Decide where your money is invested

Returns and risk are related

The relationship between risk and return is very important. If you're seeking higher returns, you need to be willing to accept more risk. If you're seeking low risk, you need to be willing to accept lower returns. Each fund has its own 'risk/return' profile, as set out below. For more information, see the ANZ Investment Funds investment statement (PDF 1.44MB).

Below you will find a description of each of our five funds, along with an indication of the risk/return profile and the benchmark asset class mix.

Need help?

If you want help choosing from our funds you can:

  • complete the ‘Risk Profile Questionnaire’ to identify your risk/return profile and which fund is appropriate for you
  • discuss your investment options with an authorised financial adviser. Call us on 0800 269 238 to speak with an ANZ Authorised Financial Adviser, or contact your authorised financial adviser.

Tell us your choice

Once you've read the investment statement and chosen one of the funds below, tell us by filling out the relevant application form at the back of the ANZ Investment Funds investment statement (PDF 1.44MB). If you wish to invest in more than one fund, please call us on 0800 736 034, or your authorised financial adviser, to discuss the requirements.

You can change your fund choice at any time by completing the transaction form at the back of the ANZ Investment Funds investment statement (PDF 1.44MB).

Balanced Growth Fund

Invests mainly in share and listed property assets, with some exposure to cash and fixed interest assets.

Risk/return profile and benchmark asset class mix

Risk/return profile and benchmark asset class mix for Balanced Growth Fund

Growth Fund

Invests mainly in share and listed property assets, with a smaller exposure to cash and fixed interest assets.

Risk/return profile and benchmark asset class mix

Risk/return profile and benchmark asset class mix for Growth Fund

Conservative Fund

Invests mainly in cash and fixed interest assets, with a smaller exposure to share and listed property assets.

Risk/return profile and benchmark asset class mix

Risk/return profile and benchmark asset class mix for Conservative Fund

Conservative Balanced Fund

Invests mainly in cash and fixed interest assets, with some exposure to share and listed property assets.

Risk/return profile and benchmark asset class mix

Risk/return profile and benchmark asset class mix for Conservative Balanced Fund

 

Balanced Fund

Invests in cash and fixed interest assets, with smaller amounts of share and listed property assets.

Risk/return profile and benchmark asset class mix

Risk/return profile and benchmark asset class mix for Balanced Fund

 

Check the fund fact sheets (above) to see what each fund is currently invested in.

 

Important information and the investment statement(s) for the product(s) mentioned above are available under terms & conditions.

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