ANZ Investments

OneAnswer Balanced Growth

miscellaneousGrowth - Replicated Sustainability Rated

5yr Return

5.2%

3yr Return

9.9%

1yr Return

9.8%

3m Return

1.80%

Total Fee

0.97%

Fund Size

$589.7M

Asset Allocation

equities
65.24%
bonds
34.76%
cash
3.23%

Top Holdings

The fund's largest investments

NVIDIA

1.70%

Apple

1.60%

Fisher & Paykel Healthcare

1.40%

Infratil

1.10%

Amazon.com

0.90%

Alphabet Class A

0.90%

Contact Energy

0.80%

Auckland Int Airport

0.80%

Broadcom

0.70%

Goodman Group

0.70%

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 Fee0.97%
Total Annual Fee0.97%

Risk Level

4/ 7

Medium

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