ANZ High Growth
aggressiveAggressive Sustainability Rated5yr Return
—%
3yr Return
—%
1yr Return
12.6%
3m Return
2.60%
Total Fee
0.98%
Fund Size
$778.3M
The WealthWatch View
Nvidia and Apple sit alongside Fisher & Paykel Healthcare and Auckland Airport in a fund that returned 12.6% over the past year, placing it 12th in the aggressive category. ANZ High Growth holds $778 million and commits 95% to growth assets, tilting hard toward international shares at 66% of the portfolio, with Australasian shares taking another 20%.
The top holdings reveal a blend of US technology giants and New Zealand infrastructure. Nvidia leads at 2.4%, followed by Fisher & Paykel at 2.2% and Apple at 2.1%. Infratil, Auckland Airport and Contact Energy round out the domestic exposure, while Microsoft and Amazon add further weight to the technology tilt. A US Treasury note and a bank deposit in US dollars sit among the top ten, providing small defensive anchors in an otherwise equity-heavy structure.
The fund charges a total fee of 0.98%, made up of a 0.92% management fee and a 0.03% other fee, with no performance fee. At risk level 6, this is a high-growth fund built for long time horizons, betting heavily on international equity markets and keeping bonds out of the allocation entirely.
General information only, not financial advice. Past performance is not a reliable indicator of future results.
Asset Allocation
Top Holdings
The fund's largest investments
Nvidia Corporation
Shares · US
Fisher and Paykel Healthcare
Shares · NZ
Apple Inc
Shares · US
Microsoft Corporation
Shares · US
Infratil Ltd
Shares · NZ
Auckland International Airport
Shares · NZ
Contact Energy Ltd
Shares · NZ
Bank Deposit (USD BNP)
Cash · US
Amazon Com Inc
Shares · US
United States Treasury 180626 0.00 Govt. Bond
Bonds · US
Historical Returns
3 Month
2.60%
1 Year
12.6%
3 Year
—%
annualised
5 Year
—%
annualised
10 Year
—%
Since Inception
—%
annualised
Fees
Category Rankings
Ranked within Aggressive funds
Risk Level
High
Fund Managers
George Crosby
Chief Investment Officer
2 years, 1 month in role
Paul Gregory
Head of Investment Partnerships
2 years in role
Matthew Mobbs
Head of Fixed Interest and Cash
2 months in role
Max Lesser
Head of Equities
2 years, 10 months in role
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