Our awards

We’re New Zealand’s largest fund manager and largest KiwiSaver scheme manager. Our highly experienced investment management team are recognised experts in their field.

 

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.

  • The Morningstar Analyst Rating™ for OneAnswer SAC International Share Fund assigned on 14 June 2021 is 'Gold'.
  • The Morningstar Analyst Rating™ for OneAnswer SAC International Property Fund assigned on 2 September 2021 is ‘Gold’.
  • The Morningstar Analyst Rating™ for OneAnswer SAC Australian Share Fund assigned on 17 August 2021 is 'Silver'.
  • The Morningstar Analyst Rating™ for OneAnswer SAC Property Securities Fund assigned on 14 June 2021 is 'Bronze'.
  • The Morningstar Analyst Rating™ for OneAnswer SAC Balanced Growth Fund assigned on 26 August 2021 is 'Bronze'.
  • The Morningstar Analyst Rating™ for:
    • OneAnswer Multi-Asset-Class Funds
    • ANZ Investment Funds
    • OneAnswer KiwiSaver Scheme
    • ANZ KiwiSaver Scheme
    • ANZ Default KiwiSaver Scheme

is 'Bronze' for the Conservative Fund, Conservative Balanced Fund, Balanced Fund, Balanced Growth Fund and Growth Fund assigned on 26 August 2021.


Major Morningstar Awards history

  • Morningstar Awards - New Zealand Fund Manager of the Year (est. 1992)

 Winner: 2020, 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: 2020, 2015, 2012, 2010

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’. The Morningstar Analyst Rating™ for OneAnswer Multi-Asset-Class Funds: Conservative Fund (23835), Conservative Balanced Fund (23836), Balanced Fund (23837), Balanced Growth Fund (23838), and Growth Fund (23839) is ‘Bronze’. 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’. 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’. 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. Assigned for each, 26 August 2021. 

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Important information

ANZ New Zealand Investments Limited is the issuer and manager of the ANZ KiwiSaver Scheme, the ANZ Default KiwiSaver Scheme, the OneAnswer KiwiSaver Scheme, the ANZ Investment Funds, the OneAnswer Multi-Asset-Class Funds and the OneAnswer Single-Asset-Class Funds.

Important information is available under terms and conditions. Download the guide and product disclosure statement.