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ANZ Investment Funds
Whatever your financial goals are, ANZ Investment Funds are a flexible way to help you achieve them.
This year’s tax certificates and account statements will be mailed from 28 April 2021. Copies will also be available in ANZ Internet Banking and goMoney shortly after this.
How ANZ Investment Funds work
ANZ Investment Funds are professionally managed by ANZ’s investment management team, so you benefit from their wealth of knowledge and expertise. You also get the benefit of diversification, because the funds spread their investments over hundreds of assets such as shares, bonds and listed property across local and international markets.
Whatever your goals are, be it saving for a house renovation or deposit, or your children’s education fund, an ANZ Investment Fund can help you get there.
Three great reasons to choose an ANZ Investment Fund
A fund to suit your needs
We offer five funds that each have a different risk and return profile to suit your unique savings goals.
Ease and flexibility
You can invest as much or as little as you like, and you can also request to withdraw some or all of your money whenever you like.
Stay on top of your investment
You can keep track of your investment online, anytime, anywhere – all through ANZ Internet Banking and goMoney.
What makes up your ANZ Investment Fund account?
| Your contributions | +/- | Returns | - | Fees | +/- | Taxes | = | Your investment fund balance |
| Learn more | Learn more | Learn more | Learn more |
What are the funds you can invest in?
You can choose from five funds, each with a different investment timeframe and mix of assets.
Growth Fund
Investment mix:
80% growth assets
20% income assets
Minimum suggested investment timeframe:
7+ years
Balanced Growth Fund
Investment mix:
65% growth assets
35% income assets
Minimum suggested investment timeframe:
6+ years
Balanced Fund
Investment mix:
50% growth assets
50% income assets
Minimum suggested investment timeframe:
5+ years
Conservative Balanced Fund
Investment mix:
35% growth assets
65% income assets
Minimum suggested investment timeframe:
5+ years
Conservative Fund
Investment mix:
20% growth assets
80% income assets
Minimum suggested investment timeframe:
4+ years
Find out more about our funds.
Understand the difference between growth assets and income assets.
Need help?
Find out your risk profile
Understanding your tolerance for investment risk may help you choose the right fund for you.
Get started today
Free financial advice
If you need help choosing the right investment option for you, talk to one of our financial advisers. They can provide free advice tailored to your individual situation.
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What's next?
ANZ New Zealand Investments Limited ('ANZ Investments') is the issuer and manager of the ANZ Investment Funds. Important information is available under terms & conditions. Download the guide and product disclosure statement.
Investments in the ANZ Investment Funds aren’t deposits in ANZ Bank New Zealand Limited, Australia and New Zealand Banking Group Limited or their subsidiaries (together ‘ANZ Group’), nor are they liabilities of ANZ Group. ANZ Group doesn’t stand behind or guarantee ANZ Investments. Investments are subject to investment risk, including possible delays in repayment, and loss of income and principal invested. ANZ Group won’t be liable to you for the capital value or performance of your investment.
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