ANZ Investments

ANZ Balanced

BalancedBalanced Sustainability Rated

5yr Return

4.1%

3yr Return

8.7%

1yr Return

8.5%

3m Return

1.40%

Total Fee

0.89%

Fund Size

$3.8B

Asset Allocation

Asset allocation data not available

Historical Returns

3 Month

1.40%

1 Year

8.5%

3 Year

8.7%

annualised

5 Year

4.1%

annualised

10 Year

5.8%

Since Inception

—%

annualised

Fees

Management Fee—%

Admin Fee—

Total Annual Fee0.89%

Category Rankings

Ranked within Balanced funds

3 Month#27

1 Year#26

3 Year#31

5 Year#23

10 Year#16

Risk Level

4/ 7

Medium

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