General Information

ANZ FIP-Growth
OnePath Life Limited
ANZ0257AU
Multisector Growth
starstar (as at 30 Apr 2017)
Allocated Pension
26 Feb 2001
$0.92 million (as at 30 Apr 2017)
$1.93922 (as at 23 May 2017)
$1.9361 (as at 23 May 2017)

Fund performance (30 Apr 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 1.27 4.2 7.31 10.1 3.47 6.33 8.04 2.36
Growth return 1.27 4.2 7.31 10.1 3.47 6.33 8.04 2.36
Income return 0 0 0 0 0 0 0 0

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 1.75 5.06 9.09 11.56 5.81 8.85 11.35 4.92
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Fund Performance Comparison

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Relative Fund Performance

Asset Allocation (30 Apr 2017)

Australian Equities 25.37%
International Equities 26.95%
Cash 5.69%
Property 1.36%
Fixed Interest 16.01%
Alternatives 24.62%
Asset Allocation

Objectives and Strategy

To provide long-term capital growth. The Fund aims to outperform its asset-weighted benchmark before fees and charges.
Invests primarily in Australian and international shares, Australian property, Australian and international fixed interest and cash. Benchmarks: Australian shares 40%, international shares 23%, Australian property 7%, Australian fixed interest 21%, international fixed interest 7%, cash 2%.

Offer information

Standard entry fee 5%
Indirect Cost Ratio (ICR) 1.98% (as at 30 Jun 2016)
Minimum initial investment $1,000.00

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