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ANZ
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Diversified

ANZ Investments OneAnswer Balanced Growth Fund

The Balanced Growth Fund invests mainly in growth assets (equities, listed property and listed infrastructure), with some exposure to income assets (cash and cash equivalents and fixed interest).

Risk indicator
4 out of 7

Higher numbers mean bigger ups and downs in value.

Estimated fund charge
0.97% p.a.

Set by the fund manager. No InvestNow account fees.

Minimum investment
$250

Or $50 per fund with a Regular Investment Plan.

Unit price
–

Buy/sell spread 0% / 0%.

About this fund

The Balanced Growth Fund invests mainly in growth assets (equities, listed property and listed infrastructure), with some exposure to income assets (cash and cash equivalents and fixed interest). The fund also has a small exposure to alternative assets.

Before investing, read the Product Disclosure Statement and latest fund update.

Fund facts

Investment manager
ANZ
Fund type
Managed fund (PIE)
Asset class
Diversified
Management style
Active
Inception date
15/04/2010
Fund size
$47.03M
Distributions
–
Regular Investment Plan
Not available
InvestNow KiwiSaver
Not available

Fund performance

Returns are shown after fund fees and before tax. Periods longer than one year are annualised.

Growth of $10,000

A growth chart isn't available for this fund yet.

 
1 month
3 months
1 year
3 years
5 years
10 years
Since inception
ANZ Investments OneAnswer Balanced Growth Fund
-0.46%
-0.27%
8.17%
10.74%
4.80%
6.89%
–

Past performance is not a guarantee of future returns. Returns exclude buy/sell spreads and transaction fees.

Fees and costs

InvestNow doesn’t charge account or administration fees. The fees below are set by the fund manager and are the same as investing with them directly.

Fee
Amount
What it means
Estimated annual fund charge
0.97% p.a.
Includes management and administration fees, deducted from the fund.
Performance fee
None
This fund doesn’t charge a performance fee.
Buy/sell spread
0% / 0%
A cost applied when you buy or sell units.
InvestNow account fees
None
No account or administration fees.

Fund documents

Read the Product Disclosure Statement and other fund information before you invest.

Product Disclosure Statement
PDF
Download
ANZ logo
About the manager

ANZ

ANZ Investments has five managed funds on the InvestNow platform – including a Diversified Fund, a Listed Property Fund, plus International and Australasian Equities.

Learn more about ANZ Investments, their investment options available to InvestNow customers plus access their latest news & updates below.

View ANZ
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Ready to invest in ANZ Investments OneAnswer Balanced Growth Fund?

Read the Product Disclosure Statement, then invest from $250, or from $50 per fund with a Regular Investment Plan.