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ANZ OneAnswer Investment Portfolio
ANZ OneAnswer Investment Portfolio is only available to existing investors as at 1 July 2013.
For new investors, please refer to OneAnswer Frontier Investment Portfolio
Features
- Suitable for people who want to:
- generate capital growth from an investment
- generate income from an investment
- save for a specific purpose (a house, children's education, early retirement)
- invest tax-effectively
- borrow to invest
- automatically maintain your nominated investment profile by auto-rebalancing.
- ANZ OneAnswer is an investment solution that includes an investment portfolio, personal super and a pension.
Facts
Initial investment $5,000 minimum across portfolio
Additional investments $0 minimum across portfolio; $0 minimum per investment fund
Minimum balance $250 per investment fund
Using the regular investment plan
Initial investment $1,000 minimum
Financial reports and annual statements
2023 Retirement Portfolio Service Annual Report (PDF)
2023 Annual Reports – booklet 1 (PDF)
2023 Annual Reports – booklet 2 (PDF 3MB)
2023 Annual Reports – booklet 3 (PDF)
2023 Annual Reports – OneAnswer Separate Account Trust (PDF)
2023 Annual Reports – Retail Mortgage Trusts (PDF)
2023 – Attribution Managed Investment Trust Tax Guide (PDF 1MB)
2022 Retirement Portfolio Service Annual Report (PDF)
2022 Annual Reports – booklet 1 (PDF)
2022 Annual Reports – booklet 2 (PDF 3MB)
2022 Annual Reports – OneAnswer Separate Account Trust (PDF)
2022 Annual Reports – Retail Mortgage Trusts (PDF)
2022 – Attribution Managed Investment Trust Tax Guide (PDF)
2021 Retirement Portfolio Service Annual Report (PDF 1MB)
2021 – myTax Guide (PDF 1MB)
2021 – ANZ Annual Tax Statement Guide (PDF 1MB)
2021 – Attribution Managed Investment Trust Tax Guide (PDF 1MB)
2021 Annual Reports – booklet 1 (PDF 1MB)
2021 Annual Reports – booklet 2 (PDF 3MB)
2021 Annual Reports – OneAnswer Separate Account Trust (PDF)
2021 Annual Reports – Retail Mortgage Trusts (PDF)
2021 Guide to Financial Reports – ANZ OneAnswer Investment Portfolio (PDF 1MB)
2020 Retirement Portfolio Service Annual Report (PDF)
2020 Annual Reports – booklet 1 (PDF 1MB)
2020 Annual Reports – booklet 2 (PDF 3MB)
2020 Annual Reports – booklet 3 (PDF)
2020 Annual Reports – OneAnswer Separate Account Trust (PDF)
2020 Annual Reports – Retail Mortgage Trusts (PDF)
2019 Retirement Portfolio Service Annual Report (PDF)
2019 Guide to Financial Reports – ANZ OneAnswer Investment Portfolio (PDF)
2019 – Annual Report – Booklet 1 (PDF 1MB)
2019 – Annual Report – Booklet 2 (PDF 4MB)
2019 – Annual Report – OneAnswer Separate Account Trust (PDF)
2018 – Guide to Financial Reports – ANZ OneAnswer Investment Portfolio (PDF)
2018 – Financial Report – Booklet 1 (PDF 1MB)
2018 – Financial Report – Booklet 2 (PDF 4MB)
2018 – OneAnswer Separate Account Trust (PDF)
2018 – Financial Report – Retail Mortgage Trusts (PDF)
2017 – Guide to Financial Reports – ANZ OneAnswer Investment Portfolio (PDF 1MB)
2016 – Guide to Financial Reports – ANZ OneAnswer Investment Portfolio (PDF)
2016 – Financial Reports – Booklet 1 (PDF 1MB)
2016 – Financial Reports – Booklet 2 (PDF 3MB)
2016 – Financial Reports – OneAnswer Separate Account Trust (PDF 2MB)
2016 – Financial Reports – Retail Mortgage Trusts (PDF)
2015 Financial Reports – Booklet 1 (PDF 1MB)
2015 Financial Reports – Booklet 2 (PDF 3MB)
2015 Financial Reports – OneAnswer Separate Account Trust (PDF)
2015 Financial Reports – Retail Mortgage Trusts (PDF)
2015 Financial Reports – OneAnswer – AMP Capital Enhanced Yield Trust (PDF)
ANZ OneAnswer ING Global Sector Trust – 2009 Financial Report (PDF)
ANZ OneAnswer Investment Portfolio and other ANZ Retail Trusts – 2012 Consolidated Financial Report (PDF)
ANZ Cash Plus Fund – 2012 Financial Report (PDF 3MB)
ANZ OneAnswer Investment Portfolio and other ANZ Retail Trusts – 2012 Financial Report (PDF 3MB)
We're here to help
ANZ OneAnswer Investment Portfolio is issued by OnePath Funds Management Limited (OPFM) ABN 21 003 002 800 AFSL 238342. Australia and New Zealand Banking Group Limited (ANZ) ABN 11 005 357 522 is an authorised deposit taking institution (Bank) under the Banking Act 1959 (Cth). OPFM is the issuer of the product but it is not a Bank. Except as set out in the issuer’s contract terms (including the PDS), this product is not a deposit or other liability of ANZ or its related group companies. None of them stands behind or guarantees the issuer or this product.
Your investment is subject to investment risk, including possible delays in repayment and loss of income and principal invested. ANZ recommends that you read the ANZ Financial Services Guide and the relevant Product Disclosure Statement and any material incorporated by reference for further information about its association with the issuer, any benefits that it may receive and other important information before deciding whether to acquire or hold this product.
This information is of a general nature and has been prepared without taking account of your personal needs, financial situation or objectives. You should consider the appropriateness of the information, having regard to your objectives, financial situation and needs. You should read the relevant Product Disclosure Statement before deciding to acquire or hold ANZ OneAnswer Investment Portfolio.
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