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Compare our funds

Compare our five investment funds, and their key features, at a glance.

How does your fund choice affect your returns

With ANZ Investment Funds, you have a choice of five different funds. The fund you’re invested in can make a big difference to your investment balance.

 

How are our funds different?

Each of our funds has a different mix of investment ‘assets’ (e.g. equities, listed property, listed infrastructure, fixed interest and cash). Each type of asset has different levels of risk and return. The mix of these assets determines each fund’s level of risk and expected return.

Growth assets

Growth assets icons
Equities (e.g. shares) Listed property and listed infrastructure

If you’re seeking higher long-term returns, you need to be willing to accept more risk, for example by investing in a fund with more growth assets (e.g. Growth or Balanced Growth Funds).

Income assets

Growth assets icons
Cash and cash equivalents Fixed interest (e.g. bonds)
 

If you’re seeking lower risk, you need to be willing to accept lower long-term returns, for example by investing in a fund with more income assets (e.g. Conservative or Conservative Balanced Funds).

 

Our funds

Here is an overview of our five funds.

Caption


 

Growth Fund

Minimum suggested investment timeframe

7 years

Investment mix:

  • 80% growth assets
  • 20% income assets

Investment return objective:

Annual fund charge:

  • 1.13%  

View the latest fund fact sheet for more details. 

View the full holdings for the fund (PDF 565kB)

Caption


Balanced Growth Fund

Minimum suggested investment timeframe

6 years

Investment mix:

  • 65% growth assets
  • 35% income assets

Investment return objective:

Annual fund charge:

  • 1.08%

View the latest fund fact sheet for more details. 

View the full holdings for the fund (PDF 568kB)

Caption


Balanced Fund
 

Minimum suggested investment timeframe

5 years

Investment mix:

  • 50% growth assets
  • 50% income assets

Investment return objective:

Annual fund charge:

  • 1.03%  

View the latest fund fact sheet for more details.

View the full holdings for the fund (PDF 569kB).

Caption


Conservative Balanced Fund

Minimum suggested investment timeframe

5 years

Investment mix:

  • 35% growth assets
  • 65% income assets

Investment return objective:

Annual fund charge:

  • 0.98%  

View the latest fund fact sheet for more details. 

View the full holdings for the fund (PDF 569kB)

Caption


Conservative Fund
 

Minimum suggested investment timeframe

4 years

Investment mix:

  • 20% growth assets
  • 80% income assets

Investment return objective:

Annual fund charge:

  • 0.91%  

View the latest fund fact sheet for more details. 

View the full holdings for the fund (PDF 568kB)

Need help?

Find out your risk profile

Understanding your tolerance for investment risk may help you choose the right fund for you.

Changing funds

You can change the fund your money is invested in. There are a number of ways to do this:

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What's next?

Apply today

Read the guide and product disclosure statement

Complete the application form

   

Call us

0800 736 034

Weekdays, 8am - 6pm

   

Talk to an ANZ financial adviser

0800 269 238

(0800 ANZ ADVICE)

Weekdays, 8:30am - 5pm

   

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

Growth Fund aims to achieve a positive yearly return (after the fund charge and before tax) that over the long term is 4.8% over inflation (allowing for a negative return 4.9 years in every 20).

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Balanced Growth Fund aims to achieve a positive yearly return (after the fund charge and before tax) that over the long term is 4.0% over inflation (allowing for a negative return 4.7 years in every 20).

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Balanced Fund aims to achieve a positive yearly return (after the fund charge and before tax) that over the long term is 3.2% over inflation (allowing for a negative return 4.1 years in every 20).

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Conservative Balanced Fund aims to achieve a positive yearly return (after the fund charge and before tax) that over the long term is 2.2% over inflation (allowing for a negative return 3.7 years in every 20).

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Conservative Fund aims to achieve a positive yearly return (after the fund charge and before tax) that over the long term is 1.3% over inflation (allowing for a negative return 3.4 years in every 20).

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