General Information

ANZ PS-Gateway Growth
OnePath Custodians Pty Limited
ANZ0078AU
Multisector Growth
star (as at 30 Jun 2014)
Superannuation
25 Mar 1998
$16.83 million (as at 28 Feb 2017)
$2.22316 (as at 22 Mar 2017)
$2.2191 (as at 22 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 1.37 3.15 2.6 8.46 1.34 4.4 6.62 2.29
Growth return 1.37 3.15 2.6 8.46 1.34 4.4 6.62 2.29
Income return 0 0 0 0 0 0 0 0

Morningstar index (Mstar PG Sup Multisector Growth Idx)

Total return 1.15 3.2 2.92 9.95 2.43 5.59 8.33 3.51

Market index (Morningstar Aus Msec Growth TR AUD)

Total return 1.54 3.54 2.87 11.69 3.65 7.77 11.23 4.83

Asset Allocation (28 Feb 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 capital growth over the long-term (at least 5 years) with some income.
Invests in a variety of Australian and international income-bearing securities, Australian and international listed property securities, and Australian and international shares.

Offer information

Standard entry fee 5%
Indirect Cost Ratio (ICR) 2.47% (as at 30 Jun 2011)
Minimum initial investment $5,000.00
Minimum additional investments
Minimum redemption amount

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* Dates for historical returns vary from fund to fund