OneAnswer Single-Asset-Class Funds

You can make regular payments

You can make regular fortnightly, monthly or quarterly payments straight from your bank account. 

You can make lump sum payments

If you do not want to make regular payments, you can make an initial lump sum payment you first join a fund.

You can also make additional lump sum payments at any time, whether or not you have a regular payment set up, by any of the following methods.

Internet banking or phone banking

Select ‘OneAnswer SAC Funds’ from the Bill Payee list,or make your payment to:

OA Single-Asset-Class Application Account

ANZ

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If you are invested in more than one fund, we will use the same percentage amount per fund that you chose for your last payment. If you do not want us to allocate your payment in this way, please complete and send us the transaction form at the back of the product disclosure statement. We must receive this form before we receive your payment. Otherwise your payment will be allocated to your fund(s) in the same perecentage as your last payment.

ANZ Internet Banking

Log into ANZ Internet Banking to transfer funds from any of your ANZ transactional accounts directly to your OneAnswer Single-Asset-Class Funds account.

If you’re an ANZ customer and you have not registered for ANZ Internet Banking, visit anz.co.nz and click ‘Register’.

If you’re not an ANZ banking customer visit your nearest ANZ branch to get set up with ANZ Internet Banking. You will need to provide proof of identity. Please go to anz.co.nz/id for the full list of acceptable identity documents.

Cheque

Make your cheque out to ‘OA Single-Asset-Class Application Account’ and send it to us along with the completed transaction form at the back of the guide and product disclosure statement.

Important

• Remember to include your surname, date of birth and investor number as the references when you make a payment. If you do not have an investor number, please include your IRD number.
• If you don’t provide us with the correct details, we can’t credit your investment account with the amount you pay.
• It usually takes up to three business days for a lump sum payment to reach your investment account.
• By making additional investments, you agree to be bound by the funds’ terms and conditions current at the time of making the investment, as set out in the application form, guide, product disclosure statement, offer register and governing document applicable at that time.

For any mail you send us, our address is:

Or, you can do both

The funds are flexible enough that you can make contributions on a regular basis as well as adding a lump sum investment.

For more information about payment options and how to make payments, see the product disclosure statement.

You can withdraw at any time

You can request to withdraw money from your investment as a one-off or regular withdrawal to supplement your income or support your lifestyle. We usually process your requests and make payment to your bank account within five business days of receiving your request. If your balance reaches $0 we will close your account.

Unless you are making a full withdrawal, the minimum amount you can withdraw is:

• $500 if you’re making a lump sum withdrawal, or
• $100 per fund if you’re making a regular withdrawal.

If you would like to make a withdrawal, please contact your financial adviser or complete and return a Withdrawal Form to us:

• post the documents to  ANZ Investments
• take them into any ANZ branch, or
• email to registry@anzinvestments.co.nz

For more information, including minimum withdrawal amounts, see the product disclosure statement.

You’re in control

You, with your financial adviser, decide which fund or funds to invest in, and how much to invest in each fund.

Choose from one or more of our eight single-asset-class funds.

Our funds can be:

• your total investment solution, or
• used as your individual asset class solution, along with other investments you might hold.

You can personalise your investment portfolio

You can:

• create a personalised portfolio to complement your financial requirements
• choose a level of risk and expected return that suits you.

Your investment is professionally managed

The funds are professionally managed by our highly experienced investment management team.

For some international assets we also use a small number of carefully chosen professional external fund managers. They follow a consistent and disciplined process for managing investments, which we actively monitor.

We use active management

All our funds are actively managed. Through active management we look to add value to your investment both from varying the investment mix and/or from investment selection.  

Find out more about us, and our investment team.

For more information on the external fund managers we use see the guide

Build a diversified portfolio

Each single-asset-class fund accesses a range of investments within its stated asset class. It is up to you and your adviser to decide how you combine each fund to ensure diversification across asset classes.