ANZ Investments

ANZ Balanced Fund

Balanced

A balanced approach investing across growth and income assets.

5yr Return

—%

3yr Return

—%

1yr Return

—%

3m Return

—%

Total Fee

0.94%

Fund Size

—

Asset Allocation

equities
50.8%
bonds
41.18%
cash
8.02%

Top Holdings

The fund's largest investments

NVIDIA

1.30%

Apple

1.20%

Fisher & Paykel Healthcare

1.10%

Infratil

0.80%

Amazon.com

0.70%

Alphabet Class A

0.70%

Contact Energy

0.60%

Auckland Int Airport

0.60%

Goodman Group

0.50%

Broadcom

0.50%

Historical Returns

3 Month

—%

1 Year

—%

3 Year

—%

annualised

5 Year

—%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee0.94%
Admin Fee$36/yr
Total Annual Fee0.94%

Risk Level

3/ 7

Low-Medium

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