InvestSMART

ANZ Smart Choice Super - Cash - Managed Fund

Fund Objective
This investment option seeks to match the return of the S&P/ASX 300 Total Return Index (including income and capital appreciation) less fees, charges and taxes.
Fund Strategy
This investment option has an exposure to most of the shares in the index, allowing for individual share weightings to vary marginally from the index from time to time. The portfolio may invest in securities that have been or are expected to be included in the index. Derivatives are not used to leverage the portfolio.

Fund Performance Comparison

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

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% 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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0% 0% 0% 0% 0% 0% 0% 0%
Growth return 0% 0% -% 0% 0% 0% 0% 0%
Income return 0% 0% -% 0% 0% 0% 0% 0%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.35% 1.06% -% 4.26% 3.5% 2.35% 1.6% 1.84%
As at 30 Apr 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Smart Choice Super - Cash
Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
47.95%
Australian Equities
5.24%
International Equities
8.95%
Property
2.13%
Fixed Interest
15.64%
Alternatives
20.10%

General Information

Fund Details
Type Description
ANZ Smart Choice Super - Cash
OnePath Custodians Pty Limited
MMF2091AU
Australian Cash
Not Rated
Superannuation Fund
5 Dec 2011
$849.84 million (as at 31 Mar 2024)
$1 (as at 14 May 2024)
$1 (as at 14 May 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 0.32% (as at 30 Jun 2023) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the ANZ Smart Choice Super - Cash

The objective of the ANZ Smart Choice Super - Cash managed fund is This investment option seeks to match the return of the S&P/ASX 300 Total Return Index (including income and capital appreciation) less fees, charges and taxes.

The strategy of the ANZ Smart Choice Super - Cash managed fund is This investment option has an exposure to most of the shares in the index, allowing for individual share weightings to vary marginally from the index from time to time. The portfolio may invest in securities that have been or are expected to be included in the index. Derivatives are not used to leverage the portfolio.

The APIR code of the ANZ Smart Choice Super - Cash managed fund is MMF2091AU.

ANZ Smart Choice Super - Cash’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

ANZ Smart Choice Super - Cash’s total return for the last three months was 0%. This was made up of a growth return of 0% and an income return of 0%%. These returns were calculated as at 30 Apr 2024.

ANZ Smart Choice Super - Cash’s one-year total return is 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

ANZ Smart Choice Super - Cash’s one-year total return is 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 30 Apr 2024.

The asset allocation of the ANZ Smart Choice Super - Cash managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the ANZ Smart Choice Super - Cash managed fund is OnePath Custodians Pty Limited.

The ANZ Smart Choice Super - Cash managed fund belongs to the Australian Cash sector/asset class.

As at 31 Mar 2024, the size of the ANZ Smart Choice Super - Cash managed fund was $849.84 million.

The ANZ Smart Choice Super - Cash managed fund has an inception date of 5 Dec 2011.

The current entry price of the ANZ Smart Choice Super - Cash managed fund is $1 per unit and the current exit price is $1 per unit (as at 14 May 2024).

The current exit price of the ANZ Smart Choice Super - Cash managed fund is $1 per unit and the current entry price is $1 per unit (as at 14 May 2024).

The minimum initial investment amount for the ANZ Smart Choice Super - Cash managed fund is $0. Minimum additional investment is $0.

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 can 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.