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  5. ANZ Smart Choice Pension - Global Property - Managed fund profile

ANZ Smart Choice Pension - Global Property - Managed Fund

Fund Objective
This investment option seeks to match the return of the FTSE EPRA/NAREIT Developed ex-Australia Net Total Return Index hedged to Australian dollars (including income and capital appreciation) less fees, charges and taxes.
Fund Strategy
This investment option will have exposure to both domestic and global listed property securities Indices, The weightings may vary from time to time. This investment option may invest in property securities that have been or are expected to be included in the indices. Derivatives are not utilised to leverage the portfolio.

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 3.2% 2.79% 0.84% -0.75% 6.96% 1.75% 3.62% 3.19%
Growth return 3.2% 2.79% 0.84% -0.75% 6.96% 1.75% 3.62% 3.19%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
0.01%
Australian Equities
1.36%
International Equities
13.33%
Cash
2.46%
Property & Infrastructure
82.79%
Fixed Interest
0.05%

General Information

Fund Details
Type Description
ANZ Smart Choice Pension - Global Property
OnePath Custodians Pty Limited
MMF2099AU
Equity Global Real Estate
starstar (as at 31 Aug 2025)
Allocated Pension
5 Dec 2011
$0.42 million (as at 31 Aug 2025)
$2.31006 (as at 12 Sep 2025)
$2.30867 (as at 12 Sep 2025)
Open
Offer information
Type Description
MER 0.85% (as at 23 May 2025)
Indirect Cost Ratio (ICR) - Estimated 0.83% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the ANZ Smart Choice Pension - Global Property

The objective of the ANZ Smart Choice Pension - Global Property managed fund is This investment option seeks to match the return of the FTSE EPRA/NAREIT Developed ex-Australia Net Total Return Index hedged to Australian dollars (including income and capital appreciation) less fees, charges and taxes.

The strategy of the ANZ Smart Choice Pension - Global Property managed fund is This investment option will have exposure to both domestic and global listed property securities Indices, The weightings may vary from time to time. This investment option may invest in property securities that have been or are expected to be included in the indices. Derivatives are not utilised to leverage the portfolio.

The APIR code of the ANZ Smart Choice Pension - Global Property managed fund is MMF2099AU.

ANZ Smart Choice Pension - Global Property’s total return last month was 3.2%. This was made up of a growth return of 3.2% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

ANZ Smart Choice Pension - Global Property’s total return for the last three months was 2.79%. This was made up of a growth return of 2.79% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

ANZ Smart Choice Pension - Global Property’s one-year total return is -0.75%. This was made up of a growth return of -0.75% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

ANZ Smart Choice Pension - Global Property’s one-year total return is 1.75%. This was made up of a growth return of 1.75% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the ANZ Smart Choice Pension - Global Property managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the ANZ Smart Choice Pension - Global Property managed fund is OnePath Custodians Pty Limited.

The ANZ Smart Choice Pension - Global Property managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 31 Aug 2025, the size of the ANZ Smart Choice Pension - Global Property managed fund was $0.42 million.

The ANZ Smart Choice Pension - Global Property managed fund has an inception date of 5 Dec 2011.

The current entry price of the ANZ Smart Choice Pension - Global Property managed fund is $2.31006 per unit and the current exit price is $2.30867 per unit (as at 12 Sep 2025).

The current exit price of the ANZ Smart Choice Pension - Global Property managed fund is $2.30867 per unit and the current entry price is $2.31006 per unit (as at 12 Sep 2025).

The minimum initial investment amount for the ANZ Smart Choice Pension - Global Property managed fund is $0. Minimum additional investment is $0.

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.