Investments

Whether you’re looking ahead days or years, The National Bank has investment options to suit your needs. You can invest to preserve your capital, gain potentially higher returns, or a combination of both.

Short to Medium-term Needs

  • The National Bank Call Fund has been designed for customers with over $1.00 to invest who want tax effective competitive returns and easy access to their investment.
  • The National Bank Term Fund offers a tax effective investment with competitive fixed returns.

Medium to Long-term Needs

  • Want the certainty of a fixed return at competitive rates for terms from 30 days to 5 years?  Check the latest rates for a National Bank Term Deposit.
  • Want to save for your child's education?  The Thoroughbred Education Fund is designed to help you build a lump sum, over time, for your child's education.
  • Have a medium to long-term goal for your investments?  Thoroughbred Unit Trusts could be the answer.  Specialists monitor your investment on a daily basis, and you have a choice of three ready-made diversified portfolios or six specialist Trusts to choose from.  Unit Trusts can expose you to a higher level of risk than other investments, however they offer the potential for higher returns over time.
  • Want to save for your retirement?  You can choose the scheme distributed by The National Bank that supports the Government's retirement savings initiative.

Compare investment rates and past performance returns of the above investments, to see which is best for your needs.

To apply for any of these investments you can download the Investment Statement with the application form you need or visit your nearest branch.

For more information:

  • visit your nearest branch
  • call 0800 656 888 for Managed Funds
  • call for 0800 18 18 18 National Bank Call Fund or National Bank Term Fund
  • or e-mail us.

For clients with over $500,000 in assets for investment, we have Private Banking, a special investment banking service.

If you are interested in investing directly in shares, our Share and Bond Trading service allows you to trade online on the NZX and ASX.  It also provides comprehensive share information and research views from Direct Broking Limited and Aspect Huntley as well as an extensive education section and portfolio management tools.

This information is intended to get you thinking about your investment goals.  It is not intended as investment advice because it does not address individual circumstances.  We suggest you seek independent advice and are comfortable with the investment approach described for each product above.

ING (NZ) Limited is the issuer/manager of the Thoroughbred Unit Trusts, the Thoroughbred Education Fund (together, the ‘Funds’) and the Thoroughbred Super Scheme (Scheme). ANZ Investment Services (New Zealand) Limited (ANZIS) is the issuer/manager and ANZ National Bank Limited (ANZ) is the administration manager of the National Bank Call Fund (Call Fund). The National Bank of New Zealand, part of ANZ, is the distributor of units in the Funds, the Scheme and the Call Fund. Units in the Funds, the Scheme and the Call Fund do not represent deposits or other liabilities of ANZ. Units are subject to investment risk, including possible delays in repayment and loss of income and principal invested. No member of ANZ or the ANZ Group, ING Group or any other person guarantees (either partially or fully) ING (NZ) Limited, ANZIS or any of those companies subsidiaries or the capital value or performance of any products issued by them. A copy of a disclosure statement prepared under the Securities Markets Act 1988 is available on request from The National Bank free of charge.

Read our general Disclosure Statement and our Disclosure Statement prepared under the Securities Markets Act 1988.

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