An easy way to help you build your wealth

How do you join?

It's easy to join the funds. All you need to do is:

If you're a joint investor or a company, trust, partnership or estate, you may need to complete one or more additional forms. Please see Documents and forms for more information and copies of these forms.

Why invest with the ANZ Investment Funds?

Your investment is professionally managed

Our highly experienced investment team has a strong record of investment performance based on a consistent and disciplined process for managing investments.

Find out more about our investments team.

We know and back our strengths

Our New Zealand-based investment team manages and adjusts the mix of asset classes that make up your investments. They also manage most of the Australasian assets within your investment.

For international assets, we also use a small number of external fund managers who we believe are among the best in their class.

See our guide and product disclosure statement for more information about our external fund managers.

Your investment is actively managed

Active management aims to achieve a better return than a particular index or market.

We monitor the attractiveness of each asset class, and adjust the allocation to each depending on how we believe they will perform.

Through active management we look to add value to your investment both from varying the investment mix and from asset selection.

Your investment is diversified

You benefit from investing in multi-asset-class funds that spread their investments over hundreds of assets across local and international markets. Your investment will access a broad range of assets you might not be able to invest in yourself. For more information, see Choosing the right fund.

A complement to other savings and investments

The funds have different features that can be used to complement other types of savings or investments, such as term deposits and KiwiSaver. Your investment is more flexible than KiwiSaver and term deposits, as you can withdraw some or all of your investment at any time.

We're trusted by many New Zealanders

We've operated in New Zealand since 1989 and manage more than $20 billion on behalf of individuals, trusts, corporates, KiwiSaver schemes, superannuation schemes, government organisations and charities.

We are New Zealand's largest fund manager - more than 720,000 New Zealanders trust us to manage their investments.

Find out more about ANZ Investments.

You're always connected

If you bank with ANZ, you can find up-to-date information about your investment:

Our website has valuable information and resources that can help you manage your investment.

You can also view unit prices and fund performance details.

We have an impressive track record

The funds are managed by ANZ Investments, ANZ's award winning fund manager. Our investment team and funds have been recognised by numerous awards and ratings from independent research houses.

Morningstar Awards 2016

Morningstar Awards, Fund Manager of the Year, New Zealand Category

Winner: 2015, 2012, 2006, 2005, 2004, 2001 and 2000

Finalist: 2016, 2014, 2013, 2010 and 2002 

 

FundSource logo

FundSource Awards*, Fund Manager of the Year

Winner: 2014, 2013, 2012, 2010, 2008 and 2006

Finalist: 2009, 2007 and 2005

 

Morningstar Analyst RatingsTM

The funds have a Morningstar Analyst RatingTM of 'Silver', which is currently the highest rating for a diversified fund in New Zealand.

  • Conservative Fund - silver rating assigned on 30 September 2016
  • Conservative Balanced Fund - silver rating assigned on 30 September 2016
  • Balanced Fund - silver rating assigned on 30 September 2016
  • Balanced Growth Fund - silver rating assigned on 30 September 2016
  • Growth Fund - silver rating assigned on 30 September 2016

View our full awards history, ratings and disclaimers.

*There were no FundSource Awards in 2015.  

 

Important information is available under terms & conditions. Download a copy of the ANZ Investment Funds guide and product disclosure statement (PDF 1.17MB)

 

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