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 | 0.85% | 2.2% | 3.1% | 5.27% | 6.01% | 5.29% | 3.8% | 3.45% |
Growth return | 0.85% | 2.2% | 3.1% | 5.27% | 6.01% | 5.29% | 3.8% | 3.45% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
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Total return | 1.06% | 2.87% | 4.38% | 7.21% | 7.92% | 6.66% | 3.89% | 4.5% |
Type | Description |
ANZ Flexible Income Plan - Diversified Stable | |
OnePath Life Limited | |
ANZ0019AU | |
Multisector Moderate | |
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|
Allocated Pension | |
1 Aug 1995 | |
$0.06 million (as at 31 Aug 2025) | |
$4.29674 (as at 10 Sep 2025) | |
$4.29373 (as at 10 Sep 2025) | |
Open |
Type | Description |
MER | 1.80% (as at 20 Feb 2024) |
Indirect Cost Ratio (ICR) | 1.80% (as at 30 Jun 2016) |
Minimum initial investment | $1,000.00 |
Minimum additional investments | |
Minimum redemption amount |
The objective of the ANZ Flexible Income Plan - Diversified Stable managed fund is The objective of this allocated pension fund is to provide investors with sound medium to long term growth with stability.
The strategy of the ANZ Flexible Income Plan - Diversified Stable managed fund is The Fund invests in a combination of cash, fixed interest securities in Australia and overseas companies. The sharemarket exposure will be in quality Australian and overseas companies. The Fund aims to have 75% of its investments in cash and fixed interest securities with the remainder in Australian and overseas sharemarkets.
The APIR code of the ANZ Flexible Income Plan - Diversified Stable managed fund is ANZ0019AU.
ANZ Flexible Income Plan - Diversified Stable’s total return last month was 0.85%. This was made up of a growth return of 0.85% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
ANZ Flexible Income Plan - Diversified Stable’s total return for the last three months was 2.2%. This was made up of a growth return of 2.2% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.
ANZ Flexible Income Plan - Diversified Stable’s one-year total return is 5.27%. This was made up of a growth return of 5.27% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
ANZ Flexible Income Plan - Diversified Stable’s one-year total return is 5.29%. This was made up of a growth return of 5.29% and an income return of 0%. These returns were calculated as at 31 Aug 2025.
The asset allocation of the ANZ Flexible Income Plan - Diversified Stable managed fund is :
The Responsible Entity for the ANZ Flexible Income Plan - Diversified Stable managed fund is OnePath Life Limited.
The ANZ Flexible Income Plan - Diversified Stable managed fund belongs to the Multisector Moderate sector/asset class.
As at 31 Aug 2025, the size of the ANZ Flexible Income Plan - Diversified Stable managed fund was $0.06 million.
The ANZ Flexible Income Plan - Diversified Stable managed fund has an inception date of 1 Aug 1995.
The current entry price of the ANZ Flexible Income Plan - Diversified Stable managed fund is $4.29674 per unit and the current exit price is $4.29373 per unit (as at 10 Sep 2025).
The current exit price of the ANZ Flexible Income Plan - Diversified Stable managed fund is $4.29373 per unit and the current entry price is $4.29674 per unit (as at 10 Sep 2025).
The minimum initial investment amount for the ANZ Flexible Income Plan - Diversified Stable 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.