Oceania Healthcare Subject to ANZ Substantial Holding Change as DIMS Mandate Transferred on 11 November 2026

Mukul

12 November 2026 10:15 AM AEDT

Oceania Healthcare Subject to ANZ Substantial Holding Change as DIMS Mandate Transferred on 11 November 2026

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Oceania Healthcare Ltd (ASX:OCA) has been notified of a change in the nature of a substantial holding by ANZ New Zealand Investments Limited, ANZ Bank New Zealand Limited, and ANZ Custodial Services New Zealand Limited, following the appointment of ANZ New Zealand Investments Limited to manage ANZ Bank's discretionary investment management service strategies on 11 November 2026.

Key Points

ANZ New Zealand Investments Limited and ANZ Bank New Zealand Limited together held 43,321,453 shares, representing 5.982% of Oceania Healthcare's 724,231,000 common stock, as at 11 November 2026, down from 48,102,207 shares or 6.642% at the last disclosure on 27 February 2026.
The relevant event was a change in the nature of the relevant interest, triggered by ANZ Bank New Zealand Limited appointing ANZ New Zealand Investments Limited to manage its DIMS strategies under an investment management contract.
ANZ New Zealand Investments Limited now holds a qualified power to control voting rights and acquisition or disposal of 380,489 financial products under the DIMS investment management agreement.
No consideration was paid for the change in nature of the relevant interest, though consideration is payable to ANZ Investments for services provided under the investment management agreement.

DIMS Mandate Appointment on 11 November 2026

On 11 November 2026, ANZ Bank New Zealand Limited appointed ANZ New Zealand Investments Limited to manage ANZ Bank's discretionary investment management service strategies under an investment management contract. Under this arrangement, ANZ New Zealand Investments Limited assumes responsibility for investment philosophy, asset allocation, investment selection, and how voting rights are exercised. ANZ Bank New Zealand Limited remains responsible for implementing the DIMS strategies in client portfolios, including instructing trades under a strategy and implementing ANZ New Zealand Investments Limited's voting decisions.

Individual Holdings of Each ANZ Entity

ANZ New Zealand Investments Limited held 42,527,139 shares, representing 5.872% of the class, compared with 47,135,428 shares or 6.508% at the last disclosure. ANZ Bank New Zealand Limited held 794,314 shares or 0.110%, down from 966,779 shares or 0.133% previously. ANZ Custodial Services New Zealand Limited also held 794,314 shares or 0.110%, compared with 966,779 shares or 0.133% at the last disclosure. The aggregated summary for ANZ New Zealand Investments Limited and ANZ Bank New Zealand Limited excludes custodial holdings of ANZ Custodial Services New Zealand Limited to avoid double-counting.

Nature of Relevant Interests Following the Relevant Event

Following the appointment, ANZ New Zealand Investments Limited holds a qualified power to control the exercise of voting rights and a qualified power to acquire or dispose of 380,489 financial products under the DIMS investment management agreement, with ANZ Bank New Zealand Limited implementing those powers. ANZ Bank New Zealand Limited retains a qualified power to acquire or dispose of the financial products and to control voting rights, reflecting its ongoing role in implementing ANZ New Zealand Investments Limited's decisions. The registered holder of the 380,489 financial products is ANZ Custodial Services New Zealand Limited.

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