ANZ Investments

ANZ High Growth

aggressiveAggressive Sustainability Rated

5yr 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

International shares
66.21%
Australasian shares
19.64%
Listed property
6.15%
Cash and equivalents
4.24%
Other
3.76%

Top Holdings

The fund's largest investments

Nvidia Corporation

Shares · US

2.39%

Fisher and Paykel Healthcare

Shares · NZ

2.18%

Apple Inc

Shares · US

2.13%

Microsoft Corporation

Shares · US

1.35%

Infratil Ltd

Shares · NZ

1.23%

Auckland International Airport

Shares · NZ

1.22%

Contact Energy Ltd

Shares · NZ

1.15%

Bank Deposit (USD BNP)

Cash · US

1.13%

Amazon Com Inc

Shares · US

1.04%

United States Treasury 180626 0.00 Govt. Bond

Bonds · US

0.90%

Historical Returns

3 Month

2.60%

1 Year

12.6%

3 Year

—%

annualised

5 Year

—%

annualised

10 Year

—%

Since Inception

—%

annualised

Fees

Management Fee0.92%
Other Charges0.03%
Performance Fee0.00%
Membership Fee$0/yr
Total Annual Fee0.98%

Category Rankings

Ranked within Aggressive funds

3 Month#16
1 Year#12

Risk Level

6/ 7

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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