ANZ New Zealand Investments Limited
High Growth Fund
Oneanswer KiwiSaver SchemeAggressive
What the provider says about this fund
The High Growth Fund invests in growth assets (equities, listed property and listed infrastructure), with a very small exposure to income assets (cash and cash equivalents and fixed interest). The fund may also invest in alternative assets. The High Growth Fund aims to achieve (after the fund charge and before tax) over the long term higher returns, allowing for larger ups and downs in value.
1-year return
11.09%
5-year return p.a.
5.59%
Total annual fee
0.95%
Fund size ($m)
67.1
Members
1,157
Inception date
3 August 2023
Risk indicator
The official Smart Investor risk indicator uses a scale from 1 to 7.
1
2
3
4
5
6
7
Lower riskHigher risk
Investment mix
Growth assets
100.00%
Income assets
0.00%
| Asset class | Actual | Target | Average for Aggressive funds |
|---|---|---|---|
| Australasian shares | 20.56% | 28.40% | 28.28% |
| Cash and equivalents | 0.00% | 5.00% | 1.31% |
| International shares | 69.06% | 66.60% | 59.89% |
| Unknown | 0.00% | 0.00% | 0.00% |
Top 10 holdings
| Rank | Asset | Asset class | Asset type | Country | % of fund |
|---|---|---|---|---|---|
| 1 | Nvidia Corporation | Shares | International Equities | US | 2.39% |
| 2 | Fisher and Paykel Healthcare | Shares | Australasian Equities | NZ | 2.18% |
| 3 | Apple Inc | Shares | International Equities | US | 2.13% |
| 4 | Microsoft Corporation | Shares | International Equities | US | 1.35% |
| 5 | Infratil Ltd | Shares | Australasian Equities | NZ | 1.23% |
| 6 | Auckland International Airport | Shares | Australasian Equities | NZ | 1.22% |
| 7 | Contact Energy Ltd | Shares | Australasian Equities | NZ | 1.15% |
| 8 | Bank Deposit (USD BNP) | Cash | Cash and Cash Equivalents | US | 1.13% |
| 9 | Amazon Com Inc | Shares | International Equities | US | 1.04% |
| 10 | United States Treasury 180626 0.00 Govt. Bond | Bonds | International Fixed Interest | US | 0.90% |
Fees
0.95% total annual fee
| Fee type | Fee | Cost per year on a $30,000 balance | Average for Aggressive funds |
|---|---|---|---|
| Management fees | 0.92% | $276 | 0.71% |
| Other fees | 0.03% | $9 | 0.08% |
| Membership fees | 0.00% | $0 | 0.05% |
| Total combined fees | 0.95% | $285 | 0.85% |
Yearly returns
| Year ending | Fund return | Average for Aggressive funds |
|---|---|---|
| 31 March 2025 | 2.61% | 4.58% |
| 31 March 2026 | 11.09% | 12.72% |
Documents
- Full portfolio holdings (spreadsheet)
- Latest fund update
- Other material information
- Other material information
- Other material information
- Other material information
- Product disclosure statement
- Product disclosure statement
- Statement of investment policy and objectives
- Statement of investment policy and objectives
Key personnel
| Name | Position | Time in role |
|---|---|---|
| George Crosby | Chief Investment Officer | 2 years, 1 month |
| Matthew Mobbs | Head of Fixed Interest and Cash | 2 months |
| Max Lesser | Head of Equities | 2 years, 10 months |
| Paul Gregory | Head of Investment Partnerships | 2 years |