Skip to main contentSkip to log on

Compare our funds

Compare our six investment funds and their key features at a glance.

How does your fund choice affect your returns

With ANZ Investment Funds, you have a choice of six different funds. The fund you’re invested in can make a big difference to your investment balance.

How are our funds different?

Each of our funds has a different mix of investment ‘assets’ (e.g. equities, listed property, listed infrastructure, fixed interest and cash). Each type of asset has different levels of risk and return. The mix of these assets determines each fund’s level of risk and expected return.

Growth assets

Equities (e.g. shares)

Listed property and listed infrastructure

If you’re seeking higher long-term returns, you need to be willing to accept more risk, for example by investing in a fund with more growth assets (e.g. High Growth or Growth Funds).

Income assets

Cash and cash equivalents

Fixed interest (e.g. bonds)

If you’re seeking lower risk, you need to be willing to accept lower long-term returns, for example by investing in a fund with more income assets (e.g. Conservative or Conservative Balanced Funds).

Our funds

Here is an overview of our six funds.

Need help choosing a fund?

Understanding your tolerance for investment risk may help you choose the right fund for you.

Changing funds

You can change the fund your money is invested in. You can switch between funds:

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.

You might be interested in

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

Our investment approach

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

Our investment approach

Market review

A review of how investment markets have performed over the last quarter.

Market review

Important information

ANZ New Zealand Investments Limited ('ANZ Investments') is the issuer and manager of the ANZ Investment Funds. Important information, including the guide and product disclosure statement is available on ANZ Investment Funds rates, fees and agreements. 

ANZ Investments is not an authorised deposit-taking institution under Australian law and investments in the scheme are not deposits in or liabilities of ANZ Bank New Zealand Limited, Australia and New Zealand Banking Group Limited or their subsidiaries (together ‘ANZ Group’). ANZ Group does not stand behind or guarantee ANZ Investments. Investments in the scheme are subject to investment risk, including possible delays in repayment, and loss of income and principal invested. ANZ Group will not be liable to you for the capital value or performance of your investment.

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