ANZ Investments

ANZ Growth

GrowthGrowth Sustainability Rated

5yr Return

6.3%

3yr Return

11.2%

1yr Return

11.2%

3m Return

2.10%

Total Fee

1.03%

Fund Size

$5.4B

Asset Allocation

equities
80.12%
bonds
18.19%
cash
1.69%

Top Holdings

The fund's largest investments

NVIDIA

2.10%

Apple

2.00%

Fisher & Paykel Healthcare

1.80%

Infratil

1.40%

Amazon.com

1.10%

Alphabet Class A

1.10%

Contact Energy

1.00%

Auckland Int Airport

1.00%

Goodman Group

0.80%

Broadcom

0.80%

Historical Returns

3 Month

2.10%

1 Year

11.2%

3 Year

11.2%

annualised

5 Year

6.3%

annualised

10 Year

8.0%

Since Inception

—%

annualised

Fees

Management Fee1.03%
Total Annual Fee1.03%

Category Rankings

Ranked within Growth funds

3 Month#14
1 Year#13
3 Year#22
5 Year#18
10 Year#13

Risk Level

5/ 7

Medium-High

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