ANZ Investments
ANZ Default Scheme-Balanced Gr
miscellaneousGrowth - Replicated Sustainability Rated5yr Return
5.2%
3yr Return
9.9%
1yr Return
9.8%
3m Return
1.80%
Total Fee
0.92%
Fund Size
$288.2M
Asset Allocation
Asset allocation data not available
Top Holdings
The fund's largest investments
Nvidia Corporation
Fisher and Paykel Healthcare
Apple Inc
iShares Core S&P 500 ETF
Microsoft Corporation
Auckland International Airport
Infratil Ltd
Federal National Mortgage Association 150244 0.00 TBA
Federal National Mortgage Association 150253 6.5 TBA
Contact Energy Ltd
Historical Returns
3 Month
1.80%
1 Year
9.8%
3 Year
9.9%
annualised
5 Year
5.2%
annualised
10 Year
6.9%
Since Inception
—%
annualised
Fees
Management Fee0.88%
Other Charges0.04%
Performance Fee0.00%
Total Annual Fee0.92%
Risk Level
5/ 7
Medium-High
Fund Managers
George Crosby
Qing Ding
Paul Gregory
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