Amp Kiwisaver Scheme
Amp Australasian Shares Fund
The Smiths take
Amp Australasian Shares Fund Smiths Rating B+
Smiths' editorial rating, our internal opinion based on 10-year returns and risk band fit. Not a formal credit rating or regulated star rating.
The fund matches the group average on 5-year returns. Read the full breakdown below.
General information only · Past performance is not a reliable indicator of future performance · For personal advice please contact us.
At a glance
This fund is for investors seeking
Three quick reads for whether the Amp Australasian Shares Fund fits your situation.
A 10+ years timeframe
This is a aggressive KiwiSaver fund. The provider's recommended minimum holding period sits in the 10+ years range.
A higher-risk investment
Sorted's risk indicator places this at 5 on a 1–7 scale. Bigger swings, potentially higher long-term returns.
Mostly growth assets
100% growth assets (shares, property) and 0% income assets (bonds, cash). Spread across multiple asset classes.
Snapshot
The headline numbers
Mix
99.83% / 0.17%
Growth / Income · avg 98.25% / 1.75%
5-yr return
2.15%
Annualised, after fees & 28% PIR · avg 2.15%
Past performance is not a reliable indicator of future performance. Data as at Q1 2026 (31 Mar 2026).
What the provider says
In their own words
“This is a single sector fund with exposure to equity securities of companies that are listed on the NZ and Australian stock exchange. The fund aims to achieve long term capital growth through exposure to shares of companies listed in New Zealand and Australia.”
- Fund start date
- 28 July 2016
- Withdrawal rules
- This is a KiwiSaver fund. generally you can withdraw only to purchase a first home, after the age of 65, or in cases of significant financial hardship.
Asset mix
What this fund actually holds
Growth assets are 99.83% of the fund, income assets the rest. The mix is the latest snapshot from Sorted, with the average for this risk band's KiwiSaver funds shown alongside.
- Sharesthis fundavg
99.83%
avg 87.94%
- Propertythis fundavg
0.00%
avg 8.38%
- Otherthis fundavg
0.00%
avg 1.93%
- Bondsthis fundavg
0.00%
avg 0.38%
- Cashthis fundavg
0.17%
avg 1.37%
What it owns
Top 10 holdings. 58.73% of the fund
The rest is spread across hundreds of other positions. Full holdings live in the provider's portfolio file.
Fisher & Paykel Healthcare Corporation Limited
Shares
Australasian EquitiesNZ14.16%Auckland International Airport Limited
Shares
Australasian EquitiesNZ8.94%Infratil Limited
Shares
Australasian EquitiesNZ7.06%Contact Energy Limited
Shares
Australasian EquitiesNZ5.52%The A2 Milk Company Limited
Shares
Australasian EquitiesNZ5.00%Meridian Energy Limited
Shares
Australasian EquitiesNZ4.79%Mainfreight Limited
Shares
Australasian EquitiesNZ3.83%Ebos Group Limited
Shares
Australasian EquitiesNZ3.62%Mercury Nz Limited
Shares
Australasian EquitiesNZ3.04%Spark New Zealand Limited
Shares
Australasian EquitiesNZ2.77%
Yearly returns
2.15% per year over 5 years
Each bar is the 12-month return ending in March, after fees and 28% PIR. Past performance is not a reliable indicator of future performance.
Returns: living in the past
Seeking returns is the point of investing, but the ones shown above are already gone. they won't continue. Pick a fund based on the right mix for your situation, not on past returns.
Risk indicator
Sorted risk rating: 5 of 7
The Sorted risk indicator is calculated from the last 5 years of price volatility. Higher = more ups and downs but typically higher long-term returns.
Fund details
The unsexy stats that matter
- Total fund value
- $8,417,296
- Members
- 437
- Asset liquidity ratio
- 100.00%
- Debt ratio
- 0.07%
- Default KiwiSaver fund
- No
- Fund reference
- FND608
Manager
Amp Kiwisaver Scheme
Licensed with the Financial Markets Authority.
- NZBN
- 9429038259210
- FSP number
- FSP25061
Smiths Health Check
See whether the Amp Australasian Shares Fund fits your situation.
Take the 90-second Health Check. We'll grade your current setup and give you a personalised recommendation from our advised panel, benchmarked against every fund in the directory, not just amp.
Our directory covers every NZ KiwiSaver fund. Our advice panel is five schemes (ANZ, Booster, Fisher Funds, Generate, Milford); recommendations land on four funds across Milford and Booster — how we're paid →