Factual snapshot
ANZ Investments — review
Mechanical, source-cited snapshot of ANZ Investments's NZ retail managed-fund range. We don't rate or recommend — see a licensed financial adviser for personalised advice.
- Funds tracked
- 14
- Median annual fee
- 0.95%
- Median FMA risk
- 4.5/7
- Tracked NZ retail AUM
- $2.03 billion
Universe median 0.84%
Standardised 1–7 scale
Sum of fund sizes (14/14 on file)
About ANZ Investments
Asset-management arm of ANZ NZ; runs the OneAnswer multi-fund range.
- Legal name
- ANZ New Zealand Investments Limited
- Headquarters
- Auckland
Fee position vs peers
Per-asset-class median annual fund charge for ANZ Investments vs the peer median across all other NZ managers in our coverage. Source: Sorted Smart Investor (FMA Disclose Quarterly Fund Updates).
| Asset class | ANZ Investments funds | ANZ Investments median fee | Peer median (n) | Position |
|---|---|---|---|---|
| Diversified | 6 | 0.93% | 1.02% (61) | priced 9 bps below the peer median (1.02%) |
| Australasian Equities | 2 | 1.07% | 0.99% (56) | priced 8 bps above the peer median (0.99%) |
| International Equities | 2 | 0.90% | 0.59% (79) | priced 31 bps above the peer median (0.59%) |
| Listed Property | 2 | 1.02% | 1.02% (13) | priced in line with the peer median (1.02%) |
| NZ Fixed Interest | 1 | 0.46% | 0.65% (13) | priced 19 bps below the peer median (0.65%) |
| International FI | 1 | 0.49% | 0.71% (30) | priced 22 bps below the peer median (0.71%) |
Fee is the headline ongoing cost; strategy mix, hedging, performance fees and net return after fees also matter when comparing options.
Risk profile mix
Distribution of ANZ Investments's 14 funds across the FMA's standardised 1–7 risk indicator. The indicator is calculated from each fund's past five years of unit-price volatility and published on every Quarterly Fund Update.
ANZ Investments's funds
- ANZ Investments OneAnswer Conservative FundDiversifiedPIE · capped at PIR (max 28%) conservative0.63% fee 3/7 risk
- ANZ Investments OneAnswer Conservative Balanced FundDiversifiedPIE · capped at PIR (max 28%) conservative balanced0.75% fee 4/7 risk
- ANZ Investments OneAnswer Balanced FundDiversifiedPIE · capped at PIR (max 28%) balanced0.90% fee 4/7 risk
- ANZ Investments OneAnswer Balanced Growth FundDiversifiedPIE · capped at PIR (max 28%) balanced growth0.95% fee 4/7 risk
- ANZ Investments OneAnswer Growth FundDiversifiedPIE · capped at PIR (max 28%) growth0.95% fee 4/7 risk
- ANZ Investments OneAnswer High Growth FundDiversifiedPIE · capped at PIR (max 28%) aggressive0.95% fee 5/7 risk
- ANZ Investments OneAnswer Australian Share FundAustralasian EquitiesPIE · capped at PIR (max 28%)1.09% fee 5/7 risk
- ANZ Investments OneAnswer New Zealand Share FundAustralasian EquitiesPIE · capped at PIR (max 28%)1.05% fee 5/7 risk
- ANZ Investments OneAnswer International Share FundInternational EquitiesPIE · capped at PIR (max 28%)0.96% fee 5/7 risk
- ANZ Investments OneAnswer International Listed Infrastructure FundInternational EquitiesPIE · capped at PIR (max 28%)0.84% fee 5/7 risk
- ANZ Investments OneAnswer International Fixed Interest FundInternational FIPIE · capped at PIR (max 28%)0.49% fee 4/7 risk
- ANZ Investments OneAnswer Property Securities FundListed PropertyPIE · capped at PIR (max 28%)1.06% fee 5/7 risk
- ANZ Investments OneAnswer International Property FundListed PropertyPIE · capped at PIR (max 28%)0.99% fee 6/7 risk
- ANZ Investments OneAnswer New Zealand Fixed Interest FundNZ Fixed InterestPIE · capped at PIR (max 28%)0.46% fee 3/7 risk
Questions about ANZ Investments
Is ANZ Investments a good fund manager?
Whether ANZ Investments suits any individual investor depends on the investor's goals, time horizon, risk tolerance, and how the fund fits an existing portfolio — factors that vary by individual. On this site we surface mechanical, comparable data points: ANZ Investments runs 14 retail managed funds in our coverage, with a median annual fund charge of 0.95% across that range (vs the NZ universe median of 0.84%), and a median FMA risk indicator of 4.5 out of 7. For personalised guidance, see a licensed financial adviser.
What does ANZ Investments charge?
ANZ Investments's 14 funds in our coverage carry a median annual fund charge of 0.95% (range 0.46% – 1.09%). The annual fund charge is the headline ongoing cost disclosed on every Quarterly Fund Update on the FMA Disclose register. Cross-validate via the per-fund pages, which link to source documents.
How big is ANZ Investments?
Across the 14 funds with on-file fund-size data, ANZ Investments's tracked NZ retail AUM totals NZD 2.03 billion. This is the sum of fund sizes disclosed in each fund's most recent Quarterly Fund Update on FMA Disclose and excludes KiwiSaver, wholesale and Australian-domiciled assets. ANZ Investments may manage materially larger assets in those categories.
Where is ANZ Investments based?
ANZ Investments (legal name: ANZ New Zealand Investments Limited) is headquartered in Auckland.
What kind of funds does ANZ Investments run?
ANZ Investments's range of 14 funds in our coverage is weighted toward diversified (6 funds). The range also includes 2 australasian equities funds and 2 international equities funds. See the full list at /providers/anz-investments/.
Other managers running diversified funds
How we built this snapshot
Fund counts and category mix are from src/data/funds.ts (Range of Funds reconciled to the InvestNow + Sharesies + manager-direct universe). Annual fund charge, FMA risk indicator, five-year return and fund size are extracted from each fund's Quarterly Fund Update via Sorted Smart Investor (a Te Ara Ahunga Ora / Retirement Commission service that mirrors the FMA Disclose register). Cross-validate via each per-fund page, which links to the source PDS and Fund Update on FMA Disclose.
ManagedFundsNZ provides information only, not personalised financial advice. For advice, see a licensed financial adviser.