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InvestNow
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International shares, Shares

Foundation Series Hedged Total World Fund

The Fund aims for high long-run returns by investing in an Exchange-Traded Fund (‘ETF’) that invests in shares of large, mid-sized and small companies listed on international stock markets.

Risk indicator
6 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge
0.06% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment
$250

Or $50 per fund with a Regular Investment Plan.

Unit price
$1.50297

As at 02/11/2026. Buy/sell spread 0% / 0%.

About this fund

The Fund aims for high long-run returns by investing in an Exchange-Traded Fund (‘ETF’) that invests in shares of large, mid-sized and small companies listed on international stock markets. The Fund’s objective is to perform broadly in line with the return of its investment benchmark before fees and tax over the long-term. The Fund aims to have all foreign currency exposure hedged to the New Zealand dollar. The Fund’s investment benchmark is the FTSE Global All Cap 100% Hedged to NZD Net Tax (US RIC) Index.

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager
InvestNow
Fund type
Managed fund (PIE)
Asset class
International shares, Shares
Management style
Active
Inception date
05/02/2024
Fund size
$145.88M as at 02/11/2026
Distributions
–
Regular Investment Plan
Not available
InvestNow KiwiSaver
Available

Fund performance

Returns are shown after fund fees and before tax, as at 31/10/2026. Periods longer than one year are annualised.

Growth of $10,000

Foundation Series Hedged Total World Fund
 
1 month
3 months
1 year
3 years
5 years
10 years
Since inception
Foundation Series Hedged Total World Fund
-1.66%
-0.08%
10.57%
–
–
–
16.44%

Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.

What the fund invests in

A snapshot of the fund’s investments, updated from the manager’s latest fund update.

Asset allocation

International shares
104.5%

As at 30/06/2026. Source: Morningstar.

Fees and costs

InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.

Fee
Amount
What it means
Estimated annual fund charge
0.06% p.a.
Includes management and administration fees, deducted from the fund.
Performance fee
None
This fund doesn’t charge a performance fee.
Buy/sell spread
0% / 0%
A cost applied when you buy or sell units.
InvestNow account fees
None
No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement
PDF
Download
InvestNow logo
About the manager

InvestNow

There are 10 investment options from the Foundation Series Funds (Foundation Series) available on the InvestNow platform – including a range of Diversified and International Equities Funds.

The Foundation Series Funds are InvestNow’s house-brand range of funds designed to provide simple, diversified exposure to key investment markets. The Foundation Series Funds are structured with choice, transparency, and value top of mind, to offer long-term investors access to some of the most cost-effective investment funds in New Zealand.

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Ready to invest in Foundation Series Hedged Total World Fund?

Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.