InvestSMART

ANZ Super Advantage - Platinum International - Managed Fund (Closed)

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 fund primarily invests in listed securities. The portfolio will ideally consist of 100-200 securities that Platinum believes to be undervalued by the market. Cash may be held when undervalued securities can not be found. Platinum may short sell securities that it considers overvalued. The portfolio will typically have 50% or more net equity exposure.

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 -0.87% 0.8% 4.98% 9.28% 2.48% 8.99% 4.21% 8.38%
Growth return -0.87% 0.8% 4.98% 9.28% 2.48% 8.99% 4.21% 8.38%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (MSCI World Ex Australia NR AUD)
Total return 3.32% 6.34% 18.35% 22.32% 25.76% 20.9% 17.3% 12.82%
As at 31 May 2023. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Super Advantage - Platinum International
International Equities
81.33%
Cash
18.67%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
94.82%
Cash
1.94%
Australian Equities
1.96%
Property & Infrastructure
1.16%
Fixed Interest
0%
Alternatives
0.12%

General Information

Fund Details
Type Description
ANZ Super Advantage - Platinum International
Closed
OnePath Custodians Pty Limited
ANZ0960AU
Equity World Large Blend
starstar (as at 31 May 2023)
Superannuation Fund
23 Jan 2006
$1.17 million (as at 31 May 2023)
$3.02027 (as at 7 Jun 2023)
$3.01124 (as at 7 Jun 2023)
Finalised
Offer information
Type Description
Standard entry fee 3.53%
MER 1.86% (as at 28 Apr 2023)
Indirect Cost Ratio (ICR) - Estimated 1.86% (as at 30 Jun 2022) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment

Top 10 holdings (as at 30 Sep 2025)

Holding (as at 30 Sep 2025) Type % of Portfolio
Taiwan Semiconductor Manufacturing Co Ltd Equity 5.20%
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FAQs about the ANZ Super Advantage - Platinum International

The objective of the ANZ Super Advantage - 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 Super Advantage - Platinum International managed fund is The fund primarily invests in listed securities. The portfolio will ideally consist of 100-200 securities that Platinum believes to be undervalued by the market. Cash may be held when undervalued securities can not be found. Platinum may short sell securities that it considers overvalued. The portfolio will typically have 50% or more net equity exposure.

The APIR code of the ANZ Super Advantage - Platinum International managed fund is ANZ0960AU.

ANZ Super Advantage - Platinum International’s total return last month was -0.87%. This was made up of a growth return of -0.87% and an income return of 0%. These returns were calculated as at 31 May 2023.

ANZ Super Advantage - Platinum International’s total return for the last three months was 0.8%. This was made up of a growth return of 0.8% and an income return of 0%%. These returns were calculated as at 31 May 2023.

ANZ Super Advantage - Platinum International’s one-year total return is 9.28%. This was made up of a growth return of 9.28% and an income return of 0%. These returns were calculated as at 31 May 2023.

ANZ Super Advantage - Platinum International’s one-year total return is 8.99%. This was made up of a growth return of 8.99% and an income return of 0%. These returns were calculated as at 31 May 2023.

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

International Equities
81.33%
Cash
18.67%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

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

As at 31 May 2023, the size of the ANZ Super Advantage - Platinum International managed fund was $1.17 million.

The ANZ Super Advantage - Platinum International managed fund has an inception date of 23 Jan 2006.

The current entry price of the ANZ Super Advantage - Platinum International managed fund is $3.02027 per unit and the current exit price is $3.01124 per unit (as at 7 Jun 2023).

The current exit price of the ANZ Super Advantage - Platinum International managed fund is $3.01124 per unit and the current entry price is $3.02027 per unit (as at 7 Jun 2023).

The minimum initial investment amount for the ANZ Super Advantage - Platinum International managed fund 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.