Does this fund have a policy to exclude any industries from its investments?

  • Adult Entertainment/Pornography:
  • Alcohol:
  • Animal Testing:
  • Fossil Fuels:
  • Gambling:
  • GMOs:
  • Human Rights & Environmental Violations:
  • Palm Oil:
  • Tobacco:
  • Weapons:

This data is compiled from Mindful Money analysis of Fund websites. Note that the Fund’s intended exclusions may not be consistent with the analysis of the portfolio because of timing issues or because there are companies of concern in indirect investments by the Fund.

Many KiwiSaver funds exclude controversial weapons. However, the category of Weapons used in this analysis is broader in scope, covering all munitions, firearms and military weapons.

Download the fund's disclosure statement and portfolio holdings.

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You should be prudent about your investment.

Investing involves risk. The value of investments can go down, as well as going up. You might lose some of your capital investment. Past returns are not a guide to future returns. The information provided on this website is not a recommendation to buy, sell or hold any financial products. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations.

Before investing, consider your investment aims, your values and your risk preferences. You should read the Product Disclosure Statement for the investment fund carefully. It contains the fund’s investment objectives, risks, fees and other information which you should know before investing. This website has a list of the advisers that are registered with the Responsible Investment Association of Australasia. You should contact an investment adviser before investing if you have questions or if you are unclear about the implications of your investment decision.