ANZ Investments

ANZ Defualt High Growth

miscellaneousAggressive - Replicated Sustainability Rated

5yr Return

—%

3yr Return

—%

1yr Return

12.5%

3m Return

2.60%

Total Fee

0.95%

Fund Size

$50.4M

Asset Allocation

equities
84.79%
property
7.32%
cash
4.34%
other
3.55%

Top Holdings

The fund's largest investments

Bank Deposit (USD BNP)

3.59%

Fisher and Paykel Healthcare

1.96%

Nvidia Corporation

1.43%

Infratil Ltd

1.26%

Auckland International Airport

1.21%

NZD Bank Account (BNP)

1.10%

Apple Inc

1.08%

Microsoft Corporation

1.04%

Contact Energy Ltd

1.01%

Federal National Mortgage Association 30Yr Conventional 151046 0.0 TBA

0.95%

Historical Returns

3 Month

2.60%

1 Year

12.5%

3 Year

—%

annualised

5 Year

—%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee0.95%
Performance Fee0.00%
Total Annual Fee0.95%

Risk Level

6/ 7

High

Fund Managers

George Crosby

Mathew Young

Maaike Van Tol

Helen Skinner

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