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  5. ANZ Smart Choice Super - Platinum International - Managed fund profile

ANZ Smart Choice Super - Platinum International - Managed Fund

Fund Objective
The fund aims to provide capital growth over the long term through searching out undervalued listed (and unlisted) investments around the world.
Fund Strategy
The portfolio will ideally consist of 100-200 securities that Platinum believes to be undervalued by the market. Typlically have 50% or more net equity exposure. Derivatives may be used for risk management purposes and to take opportunities to increase returns. The underlying value of Derivatives may not exceed 100% of the Net Asset Value (NAV) of the fund and the underlying value of long stock positions and derivatives will not exceed 150% of the NAV of the fund. The fund's currency exposures are actively managed.

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 3.2% 0.89% 2.28% 6.75% 5.07% 4.13% 4.39% -%
Growth return 3.2% 0.89% 2.28% 6.75% 5.07% 4.13% 4.39% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 2.58% 12.12% 14.7% 31.18% 27.14% 12.25% 14.14% 13.16%
As at 31 Dec 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Smart Choice Super - Platinum International
International Equities
93.57%
Cash
6.43%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
94.72%
Cash
2.28%
Australian Equities
1.29%
Property
1.49%
Fixed Interest
0.13%
Alternatives
0.09%

General Information

Fund Details
Type Description
ANZ Smart Choice Super - Platinum International
OnePath Custodians Pty Limited
MMF2169AU
Equity World Large Blend
star (as at 31 Dec 2024)
Superannuation Fund
25 May 2015
$49.53 million (as at 31 Dec 2024)
$1.6299 (as at 29 Jan 2025)
$1.62502 (as at 29 Jan 2025)
Open
Offer information
Type Description
MER 2.16% (as at 1 Dec 2024)
Indirect Cost Ratio (ICR) - Estimated 2.16% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Nov 2024)

Holding (as at 30 Nov 2024) Type % of Portfolio
Tencent Holdings Ltd Equity 4.20%
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FAQs about the ANZ Smart Choice Super - Platinum International

The objective of the ANZ Smart Choice Super - Platinum International managed fund is The fund aims to provide capital growth over the long term through searching out undervalued listed (and unlisted) investments around the world.

The strategy of the ANZ Smart Choice Super - Platinum International managed fund is The portfolio will ideally consist of 100-200 securities that Platinum believes to be undervalued by the market. Typlically have 50% or more net equity exposure. Derivatives may be used for risk management purposes and to take opportunities to increase returns. The underlying value of Derivatives may not exceed 100% of the Net Asset Value (NAV) of the fund and the underlying value of long stock positions and derivatives will not exceed 150% of the NAV of the fund. The fund's currency exposures are actively managed.

The APIR code of the ANZ Smart Choice Super - Platinum International managed fund is MMF2169AU.

ANZ Smart Choice Super - Platinum International’s total return last month was 3.2%. This was made up of a growth return of 3.2% and an income return of 0%. These returns were calculated as at 31 Dec 2024.

ANZ Smart Choice Super - Platinum International’s total return for the last three months was 0.89%. This was made up of a growth return of 0.89% and an income return of 0%%. These returns were calculated as at 31 Dec 2024.

ANZ Smart Choice Super - Platinum International’s one-year total return is 6.75%. This was made up of a growth return of 6.75% and an income return of 0%. These returns were calculated as at 31 Dec 2024.

ANZ Smart Choice Super - Platinum International’s one-year total return is 4.13%. This was made up of a growth return of 4.13% and an income return of 0%. These returns were calculated as at 31 Dec 2024.

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

International Equities
93.57%
Cash
6.43%
Australian Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

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

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

As at 31 Dec 2024, the size of the ANZ Smart Choice Super - Platinum International managed fund was $49.53 million.

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

The current entry price of the ANZ Smart Choice Super - Platinum International managed fund is $1.6299 per unit and the current exit price is $1.62502 per unit (as at 29 Jan 2025).

The current exit price of the ANZ Smart Choice Super - Platinum International managed fund is $1.62502 per unit and the current entry price is $1.6299 per unit (as at 29 Jan 2025).

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