Our awards

ANZ New Zealand Investments Limited (ANZ Investments) is ANZ's award-winning investment management business.

We are also New Zealand's largest fund manager1 and New Zealand's largest KiwiSaver scheme manager2, with one in four New Zealanders in KiwiSaver investing their retirement savings with us.

Find out more about our current and past awards below.

Morningstar Analyst Ratings

The Morningstar Analyst RatingTM  for funds is the summary expression of Morningstar’s forward-looking analysis. Morningstar analysts assign the ratings globally on a five-tier scale with three positive ratings of Gold, Silver, and Bronze, as well as Neutral, Negative, and Under Review designations. The Analyst Rating is based on the analyst’s conviction in the fund’s ability to outperform its peer group and/or relevant benchmark on a risk-adjusted basis over the long term.

  • The Morningstar Analyst RatingTM for OneAnswer SAC International Share Fund assigned on 5 July 2018 is ‘Gold’.
  • The Morningstar Analyst RatingTM for OneAnswer SAC International Property Fund assigned on 6 June 2018 is ‘Gold’.

  • The Morningstar Analyst RatingTM for OneAnswer SAC Australian Share Fund assigned on 8 October 2018 is ‘Silver’.

  • The Morningstar Analyst RatingTM for OneAnswer Multi-Asset-Class Funds assigned on 11 April 2019 is ‘Bronze’.
  • The Morningstar Analyst RatingTM for ANZ KiwiSaver Scheme assigned on 11 April 2019 is ‘Bronze’.
  • The Morningstar Analyst RatingTM for ANZ Default KiwiSaver Scheme assigned on 11 April 2019 is ‘Bronze’.
  • The Morningstar Analyst RatingTM for OneAnswer KiwiSaver Scheme (multi-asset-class funds only) assigned on 11 April 2019 is ‘Bronze’.
  • The Morningstar Analyst RatingTM for OneAnswer SAC Property Securities Fund assigned on 14 January 2019 is ‘Bronze'.

Major Morningstar Awards history

  • Morningstar Awards - New Zealand Fund Manager of the Year (est. 1992)
    Winner: 2015, 2012, 2006, 2005, 2004, 2001 (joint winner), 2000, 1999, 1998, 1997, 1996, 1995, 1994, 1993
  • Morningstar Awards - Fund Manager of the Year, KiwiSaver Category, New Zealand (est. 2008)
    Winner: 2015, 2012, 2010
The Morningstar Analyst Rating™ for OneAnswer Multi-Asset-Class Funds: Conservative Fund (23835), Conservative Balanced Fund (23836), Balanced Fund (23837), Balanced Growth Fund (23838), and Growth Fund (23839) is ‘Bronze’ as of 11 April 2019. The Morningstar Analyst Rating™ for ANZ KiwiSaver Scheme: Conservative Fund (23240), Conservative Balanced Fund (23241), Balanced Fund (23242), Balanced Growth Fund (23243), and Growth Fund (23244) is ‘Bronze’ as of 11 April 2019. The Morningstar Analyst Rating™ for ANZ Default KiwiSaver Scheme: Conservative Fund (23223), Conservative Balanced Fund (23224), Balanced Fund (23225), Balanced Growth Fund (23226), and Growth Fund (23227) is ‘Bronze’ as of 11 April 2019. The Morningstar Analyst Rating™ for OneAnswer KiwiSaver Scheme: Conservative Fund (23228), Conservative Balanced Fund (23229), Balanced Fund (23230), Balanced Growth Fund (23231), and Growth Fund (23232) is ‘Bronze’ as of 11 April 2019.
© 2019 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.
 
 
 

SuperRatings 2019 KiwiSaver Ratings

 

SuperRatings is an independent research company that has been researching the New Zealand KiwiSaver market for five years. To maintain the integrity of the ratings process, SuperRatings distributes all results accross a pre-determined distribution bell curve as follows:

  • Platinum (25% of funds)
  • Gold (25% of funds)
  • Silver (25% of funds)
  • Other (25% of funds)
OneAnswer KiwiSaver Scheme

The Platinum rating is the highest possible rating awarded to schemes that represent the ‘best value for money’, taking into account not only investment performance and fees, but other features that help members reach their investment goals, such as access to quality advice, member education, and governance.

