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  5. ANZ Smart Choice Super - MultiSeries 30 - Managed fund profile

ANZ Smart Choice Super - MultiSeries 30 - Managed Fund

Fund Objective
To provide stable returns over the medium term by investing in a diversified portfolio of mostly defensive assets with some growth asset exposure and to achieve total returns after fees in excess of the benchmark over a rolling three-year period.
Fund Strategy
The Trust gains its exposure to a diversified portfolio of investments through a mix of investment managers. The conservative nature of the Trust provides a greater exposure to defensive assets, such as fixed interest and cash with a moderate exposure to growth assets, such as property, Australian and international shares and alternative assets.

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 0.1% 0.69% 2.2% 5.64% 5.82% -% -% -%
Growth return 0.1% 0.69% 2.2% 5.64% 5.82% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.11% 0.93% 2.71% 7.09% 7.23% 3.43% 3.02% 3.94%
As at 28 Feb 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Smart Choice Super - MultiSeries 30
Australian Equities
8.15%
International Equities
9.93%
Cash
22.30%
Property
5.13%
Fixed Interest
48.49%
Alternatives
6%
Average Allocation of Peers
Australian Equities
10.91%
International Equities
13.75%
Cash
14.56%
Property
4.12%
Fixed Interest
50.35%
Alternatives
6.31%

General Information

Fund Details
Type Description
ANZ Smart Choice Super - MultiSeries 30
OnePath Custodians Pty Limited
MMF5252AU
Multisector Moderate
Not Rated
Superannuation Fund
25 Jul 2022
$246.43 million (as at 31 Jan 2025)
$1.1332 (as at 5 Mar 2025)
$1.1324 (as at 5 Mar 2025)
Open
Offer information
Type Description
MER 0.93% (as at 1 Dec 2024)
Indirect Cost Ratio (ICR) - Estimated 0.81% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0.01

FAQs about the ANZ Smart Choice Super - MultiSeries 30

The objective of the ANZ Smart Choice Super - MultiSeries 30 managed fund is To provide stable returns over the medium term by investing in a diversified portfolio of mostly defensive assets with some growth asset exposure and to achieve total returns after fees in excess of the benchmark over a rolling three-year period.

The strategy of the ANZ Smart Choice Super - MultiSeries 30 managed fund is The Trust gains its exposure to a diversified portfolio of investments through a mix of investment managers. The conservative nature of the Trust provides a greater exposure to defensive assets, such as fixed interest and cash with a moderate exposure to growth assets, such as property, Australian and international shares and alternative assets.

The APIR code of the ANZ Smart Choice Super - MultiSeries 30 managed fund is MMF5252AU.

ANZ Smart Choice Super - MultiSeries 30’s total return last month was 0.1%. This was made up of a growth return of 0.1% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

ANZ Smart Choice Super - MultiSeries 30’s total return for the last three months was 0.69%. This was made up of a growth return of 0.69% and an income return of 0%%. These returns were calculated as at 28 Feb 2025.

ANZ Smart Choice Super - MultiSeries 30’s one-year total return is 5.64%. This was made up of a growth return of 5.64% and an income return of 0%. These returns were calculated as at 28 Feb 2025.

ANZ Smart Choice Super - MultiSeries 30’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 28 Feb 2025.

The asset allocation of the ANZ Smart Choice Super - MultiSeries 30 managed fund is :

Australian Equities
8.15%
International Equities
9.93%
Cash
22.30%
Property
5.13%
Fixed Interest
48.49%
Alternatives
6%

The Responsible Entity for the ANZ Smart Choice Super - MultiSeries 30 managed fund is OnePath Custodians Pty Limited.

The ANZ Smart Choice Super - MultiSeries 30 managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Jan 2025, the size of the ANZ Smart Choice Super - MultiSeries 30 managed fund was $246.43 million.

The ANZ Smart Choice Super - MultiSeries 30 managed fund has an inception date of 25 Jul 2022.

The current entry price of the ANZ Smart Choice Super - MultiSeries 30 managed fund is $1.1332 per unit and the current exit price is $1.1324 per unit (as at 5 Mar 2025).

The current exit price of the ANZ Smart Choice Super - MultiSeries 30 managed fund is $1.1324 per unit and the current entry price is $1.1332 per unit (as at 5 Mar 2025).

The minimum initial investment amount for the ANZ Smart Choice Super - MultiSeries 30 managed fund is $.

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.