Conservative Fund
Minimum suggested investment timeframe
4 years
Investment mix
- 20% growth assets
- 80% income assets
Annual fund charge
- 0.68%
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.
Our funds
Here is an overview of our six funds.
Conservative Balanced Fund
Minimum suggested investment timeframe
5 years
Investment mix
- 35% growth assets
- 65% income assets
Annual fund charge
- 0.80%
Balanced Fund
Minimum suggested investment timeframe
5 years
Investment mix
- 50% growth assets
- 50% income assets
Annual fund charge
- 0.95%
Balanced Growth Fund
Minimum suggested investment timeframe
6 years
Investment mix
- 65% growth assets
- 35% income assets
Annual fund charge
- 0.99%
Growth Fund
Minimum suggested investment timeframe
7 years
Investment mix
- 80% growth assets
- 20% income assets
Annual fund charge
- 1.03%
High Growth Fund
Minimum suggested investment timeframe
9 years
Investment mix
- 95% growth assets
- 5% income assets
Annual fund charge
- 1.03%
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:
- By downloading, completing and returning a transaction form. It's at the back of the product disclosure statement (PDF 1.1MB).
- By calling us on 0800 736 034.
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)
From overseas: +64 9 356 4000
If you wish to speak to an external financial adviser, call 0800 736 034 and we’ll put you in touch with one.
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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