ANZ Balanced Fund

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Balanced fund
Annual fees
0.90%
Returns after fees
7.16%

Research identified investments in companies of concern and positive outcome companies inside this fund

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Companies of Concern

152 companies within 6 concerns

7.59% of this fund is invested in these 152 companies of concern whose activities cause serious harm to people or the planet, as per the criteria in Mindful Money's methodology.

  • Animal Cruelty

    1.10% of fund

    • Shell
      0.14%
    • Exxon Mobil Corp.
      0.09%
    • Koninklijke Ahold Delhaize Nv
      0.08%
    • Show 24 more companies Show less companies

  • Environmental Harm

    1.25% of fund

    • BHP
      0.38%
    • Shell
      0.14%
    • The Coca-Cola Company
      0.11%
    • Show 17 more companies Show less companies

  • Fossil Fuels

    4.10% of fund

    • BHP
      0.38%
    • Shell
      0.14%
    • Rio Tinto
      0.13%
    • Show 84 more companies Show less companies

  • Human Rights Violations

    2.01% of fund

    • Meta Platforms, Inc.
      0.29%
    • Tesla
      0.28%
    • Wells Fargo
      0.20%
    • Show 22 more companies Show less companies

  • Weapons

    0.39% of fund

    • W. W. Grainger
      0.11%
    • Walmart, Inc.
      0.09%
    • Howmet Aerospace, Inc.
      0.05%
    • Show 8 more companies Show less companies
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Fund provider response

At ANZ, our approach to responsible investment includes ESG integration, stewardship, and exclusions. We integrate ESG considerations in our evaluation of companies and selection of external investment managers. We demonstrate stewardship through direct engagement and proxy voting and indirectly through the expectations we have of our external managers. We also exclude some companies and industries based on their involvement in specified activities, or for breaching global norms. Please see our website for further information on our approach to responsible investment: https://www.anz.co.nz/personal/investing-kiwisaver/about-anz-investments/responsible-investing/

About this information

This data is compiled by Mindful Money from the fund information and portfolios that each Managed fund has filed with the Disclose register for 31st March 2026 and Mindful Money analysis of funds within those portfolios.

The categories of concern and positive outcomes are based on definitions used in Mindful Money’s Methodology. These definitions may be different from the exclusions policy and definitions applied by the fund provider.

Lists of companies of concern and positive outcome companies have been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.

Please note that companies may breach more than one of these areas of concern or bring about more than one positive outcome.

Mindful Money uses the term Mindful Fund as our standard for ethical investment and responsible investment. This does not imply that other funds are unethical or that the fund providers that do not meet these standards are unethical providers.