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  5. ANZ Flexible Income Plan - Growth - Managed fund profile

ANZ Flexible Income Plan - Growth - Managed Fund

Fund Objective
To provide long-term capital growth. The Fund aims to outperform its asset-weighted benchmark before fees and charges.
Fund Strategy
Invests primarily in Australian and international shares, Australian property, Australian and international fixed interest and cash. Benchmarks: Australian shares 40%, international shares 23%, Australian property 7%, Australian fixed interest 21%, international fixed interest 7%, cash 2%.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.51% 3.63% 7.74% 16.01% 10.17% 5.88% 5.94% 6.1%
Growth return 2.51% 3.63% 7.74% 16.01% 10.17% 5.88% 5.94% 6.1%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.98% 4.07% 9.17% 18.84% 11.44% 6.08% 6.76% 7.77%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Flexible Income Plan - Growth
Australian Equities
25.37%
International Equities
26.95%
Cash
5.69%
Property
1.36%
Fixed Interest
16.01%
Alternatives
24.62%
Average Allocation of Peers
Australian Equities
27.54%
International Equities
33.90%
Cash
5.64%
Property
6.85%
Fixed Interest
21.68%
Alternatives
4.39%

General Information

Fund Details
Type Description
ANZ Flexible Income Plan - Growth
OnePath Life Limited
ANZ0257AU
Multisector Growth
starstarstar (as at 30 Nov 2024)
Allocated Pension
26 Feb 2001
$0.38 million (as at 30 Nov 2024)
$3.02011 (as at 20 Dec 2024)
$3.01679 (as at 20 Dec 2024)
Open
Offer information
Type Description
Standard entry fee 5%
MER 1.98% (as at 20 Feb 2024)
Indirect Cost Ratio (ICR) 1.98% (as at 30 Jun 2016)
Minimum initial investment $1,000.00

FAQs about the ANZ Flexible Income Plan - Growth

The objective of the ANZ Flexible Income Plan - Growth managed fund is To provide long-term capital growth. The Fund aims to outperform its asset-weighted benchmark before fees and charges.

The strategy of the ANZ Flexible Income Plan - Growth managed fund is Invests primarily in Australian and international shares, Australian property, Australian and international fixed interest and cash. Benchmarks: Australian shares 40%, international shares 23%, Australian property 7%, Australian fixed interest 21%, international fixed interest 7%, cash 2%.

The APIR code of the ANZ Flexible Income Plan - Growth managed fund is ANZ0257AU.

ANZ Flexible Income Plan - Growth’s total return last month was 2.51%. This was made up of a growth return of 2.51% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

ANZ Flexible Income Plan - Growth’s total return for the last three months was 3.63%. This was made up of a growth return of 3.63% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

ANZ Flexible Income Plan - Growth’s one-year total return is 16.01%. This was made up of a growth return of 16.01% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

ANZ Flexible Income Plan - Growth’s one-year total return is 5.88%. This was made up of a growth return of 5.88% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the ANZ Flexible Income Plan - Growth managed fund is :

Australian Equities
25.37%
International Equities
26.95%
Cash
5.69%
Property
1.36%
Fixed Interest
16.01%
Alternatives
24.62%

The Responsible Entity for the ANZ Flexible Income Plan - Growth managed fund is OnePath Life Limited.

The ANZ Flexible Income Plan - Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Nov 2024, the size of the ANZ Flexible Income Plan - Growth managed fund was $0.38 million.

The ANZ Flexible Income Plan - Growth managed fund has an inception date of 26 Feb 2001.

The current entry price of the ANZ Flexible Income Plan - Growth managed fund is $3.02011 per unit and the current exit price is $3.01679 per unit (as at 20 Dec 2024).

The current exit price of the ANZ Flexible Income Plan - Growth managed fund is $3.01679 per unit and the current entry price is $3.02011 per unit (as at 20 Dec 2024).

The minimum initial investment amount for the ANZ Flexible Income Plan - Growth managed fund is $1,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.