ANZ New Zealand Investments Limited

Manager Overview

ANZ Investments began operating in New Zealand in 1989, as Armstrong Jones. In 1996, the company became part of the global financial services group ING. In 2002, ING and ANZ formed a joint venture, operating in New Zealand under the ING brand. In 2009, ING became fully owned by ANZ, and in 2013, changed its name to ANZ New Zealand Investments Limited (ANZ Investments).

Manager's responsible investing approach

ANZ Investments is an advocate of responsible investing, meaning that it considers whether to invest in a company, it doesn't only look at the financial performance, but also takes into account the company's environmental, social and governance (ESG) performance, because it believes these factors have a big impact on long-term returns.

ANZ Investments has a Responsible Investment Framework that sets out its investment approach and the key principles that guide its investment decisions. ANZ Investments has been a signatory to the PRI since early 2018 and as per the requirements of the PRI Reporting Framework, it prepares annual reports on its processes related to responsible investment.

General Details	Exclusions														Inclusions																	UN Goals
Fund Name	Tobacco	Alcohol	Weapons	Fossil fuels	Human rights abuses	Labour rights violations	Environmental damage	Animal testing	Treatment of livestock	Tax avoidance	Gambling	Genetic engineering/GMO	Nuclear power	Adult entertainment	Renewable energy	Climate change solutions	Water management	Circular economy	Sustainable agriculture	Green property	Biodiversity conservation	Healthy rivers & oceans	Reforestation	Gender diversity	Indigenous business	Health & medical products	Social infrastructure	Education	Income & financial inclusion	Sustainable transport	Vocational training	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals
OneAnswer KiwiSaver Scheme Balanced FundOneAnswer KiwiSaver Scheme Balanced Fund	A-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
OneAnswer KiwiSaver Scheme Balanced Growth FundOneAnswer KiwiSaver Scheme Balanced Growth Fund	A-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
OneAnswer KiwiSaver Scheme Conservative Balanced FundOneAnswer KiwiSaver Scheme Conservative Balanced Fund	A-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
OneAnswer KiwiSaver Scheme Conservative FundOneAnswer KiwiSaver Scheme Conservative Fund	A-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
OneAnswer KiwiSaver Scheme Growth FundOneAnswer KiwiSaver Scheme Growth Fund	A-Sort C-Sort	C-Sort C-Sort	A-Sort B-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort

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Funds

OneAnswer KiwiSaver Scheme Growth Fund

Strategy Summary

The Growth Fund invests mainly in growth assets, with a smaller exposure to income assets. The Growth Fund aims to achieve (after the fund charge and before tax) over the long term a higher yearly return allowing for large movements of value up and down.

Key Terms

Status:	Open	Inception Date:	Oct 2007
Strategy:	Global Diversified	Style:	N/A
Geography:	Global	Domicile:	New Zealand
Investors:	Retail	Min. Investment:	NZD0
Mgmt. Fee:	1.08%	Perf. Fee:	0%

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