Morningstar Fund Report
OneAnswer KiwiSaver-Sustainable Int Shr
Performance
31 May 2022
Growth of $10,000

Fund: OneAnswer KiwiSaver-Sustainable Int Shr

Index: MSCI World GR NZD

Category: Equity Region World
Financial Year Total Returns
Mar-20 | Mar-21 | Mar-22 | May-22 | |
---|---|---|---|---|
Fund | 14.35 | 37.01 | 13.51 | -1.96 |
+/- Cat | 13.11 | 0.63 | 8.06 | -- |
+/- Index | 10.67 | 6.00 | 2.14 | -0.13 |
Trailing Total Returns
as at 31 May 2022Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | -2.78 | -2.16 | -2.64 | 46 / 53 |
3 Month | -3.16 | -0.14 | -1.36 | 27 / 52 |
1 Year | 6.16 | 5.67 | -0.78 | 5 / 46 |
3 Year | 18.99 | 7.50 | 5.74 | 1 / 35 |
5 Year | 14.85 | 4.57 | 2.64 | 1 / 30 |
Risk Analysis
as at 31 May 20223-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 12.44 | 12.64 | -- |
Sharpe Ratio | 1.41 | 0.8 | -- |
R-Squared | 77.87 | 76.33 | -- |
Beta | 0.91 | 0.91 | -- |
Alpha | 6.2 | -1.43 | -- |
Fund Details
Fund Inception | 28 Jul 2008 |
Responsible Entity | ANZ New Zealand Investments Limited |
Fund Manager | ANZ New Zealand Investments Limited |
Base Currency | $NZ |
Net Assets $Mil (as at 22 Jun 2022) |
23.14 |
Minimum Investment $ | 0 |
Regular Savings Plan (Yes/No) |
-- |
Cash Distributions | -- |
Current Investment Style
as at 31 May 2022

Size | Large Style | Blend
Asset Allocation
% as at 31 May 2022
Domestic Equity | 0.000 |
International Equity | 99.952 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 0.051 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 22 Jun 2022
APIR Code | -- |
Legal Type | Superannuation Fund |
Status | Open |
Category | Equity Region World |
Entry Price $ | 3.0723 |
Exit Price $ | 3.0723 |
Exit Price 1 Week Change $ |
-0.0220 |
Morningstar Ratings
Overall |
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3 Year |
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5 Year |
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10 Year |
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Prosective Fees & Costs
as at 03 Nov 2021
Total Cost Ratio (Prospective) | 1.39% |
Investment Management Fee | 1.15% |
Performance Fee Costs | 0.00% |
Administration Fees & Costs | -- |
Buy Spread/Sell Spread | -- / -- |