General Information

ANZ Private Global Equities(Actvly Hdg)
OnePath Funds Management Limited
MMF2184AU
Equity World - Currency Hedged
Not Rated
Managed Funds
30 Mar 2015
n/a
$1.1134 (as at 20 Mar 2017)
$1.1114 (as at 20 Mar 2017)

Fund performance (28 Feb 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 2.85 7.42 9.84 24.14 - - - -
Growth return 2.85 7.42 9.84 23.3 - - - -
Income return 0 0 0 0.84 - - - -

Morningstar index (Mstar PG ITr Equity World-Curr Hgd Idx)

Total return 2.9 7.24 9.18 21.67 5.08 8.36 12.43 5.45

Market index (Vanguard Intl Shares Index Hdg AUD TR)

Total return 3.18 7.68 10.5 24 6.93 10.41 14.39 6.86

Asset Allocation (28 Feb 2017)

Australian Equities 0%
International Equities 95.30%
Cash 4.70%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

The objective of the fund is to provide international equity exposure. Foreign currency exposure may be hedged to Australian dollars according to an active hedging strategy.
The investment strategy of this fund will be to invest predominantly in a diversified mix of unhedged listed global shares, by directly investing in ETFs.

Offer information

Minimum initial investment
Minimum additional investments
Minimum redemption amount

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* Dates for historical returns vary from fund to fund