Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | 3.24% | 7.8% | 13.19% | 18.23% | 16.63% | 14.4% | 13.57% | 8.94% |
Growth return | 3.24% | 7.8% | 13.19% | 18.23% | 16.63% | 14.4% | 13.57% | 8.94% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (S&P/ASX 200 TR AUD)
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Total return | 3.1% | 7.03% | 11.65% | 14.74% | 14.82% | 13.04% | 12.32% | 9.87% |
Type | Description |
ANZ Flexible Income Plan - Australian Shares | |
OnePath Life Limited | |
ANZ0259AU | |
Equity Australia Large Growth | |
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Allocated Pension | |
26 Feb 2001 | |
$0.05 million (as at 31 Aug 2025) | |
$5.94793 (as at 23 Sep 2025) | |
$5.93251 (as at 23 Sep 2025) | |
Open |
Type | Description |
Standard entry fee | 5% |
MER | 1.98% (as at 20 Feb 2024) |
Indirect Cost Ratio (ICR) | 1.98% (as at 30 Jun 2016) |
Minimum initial investment | $1,000.00 |
Holding (as at 31 Dec 2010) | Type | % of Portfolio |
BHP Group Ltd | Equity | 7.16% |
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The objective of the ANZ Flexible Income Plan - Australian Shares managed fund is To provide long-term capital growth. The Fund aims to outperform the S&P/ASX 300 Accumulation Index before fees and charges.
The strategy of the ANZ Flexible Income Plan - Australian Shares managed fund is Invests primarily in shares listed on the Australian Stock Exchange. Benchmarks: Australian shares 99%, cash 1%.
The APIR code of the ANZ Flexible Income Plan - Australian Shares managed fund is ANZ0259AU.
ANZ Flexible Income Plan - Australian Shares’s total return last month was 3.24%. This was made up of a growth return of 3.24% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
ANZ Flexible Income Plan - Australian Shares’s total return for the last three months was 7.8%. This was made up of a growth return of 7.8% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
ANZ Flexible Income Plan - Australian Shares’s one-year total return is 18.23%. This was made up of a growth return of 18.23% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
ANZ Flexible Income Plan - Australian Shares’s one-year total return is 14.4%. This was made up of a growth return of 14.4% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the ANZ Flexible Income Plan - Australian Shares managed fund is :
The Responsible Entity for the ANZ Flexible Income Plan - Australian Shares managed fund is OnePath Life Limited.
The ANZ Flexible Income Plan - Australian Shares managed fund belongs to the Equity Australia Large Growth sector/asset class.
As at 31 Aug 2025, the size of the ANZ Flexible Income Plan - Australian Shares managed fund was $0.05 million.
The ANZ Flexible Income Plan - Australian Shares managed fund has an inception date of 26 Feb 2001.
The current entry price of the ANZ Flexible Income Plan - Australian Shares managed fund is $5.94793 per unit and the current exit price is $5.93251 per unit (as at 23 Sep 2025).
The current exit price of the ANZ Flexible Income Plan - Australian Shares managed fund is $5.93251 per unit and the current entry price is $5.94793 per unit (as at 23 Sep 2025).
The minimum initial investment amount for the ANZ Flexible Income Plan - Australian Shares managed fund is $1,000.
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.