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  5. ANZ Flexible Income Plan - Gateway Aggressive - Managed fund profile

ANZ Flexible Income Plan - Gateway Aggressive - Managed Fund

Fund Objective
To maximise capital growth over the long-term (at least 5 years) with some income.
Fund Strategy
Invests in a variety of Australian and international income-bearing securities and Australian and international shares. ANZ Managed Investments Limited (ANZMI) is the appointed investment manager.

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 2.38% 6.42% 11.97% 13.64% 6.47% 7.33% 6.9% 6.49%
Growth return 2.38% 6.42% 11.97% 13.64% 6.47% 7.33% 6.9% 6.49%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Agg Tgt Alloc NR AUD)
Total return 2.91% 7.77% 15.61% 18.4% 8.2% 8.89% 9.42% 9.28%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Flexible Income Plan - Gateway Aggressive
Australian Equities
35.19%
International Equities
35.82%
Cash
0.16%
Property
4.53%
Fixed Interest
8.58%
Alternatives
15.71%
Average Allocation of Peers
Australian Equities
33.37%
International Equities
47.18%
Cash
5.59%
Property
5.45%
Fixed Interest
5.15%
Alternatives
3.27%

General Information

Fund Details
Type Description
ANZ Flexible Income Plan - Gateway Aggressive
OnePath Life Limited
ANZ0058AU
Multisector Aggressive
star (as at 31 Mar 2024)
Allocated Pension
27 Jan 1998
$1.25 million (as at 31 Mar 2024)
$4.11417 (as at 17 Apr 2024)
$4.10842 (as at 17 Apr 2024)
Open
Offer information
Type Description
Standard entry fee 5%
Indirect Cost Ratio (ICR) 2.18% (as at 30 Jun 2016)
Minimum initial investment $1,000.00

FAQs about the ANZ Flexible Income Plan - Gateway Aggressive

The objective of the ANZ Flexible Income Plan - Gateway Aggressive managed fund is To maximise capital growth over the long-term (at least 5 years) with some income.

The strategy of the ANZ Flexible Income Plan - Gateway Aggressive managed fund is Invests in a variety of Australian and international income-bearing securities and Australian and international shares. ANZ Managed Investments Limited (ANZMI) is the appointed investment manager.

The APIR code of the ANZ Flexible Income Plan - Gateway Aggressive managed fund is ANZ0058AU.

ANZ Flexible Income Plan - Gateway Aggressive’s total return last month was 2.38%. This was made up of a growth return of 2.38% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

ANZ Flexible Income Plan - Gateway Aggressive’s total return for the last three months was 6.42%. This was made up of a growth return of 6.42% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

ANZ Flexible Income Plan - Gateway Aggressive’s one-year total return is 13.64%. This was made up of a growth return of 13.64% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

ANZ Flexible Income Plan - Gateway Aggressive’s one-year total return is 7.33%. This was made up of a growth return of 7.33% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

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

Australian Equities
35.19%
International Equities
35.82%
Cash
0.16%
Property
4.53%
Fixed Interest
8.58%
Alternatives
15.71%

The Responsible Entity for the ANZ Flexible Income Plan - Gateway Aggressive managed fund is OnePath Life Limited.

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

As at 31 Mar 2024, the size of the ANZ Flexible Income Plan - Gateway Aggressive managed fund was $1.25 million.

The ANZ Flexible Income Plan - Gateway Aggressive managed fund has an inception date of 27 Jan 1998.

The current entry price of the ANZ Flexible Income Plan - Gateway Aggressive managed fund is $4.11417 per unit and the current exit price is $4.10842 per unit (as at 17 Apr 2024).

The current exit price of the ANZ Flexible Income Plan - Gateway Aggressive managed fund is $4.10842 per unit and the current entry price is $4.11417 per unit (as at 17 Apr 2024).

The minimum initial investment amount for the ANZ Flexible Income Plan - Gateway Aggressive 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.