Why ANZ Investment Funds?

Our track record, expertise and disciplined approach make ANZ Investment Funds a great investment option.

Great reasons to invest with us


Recognised experts in our field

We’ve been managing investments for more than 30 years and been recognised by numerous awards over that time.


Fund performance

See a snapshot of how our funds have performed over time.


3 months

1 year

3 years (p.a)

5 years (p.a)

10 years (p.a)

Since launch

Conservative

-3.12%

-4.56%

2.11%

2.84%

4.41%

4.58%

Conservative Balanced

-3.21%

-4.18%

3.67%

4.14%

5.93%

5.75%

Balanced 

-3.32%

-3.97%

5.00%

5.30%

7.45%

6.85%

Balanced Growth

-3.35%

-3.49%

6.47%

6.51%

9.01%

8.04%

Growth

-3.40%

-3.14%

7.82%

7.62%

10.39%

9.00%


Performance is after the annual fund charge and before tax. Performance for periods longer than one year is per annum.

Fund launch date was April 2010.

Sustainable investing

We’re strong advocates of sustainable investing (also known as responsible investing). It means when we’re considering whether to invest in a company, we don’t just look at their financial performance. We also look at their environmental, social and governance (ESG) performance, because we believe these factors have a big impact on long-term returns.

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How to apply

From overseas: +64 9 356 4000

If you wish to speak to an external financial adviser, call 0800 736 034 and we’ll put you in touch with one.

Important information

Past performance does not indicate future performance. The actual performance any given investor realises will depend on many things, is not guaranteed and may be negative as well as positive.

ANZ New Zealand Investments Limited ('ANZ Investments') is the issuer and manager of the ANZ Investment Funds. Important information is available under terms and conditions.  Download the guide (PDF 664.2KB) and product disclosure statement (PDF 924.3KB)

Our financial advice provider statement has some important information you should know about ANZ Investments and our financial advice services. Please take the time to read it.

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