OneAnswer KiwiSaver Scheme
OneAnswer International Share Fund

In their own words: "The International Share Fund invests mainly in international equities. Investments may include:• equities in companies that are listed on a recognised stock exchange, 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: 9.49%

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

Annual Fees: 1.05%

Annual fees, including membership and % management fee.

More information:

A summary of this fund and it's details.

Number FND2182
Name OneAnswer International Share Fund
Risk profile Aggressive fund
Description The International Share Fund invests mainly in international equities. Investments may include:• equities in companies that are listed on a recognised stock exchange, 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 $53M NZD
Members 1,756
Market index description MSCI All Countries (AC) World ex Australia Index with net dividends re-invested (unhedged)
Disclosure Statement Period Sun Sept. 30th 2018
Fund started Mon Oct. 1st 2007
Three-year average return 9.49%
Market index past year return 19.82%
Past year return net charges and tax 16.88
Past year return net of charges gross of tax 18.48
Market index return since fund started 8.30%
Return since fund started net 8.80%
Total annual fund fees 1.05
Total performance based fees 0.0
Manager's basic fee 1.0
Administration charges 0.05
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
2018 6.68% 11.48%
2017 11.18% 11.88%
2016 4.51% 5.12%
2015 15.30% 21.06%
2014 10.31% 12.61%
2013 13.23% 10.49%
2012 -5.15% -3.81%
2011 7.61% 5.02%
2010 26.74% 24.7%
2009 -24.48% -20.47%

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:

  • Visa Inc
    United States International Equities
    2.41%
  • Medtronic Plc
    United States International Equities
    1.7%
  • Reckitt Benckiser
    United Kingdom International Equities
    1.47%
  • Thermo Fisher Scientific Inc
    United States International Equities
    1.31%
  • Nestle Sa
    Switzerland International Equities
    1.31%
  • Hdfc Bank Limited - Adr
    United States International Equities
    1.29%
  • Cash Deposit (J.P. Morgan USD)
    United States Cash and Equivalents A1
    1.25%
  • Walt Disney Corporation
    United States International Equities
    1.2%
  • Comcast Corp - Cls A
    United States International Equities
    1.17%
  • Accenture Plc - Cls A
    United States International Equities
    1.08%

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% 0.13%
New Zealand Fixed Interest 0.0% 0.0%
International Fixed Interest 0.0% 0.0%
Australasian Equities 0.0% 0.0%
International Equities 100.0% 99.87%
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: Senior Mandate Research Manager (3 years, 2 months)
    Previously: Investment Analyst, ANZ Bank New Zealand Limited (8 years, 8 months)

  • Andrew Mortimer

    Currently: Fund Manager (0 years, 1 months)
    Previously: Senior Investment Analyst (contractor), ANZ New Zealand Investments Limited (0 years, 10 months)

  • Angus Simpson

    Currently: Equity Analyst (0 years, 6 months)
    Previously: Equity Analyst, UBS New Zealand (2 years, 11 months)

  • Craig Brown

    Currently: Portfolio Manager, Australasian Equities (4 years, 2 months)
    Previously: Senior Investment Analyst, ANZ New Zealand Investments Limited (6 years, 6 months)

  • Craig Tyson

    Currently: Investment Manager (12 years, 8 months)
    Previously: (None years, None months)

  • Frazer Stewart

    Currently: Investment Analyst (1 years, 0 months)
    Previously: (None years, None months)

  • George Lawrence

    Currently: Equities Analyst (1 years, 1 months)
    Previously: (None years, None months)

  • Iain Cox

    Currently: Australasian Head of Fixed Interest & Cash (4 years, 7 months)
    Previously: Senior Fixed Interest Analyst, ANZ New Zealand Investments Limited (2 years, 10 months)

  • Maaike Van Tol

    Currently: Asset Allocation Strategist (3 years, 1 months)
    Previously: Strategic Asset Allocation Specialist, NN Investment Partners (4 years, 9 months)

  • Max Lesser

    Currently: Fund Manager (0 years, 1 months)
    Previously: Senior Investment Analyst (contractor), ANZ New Zealand Investments Limited (0 years, 5 months)

  • Mia Prkusic

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

  • Paul Huxford

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

  • Peter Jones

    Currently: Senior Manager Investment Management (6 years, 8 months)
    Previously: Head of Fixed Interest, ANZ Bank New Zealand Limited (6 years, 0 months)

  • Ray Jack

    Currently: Credit Analyst (3 years, 1 months)
    Previously: Investment Analyst, ANZ Bank New Zealand Limited (12 years, 4 months)

  • Stuart Millar

    Currently: Head of Diversified Portfolio Management (3 years, 2 months)
    Previously: Senior Capital Markets Manager, ANZ New Zealand Investments Limited (3 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:
    3.83%
  • Animal Testing:
    12.51%
  • Fossil Fuels:
    1.19%
  • Gambling:
    0.16%
  • GMOs:
    1.08%
  • Human Rights & Environmental Violations:
    1.74%
  • Palm Oil:
    0.00%
  • Tobacco:
    0.00%
  • Weapons:
    1.04%

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.