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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 Single-Asset-Class International Share Fund assigned on 20 December 2022 is 'Silver'.
  • The Morningstar Analyst Rating™ for OneAnswer Single-Asset-Class International Property Fund assigned on 22 August 2022 is ‘Gold’.
  • The Morningstar Analyst Rating™ for OneAnswer Single-Asset-Class Australian Share Fund assigned on 24 October 2022 is 'Silver'.
  • The Morningstar Analyst Rating™ for OneAnswer Single-Asset-Class Property Securities Fund assigned on 20 December 2022 is 'Bronze'.
  • The Morningstar Analyst Rating™ for OneAnswer Single-Asset-Class Balanced Growth Fund assigned on 20 December 2022 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 20 December 2022.

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

  • Morningstar Awards – Fund Manager of the Year, Global Equities Category, New Zealand (est. 1998) for OneAnswer Single-Asset-Class International Share Fund

Winner: 2020, 2016, 2015, 2014, 2013

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 on 20 December 2022. 

© 2023 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 ‘regulated financial advice’ under New Zealand law has 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. For more information refer to our Financial Services Guide (AU) or Financial Advice Provider Disclosure Statement (NZ) at www.morningstar.com.au/s/fsg.pdf (PDF 191KB) and www.morningstar.com.au/s/fapds.pdf (PDF 79KB). 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.

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 on the terms and conditions page. Download the guide and product disclosure statement available from the documents and forms page.

ANZ New Zealand Investments Limited Retail Market Share was ranked first out of 10 disclosed firms for the Quarter ending June 2023.