ANZ Balanced Growth Fund

Information, unit prices, and historical performance

Information

The fund aims to achieve total returns consistent with a Balanced Growth investor profile over the medium to long term.

Minimum suggested investment timeframe 4 years

Member fee $23.40

Annual fund charges 1.09%

Average 3-Years return (after fees, but before tax)*
*as at 30 October 2024 2.00%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Lower risk Higher risk

Higher risk generally means higher potential returns, but more ups and downs along the way.

ANZ funds are closed to new investors.
If you're an existing investor in ANZ funds in the AMP KiwiSaver Scheme or NZRT, you can view the fund returns in your MyAMP app and online portal.

Investment Returns

Data updated 30/10/2024

Fund name	1m	3m	6m	1yr	3yr	5yr
Global Select Balanced Growth Fund	0.82%	2.74%	7.09%	18.34%	2.00%	5.25%

Unit Prices

Data updated 10/12/2024

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
Global Select Balanced Growth Fund	3.1170	3.0685	2.9991	2.8680	2.7437	2.8984	2.3893