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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

Your ANZ Financial Adviser
can help

ANZ Financial Advisers recognise that every person is unique, which means they'll take the time to understand your current financial position and specific needs - and deliver a tailored financial strategy that keeps you and your goals front of mind.

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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.
  • margin lending facility is available through ANZ Investment Lending.

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



Member communications

Investor update 2017 (PDF 2.1MB)


Financial reports and annual statements

2021 – myTax Guide (PDF 1.2MB)

2021 – ANZ Annual Tax Statement Guide (PDF 1.2MB)

2021 – Attribution Managed Investment Trust Tax Guide (PDF 1.2MB)

2021 Annual Reports – booklet 1 (PDF 1.3MB)

2021 Annual Reports – booklet 2 (PDF 3.3MB)

2021 Annual Reports – OneAnswer Separate Account Trust (PDF 618kB)

2021 Annual Reports – Retail Mortgage Trusts (PDF 767 kB)

2021 Guide to Financial Reports – ANZ OneAnswer Investment Portfolio (PDF 1.1MB)

2020 Retirement Portfolio Service Annual Report (PDF 870kB)

2020 Annual Reports - booklet 1 (PDF 1.1MB)

2020 Annual Reports - booklet 2 (PDF 3.3MB)

2020 Annual Reports – booklet 3 (PDF 482kB)

2020 Annual Reports - OneAnswer Separate Account Trust (PDF 385kB)

2020 Annual Reports - Retail Mortgage Trusts (PDF 475kB)

2019 Retirement Portfolio Service Annual Report (PDF 853kB)

2019 Guide to Financial Reports – ANZ OneAnswer Investment Portfolio (PDF 66kB)

2019 - Annual Report - Booklet 1 (PDF 1.4MB)

2019 – Annual Report - OneAnswer Separate Account Trust (PDF 269kB)

2019 – Annual Report – Booklet 2 (PDF 4MB)

2019 – Annual Report – Retail Mortgage Trusts (PDF 410kB)

2018 – Guide to Financial Reports - ANZ OneAnswer Investment Portfolio (PDF 67kB)

2018 - Financial Report - Booklet 1 (PDF 1.2MB)

2018 - OneAnswer Separate Account Trust (PDF 280kB)

2016 - Guide to Financial Reports - ANZ OneAnswer Investment Portfolio (PDF 144kB)

2016 - Financial Reports - Booklet 2 (PDF 3.34MB)

2016 - Financial Reports - Retail Mortgage Trusts (PDF 636kB)

2015 Financial Reports - Booklet 2 (PDF 3.49MB)

Investor Access

Information to help you to track and manage your ANZ superannuation, retirement and investment products online.

With ANZ Investor Access you can update your personal and account details, get a policy snapshot, view your transaction history and more.

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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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