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  5. ANZ Smart Choice Super - MultiSeries 50 - Managed fund profile

ANZ Smart Choice Super - MultiSeries 50 - Managed Fund

Fund Objective
To provide capital growth over the medium to long term by investing in a diversified portfolio with a balanced exposure to growth and defensive assets and to achieve total returns after fees in excess of the benchmark over a rolling five-year period.
Fund Strategy
MultiSeries 50 (Trust) gains its exposure to a diversified portfolio of investments through a mix of investment managers. The balanced nature of the Trust generally provides an equal exposure to growth assets such as property, Australian and international shares and alternative assets and defensive assets such as fixed interest and cash. A mix of passive, factor based and active investment managers may be selected to manage the assets of the Trust providing differing yet complementary investment styles to achieve more consistent excess returns.

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 1.73% 2.25% 5.65% 10.88% 7.23% -% -% -%
Growth return 1.73% 2.25% 5.65% 10.88% 7.23% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 2.42% 2.92% 7.48% 14.92% 9.07% 4.06% 4.79% 6.12%
As at 30 Nov 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Smart Choice Super - MultiSeries 50
Australian Equities
15.54%
International Equities
20.15%
Cash
10.59%
Property
7.80%
Fixed Interest
39.66%
Alternatives
6.26%
Average Allocation of Peers
Australian Equities
15.92%
International Equities
27.94%
Cash
9.79%
Property
4%
Fixed Interest
35.51%
Alternatives
6.84%

General Information

Fund Details
Type Description
ANZ Smart Choice Super - MultiSeries 50
OnePath Custodians Pty Limited
MMF6585AU
Multisector Balanced
Not Rated
Superannuation Fund
25 Jul 2022
$335.84 million (as at 30 Nov 2024)
$1.1547 (as at 20 Dec 2024)
$1.1535 (as at 20 Dec 2024)
Open
Offer information
Type Description
MER 1.01% (as at 1 Dec 2024)
Indirect Cost Ratio (ICR) - Estimated 0.90% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0.02

FAQs about the ANZ Smart Choice Super - MultiSeries 50

The objective of the ANZ Smart Choice Super - MultiSeries 50 managed fund is To provide capital growth over the medium to long term by investing in a diversified portfolio with a balanced exposure to growth and defensive assets and to achieve total returns after fees in excess of the benchmark over a rolling five-year period.

The strategy of the ANZ Smart Choice Super - MultiSeries 50 managed fund is MultiSeries 50 (Trust) gains its exposure to a diversified portfolio of investments through a mix of investment managers. The balanced nature of the Trust generally provides an equal exposure to growth assets such as property, Australian and international shares and alternative assets and defensive assets such as fixed interest and cash. A mix of passive, factor based and active investment managers may be selected to manage the assets of the Trust providing differing yet complementary investment styles to achieve more consistent excess returns.

The APIR code of the ANZ Smart Choice Super - MultiSeries 50 managed fund is MMF6585AU.

ANZ Smart Choice Super - MultiSeries 50’s total return last month was 1.73%. This was made up of a growth return of 1.73% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

ANZ Smart Choice Super - MultiSeries 50’s total return for the last three months was 2.25%. This was made up of a growth return of 2.25% and an income return of 0%%. These returns were calculated as at 30 Nov 2024.

ANZ Smart Choice Super - MultiSeries 50’s one-year total return is 10.88%. This was made up of a growth return of 10.88% and an income return of 0%. These returns were calculated as at 30 Nov 2024.

ANZ Smart Choice Super - MultiSeries 50’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 30 Nov 2024.

The asset allocation of the ANZ Smart Choice Super - MultiSeries 50 managed fund is :

Australian Equities
15.54%
International Equities
20.15%
Cash
10.59%
Property
7.80%
Fixed Interest
39.66%
Alternatives
6.26%

The Responsible Entity for the ANZ Smart Choice Super - MultiSeries 50 managed fund is OnePath Custodians Pty Limited.

The ANZ Smart Choice Super - MultiSeries 50 managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Nov 2024, the size of the ANZ Smart Choice Super - MultiSeries 50 managed fund was $335.84 million.

The ANZ Smart Choice Super - MultiSeries 50 managed fund has an inception date of 25 Jul 2022.

The current entry price of the ANZ Smart Choice Super - MultiSeries 50 managed fund is $1.1547 per unit and the current exit price is $1.1535 per unit (as at 20 Dec 2024).

The current exit price of the ANZ Smart Choice Super - MultiSeries 50 managed fund is $1.1535 per unit and the current entry price is $1.1547 per unit (as at 20 Dec 2024).

The minimum initial investment amount for the ANZ Smart Choice Super - MultiSeries 50 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.