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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

Proven investment knowledge and expertise

Your money is looked after by our highly experienced investment management team – one of the best in the business.

We actively manage your investment

Our active approach means we monitor local and international markets to identify what we believe are the best opportunities to optimise your investment.

A diversified investment

You benefit from investing in funds that spread their investments over many different types of assets across many different markets around the world.

A fund to suit your needs

We offer five funds that each have different risk and return profiles and investment timeframes to suit your unique investment 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.

 

We’re trusted by thousands of New Zealanders

We manage more than $28 billion for more than 770,000 investors throughout New Zealand, including trusts, charities, corporates, KiwiSaver and superannuation schemes, and everyday kiwis.

Recognised experts in our field

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

We’re proud to be named:

Good Returns Fund Manager of the Year 2020 – powered by Research IP

Find out more, including our full awards history, ratings and disclaimers

Fund performance

Here you can see a snapshot of how our funds have performed over time

fund performance
Fund 3 months 1 year 3 years (p.a) 5 years (p.a) Since launch
Growth 7.37%    23.40%    10.79%    10.10%    10.16%   
Balanced Growth 5.98%    18.51%    9.55%    8.78%    9.14%   
Balanced 4.70%    14.05%    8.21%    7.33%    7.88%   
Conservative Balanced 3.50%    9.81%    6.84%    5.92%    6.69%   
Conservative 2.11%    5.27%    5.29%    4.45%      5.44%  

 

Fund performance as at . Performance is after the annual fund charge and before tax. Fund launch date was April 2010.

Responsible investing

When you choose ANZ Investment Funds, you can be confident your money is being invested responsibly.

Our commitment

As a signatory to the United Nations-supported Principles for Responsible Investment, we’re committed to following these principles.



Active ownership

Our active approach means we retain control of our investments and can act when necessary to ensure they continue to meet both our financial and non-financial criteria.

 

Sustainable performance and climate change

When assessing potential investments we take both financial and non-financial criteria into account, including environmental (e.g climate change), social and governance factors.

 

What we don’t invest in

We don’t invest in companies that:

  • are involved in manufacturing (including components or support systems) controversial weapons, including cluster munitions, anti-personnel mines, biological/chemical weapons or nuclear weapons
  • are involved in manufacturing automatic or semi-automatic firearms, magazines or parts for civilian use
  • generate more than 5% of their revenue from any other weapons related business activities
  • generate more than 10% of their revenue from thermal coal mining
  • generate more than 10% of their revenue from the extraction of unconventional oil and gas. This includes revenues from oil sands, oil shale (kerogen-rich deposits), shale gas, shale oil, coal seam gas, coal bed methane as well as Arctic onshore/offshore
  • are involved in manufacturing tobacco products
  • generate more than 5% of their revenue from adult entertainment
  • are involved in whaling and whale meat processing.

We use the MSCI ESG Manager tool in conjunction with our own internal research to determine a company’s involvement in the above business activities.

We also don’t invest in companies across a range of industries that have breached global norms or standards to a severe degree, including severe abuses of human rights, labour rights, the environment or other ESG (environmental, social, and governance) issues.

View our current list of excluded companies.

It’s important to note that if we buy units in a fund that isn’t managed by us, our investment might be exposed to companies we would ordinarily exclude. This possibility is factored into our decision to buy any such units. 


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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

   

Visit a branch

Call 0800 269 296 to make an appointment
Weekdays, 8am - 6pm

Find a branch

   

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 & conditions. Download the guide and product disclosure statement

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

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