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  5. ANZ Super Pool - Australian Fixed Interest - Managed fund profile

ANZ Super Pool - Australian Fixed Interest - Managed Fund (Closed)

Fund Objective
To provide a competitive return in the medium- to long-term (at least three to five years) with low to medium levels of risk.
Fund Strategy
Invests, via the ANZ Pool Funds, in quality Australian fixed interest securities as well as liquid investments. Asset allocation ranges (with benchmarks in brackets): Australian fixed interest 80-100% (100%), Australian cash 0-20% (0%).

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 0.52% 0.75% 2.53% 3.92% 4.14% 5.31% 4.39% 5.17%
Growth return 0.52% 0.75% 2.53% 3.92% 4.14% 5.31% 4.39% 5.17%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Bloomberg AusBond Composite 0+Y TR AUD)
Total return -1.88% -0.39% 2.26% 7.08% 2.86% -0.62% -0.68% 2.11%
As at 30 Nov 2006. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Super Pool - Australian Fixed Interest
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
5.67%
Australian Equities
1.30%
International Equities
0.53%
Property
0.06%
Fixed Interest
92.07%
Alternatives
0.36%

General Information

Fund Details
Type Description
ANZ Super Pool - Australian Fixed Interest (Wholesale)
Closed
ANZ Managed Investments Limited
ANZ0048AU
Bonds - Australia
starstarstar (as at 30 Nov 2006)
Superannuation Fund
4 Jan 1996
$0 million (as at 31 Jan 2007)
$1.8096 (as at 14 Dec 2006)
$1.8096 (as at 14 Dec 2006)
Finalised
Offer information
Type Description
MER 0.77% (as at 30 Jun 2000)

FAQs about the ANZ Super Pool - Australian Fixed Interest

The objective of the ANZ Super Pool - Australian Fixed Interest managed fund is To provide a competitive return in the medium- to long-term (at least three to five years) with low to medium levels of risk.

The strategy of the ANZ Super Pool - Australian Fixed Interest managed fund is Invests, via the ANZ Pool Funds, in quality Australian fixed interest securities as well as liquid investments. Asset allocation ranges (with benchmarks in brackets): Australian fixed interest 80-100% (100%), Australian cash 0-20% (0%).

The APIR code of the ANZ Super Pool - Australian Fixed Interest managed fund is ANZ0048AU.

ANZ Super Pool - Australian Fixed Interest’s total return last month was 0.52%. This was made up of a growth return of 0.52% and an income return of 0%. These returns were calculated as at 30 Nov 2006.

ANZ Super Pool - Australian Fixed Interest’s total return for the last three months was 0.75%. This was made up of a growth return of 0.75% and an income return of 0%%. These returns were calculated as at 30 Nov 2006.

ANZ Super Pool - Australian Fixed Interest’s one-year total return is 3.92%. This was made up of a growth return of 3.92% and an income return of 0%. These returns were calculated as at 30 Nov 2006.

ANZ Super Pool - Australian Fixed Interest’s one-year total return is 5.31%. This was made up of a growth return of 5.31% and an income return of 0%. These returns were calculated as at 30 Nov 2006.

The asset allocation of the ANZ Super Pool - Australian Fixed Interest managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the ANZ Super Pool - Australian Fixed Interest managed fund is ANZ Managed Investments Limited.

The ANZ Super Pool - Australian Fixed Interest managed fund belongs to the Bonds - Australia sector/asset class.

As at 31 Jan 2007, the size of the ANZ Super Pool - Australian Fixed Interest managed fund was $0 million.

The ANZ Super Pool - Australian Fixed Interest managed fund has an inception date of 4 Jan 1996.

The current entry price of the ANZ Super Pool - Australian Fixed Interest managed fund is $1.8096 per unit and the current exit price is $1.8096 per unit (as at 14 Dec 2006).

The current exit price of the ANZ Super Pool - Australian Fixed Interest managed fund is $1.8096 per unit and the current entry price is $1.8096 per unit (as at 14 Dec 2006).

The minimum initial investment amount for the ANZ Super Pool - Australian Fixed Interest 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.