An easy way to help you build your wealth

How do you join?

It's easy to join the funds. All you need to do is:

If you're a joint investor or a company, trust, partnership or estate, you may need to complete one or more additional forms. Please see Documents and forms for more information and copies of these forms.

Why invest with the ANZ Investment Funds?

Your investment is managed by experts

Our highly experienced investment management team has a focus on long-term performance. They have a strong record of investment performance based on a consistent and disciplined process for managing investments.

They manage and adjust the mix of asset classes that make up your investments and also manage most of the Australasian assets.

For international assets, we use a small number of external fund managers who we believe are among the best in their class.

Find out more about our investments team.

See our guide and product disclosure statement for more information about our external fund managers.

Your investment is actively managed

Markets never stand still and neither do we. Our active approach means we constantly monitor local and global markets to identify what we believe are the best opportunities to optimise your investment.

Your investment is diversified

You benefit from investing in multi-asset-class funds that spread their investments over hundreds of assets across local and international markets. Your investment will access a broad range of assets you might not be able to invest in yourself. For more information, see Choosing the right fund.

A complement to other savings and investments

Your investment in the funds is flexible as you can withdraw some or all of your investment at any time. The funds can be used to complement other types of savings or investments, such as KiwiSaver and term deposits. Together these investments can make your money work smarter, keeping you on track for all of your saving and investment goals.

We're trusted by many New Zealanders

We've operated in New Zealand since 1989 and manage more than $25 billion on behalf of individuals, trusts, corporates, KiwiSaver schemes, superannuation schemes, government organisations and charities.

We are New Zealand's largest fund manager - more than 730,000 New Zealanders trust us to manage their investments.

Find out more about ANZ Investments.

You're always connected

If you bank with ANZ, you can use ANZ Internet Banking, and/or ANZ goMoney to view your investment.

You can view your current balance, your transaction history and your investment's performance, as well as check your fund(s) and your prescribed investor rate.

If you provide us your email address you'll also get regular, practical information and insights about your investment, helping you make informed choices.

Our website has valuable information and resources that can help you manage your investment.

You can also view unit prices and fund performance details.

We have an impressive track record

The funds are managed by ANZ Investments, ANZ's award winning fund manager. Our investment team and funds have been recognised by numerous awards and ratings from independent research houses.

Morningstar Awards, Fund Manager of the Year, New Zealand Category

Winner: 2015, 2012, 2006, 2005, 2004, 2001 and 2000

Finalist: 2016, 2014, 2013, 2010 and 2002 

Morningstar Analyst RatingsTM

The funds have a Morningstar Analyst RatingTM of 'Silver', which is currently the highest rating for a diversified fund in New Zealand.

  • Conservative Fund - silver rating assigned on 16 March 2018
  • Conservative Balanced Fund - silver rating assigned on 16 March 2018
  • Balanced Fund - silver rating assigned on 16 March 2018
  • Balanced Growth Fund - silver rating assigned on 16 March 2018
  • Growth Fund - silver rating assigned on 16 March 2018

Read more about the latest Morningstar report.

View our full awards history, ratings and disclaimers

 

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

 

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