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FMA-registered Managed Investment Scheme

ANZ Investments Multi-Asset-Class Scheme (marketed As The ANZ Investment Funds And OneAnswer Multi-Asset-Class Funds)

Scheme number: SCH11064

Funds tracked
3
Brand manager
ANZ Investments
Legal issuer
ANZ New Zealand Investments Limited
FMA Disclose register · SCH11064 OFR11076 — OneAnswer Multi-Asset-Class Funds

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

3 funds
ANZ Investments OneAnswer Balanced Fund
PIE · capped at PIR (max 28%) balanced
ANZ Investments OneAnswer Conservative Fund
PIE · capped at PIR (max 28%) conservative
ANZ Investments OneAnswer Conservative Balanced Fund
PIE · capped at PIR (max 28%) conservative balanced

About this scheme

  • A Managed Investment Scheme (MIS) is the legal vehicle defined under the Financial Markets Conduct Act 2013. Every NZ retail managed fund operates as part of a registered MIS.
  • The scheme is overseen by a licensed Supervisor (independent entity holding scheme assets in trust) and managed by the Manager (charging fees and making investment decisions).
  • The FMA Disclose register holds the scheme's PDS, SIPO, OMI, Quarterly Fund Updates and full-portfolio holdings disclosures — link above.
  • See the glossary entry for MIS for the full definition.

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