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 largest KiwiSaver scheme manager2, 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 RatingTM 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.
- The Morningstar Analyst Rating™ for OneAnswer SAC International Share Fund assigned on 5 July 2018 is 'Gold'.
- The Morningstar Analyst RatingTM for OneAnswer SAC International Property Fund assigned on 6 June 2018 is ‘Gold’.
- The Morningstar Analyst Rating™ for OneAnswer SAC Australian Share Fund assigned on 8 October 2018 is 'Silver'.
- The Morningstar Analyst Rating™ for ANZ Investment Funds assigned on 11 April 2019 is 'Bronze'.
- The Morningstar Analyst Rating™ for ANZ KiwiSaver Scheme assigned on 11 April 2019 is 'Bronze'.
- The Morningstar Analyst Rating™ for ANZ Default KiwiSaver Scheme assigned on 11 April 2019 is 'Bronze'.
- The Morningstar Analyst Rating™ for OneAnswer KiwiSaver Scheme (multi-asset-class funds only) assigned on 11 April 2019 is 'Bronze'.
- The Morningstar Analyst Rating™ for OneAnswer SAC Property Securities Fund assigned on 14 January 2019 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 - Fund Manager of the Year, KiwiSaver Category, New Zealand (est. 2008)
Winner: 2015, 2012, 2010
SuperRatings 2019 KiwiSaver Ratings
SuperRatings is an independent research company that has been researching the New Zealand KiwiSaver market for five years. To maintain the integrity of the ratings process. SuperRatings distributes all results across a pre-determined distribution bell curve as follows:
- Platinum (25% of funds)
- Gold (25% of funds)
- Silver (25% of funds)
- Other (25% of funds)
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.
ANZ KiwiSaver Scheme
ANZ Default KiwiSaver Scheme
The Gold rating is awarded to a “good value for money” KiwiSaver scheme that is strong in nearly all assessment areas.
SuperRatings history
OneAnswer KiwiSaver Scheme
- SuperRatings Platinum 2018
- SuperRatings Platinum 2017
- SuperRatings Platinum 2016
- SuperRatings Platinum 2015
ANZ KiwiSaver Scheme &
ANZ Default KiwiSaver Scheme
- SuperRatings Platinum 2018
- 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 |
|---|
|
Workplace Savings NZ Awards history
|
| Writemark Plain English Awards history |
|---|
|
Writemark Plain English Awards history
|
| INFINZ Awards history |
|---|
|
1 FundSource: Wholesale and Retail Managed Funds Report, September Quarter 2018
2 Workplace Savings NZ Quarterly KiwiSaver Survey, 30 September 2018
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
The Morningstar Analyst Rating™ for ANZ Investment Funds: Conservative Fund (23685), Conservative Balanced Fund (23686), Balanced Fund (23687), Balanced Growth Fund (236888), and Growth Fund (23689) is ‘Bronze’ as of 11 April 2019. The Morningstar Analyst Rating™ for ANZ KiwiSaver Scheme: Conservative Fund (23240), Conservative Balanced Fund (23241), Balanced Fund (23242), Balanced Growth Fund (23243), and Growth Fund (23244) is ‘Bronze’ as of 11 April 2019. The Morningstar Analyst Rating™ for ANZ Default KiwiSaver Scheme: Conservative Fund (23223), Conservative Balanced Fund (23224), Balanced Fund (23225), Balanced Growth Fund (23226), and Growth Fund (23227) is ‘Bronze’ as of 11 April 2019. The Morningstar Analyst Rating™ for OneAnswer KiwiSaver Scheme: Conservative Fund (23228), Conservative Balanced Fund (23229), Balanced Fund (23230), Balanced Growth Fund (23231), and Growth Fund (23232) is ‘Bronze’ as of 11 April 2019. © 2019 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.
