ANZ New Zealand Investments Limited (ANZ Investments) is ANZ's award-winning investment management business. We are also New Zealand's largest fund manager1 and New Zealand's largest2 and most-awarded3 KiwiSaver manager, with one in four New Zealanders in KiwiSaver investing their retirement savings with us.
Find out more about our current and past awards below.
Morningstar Analyst Ratings
The Morningstar Analyst Rating for funds is the summary expression of Morningstar’s forward-looking analysis. Morningstar analysts assign the ratings globally on a five-tier scale with three positive ratings of Gold, Silver, and Bronze, as well as Neutral, Negative, and Under Review designations. The Analyst Rating is based on the analyst’s conviction in the fund’s ability to outperform its peer group and/or relevant benchmark on a risk-adjusted basis over the long term.
Read more about the latest Morningstar report
- The Morningstar Analyst Rating™ for OneAnswer SAC International Share Fund assigned on 1 August 2017 is 'Gold'.
- The Morningstar Analyst Rating™ for OneAnswer SAC International Property Fund assigned on 16 August 2017 is 'Silver'.
- The Morningstar Analyst Rating™ for ANZ Investment Funds assigned on 16 March 2018 is 'Silver'.
- The Morningstar Analyst Rating™ for ANZ KiwiSaver Scheme assigned on 16 March 2018 is 'Silver'.
- The Morningstar Analyst Rating™ for ANZ Default KiwiSaver Scheme assigned on 16 March 2018 is 'Silver'.
- The Morningstar Analyst Rating™ for OneAnswer KiwiSaver Scheme (multi-asset-class funds only) assigned on 16 March 2018 is 'Silver'.
- The Morningstar Analyst Rating™ for OneAnswer SAC Property Securities Fund assigned on 27 September 2017 is 'Bronze'.
Major Morningstar Awards history
- Morningstar Awards - New Zealand Fund Manager of the Year (est. 1992)
Winner: 2015, 2012, 2006, 2005, 2004, 2001 (joint winner), 2000, 1999, 1998, 1997, 1996, 1995, 1994, 1993
- Morningstar Awards - KiwiSaver Category, New Zealand (est. 2008)
Winner: 2015, 2012, 2010
SuperRatings 2018 KiwiSaver Ratings
ANZ Investments is proud to have received the SuperRatings Platinum rating for the fourth year in a row for all three of its KiwiSaver schemes:
- ANZ KiwiSaver Scheme
- ANZ Default KiwiSaver Scheme
- OneAnswer KiwiSaver Scheme.
The Platinum rating is the highest possible rating awarded to schemes that represent the ‘best value for money’, taking into account not only investment performance and fees, but other features that help members reach their investment goals, such as access to quality advice, member education, and governance.
SuperRatings is an independent research company and has been researching the New Zealand KiwiSaver market for more than four years. For their 2018 ratings, they reviewed 29 KiwiSaver schemes, with its highly-coveted Platinum rating given to only eight schemes, three of which are managed by ANZ Investments.
ANZ Investments is one of only a handful of providers whose KiwiSaver schemes have consistently been awarded its top honours since it began its review of the KiwiSaver industry.
SuperRatings history
- SuperRatings Platinum 2017
- SuperRatings Platinum 2016
- SuperRatings Platinum 2015
Major FundSource Awards history
- FundSource Fund Manager of the Year (est. 1992)
Winner: 2014, 2013, 2012, 2010, 2008, 2006
- FundSource KiwiSaver Manager of the Year (est. 2010)
Winner: 2014, 2013, 2012, 2010
| Workplace Savings NZ Awards |
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| Writemark Plain English Awards |
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Writemark Plain English Awards 2013
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| INFINZ Awards |
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1 FundSource: Wholesale and Retail Managed Funds Report, December Quarter 2017
2 Workplace Savings NZ Quarterly KiwiSaver Survey, 31 December 2017
3FundSource and Morningstar Awards - KiwiSaver Category, New Zealand since 2008
ANZ New Zealand Investments Limited is a subsidiary of ANZ Bank New Zealand Limited. Important information on the guide(s) and product disclosure statement(s) for the product(s) mentioned above are available under terms & conditions.
Morningstar
© 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.
SuperRatings
SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.
FundSource
Fund Manager of the Year Awards are announced by FundSource, the investment strategy and research company. These awards should not be read as a recommendation by FundSource. For further advice on the relevance of this award to your personal situation consult your financial adviser, or visit www.fundsource.co.nz.
