Our investment approach
We combine the extensive knowledge and expertise of our investment management team with a consistent and disciplined process, as well as a focus on long-term performance.
Our investment philosophy
Our investment philosophy is based on a set of key beliefs, which are considered when making investment decisions and guide:
- How and where we should invest
- How we structure our portfolio, including where active management is likely to work best
- How we set ourselves up operationally – our people and our processes
- How management and the ANZ Investments board work together
- What external partners we work with (and why).
Ultimately, these beliefs aim to provide value to our investors for the risk taken and the fee they pay.
These beliefs mean we actively choose how to implement investments – we can choose active, systematic or passive strategies - but this is about flexibility. We remain an active investor.
Our beliefs
Return and value
The main reason investors invest with us is to get a return which represents value for the risk they take and the fee they pay.
Investment horizon
Thinking long-term gives us more choices in what we invest in, how we invest, and how we build our team. When we do this well, we build scale, which gives us even more choices for how we invest to deliver better long-term investor outcomes.
Governance
A consistent investment approach, connecting the right people, processes and tools, and transparency and trust between ANZ Investments’ board and management, drives better investment decision-making and long-term investment results.
Investment style
There are many ways to outperform markets. We choose the markets we invest in, and how we invest. Our approach, including our investment style, needs to be flexible if conditions change.
Investment risk management
Investment risk occurs in many ways and throughout the investment process. Strong risk management is therefore the most important thing we do to deliver returns which represent value to our investors.
Partnership
Our chosen partners must have broad and deep market knowledge so there is more potential to add value. Successful partnerships require robust checks and balances, good commercial terms and sharing expertise to better inform our investment decisions.
Responsible investment
Investment decisions must consider social, environmental and governance factors, so we can add value for our investors over the long term.
Sustainability issues like climate change and biodiversity loss affect all of us and must be included in our investment decision-making, and it must be clear to our investors how we are doing this.
Engaging directly or through our partners with the companies we invest in to influence their decisions and activities, including using our voting rights, is an important part of being an active investor. If we believe our engagements will not be successful, we should exit.
From overseas: +64 9 356 4000
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Important information
ANZ New Zealand Investments Limited (‘ANZ Investments’) is the issuer and manager of the OneAnswer KiwiSaver Scheme, OneAnswer Multi-Asset-Class Funds and OneAnswer Single-Asset-Class Funds. Important information is available under terms and conditions. Download the guide and product disclosure statement.