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ANZ Flexible Income Plan - Conservative - Managed Fund

Fund Objective
Invests primarily in Australian and international fixed interest; cash; Australian and international shares; and Australian property. Benchmarks: Australian shares 17%; international shares 10%; Australian property 3%; Australian fixed interest 39%; international fixed interest 12%; cash 19%.
Fund Strategy
Invests primarily in Australian and international fixed interest; cash; Australian and international shares; and Australian property. Benchmarks: Australian shares 17%; international shares 10%; Australian property 3%; Australian fixed interest 39%; international fixed interest 12%; cash 19%.
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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 0.11% -0.27% 1.68% 2.17% 4.24% 5.99% 2.98% 3.45%
Growth return 0.26% 0.2% 2.63% 3.78% 5.06% 6.54% 3.3% 3.61%
Income return -0.15% -0.47% -0.95% -1.61% -0.82% -0.55% -0.32% -0.16%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.65% -0.01% 2.5% 2.33% 5.44% 7.81% 3.4% 4.37%
As at 31 Oct 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Flexible Income Plan - Conservative
Australian Equities
7.94%
International Equities
16.34%
Cash
19.06%
Property & Infrastructure
3.57%
Fixed Interest
50.64%
Alternatives
2.44%
Average Allocation of Peers
Australian Equities
11.52%
International Equities
14.84%
Cash
12.25%
Property & Infrastructure
3.48%
Fixed Interest
52.51%
Alternatives
5.41%

General Information

Fund Details
Type Description
ANZ Flexible Income Plan - Conservative
ANZ0255AU
Multisector Moderate
starstar (as at 31 Oct 2026)
Allocated Pension
26 Feb 2001
$0.43 million (as at 31 Oct 2026)
$2.7272 (as at 6 Nov 2026)
$2.72448 (as at 6 Nov 2026)
Open
Offer information
Type Description
Standard entry fee 5%
MER 1.88% (as at 20 May 2025)
Indirect Cost Ratio (ICR) 1.88% (as at 30 Jun 2016)
Minimum initial investment $1,000.00
Minimum additional investments
Minimum redemption amount
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FAQs about the ANZ Flexible Income Plan - Conservative

The objective of the ANZ Flexible Income Plan - Conservative managed fund is Invests primarily in Australian and international fixed interest; cash; Australian and international shares; and Australian property. Benchmarks: Australian shares 17%; international shares 10%; Australian property 3%; Australian fixed interest 39%; international fixed interest 12%; cash 19%.

The strategy of the ANZ Flexible Income Plan - Conservative managed fund is Invests primarily in Australian and international fixed interest; cash; Australian and international shares; and Australian property. Benchmarks: Australian shares 17%; international shares 10%; Australian property 3%; Australian fixed interest 39%; international fixed interest 12%; cash 19%.

The APIR code of the ANZ Flexible Income Plan - Conservative managed fund is ANZ0255AU.

ANZ Flexible Income Plan - Conservative’s total return last month was 0.11%. This was made up of a growth return of 0.26% and an income return of -0.15%. These returns were calculated as at 31 Oct 2026.

ANZ Flexible Income Plan - Conservative’s total return for the last three months was -0.27%. This was made up of a growth return of 0.2% and an income return of -0.47%%. These returns were calculated as at 31 Oct 2026.

ANZ Flexible Income Plan - Conservative’s one-year total return is 2.17%. This was made up of a growth return of 3.78% and an income return of -1.61%. These returns were calculated as at 31 Oct 2026.

ANZ Flexible Income Plan - Conservative’s one-year total return is 5.99%. This was made up of a growth return of 6.54% and an income return of -0.55%. These returns were calculated as at 31 Oct 2026.

The asset allocation of the ANZ Flexible Income Plan - Conservative managed fund is :

Australian Equities
7.94%
International Equities
16.34%
Cash
19.06%
Property & Infrastructure
3.57%
Fixed Interest
50.64%
Alternatives
2.44%

The ANZ Flexible Income Plan - Conservative managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Oct 2026, the size of the ANZ Flexible Income Plan - Conservative managed fund was $0.43 million.

The ANZ Flexible Income Plan - Conservative managed fund has an inception date of 26 Feb 2001.

The current entry price of the ANZ Flexible Income Plan - Conservative managed fund is $2.7272 per unit and the current exit price is $2.72448 per unit (as at 6 Nov 2026).

The current exit price of the ANZ Flexible Income Plan - Conservative managed fund is $2.72448 per unit and the current entry price is $2.7272 per unit (as at 6 Nov 2026).

The minimum initial investment amount for the ANZ Flexible Income Plan - Conservative managed fund is $1,000. 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.