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

ANZ Flexible Income Plan - Gateway Balanced - Managed Fund

Fund Objective
To provide a balance of income and capital growth over the long-term (at least 3 to 5 years) with medium levels of risk.
Fund Strategy
Invests in a variety of Australian and international income-bearing securities, Australian listed property 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 1.09% 2.96% 3.69% 6.23% 7.25% 6.22% 5.36% 4.28%
Growth return 1.09% 2.96% 3.69% 6.23% 7.25% 6.22% 5.36% 4.28%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 1.42% 4.1% 5.63% 9.6% 10.37% 9.02% 6.33% 6.31%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Flexible Income Plan - Gateway Balanced
Australian Equities
20.26%
International Equities
21%
Cash
5.23%
Property & Infrastructure
4.37%
Fixed Interest
30.05%
Alternatives
19.09%
Average Allocation of Peers
Australian Equities
16.38%
International Equities
27.94%
Cash
8.21%
Property & Infrastructure
3.77%
Fixed Interest
36.19%
Alternatives
7.51%

General Information

Fund Details
Type Description
ANZ Flexible Income Plan - Gateway Balanced
OnePath Life Limited
ANZ0055AU
Multisector Balanced
star (as at 31 Aug 2025)
Allocated Pension
27 Jan 1998
$3.63 million (as at 31 Aug 2025)
$3.70924 (as at 17 Sep 2025)
$3.70553 (as at 17 Sep 2025)
Open
Offer information
Type Description
Standard entry fee 5%
MER 2.18% (as at 20 Feb 2024)
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 Balanced

The objective of the ANZ Flexible Income Plan - Gateway Balanced managed fund is To provide a balance of income and capital growth over the long-term (at least 3 to 5 years) with medium levels of risk.

The strategy of the ANZ Flexible Income Plan - Gateway Balanced managed fund is Invests in a variety of Australian and international income-bearing securities, Australian listed property 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 Balanced managed fund is ANZ0055AU.

ANZ Flexible Income Plan - Gateway Balanced’s total return last month was 1.09%. This was made up of a growth return of 1.09% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

ANZ Flexible Income Plan - Gateway Balanced’s total return for the last three months was 2.96%. This was made up of a growth return of 2.96% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

ANZ Flexible Income Plan - Gateway Balanced’s one-year total return is 6.23%. This was made up of a growth return of 6.23% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

ANZ Flexible Income Plan - Gateway Balanced’s one-year total return is 6.22%. This was made up of a growth return of 6.22% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

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

Australian Equities
20.26%
International Equities
21%
Cash
5.23%
Property & Infrastructure
4.37%
Fixed Interest
30.05%
Alternatives
19.09%

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

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

As at 31 Aug 2025, the size of the ANZ Flexible Income Plan - Gateway Balanced managed fund was $3.63 million.

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

The current entry price of the ANZ Flexible Income Plan - Gateway Balanced managed fund is $3.70924 per unit and the current exit price is $3.70553 per unit (as at 17 Sep 2025).

The current exit price of the ANZ Flexible Income Plan - Gateway Balanced managed fund is $3.70553 per unit and the current entry price is $3.70924 per unit (as at 17 Sep 2025).

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