An overview of the ANZ Investment Funds

What are the main benefits?

You benefit from investing in diversified funds, giving you access to a broad range of assets you might not be able to invest in yourself.

You also benefit from flexible investment and withdrawal options. You choose:

  • how much and when to invest
  • when to withdraw your money
  • which fund your money is invested in.

To find out how ANZ Investment Funds could help you achieve your financial goals, check out our case studies.
 

Payment options

You can make regular payments

You can make regular fortnightly, monthly or quarterly payments straight from your bank account. The minimum regular payment per fund is $50.

You can make lump sum payments

If you do not want to make regular payments, you must make an initial lump sum payment of $500 or more when you first join a fund.

You can also make additional lump sum payments of $500 or more at any time, whether or not you have a regular payment set up.

Or, you can do both

The funds are flexible enough so that you can make contributions on a regular basis, as well as adding a lump sum investment.

For more information, see Payment options.

You can withdraw at any time

You can request a withdrawal on any business day. You decide when and how much to withdraw.

You can also set up a regular withdrawal to supplement your income or support your lifestyle.

The minimum amount you can withdraw is:

  • $500 if you're making a lump sum withdrawal, or
  • $100 per fund if you're making a regular withdrawal.

If you would like to make a withdrawal, please complete Form 7 - Withdrawal Form (PDF 260kB) and return it to us.

You decide which fund to invest in

We offer five diversified investment funds. Each fund has a different asset class mix. This means each fund has a different level of risk and expected return. 

You can choose the fund that is best suited to your needs. For more information, see Choosing the right fund.

You have access to advice

Our financial advisers can help you choose the right fund. They can provide you with free, easy and convenient advice based on your personal financial situation.

Call Us
0800 269 238
Each fund has a maximum fee

The annual fund charge is the total fee for your investment. This fee is a percentage of the net asset value of each fund, and is deducted from it. You will not pay more than this fee. For more information, see Fees and charges.

 

Investing involves risks

Investing in the funds will involve taking some risk.

Your investment might not do as well as expected and you may not receive back the full amount you invested.

It's important to note that your investment in the funds is not guaranteed by anyone.

We recommend that you talk to a financial adviser about the investment options available to you. Call us on 0800 269 238 to speak with an ANZ Financial Adviser or contact your financial adviser.

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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