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ANZ KiwiSaver Scheme Cash Fund

Fund report as at 30 June 2021

How has the fund performed?

Performance as at 30 June 2021


Funds
3 months 1 year 3 years (pa) 5 years (pa) Since launch
0.12% 0.58% 1.51% 1.82% 2.64%

 

Performance is after the annual fund charge, and before tax and membership fees (if applicable). For more information, see legal information and disclaimers.

What happened this quarter (3 months to 30 June 2021)

  • During the quarter, better-than-expected economic data in New Zealand saw the Reserve Bank of New Zealand (RBNZ) reintroduce its forward forecasts, which appeared to show the central bank had brought forward the timing of its first interest rate hike to 2022. The move made the RBNZ one of the first developed central banks to alter ultra-accommodative monetary policy.  

Read our Market Review for more information on investment markets.

What does the fund invest in?

The fund invests mainly in cash and cash equivalents. These may include investments issued by New Zealand-registered banks, the New Zealand Government, corporations or local authorities, or non-New Zealand governments.

This chart shows the mix of assets that the fund generally intends to invest in.

See the fund's actual investment mix on page 3 of the Fund update.

See the fund's full portfolio holdings.

ANZ New Zealand Investments Limited is the issuer and manager of the ANZ KiwiSaver Scheme. Important information is available under terms & conditions. Download the guide and product disclosure statement.

This material is for information purposes only. We recommend seeking financial advice about your situation and goals before getting a financial product. To talk to one of our team at ANZ, please call 0800 736 034, or for more information about ANZ’s financial advice service or to view our financial advice provider disclosure statement see anz.co.nz/fapdisclosure

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