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Our investment approach

Our highly experienced investment management team has a focus on long-term performance, based on a consistent and disciplined process for managing investments.

 

We take an active approach to investing

At ANZ Investments, we’re committed to our philosophy of active investment management.

We invest a considerable amount of time and effort in choosing the best combination of asset classes for each of our funds, because we know this is a key driver for overall returns. We continuously monitor the attractiveness of each asset class and adjust the allocation according to how we believe each asset class will perform. We also conduct extensive research and analysis to identify quality investments for our funds.

Read more about our active approach

Our investment philosophy and beliefs

Our investment philosophy is based on these key beliefs. We consider these in every aspect of our decision making.

Long-term investing

We believe that long-term investors will out-perform short-term investors.

The right investment mix

We make sure we have the most effective investment mix. We will adjust a portfolio’s investment mix depending on how we believe each asset class is likely to perform.

Active management

We will actively manage your portfolio with the aim of achieving better returns than a particular index or market.

Quality, transparency and simplicity

We believe in the value of quality, simplicity and transparency when selecting and holding investments.

Responsible investment

We’re committed to responsible investing because we believe it’s in the best long-term interests of our investors.

Governance and portfolio management

Our investment process is underpinned by strong governance and efficient portfolio management.

Responsible investing

When you choose ANZ Investments, you can be confident your money is being invested responsibly.

 

Our commitment

As a signatory to the United Nations-supported Principles for Responsible Investment, we’re committed to following these principles.



Active ownership

Our active approach means we retain control of our investments and can act when necessary to ensure they continue to meet both our financial and non-financial criteria.

 

Sustainable performance and climate change

When assessing potential investments we take both financial and non-financial criteria into account, including environmental (e.g climate change), social and governance factors.

 

What we don’t invest in

We don’t invest in companies that:

  • are involved in manufacturing (including components or support systems) controversial weapons, including cluster munitions, anti-personnel mines, biological/chemical weapons or nuclear weapons
  • are involved in manufacturing automatic or semi-automatic firearms, magazines or parts for civilian use
  • generate more than 5% of their revenue from any other weapons related business activities
  • generate more than 10% of their revenue from thermal coal mining
  • generate more than 10% of their revenue from the extraction of unconventional oil and gas. This includes revenues from oil sands, oil shale (kerogen-rich deposits), shale gas, shale oil, coal seam gas, coal bed methane as well as Arctic onshore/offshore
  • are involved in manufacturing tobacco products
  • generate more than 5% of their revenue from adult entertainment
  • are involved in whaling and whale meat processing.

We use the MSCI ESG Manager tool in conjunction with our own internal research to determine a company’s involvement in the above business activities.

We also don’t invest in companies across a range of industries that have breached global norms or standards to a severe degree, including severe abuses of human rights, labour rights, the environment or other ESG (environmental, social, and governance) issues.

View our current list of excluded companies.

It’s important to note that if we buy units in a fund that isn’t managed by us, our investment might be exposed to companies we would ordinarily exclude. This possibility is factored into our decision to buy any such units. 

What's next?

Call us

0800 736 034

Weekdays, 8am - 6pm

Talk to an ANZ financial adviser

0800 269 238

(0800 ANZ ADVICE)

Weekdays, 8:30am - 5pm


Visit a branch

Call 0800 269 296 to make an appointment
Weekdays, 8am - 6pm

Find a branch

   

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 & conditions. Download the guide and product disclosure statement.

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