ANZ KiwiSaver schemes
Managed by ANZ New Zealand Investments Limited
ANZ New Zealand Investments Limited operates the ANZ KiwiSaver Scheme and OneAnswer KiwiSaver Scheme, which together serve 617,517 members and manage $21.44 billion in assets. The schemes offer 21 funds within a KiwiSaver scheme across a range of investment approaches, providing members with options to match different investment horizons and risk preferences.
The schemes charge an average annual fee of 0.77% across their funds, with offerings spanning Balanced, Aggressive, Defensive, Growth, and Conservative fund types. These fund structures typically appeal to members seeking diversified investment options within a KiwiSaver scheme, from those prioritising capital preservation to those with longer investment timeframes. This information is general in nature only and does not constitute financial advice.
Summary written 28 October 2026; its figures may predate the key facts below, which are current.
Assets
$21B
Total value
Average Return
3.98%
Five year
Average Fee 💰
0.77%
One Year
Total Investors
617.5K
Across all funds
ANZ KiwiSaver schemes: key facts
- Schemes
- OneAnswer KiwiSaver Scheme, ANZ KiwiSaver Scheme
- Managed by
- ANZ New Zealand Investments Limited (FSP 33221)
- Funds
- 21
- Members (summed across funds)
- 617,517
- Funds under management
- $21.4B
- Share of the KiwiSaver money we track
- 14.4%
- Annual fee range
- 0.22% to 1.01%
- Oldest fund started
- 1 October 2007
Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Members are summed across funds, so a member in two funds counts twice.
ANZ KiwiSaver schemes funds by risk profile
- Defensive: 4 funds
- Conservative: 2 funds
- Balanced: 4 funds
- Growth: 4 funds
- Aggressive: 7 funds
Highest five-year return in each fund type
| Fund type | Fund | 5-year return (a year) | Annual fee |
|---|---|---|---|
| Defensive (of 4) | Cash Fund | 2.32% | 0.22% |
| Conservative (of 2) | Conservative Fund | 2.01% | 0.6% |
| Balanced (of 4) | Balanced Fund | 4.2% | 0.88% |
| Growth (of 4) | Growth Fund | 6.58% | 0.96% |
| Aggressive (of 5) | Sustainable International Share | 13.87% | 0.9% |
After fees and tax, among this provider's funds with a five-year record. Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Past performance is not a reliable indicator of future returns.
OneAnswer KiwiSaver Scheme(14 funds)
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Conservative Balanced Fund | Balanced | 3.1% | 0.73% | $203M | 35.11% | 01-10-2007 |
| Balanced Fund | Balanced | 4.2% | 0.88% | $625M | 50.03% | 01-10-2007 |
| International Share Fund | Aggressive | 9.77% | 0.96% | $86M | 100% | 01-10-2007 |
| Australasian Property Fund | Aggressive | 0.14% | 1.01% | $18M | 99.73% | 01-10-2007 |
| International Fixed Interest Fund | Defensive | -0.87% | 0.49% | $2M | N/A | 01-10-2007 |
| Cash Fund | Defensive | 2.32% | 0.22% | $92M | N/A | 01-10-2007 |
| New Zealand Fixed Interest Fund | Defensive | 0.15% | 0.34% | $8M | N/A | 01-10-2007 |
| International Property Fund | Aggressive | 3.8% | 0.99% | $7M | 99.99% | 01-10-2007 |
| Conservative Fund | Conservative | 2.01% | 0.6% | $477M | 20.06% | 01-10-2007 |
| Growth Fund | Growth | 6.58% | 0.96% | $607M | 80.01% | 01-10-2007 |
| Balanced Growth Fund | Growth | 5.37% | 0.92% | $590M | 65.11% | 01-10-2007 |
| Australasian Share Fund | Aggressive | 1.67% | 0.99% | $33M | 100% | 01-10-2007 |
| Sustainable International Share | Aggressive | 13.87% | 0.9% | $62M | 99.98% | 25-08-2008 |
| High Growth Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 3 August 2023 is less than five years before March 2026. | 0.95% | $64M | 94.08% | 03-08-2023 |
ANZ KiwiSaver Scheme(7 funds)
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Cash Fund | Defensive | 2.32% | 0.22% | $1B | N/A | 12-08-2008 |
| High Growth Fund | Aggressive | No 5-year average return figure held. Recorded fund start date 3 August 2023 is less than five years before March 2026. | 0.95% | $778M | 94.47% | 03-08-2023 |
| Conservative Balanced Fund | Balanced | 3.1% | 0.73% | $2B | 35.09% | 01-10-2007 |
| Balanced Growth Fund | Growth | 5.37% | 0.92% | $4B | 65.13% | 01-10-2007 |
| Conservative Fund | Conservative | 2.01% | 0.6% | $2B | 20.06% | 01-10-2007 |
| Balanced Fund | Balanced | 4.2% | 0.88% | $4B | 50.03% | 01-10-2007 |
| Growth Fund | Growth | 6.58% | 0.96% | $5B | 80.04% | 01-10-2007 |
About “N/A” in return figures: it means no figure is held, not a return of zero. Of the 21 funds listed, 19 have a 5-year average return. Figures are drawn from fund disclosures on the FMA Disclose register, chiefly quarterly fund updates. Each fund shows the most recent figure held; the latest quarter broadly covered across all funds is March 2026. A fund too new to report a period has no figure for it; other gaps are figures not yet captured from the updates ingested so far.
