OneAnswer KiwiSaver Scheme
OneAnswer International Fixed Interest Fund
In their own words: "The International Fixed Interest Fund invests mainly in international fixed interest assets. Investments may include:• fixed interest assets issued by governments or international companies, 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 is in line with the relevant market index."

At a glance:
Average annual returns over the past 3 years, after fees and taxes. *indicates less than three years of data.
Annual fees, including membership and % management fee.
More information:
A summary of this fund and it's details.
Number | FND2178 |
Name | OneAnswer International Fixed Interest Fund |
Risk profile | Defensive fund |
Description | The International Fixed Interest Fund invests mainly in international fixed interest assets. Investments may include:• fixed interest assets issued by governments or international companies, 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 is in line with the relevant market index. |
Value | $2.7M NZD |
Members | 236 |
Market index description | JP Morgan Global Government Bond Index (100% hedges to the New Zealand dollar) |
Disclosure Statement Period | Sun June 30th 2019 |
Fund started | Mon Oct. 1st 2007 |
Three-year average return | 1.55% |
Market index past year return | 7.35% |
Past year return net charges and tax | 4.47% |
Past year return net of charges gross of tax | 6.26% |
Market index return since fund started | 6.12% |
Return since fund started net | 3.47% |
Total annual fund fees | 0.79% |
Total performance based fees | 0.0% |
Manager's basic fee | 0.75% |
Administration charges | 0.04% |
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 | 2.26% | 2.95% |
2018 | 2.15% | 1.25% |
2017 | 1.38% | 0.44% |
2016 | 2.64% | 3.01% |
2015 | 4.66% | 7.75% |
2014 | 2.00% | 1.0% |
2013 | 3.15% | 4.7% |
2012 | 3.62% | 5.95% |
2011 | 3.17% | 3.03% |
2010 | 3.39% | 2.83% |
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:
-
United States Treasury 2.875% 31 Oct 2020
United States Int Fixed Interest AAA1.22% -
United States Treasury 2.625% 31 Dec 2025
United States Int Fixed Interest AAA1.12% -
Bundesschatzanweisung 0.00% 11 Sep 2020
Germany Int Fixed Interest AAA1.05% -
United States Treasury 2.375% 31 Jan 2023
United States Int Fixed Interest AAA0.92% -
United States Treasury 1.5% 31 Jan 2022
United States Int Fixed Interest AAA0.88% -
Hong Kong Government Bond 0.91% 05 Nov 2020
Hong Kong Int Fixed Interest AA+0.73% -
United States Treasury 2.625% 28 Feb 2023
United States Int Fixed Interest AAA0.72% -
United States Treasury 1.875% 31 Oct 2022
United States Int Fixed Interest AAA0.72% -
United States Treasury 1.625% 15 Oct 2020
United States Int Fixed Interest AAA0.72% -
Norwegian Government Bond 3.75% 25 May 2021
Norway Int Fixed Interest AAA0.69%
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% | 0.03% |
New Zealand Fixed Interest | 0.0% | 0.0% |
International Fixed Interest | 100.0% | 99.97% |
Australasian Equities | 0.0% | 0.0% |
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:0.00%
-
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.