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ANZ Investment Bond - Guaranteed Sharemarket - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

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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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% p.a.
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% p.a.
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% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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 0.23 1.37 1.97 3.09 - - - -
Growth return 0.23 1.37 1.97 3.09 - - - -
Income return 0 0 0 0 - - - -
Market index (Morningstar Aus Msec Moderate TR AUD)
Total return -5.31 -4.44 -4.27 0.81 4.1 4.04 3.77 5.78
As as 31 Mar 1997. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Investment Bond - Guaranteed Sharemarket
Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%
Average Allocation of Peers
Alternatives
6.24%
Australian Equities
11.27%
International Equities
12.43%
Cash
21.08%
Property
4.04%
Fixed Interest
44.93%

General Information

Fund Details
Type Description
ANZ Investment Bond - Guaranteed Sharemarket
Closed
ANZ Life Assurance Company Limited
ANZ0034AU
Multisector Moderate
Not Rated
Investment Fund
1 Aug 1995
$0.06 million (as at 27 Mar 1997)
n/a
$1.2503 (as at 4 Apr 1997)
Fund Objective
A multi sector yield insurance bond aiming to provide maximum growth by maintaining significant widespread exposure to overseas and Australian sharemarkets, whilst providing protection against falling sharemarkets.
Fund Strategy
Fund divided into two investment components, one providing for the security of investment capital whilst the other designed to benefit from rises in the sharemarkets. Currently the fund invests in options or a diversified selection of overseas and Australian sharemarket indices, underpinned by interest bearing investments in the Australian money market.
Offer information
Type Description

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 9.17%
InvestSMART High Growth 5.42%
InvestSMART Growth 5.26%
InvestSMART Balanced 4.35%
InvestSMART Conservative 3.46%
InvestSMART Interest Income 3.28%
Intelligent Investor Equity Growth 2.78%
InvestSMART Hybrid Income 1.53%
Intelligent Investor Equity Income 1.06%
InvestSMART Property and Infrastructure 1.03%
Intelligent Investor Australian Small Companies Fund -4.80%