ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE - Managed Fund (Closed)

The objective of the ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE managed fund is To provide a return (after fees and expenses and before taxes) which exceeds the S&P/ASX 300 Accumulation Index, over rolling four year periods.

The strategy of the ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE managed fund is The Fund invests in a diversified portfolio of quality Australian companies that display four characteristics: a sustainable competitive advantage, recurring earnings, capable management and the ability to grow over time. Investors Mutual Limited believes in purchasing quality companies at attractive prices when a company's price is below its long-term value.

The APIR code of the ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE managed fund is ANZ0556AU.

ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE’s total return last month was -1.3%. This was made up of a growth return of -1.3% and an income return of 0%. These returns were calculated as at 31 May 2023.

ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE’s total return for the last three months was 0.44%. This was made up of a growth return of 0.44% and an income return of 0%%. These returns were calculated as at 31 May 2023.

ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE’s one-year total return is 4.49%. This was made up of a growth return of 4.49% and an income return of 0%. These returns were calculated as at 31 May 2023.

ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE’s one-year total return is 9.2%. This was made up of a growth return of 9.2% and an income return of 0%. These returns were calculated as at 31 May 2023.

The asset allocation of the ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE managed fund is :

The Responsible Entity for the ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE managed fund is OnePath Custodians Pty Limited.

The ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 May 2023, the size of the ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE managed fund was $0.83 million.

The ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE managed fund has an inception date of 31 May 2003.

The current entry price of the ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE managed fund is $4.03691 per unit and the current exit price is $4.01683 per unit (as at 8 Jun 2023).

The current exit price of the ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE managed fund is $4.01683 per unit and the current entry price is $4.03691 per unit (as at 8 Jun 2023).

The minimum initial investment amount for the ANZ OneAnswer - Personal Super - Investors Mutual Australian Shares NE managed fund is $0. Minimum additional investment is $1000.