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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.

We are recognised experts in our field

"ANZ Investments has a strong investment culture and a proven recipe for success"
– Morningstar Research Report, published 16 April 2019.

We’ve been managing multi-asset-class investments for more than 25 years and have been recognised by numerous awards over that time.

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 Ratings

ANZ Investment Funds have a Morningstar Analyst RatingTM of 'Bronze'.

Find out more

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 4.46%    17.46%    11.58%    9.30%    10.01%   
Balanced Growth 3.35%    15.41%    10.05%    8.27%    9.06%   
Balanced 2.31%    13.26%    8.36%    7.07%    7.84%   
Conservative Balanced 1.31%    10.97%    6.71%    5.89%    6.70%   
Conservative 0.29%    8.73%    5.13%    4.78%      5.55%  

 

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

When assessing potential investments we take a range of both financial and non-financial criteria into account, including environmental, social and governance factors.

 

What we don’t invest in

We don’t invest in companies involved in manufacturing controversial and nuclear weapons, tobacco products, or automatic and semi-automatic firearms or parts for civilian use.


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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

   

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.