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  5. ANZ Smart Choice Super - 1940S - Managed fund profile

ANZ Smart Choice Super - 1940S - Managed Fund

Fund Objective
The Lifestage investment options aim to generate retirement capital through returns (after fees, charges and taxes) that on average exceed inflation by at least the nominated percentage (below) and preserve capital.
Fund Strategy
The Lifestage investment options will provide exposure to a mix of growth and defensive asset classes. The allocation to these classes will automatically adjust, becoming more conservative over time. Additionally, an active asset allocation process is used to increase or decrease your exposure to relevant asset classes within permitted ranges. This process is designed to optimise your investment performance by adjusting allocations to markets/asset classes we believe will perform strongly or poorly in the future.

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 1.93% 2.76% 6.46% 12.07% 8.11% 4.54% 4.07% 4.54%
Growth return 1.93% 2.76% 6.46% 12.07% 8.11% 4.54% 4.07% 4.54%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 1.78% 1.76% 5.73% 10.85% 6.55% 2.27% 2.8% 4.37%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Smart Choice Super - 1940S
Australian Equities
13.84%
International Equities
21.60%
Cash
12.47%
Property
2.24%
Fixed Interest
35.99%
Alternatives
13.86%
Average Allocation of Peers
Australian Equities
11.13%
International Equities
13.65%
Cash
17.07%
Property
4.33%
Fixed Interest
47.65%
Alternatives
6.17%

General Information

Fund Details
Type Description
ANZ Smart Choice Super - 1940S
OnePath Custodians Pty Limited
MMF2078AU
Multisector Life Stages ? 1940s and earlier
starstarstar (as at 31 Mar 2023)
Superannuation Fund
5 Dec 2011
$77.6 million (as at 30 Nov 2024)
$1.85393 (as at 19 Dec 2024)
$1.85282 (as at 19 Dec 2024)
Open
Offer information
Type Description
MER 0.98% (as at 1 Dec 2024)
Indirect Cost Ratio (ICR) - Estimated 1.02% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0.1
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the ANZ Smart Choice Super - 1940S

The objective of the ANZ Smart Choice Super - 1940S managed fund is The Lifestage investment options aim to generate retirement capital through returns (after fees, charges and taxes) that on average exceed inflation by at least the nominated percentage (below) and preserve capital.

The strategy of the ANZ Smart Choice Super - 1940S managed fund is The Lifestage investment options will provide exposure to a mix of growth and defensive asset classes. The allocation to these classes will automatically adjust, becoming more conservative over time. Additionally, an active asset allocation process is used to increase or decrease your exposure to relevant asset classes within permitted ranges. This process is designed to optimise your investment performance by adjusting allocations to markets/asset classes we believe will perform strongly or poorly in the future.

The APIR code of the ANZ Smart Choice Super - 1940S managed fund is MMF2078AU.

ANZ Smart Choice Super - 1940S’s total return last month was 1.93%. This was made up of a growth return of 1.93% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

ANZ Smart Choice Super - 1940S’s total return for the last three months was 2.76%. This was made up of a growth return of 2.76% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

ANZ Smart Choice Super - 1940S’s one-year total return is 12.07%. This was made up of a growth return of 12.07% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

ANZ Smart Choice Super - 1940S’s one-year total return is 4.54%. This was made up of a growth return of 4.54% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

The asset allocation of the ANZ Smart Choice Super - 1940S managed fund is :

Australian Equities
13.84%
International Equities
21.60%
Cash
12.47%
Property
2.24%
Fixed Interest
35.99%
Alternatives
13.86%

The Responsible Entity for the ANZ Smart Choice Super - 1940S managed fund is OnePath Custodians Pty Limited.

The ANZ Smart Choice Super - 1940S managed fund belongs to the Multisector Life Stages ? 1940s and earlier sector/asset class.

As at 30 Nov 2024, the size of the ANZ Smart Choice Super - 1940S managed fund was $77.6 million.

The ANZ Smart Choice Super - 1940S managed fund has an inception date of 5 Dec 2011.

The current entry price of the ANZ Smart Choice Super - 1940S managed fund is $1.85393 per unit and the current exit price is $1.85282 per unit (as at 19 Dec 2024).

The current exit price of the ANZ Smart Choice Super - 1940S managed fund is $1.85282 per unit and the current entry price is $1.85393 per unit (as at 19 Dec 2024).

The minimum initial investment amount for the ANZ Smart Choice Super - 1940S 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.