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  5. ANZ Smart Choice Super - International Equities Unhedged - Managed fund profile

ANZ Smart Choice Super - International Equities Unhedged - Managed Fund

Fund Objective
Aims to achieve returns (after fees, charges and taxes) that on average exceed inflation by at least 1.0% p.a., over rolling ten year periods.
Fund Strategy
The allocation to defensive assets may range between 60-80% of the portfolio, with a neutral allocation of 70%. The allocation to growth assets may range from 20-40%, with a neutral allocation of 30%. An active asset allocation process is used to increase or decrease exposure to different asset classes within permitted ranges. This process is designed to optimise 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 3.51% 1.87% 9.35% 26.02% 17.96% 10.14% 11.81% -%
Growth return 3.51% 1.87% 9.35% -% 17.96% 10.14% 11.81% -%
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 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Smart Choice Super - International Equities Unhedged
International Equities
99.58%
Cash
0.42%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
93.18%
Cash
2.48%
Australian Equities
2.64%
Property
1.50%
Fixed Interest
0.11%
Alternatives
0.09%

General Information

Fund Details
Type Description
ANZ Smart Choice Super - International Equities Unhedged
OnePath Custodians Pty Limited
MMF2148AU
Equity World Large Blend
starstarstarstar (as at 31 Oct 2024)
Superannuation Fund
25 May 2015
$122.23 million (as at 31 Oct 2024)
$2.65771 (as at 20 Nov 2024)
$2.65612 (as at 20 Nov 2024)
Open
Offer information
Type Description
MER 0.83% (as at 12 Dec 2023)
Indirect Cost Ratio (ICR) - Estimated 0.83% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the ANZ Smart Choice Super - International Equities Unhedged

The objective of the ANZ Smart Choice Super - International Equities Unhedged managed fund is Aims to achieve returns (after fees, charges and taxes) that on average exceed inflation by at least 1.0% p.a., over rolling ten year periods.

The strategy of the ANZ Smart Choice Super - International Equities Unhedged managed fund is The allocation to defensive assets may range between 60-80% of the portfolio, with a neutral allocation of 70%. The allocation to growth assets may range from 20-40%, with a neutral allocation of 30%. An active asset allocation process is used to increase or decrease exposure to different asset classes within permitted ranges. This process is designed to optimise 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 - International Equities Unhedged managed fund is MMF2148AU.

ANZ Smart Choice Super - International Equities Unhedged’s total return last month was 3.51%. This was made up of a growth return of 3.51% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

ANZ Smart Choice Super - International Equities Unhedged’s total return for the last three months was 1.87%. This was made up of a growth return of 1.87% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

ANZ Smart Choice Super - International Equities Unhedged’s one-year total return is 26.02%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

ANZ Smart Choice Super - International Equities Unhedged’s one-year total return is 10.14%. This was made up of a growth return of 10.14% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

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

International Equities
99.58%
Cash
0.42%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the ANZ Smart Choice Super - International Equities Unhedged managed fund is OnePath Custodians Pty Limited.

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

As at 31 Oct 2024, the size of the ANZ Smart Choice Super - International Equities Unhedged managed fund was $122.23 million.

The ANZ Smart Choice Super - International Equities Unhedged managed fund has an inception date of 25 May 2015.

The current entry price of the ANZ Smart Choice Super - International Equities Unhedged managed fund is $2.65771 per unit and the current exit price is $2.65612 per unit (as at 20 Nov 2024).

The current exit price of the ANZ Smart Choice Super - International Equities Unhedged managed fund is $2.65612 per unit and the current entry price is $2.65771 per unit (as at 20 Nov 2024).

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