The Australasian Property Fund invests mainly in New Zealand and Australian listed property assets. Investments may include: Companies, funds or trusts that invest in property and are listed or intend to list, and cash and cash equivalents. The Australasian Property 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 | $19.8M NZD |
| Period of data report | 31st Dec. 2024 |
| Members | 819 |
| Fund started | 1st Oct. 2007 |
| Total annual fund fees | 1.02% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.97% |
| Other management and administration charges | 0.05% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
George Crosby |
Currently: Chief Investment Officer (0 years, 10 months)
|
|
Mathew Young |
Currently: Deputy Chief Investment Officer (0 years, 9 months)
|
|
Paul Gregory |
Currently: Head of Investment Partnerships (0 years, 9 months)
|
|
Francois De Cannart D’Hamale |
Currently: Fund Manager, Listed Property (0 years, 9 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.
| Year | Market Average | Fund Annual Return |
|---|---|---|
| 2024 | 14.19% | 2.87% |
| 2023 | -4.84% | -16.67% |
| 2022 | 3.55% | 0.51% |
| 2021 | 33.87% | 32.12% |
| 2020 | -6.10% | -7.14% |
| 2019 | 10.35% | 19.76% |
| 2018 | 6.95% | 5.78% |
| 2017 | 10.40% | 0.79% |
| 2016 | 4.51% | 14.02% |
| 2015 | 15.30% | 24.67% |
The market average is the average 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 31st Dec. 2024.
Goodman Property Trust
New Zealand Listed Property
Precinct Properties NZ Ltd
New Zealand Listed Property
Kiwi Income Property Trust
New Zealand Listed Property
Stride Stapled Group
New Zealand Listed Property
Property For Industry Ltd
New Zealand Listed Property
Vital Healthcare Property Trust
New Zealand Listed Property
Investore Property Limited
New Zealand Listed Property
Oceania Healthcare
New Zealand Listed Property
Willis Bond Property Income Fund
New Zealand Listed Property
Ryman Healthcare Ltd
New Zealand Australasian Equities
| 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 | 0.0% | 0.0% |
| International Equities | 0.0% | 0.0% |
| Listed Properties | 100.0% | 99.99% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 0.0% |
| Commodities | 0.0% | 0.0% |
How the money in this fund is invested by asset type.
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
This data is compiled by Mindful Money from the fund information and portfolios
that each
KiwiSaver
fund has
filed with the Disclose register to 30th Sept. 2024 and Mindful Money
analysis of funds within those portfolios. The list of companies of concern has
been drawn from ratings agencies and public sources, including the Norwegian
Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.
Please note that companies may breach more than one of these areas of
concern.
The listing of companies of concern is based on definitions used in Mindful Money's
methodology. These definitions may
be different from the exclusions policy and definitions applied by the fund provider.
Mindful Money uses the term Mindful Funds as our standard
for ethical investment and responsible investment. This does not imply that
other funds are unethical or that the fund providers that do not meet these
standards are unethical providers.
The Australasian Property Fund invests mainly in New Zealand and Australian listed property assets. Investments may include: Companies, funds or trusts that invest in property and are listed or intend to list, and cash and cash equivalents. The Australasian Property 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 | $19.8M NZD |
| Period of data report | 31st Dec. 2024 |
| Members | 819 |
| Fund started | 1st Oct. 2007 |
| Total annual fund fees | 1.02% |
| Total performance based fees | 0.0% |
| Manager's basic fee | 0.97% |
| Other management and administration charges | 0.05% |
| Total other charges | 0.0 |
| Total other charges currency | NZD |
|
George Crosby |
Currently: Chief Investment Officer (0 years, 10 months)
|
|
Mathew Young |
Currently: Deputy Chief Investment Officer (0 years, 9 months)
|
|
Paul Gregory |
Currently: Head of Investment Partnerships (0 years, 9 months)
|
|
Francois De Cannart D’Hamale |
Currently: Fund Manager, Listed Property (0 years, 9 months)
|
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.
| Year | Market Average | Fund Annual Return |
|---|---|---|
| 2024 | 14.19% | 2.87% |
| 2023 | -4.84% | -16.67% |
| 2022 | 3.55% | 0.51% |
| 2021 | 33.87% | 32.12% |
| 2020 | -6.10% | -7.14% |
| 2019 | 10.35% | 19.76% |
| 2018 | 6.95% | 5.78% |
| 2017 | 10.40% | 0.79% |
| 2016 | 4.51% | 14.02% |
| 2015 | 15.30% | 24.67% |
The market average is the average 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 31st Dec. 2024.
Goodman Property Trust
New Zealand Listed Property
Precinct Properties NZ Ltd
New Zealand Listed Property
Kiwi Income Property Trust
New Zealand Listed Property
Stride Stapled Group
New Zealand Listed Property
Property For Industry Ltd
New Zealand Listed Property
Vital Healthcare Property Trust
New Zealand Listed Property
Investore Property Limited
New Zealand Listed Property
Oceania Healthcare
New Zealand Listed Property
Willis Bond Property Income Fund
New Zealand Listed Property
Ryman Healthcare Ltd
New Zealand Australasian Equities
| 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 | 0.0% | 0.0% |
| International Equities | 0.0% | 0.0% |
| Listed Properties | 100.0% | 99.99% |
| Unlisted Properties | 0.0% | 0.0% |
| Other | 0.0% | 0.0% |
| Commodities | 0.0% | 0.0% |
How the money in this fund is invested by asset type.
This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st Dec. 2024.
