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  5. ANZ Smart Choice Super - MultiSeries 70 - Managed fund profile

ANZ Smart Choice Super - MultiSeries 70 - Managed Fund

Fund Objective
To provide capital growth over the medium to long term by investing in a diversified portfolio of mostly 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 70 (Trust) gains its exposure to a diversified portfolio of investments through a mix of investment managers. The growth nature of the Trust provides a greater exposure to growth assets, such as property, Australian and international shares and alternative assets, with a moderate exposure to defensive assets, such as fixed interest and cash.

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 0.06% 1.4% 5.88% 15.79% 9.96% -% -% -%
Growth return 0.06% 1.4% 5.88% 15.79% 9.96% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.43% 1.58% 7.38% 20.91% 12.04% 5.34% 6.61% 7.49%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Smart Choice Super - MultiSeries 70
Australian Equities
24.50%
International Equities
30.29%
Cash
2.94%
Property
8.77%
Fixed Interest
27.25%
Alternatives
6.25%
Average Allocation of Peers
Australian Equities
27.60%
International Equities
33.79%
Cash
5.73%
Property
6.79%
Fixed Interest
21.72%
Alternatives
4.37%

General Information

Fund Details
Type Description
ANZ Smart Choice Super - MultiSeries 70
OnePath Custodians Pty Limited
MMF3297AU
Multisector Growth
Not Rated
Superannuation Fund
25 Jul 2022
$1084.82 million (as at 30 Sep 2024)
$1.2099 (as at 5 Nov 2024)
$1.2086 (as at 5 Nov 2024)
Open
Offer information
Type Description
MER 1.07% (as at 12 Dec 2023)
Indirect Cost Ratio (ICR) - Estimated 0.95% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0

FAQs about the ANZ Smart Choice Super - MultiSeries 70

The objective of the ANZ Smart Choice Super - MultiSeries 70 managed fund is To provide capital growth over the medium to long term by investing in a diversified portfolio of mostly 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 70 managed fund is MultiSeries 70 (Trust) gains its exposure to a diversified portfolio of investments through a mix of investment managers. The growth nature of the Trust provides a greater exposure to growth assets, such as property, Australian and international shares and alternative assets, with a moderate exposure to defensive assets, such as fixed interest and cash.

The APIR code of the ANZ Smart Choice Super - MultiSeries 70 managed fund is MMF3297AU.

ANZ Smart Choice Super - MultiSeries 70’s total return last month was 0.06%. This was made up of a growth return of 0.06% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

ANZ Smart Choice Super - MultiSeries 70’s total return for the last three months was 1.4%. This was made up of a growth return of 1.4% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

ANZ Smart Choice Super - MultiSeries 70’s one-year total return is 15.79%. This was made up of a growth return of 15.79% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

ANZ Smart Choice Super - MultiSeries 70’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 31 Oct 2024.

The asset allocation of the ANZ Smart Choice Super - MultiSeries 70 managed fund is :

Australian Equities
24.50%
International Equities
30.29%
Cash
2.94%
Property
8.77%
Fixed Interest
27.25%
Alternatives
6.25%

The Responsible Entity for the ANZ Smart Choice Super - MultiSeries 70 managed fund is OnePath Custodians Pty Limited.

The ANZ Smart Choice Super - MultiSeries 70 managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Sep 2024, the size of the ANZ Smart Choice Super - MultiSeries 70 managed fund was $1084.82 million.

The ANZ Smart Choice Super - MultiSeries 70 managed fund has an inception date of 25 Jul 2022.

The current entry price of the ANZ Smart Choice Super - MultiSeries 70 managed fund is $1.2099 per unit and the current exit price is $1.2086 per unit (as at 5 Nov 2024).

The current exit price of the ANZ Smart Choice Super - MultiSeries 70 managed fund is $1.2086 per unit and the current entry price is $1.2099 per unit (as at 5 Nov 2024).

The minimum initial investment amount for the ANZ Smart Choice Super - MultiSeries 70 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.