ANZ Super Advantage - MFS Global Equity - Managed Fund (Closed)

The objective of the ANZ Super Advantage - MFS Global Equity managed fund is The trust is designed for investors seeking capital appreciation over the longer term by investing in a diversified portfolio of global shares and aims to outperform its benchmark over rolling three to five-year periods, before taking into account trust fees and expenses.

The strategy of the ANZ Super Advantage - MFS Global Equity managed fund is MFS believes that stock selection is the most reliable method of adding value to a client's portfolio. Approximately 550-650 stocks merit a buy rating. Relative value analysis completes the portfolio construction process with the selection of approximately 80-120 stocks.

The APIR code of the ANZ Super Advantage - MFS Global Equity managed fund is ANZ0959AU.

ANZ Super Advantage - MFS Global Equity’s total return last month was -2.66%. This was made up of a growth return of -2.66% and an income return of 0%. These returns were calculated as at 31 May 2023.

ANZ Super Advantage - MFS Global Equity’s total return for the last three months was 4.05%. This was made up of a growth return of 4.05% and an income return of 0%%. These returns were calculated as at 31 May 2023.

ANZ Super Advantage - MFS Global Equity’s one-year total return is 9.84%. This was made up of a growth return of 9.84% and an income return of 0%. These returns were calculated as at 31 May 2023.

ANZ Super Advantage - MFS Global Equity’s one-year total return is 8.5%. This was made up of a growth return of 8.5% and an income return of 0%. These returns were calculated as at 31 May 2023.

The asset allocation of the ANZ Super Advantage - MFS Global Equity managed fund is :

The Responsible Entity for the ANZ Super Advantage - MFS Global Equity managed fund is OnePath Custodians Pty Limited.

The ANZ Super Advantage - MFS Global Equity managed fund belongs to the Equity World Large Blend sector/asset class.

As at 31 May 2023, the size of the ANZ Super Advantage - MFS Global Equity managed fund was $0.62 million.

The ANZ Super Advantage - MFS Global Equity managed fund has an inception date of 23 Jan 2006.

The current entry price of the ANZ Super Advantage - MFS Global Equity managed fund is $3.75555 per unit and the current exit price is $3.74432 per unit (as at 7 Jun 2023).

The current exit price of the ANZ Super Advantage - MFS Global Equity managed fund is $3.74432 per unit and the current entry price is $3.75555 per unit (as at 7 Jun 2023).

The minimum initial investment amount for the ANZ Super Advantage - MFS Global Equity managed fund is $0. Minimum additional investment is $0.