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 | 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)
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Total return | 1.42% | 4.1% | 5.63% | 9.6% | 10.37% | 9.02% | 6.33% | 6.31% |
Type | Description |
ANZ Flexible Income Plan - Gateway Balanced | |
OnePath Life Limited | |
ANZ0055AU | |
Multisector Balanced | |
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Allocated Pension | |
27 Jan 1998 | |
$3.63 million (as at 31 Aug 2025) | |
$3.70249 (as at 10 Sep 2025) | |
$3.69879 (as at 10 Sep 2025) | |
Open |
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 |
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 :
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 $3.70249 per unit and the current exit price is $3.69879 per unit (as at 10 Sep 2025).
The current exit price of the ANZ Flexible Income Plan - Gateway Balanced managed fund is $3.69879 per unit and the current entry price is $3.70249 per unit (as at 10 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.