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  5. ANZ Corporate Super - Managed Series - Managed fund profile

ANZ Corporate Super - Managed Series - Managed Fund (Closed)

Fund Objective
This product aims to maximise real rates of return in the long term (at least five years) with medium to higher levels of risk.
Fund Strategy
Invests in domestic and overseas shares, bonds and money market securities. Australian property is also included for further diversification. Asset allocation ranges: Australian shares 10-60%, overseas shares 5-45%, listed property trusts 0-10%, direct property 0-35%, Australian bonds 5-55%, Australian indexed bonds 0-15%, overseas bonds and liquidity 0-15% and Australian liquidity 2-80%. Maximum of 75% in equities and property trusts.

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 2.87% 0.46% -2.58% -0.36% 4.26% 5.11% 4.94% 5.95%
Growth return 2.87% 0.46% -2.58% -0.36% 4.26% 5.11% 4.94% 5.95%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 2.5% 5.98% 13.05% 14.32% 6.19% 6.56% 7.27% 7.68%
As at 31 Jan 2019. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Corporate Super - Managed Series
Australian Equities
25.37%
International Equities
26.95%
Cash
5.69%
Property
1.36%
Fixed Interest
16.01%
Alternatives
24.62%
Average Allocation of Peers
Australian Equities
27.50%
International Equities
33.02%
Cash
6.64%
Property
6.78%
Fixed Interest
21.81%
Alternatives
4.25%

General Information

Fund Details
Type Description
ANZ Corporate Super - Managed Series
Closed
OnePath Life Limited
ANZ0506AU
Multisector Growth
starstar (as at 31 Jan 2019)
Superannuation Fund
5 Apr 1984
$0 million (as at 31 May 2023)
$15.7013 (as at 19 Feb 2019)
$15.69 (as at 19 Feb 2019)
Finalised
Offer information
Type Description
Indirect Cost Ratio (ICR) 1.50% (as at 30 Jun 2016)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the ANZ Corporate Super - Managed Series

The objective of the ANZ Corporate Super - Managed Series managed fund is This product aims to maximise real rates of return in the long term (at least five years) with medium to higher levels of risk.

The strategy of the ANZ Corporate Super - Managed Series managed fund is Invests in domestic and overseas shares, bonds and money market securities. Australian property is also included for further diversification. Asset allocation ranges: Australian shares 10-60%, overseas shares 5-45%, listed property trusts 0-10%, direct property 0-35%, Australian bonds 5-55%, Australian indexed bonds 0-15%, overseas bonds and liquidity 0-15% and Australian liquidity 2-80%. Maximum of 75% in equities and property trusts.

The APIR code of the ANZ Corporate Super - Managed Series managed fund is ANZ0506AU.

ANZ Corporate Super - Managed Series’s total return last month was 2.87%. This was made up of a growth return of 2.87% and an income return of 0%. These returns were calculated as at 31 Jan 2019.

ANZ Corporate Super - Managed Series’s total return for the last three months was 0.46%. This was made up of a growth return of 0.46% and an income return of 0%%. These returns were calculated as at 31 Jan 2019.

ANZ Corporate Super - Managed Series’s one-year total return is -0.36%. This was made up of a growth return of -0.36% and an income return of 0%. These returns were calculated as at 31 Jan 2019.

ANZ Corporate Super - Managed Series’s one-year total return is 5.11%. This was made up of a growth return of 5.11% and an income return of 0%. These returns were calculated as at 31 Jan 2019.

The asset allocation of the ANZ Corporate Super - Managed Series managed fund is :

Australian Equities
25.37%
International Equities
26.95%
Cash
5.69%
Property
1.36%
Fixed Interest
16.01%
Alternatives
24.62%

The Responsible Entity for the ANZ Corporate Super - Managed Series managed fund is OnePath Life Limited.

The ANZ Corporate Super - Managed Series managed fund belongs to the Multisector Growth sector/asset class.

As at 31 May 2023, the size of the ANZ Corporate Super - Managed Series managed fund was $0 million.

The ANZ Corporate Super - Managed Series managed fund has an inception date of 5 Apr 1984.

The current entry price of the ANZ Corporate Super - Managed Series managed fund is $15.7013 per unit and the current exit price is $15.69 per unit (as at 19 Feb 2019).

The current exit price of the ANZ Corporate Super - Managed Series managed fund is $15.69 per unit and the current entry price is $15.7013 per unit (as at 19 Feb 2019).

The minimum initial investment amount for the ANZ Corporate Super - Managed Series 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.