General Information

ANZ Investment Bond-Gateway Growth
OnePath Life Limited
ANZ0072AU
Multisector Growth
starstar (as at 30 Jun 2017)
Investment Fund
20 Apr 1998
$2.85 million (as at 31 May 2017)
$1.86781 (as at 20 Jul 2017)
$1.8644 (as at 20 Jul 2017)

Fund performance (30 Jun 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 -0.27 0.83 2.75 6.01 3.09 4.07 5.83 1.68
Growth return -0.27 0.83 2.75 6.01 3.09 4.07 5.83 1.68
Income return 0 0 0 0 0 0 0 0

Market index (Morningstar Aus Msec Growth TR AUD)

Total return -1.2 0.66 2.74 8.37 6.16 8.08 11.56 4.72
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Fund Performance Comparison

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Relative Fund Performance

Asset Allocation (30 Jun 2017)

Australian Equities 29.20%
International Equities 29.87%
Cash 0.58%
Property 4.65%
Fixed Interest 15.81%
Alternatives 19.90%
Asset Allocation

Objectives and Strategy

To provide long-term capital growth (at least 5 years) with medium levels of risk.
Primarily invests in assets such as Australian and international shares and interest-bearing securities. Also invests in some Australian property securities.

Offer information

Standard entry fee 5%
Indirect Cost Ratio (ICR) 1.88% (as at 30 Jun 2016)
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

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