Mutual Funds / Unit Trusts - Investments

Mutual Funds / Unit Trusts

Mutual Funds may form the basis of an investor’s medium to long term investment strategy, enabling investors to gain the benefit of diversification across a range of asset classes. With the support of ANZ Private Portfolio Service, investors can select from a range of third party funds reviewed and analysed by ANZ Private Bank using in-house and external information sources.

A range of third party funds analysed by ANZ Private Bank’s dedicated Research and Technical Analysis team
Ability to construct a model portfolio of funds across asset classes which aligns to an investor’s risk profile and investment needs
Ability of investors to view their portfolio of mutual funds securely via the internet and track their performance.

Investments in foreign currencies may be subject to fluctuations which impact your principal investment amount in local currency terms, including the potential for capital losses. We recommend you seek independent, professional advice to take account of your personal needs and financial circumstances and whether the products are appropriate for you.

Limits apply for investment products which may change from time to time.

Access to certain products may be restricted to “Sophisticated Investors” as defined within the Securities and Futures Act. We recommend you seek independent, professional advice or call us for more information.