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

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.

Investment Returns

Data updated 31/01/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
ANZ Balanced Growth Fund 0.54% 10.18% 3.09% 7.09% 2.81% 6.49%

Unit Prices

Data updated 22/02/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
ANZ Balanced Growth Fund 3.6233 3.6097 3.4465 3.4308 3.3569 3.3214 NA

Unit Prices: Historical

More about the New Zealand Retirement Trust