ANZ Conservative Fund

Information, unit prices, and historical performance


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

Minimum suggested investment timeframe 2 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 Conservative Fund -0.15% 6.56% 3.31% 4.64% -0.19% 2.65%

Unit Prices

Data updated 22/02/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
ANZ Conservative Fund 1.2323 1.2329 1.1975 1.1841 1.1664 1.2205 NA

Unit Prices: Historical

More about the New Zealand Retirement Trust