Governance & relationships
- Manager
- ANZ NEW ZEALAND INVESTMENTS LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP33221verify on FSPR ↗
- NZBN
- 9429039355140verify on NZBN ↗
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
FMA Disclose filings (20)
Quarterly Fund Updates, Product Disclosure Statements, SIPOs, and Annual Reports indexed from the FMA Disclose register. Click into a filing for the per-fund extracted data.
| Period | Type | Source PDFs | Status | Filing page |
|---|---|---|---|---|
| 2025-12-31 | SIPO | 1 PDF | Extracted | Open filing → |
| 2025-09-30 | PDS | 1 PDF | Extracted | Open filing → |
| 2022-12-31 | PDS | 1 PDF | Pending | Open filing → |
| 2022-09-30 | PDS | 1 PDF | Pending | Open filing → |
| 2022-03-31 | PDS | 1 PDF | Pending | Open filing → |
| 2021-12-31 | PDS | 1 PDF | Pending | Open filing → |
| 2021-09-30 | PDS | 1 PDF | Pending | Open filing → |
| 2021-03-31 | PDS | 1 PDF | Pending | Open filing → |
| 2020-12-31 | PDS | 1 PDF | Pending | Open filing → |
| 2020-09-30 | PDS | 1 PDF | Pending | Open filing → |
| 2020-08-25 | PDS | 1 PDF | Pending | Open filing → |
| 2020-03-31 | PDS | 1 PDF | Pending | Open filing → |
| 2019-09-30 | PDS | 1 PDF | Pending | Open filing → |
| 2019-03-31 | PDS | 1 PDF | Pending | Open filing → |
| 2018-12-31 | PDS | 1 PDF | Pending | Open filing → |
| 2018-03-31 | PDS | 1 PDF | Pending | Open filing → |
| 2014-03-31 | PDS | 1 PDF | Pending | Open filing → |
| 2025-06-30 | AR | 1 PDF | Pending | Open filing → |
| 2012-09-30 | AR | 1 PDF | Pending | Open filing → |
| 2011-09-30 | AR | 1 PDF | Pending | Open filing → |
Source: FMA Disclose register. Filings auto-refresh weekly via the FundCompare ingestion pipeline.
AI · API · Markdown
Machine-readable surfaceEvery provider page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.
Identifiers
- Short name
- ANZ
- Funds operated
- 21
- Scheme(s)
- ANZ KiwiSaver Scheme
Endpoints for ANZ New Zealand Investments Limited
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curl -s "https://fundcompare.co.nz/api/provider/anz/facts.json" | jq .Python
import requests
data = requests.get("https://fundcompare.co.nz/api/provider/anz/facts.json").json()
print(data["fund_name" if "provider" == "fund" else "name"])MCP (Claude Desktop / ChatGPT)
# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp
# Cursor / Cline / Continue (settings JSON):
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# Claude Desktop (UI): Settings → Connectors → Add custom connector
# URL: https://fundcompare.co.nz/mcp
# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
"command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }
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The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.
Investing involves risk. The value of your investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.
Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.
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