ANZ Balanced Growth Fund

Information, unit prices, and historical performance

The fund invests mainly in share and listed property assets, with some exposure to cash and fixed interest assets.

Minimum suggested investment timeframe 4 years

Member fee $23.40

Annual fund charges 1.14%

Average 3-Years return (after fees, but before tax)*
*as at 31 March 2024 2.93%

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.

Fund name	1m	3m	6m	1yr	3yr	5yr
ANZ Balanced Growth Fund	2.50%	3.54%	11.02%	10.56%	2.93%	5.87%

Fund name	Unit price($)	1m	3m	6m	1yr	3yr	5yr
ANZ Balanced Growth Fund	2.8376	2.9166	2.8323	2.5575	2.6879	2.7640	2.2364