The ANZ PIE Fund offers competitive rates of return and the opportunity to enhance the after tax return on your investment.
The ANZ PIE Fund is a unit trust with Portfolio Investment Entity (PIE) status, so tax is paid at your elected Prescribed Investor Rate (PIR) to a maximum of 28%.
The ANZ PIE Fund only invests in New Zealand dollar deposits with ANZ. This means you are indirectly investing (through the ANZ PIE Fund) in deposits in New Zealand's largest bank, and one of New Zealand's largest companies based on profit and assets.
The ANZ PIE Fund - Term Option has been designed for customers who want tax effective, competitive returns with the assurance of receiving a fixed rate of return for a fixed term.
The ANZ PIE Fund - Call Option has been designed for customers who want tax effective, competitive returns with the flexibility of ready access to your money.
PIE Fund Financial Statements - for the year ended 31 March 2015
ANZ Investment Services (New Zealand) Limited, the issuer of the ANZ PIE Fund, has elected that the Financial Markets Conduct Act 2013 (FMCA) will apply to all offers of securities in the ANZ PIE Fund made from 1 December 2014. See the notice to the Financial Markets Authority under Part 1 of Schedule 4 of the FMCA confirming that election below.
A copy of the ANZ PIE Fund Information Brochure and Terms and Conditions can be obtained below, from any ANZ Branch, or by calling 0800 269 296.
Investments in the ANZ PIE Fund issued by ANZ Investment Services (New Zealand) Limited do not represent deposits or liabilities of ANZ Bank New Zealand Limited or Australia and New Zealand Banking Group Limited (together “ANZ Group”). Neither ANZ Group or The New Zealand Guardian Trust Company Limited (the "Trustee") stand behind or guarantee ANZ Investment Services (New Zealand) Limited. Investments are subject to investment risk, including possible delays in repayment, and loss of income and principal invested. Neither ANZ Group nor the Trustee will be liable to you for the capital value or performance of your investment.
A copy of the Bank's General Disclosure Statement under the Reserve Bank of New Zealand Act 1989 is available on this website or on request from any ANZ branch, free of charge.
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