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ANZ Gateway - Diversified Growth Trust - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

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 4.07 4.74 10.99 15.14 15.99 12.01 5.45 -
Growth return 4.07 4.25 10.3 12.69 13.06 8.47 2.07 -
Income return 0 0.49 0.69 2.45 2.93 3.54 3.38 -
Market index (Morningstar Aus Msec Growth TR AUD)
Total return -4.16 -1.96 1.74 10.41 9.21 9.03 6.84 8.88
As as 30 Nov 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Gateway - Diversified Growth Trust
Australian Equities
35.10%
International Equities
29.10%
Cash
5.90%
Property
11%
Fixed Interest
18.90%
Alternatives
0%
Average Allocation of Peers
Australian Equities
28.40%
International Equities
30.41%
Cash
7.24%
Property
7.13%
Fixed Interest
20.79%
Alternatives
6.04%

General Information

Fund Details
Type Description
ANZ Gateway - Diversified Growth Trust
Closed
ANZ Managed Investments Limited
ANZ0142AU
Multisector Growth
Not Rated
Investment Fund
10 May 1999
$8.47 million (as at 31 Oct 2005)
$1.1369 (as at 9 Dec 2005)
$1.1369 (as at 9 Dec 2005)
Fund Objective
To provide capital growth over the long-term with some income. Some income may be tax-effective. Suggested minimum investment timeframe is 5 years.
Fund Strategy
Invests in a variety of Australian and international income-bearing securities, Australian listed property securities, and Australian and international shares, using the Gateway Investment Program.
Offer information
Type Description
Minimum initial investment $5,000.00

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 cannot 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.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Underperforming
81%^

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 10.83%
InvestSMART High Growth 8.40%
InvestSMART Growth 7.73%
Intelligent Investor Equity Growth 7.69%
InvestSMART Property and Infrastructure 7.18%
InvestSMART Balanced 6.30%
Intelligent Investor Equity Income 6.25%
InvestSMART Conservative 4.96%
Intelligent Investor Australian Small Companies Fund 4.39%
InvestSMART Hybrid Income 3.69%
InvestSMART Interest Income 3.59%