ANZ KiwiSaver Scheme
ANZ Default KiwiSaver Scheme

The Gold rating is awarded to a “good value for money” KiwiSaver scheme that is strong in nearly all assessment areas.


SuperRatings history

OneAnswer KiwiSaver Scheme
  • SuperRatings Platinum 2018
  • SuperRatings Platinum 2017
  • SuperRatings Platinum 2016
  • SuperRatings Platinum 2015
ANZ KiwiSaver Scheme &
ANZ Default KiwiSaver Scheme
  • SuperRatings Platinum 2018
  • SuperRatings Platinum 2017
  • SuperRatings Platinum 2016
  • SuperRatings Platinum 2015

 

 

SuperRatings does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria.

1FundSource: Wholesale and Retail Managed Funds Report, September Quarter 2018.
2Workplace Savings NZ Quarterly KiwiSaver Survey, 30 September 2018.

 

 

Major FundSource Awards history

  • FundSource Fund Manager of the Year (est. 1992)
    Winner: 2014, 2013, 2012, 2010, 2008, 2006
  • FundSource KiwiSaver Manager of the Year (est. 2010)
    Winner: 2014, 2013, 2012, 2010

Single Sector Awards history

  • FundSource New Zealand Property Manager of the Year 
    Winner: 2014, 2013, 2012
  • FundSource International Equity Manager of the Year 
    Winner: 2014, 2013, 2010

 

 

 
Fund Manager of the Year Awards are announced by FundSource, the investment strategy and research company. These awards should not be read as a recommendation by FundSource. For further advice on the relevance of this award to your personal situation consult your financial adviser, or visit www.fundsource.co.nz.
 
1FundSource: Wholesale and Retail Managed Funds Report, September Quarter 2018.
2Workplace Savings NZ Quarterly KiwiSaver Survey, 30 September 2018.
 
 

Workplace Savings NZ Awards 

Excellence in communications (Supreme award) Winner 2018
 

Excellence in Communications

(Supreme award)
Winner: 2018

Most Innovative Communications (for ANZ KiwiSaver Scheme account statement Winner 2018
Most Innovative Communication 

(for the ANZ KiwiSaver Scheme account statement)
Winner: 2018

 

Workplace Savings NZ Awards history
  • Excellence in communications - Supreme award
    Winner: 2013
  • Investment Statement of the Year
    Winner: 2014, 2013
  • Annual Reporting of the Year - KiwiSaver Schemes 
    Winner: 2014, 2013, 2012

Writemark Plain English Awards history

Writemark Plain English Awards

  • Winner Plain English Champion Individual or Team
    ANZ Wealth
  • Winner Plain English Document Private Sector
    ANZ KiwiSaver Scheme Investment Statement
  • Winner Plain English Investor Document
    ANZ KiwiSaver Scheme Investment Statement
  • Winner People's Choice Best Plain English Communication
    ANZ KiwiSaver Scheme Investment Statement
  • Finalist Plain English Champion Best Organisation
    ANZ
  • 2013 Finalist Plain English Website Private
    www.anz.co.nz/FutureWise
  • 2013 Finalist Plain English Investor Document
    OneAnswer KiwiSaver Scheme Investment Statement
    OnePath KiwiSaver Scheme Investment Statement

 

 

 

 

 

 

 

INFINZ Awards history  

  • Fund Manager of the Year – Bonds
    Winner: 2013
  • Chapman Tripp Fund Manager of the Year
    Winner: 2007
 
1FundSource: Wholesale and Retail Managed Funds Report, September Quarter 2018.
2Workplace Savings NZ Quarterly KiwiSaver Survey, 30 September 2018.