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ANZ New Zealand Investments Limited

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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.

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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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