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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

Investment knowledge and experience

Our experienced investment management team has a focus on long-term performance and follows a consistent and disciplined process for managing investments.

We also use some external fund managers who we believe are among the best in their class.

Serious about responsible investing

We don’t just look at a company’s financial performance. We also look at environmental, social and governance (ESG) factors, which we believe are important drivers of long-term investment risks and returns.

How we invest responsibly

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.

Complement to other savings and investments

ANZ Investment Funds are flexible as you can usually 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, they can make your money work smarter, keeping you on track for all of your saving and investment goals. 

Trusted by more than 650,000 New Zealanders

We’re proud to have been helping Kiwis improve their financial wellbeing for over 30 years. We manage over $30 billion for a wide range of investors throughout New Zealand.

Award-winning investment management

ANZ Investments has a history of being recognised with numerous awards.

Read about our awards history and ratings

Fund performance

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

ANZ Investment Funds performance as at 30 November 2024

3 months

1 year

3 years (p.a.)

5 years (p.a.)

10 years (p.a.)

Since launch (p.a.)

Conservative

1.51%

8.88%

1.32%

2.40%

3.58%

4.46%

Conservative Balanced

2.20%

10.72%

1.84%

3.40%

4.64%

5.56%

Balanced 

2.89%

12.60%

2.36%

4.28%

5.66%

6.61%

Balanced Growth

3.56%

14.45%

3.04%

5.29%

6.77%

7.75%

Growth

4.35%

16.38%

3.71%

6.27%

7.77%

8.71%

High Growth

5.21%

18.64%

–

–

–

12.03%

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

Funds launched in April 2010, except for High Growth Fund (August 2023).

You might be interested in

Compare our funds

We offer a choice of six different fund options to invest in. Here you can compare the main features of each option at a glance.

Compare our funds

Our investment approach

We focus on long-term performance and follow a consistent and disciplined process for managing investments. 

Our investment approach

Fund performance and fees

So you can make good investment decisions, here's the latest information on your fund performance, fees, and what’s happening in investment markets.

Fund performance and fees

How to apply

Read the scheme guide and product disclosure statement:

ANZ Investment Funds guide (PDF 664.2KB)

ANZ Investment Funds Product Disclosure Statement (PDF 925.2KB)

Application form

Complete the application form found from page 23 onwards of the Product Disclosure Statement (PDF 925.2KB).

Return it to us:

Call us

Monday to Friday, 8am - 6pm

0800 736 034

From overseas: +64 9 356 4000

Talk to an ANZ Investment Adviser

Monday to Friday, 8:30am - 5pm

0800 269 238

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. For more information about ANZ’s financial advice service or to view our financial advice provider disclosure statement see anz.co.nz/fapdisclosure