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  5. ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF - Managed fund profile

ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF - Managed Fund (Closed)

Fund Objective
The Fund aims to provide a return (before fees, costs and taxes) that exceeds the MSCI World ex Australia (Standard) Index (Net Dividends) hedged to AUD over the medium to long term.
Fund Strategy
This Fund is designed for investors who want the potential for long term capital growth, diversification across a broad range of companies, industries and countries and are prepared to accept higher variability of returns. Whilst the Fund can invest in any international share market that offers attractive opportunities, most investments will be located in the United States, Europe and Japan. The Fund may also hold cash and may use derivatives.

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 2.18% 6.39% 4.38% 21.98% 17.92% 14.49% -% -%
Growth return 2.18% 6.39% 4.38% 21.98% 17.92% 14.49% -% -%
Income return 0% 0% 0% 0% 0% 0% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.92% 2.14% 10.2% 29.31% 20.19% 11.39% 13.27% 13.18%
As at 31 Oct 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF
International Equities
98.82%
Cash
1.18%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.20%
Cash
2.45%
Australian Equities
2.64%
Property
1.51%
Fixed Interest
0.12%
Alternatives
0.09%

General Information

Fund Details
Type Description
ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF
Closed
OnePath Custodians Pty Limited
ANZ0509AU
Equity World Large Blend
starstarstarstarstar (as at 30 Nov 2006)
Superannuation Fund
31 May 2003
$0.03 million (as at 30 Nov 2006)
$1.7164 (as at 30 Nov 2006)
$1.7096 (as at 30 Nov 2006)
Finalised
Offer information
Type Description
Standard entry fee 4%
Minimum initial investment $100.00
Minimum redemption amount $1,000.00

Top 10 holdings (as at 31 Oct 2024)

Holding (as at 31 Oct 2024) Type % of Portfolio
Entergy Corp Equity 5.22%
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FAQs about the ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF

The objective of the ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF managed fund is The Fund aims to provide a return (before fees, costs and taxes) that exceeds the MSCI World ex Australia (Standard) Index (Net Dividends) hedged to AUD over the medium to long term.

The strategy of the ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF managed fund is This Fund is designed for investors who want the potential for long term capital growth, diversification across a broad range of companies, industries and countries and are prepared to accept higher variability of returns. Whilst the Fund can invest in any international share market that offers attractive opportunities, most investments will be located in the United States, Europe and Japan. The Fund may also hold cash and may use derivatives.

The APIR code of the ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF managed fund is ANZ0509AU.

ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF’s total return last month was 2.18%. This was made up of a growth return of 2.18% and an income return of 0%. These returns were calculated as at 31 Oct 2006.

ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF’s total return for the last three months was 6.39%. This was made up of a growth return of 6.39% and an income return of 0%%. These returns were calculated as at 31 Oct 2006.

ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF’s one-year total return is 21.98%. This was made up of a growth return of 21.98% and an income return of 0%. These returns were calculated as at 31 Oct 2006.

ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF’s one-year total return is 14.49%. This was made up of a growth return of 14.49% and an income return of 0%. These returns were calculated as at 31 Oct 2006.

The asset allocation of the ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF managed fund is :

International Equities
98.82%
Cash
1.18%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF managed fund is OnePath Custodians Pty Limited.

The ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Nov 2006, the size of the ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF managed fund was $0.03 million.

The ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF managed fund has an inception date of 31 May 2003.

The current entry price of the ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF managed fund is $1.7164 per unit and the current exit price is $1.7096 per unit (as at 30 Nov 2006).

The current exit price of the ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF managed fund is $1.7096 per unit and the current entry price is $1.7164 per unit (as at 30 Nov 2006).

The minimum initial investment amount for the ANZ OneAnswer - Personal Super - BT Core Hedged Global Shares EF managed fund is $100.

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.