InvestSMART

ANZ Smart Choice Super - Australian Equities - Managed Fund

Fund Objective
The fund invests predominantly in a diversified mix of Australian and international assets with a strong bias towards defensive assets. The fund blends active and passive management styles from a selection of leading investment managers.
Fund Strategy
The fund invests predominantly in a diversified mix of Australian and international assets with a strong bias towards defensive assets. The fund blends active and passive management styles from a selection of leading investment managers.

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 3.47% 6.47% 3.92% 15.06% 11.88% 11.24% 10.17% 10.21%
Growth return 0% 3.77% 3.16% 17.11% 9.46% 10.72% 9.41% 9.6%
Income return 3.47% 2.7% 0.76% -2.05% 2.42% 0.52% 0.76% 0.61%
Market index (S&P/ASX 200 TR AUD)
Total return 1.78% 0.36% 3.06% 7.37% 11.2% 9.81% 10.21% 10.12%
As at 28 Feb 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Smart Choice Super - Australian Equities
Australian Equities
99.33%
Cash
0.67%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
95.85%
Cash
-1.01%
International Equities
4.24%
Property & Infrastructure
1.27%
Fixed Interest
-0.33%
Alternatives
-0.02%

General Information

Fund Details
Type Description
ANZ Smart Choice Super - Australian Equities
MMF2087AU
Equity Australia Large Blend
starstarstarstar (as at 31 Jan 2026)
Superannuation Fund
5 Dec 2011
$230.96 million (as at 31 Jan 2026)
$3.51901 (as at 2 Mar 2026)
$3.5176 (as at 2 Mar 2026)
Open
Offer information
Type Description
MER 0.85% (as at 5 Dec 2025)
Indirect Cost Ratio (ICR) 0.85% (as at 30 Jun 2025)
Minimum initial investment
Minimum additional investments
Minimum redemption amount
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FAQs about the ANZ Smart Choice Super - Australian Equities

The objective of the ANZ Smart Choice Super - Australian Equities managed fund is The fund invests predominantly in a diversified mix of Australian and international assets with a strong bias towards defensive assets. The fund blends active and passive management styles from a selection of leading investment managers.

The strategy of the ANZ Smart Choice Super - Australian Equities managed fund is The fund invests predominantly in a diversified mix of Australian and international assets with a strong bias towards defensive assets. The fund blends active and passive management styles from a selection of leading investment managers.

The APIR code of the ANZ Smart Choice Super - Australian Equities managed fund is MMF2087AU.

ANZ Smart Choice Super - Australian Equities’s total return last month was 3.47%. This was made up of a growth return of 0% and an income return of 3.47%. These returns were calculated as at 28 Feb 2026.

ANZ Smart Choice Super - Australian Equities’s total return for the last three months was 6.47%. This was made up of a growth return of 3.77% and an income return of 2.7%%. These returns were calculated as at 28 Feb 2026.

ANZ Smart Choice Super - Australian Equities’s one-year total return is 15.06%. This was made up of a growth return of 17.11% and an income return of -2.05%. These returns were calculated as at 28 Feb 2026.

ANZ Smart Choice Super - Australian Equities’s one-year total return is 11.24%. This was made up of a growth return of 10.72% and an income return of 0.52%. These returns were calculated as at 28 Feb 2026.

The asset allocation of the ANZ Smart Choice Super - Australian Equities managed fund is :

Australian Equities
99.33%
Cash
0.67%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The ANZ Smart Choice Super - Australian Equities managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Jan 2026, the size of the ANZ Smart Choice Super - Australian Equities managed fund was $230.96 million.

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

The current entry price of the ANZ Smart Choice Super - Australian Equities managed fund is $3.51901 per unit and the current exit price is $3.5176 per unit (as at 2 Mar 2026).

The current exit price of the ANZ Smart Choice Super - Australian Equities managed fund is $3.5176 per unit and the current entry price is $3.51901 per unit (as at 2 Mar 2026).

The minimum initial investment amount for the ANZ Smart Choice Super - Australian Equities 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.