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  5. ANZ Smart Choice Super - Global Fixed Interest - Managed fund profile

ANZ Smart Choice Super - Global Fixed Interest - Managed Fund

Fund Objective
The fund's objective is to grow the value of your investment over the long term via a combination of capital growth and income, by investing in a diversified portfolio of primarily Australian shares, providing a total return that exceeds the S&P/ASX 300 Accumulation Index by 2% p.a. after fees (measured on a rolling three year basis).
Fund Strategy
The companies within the portfolio are primarily selected from, but not limited to, the S&P/ASX 300 Index. The Fund may invest in securities expected to be listed on the ASX. The Fund may also invest in securities listed, or expected to be listed, on other exchanges where such securities relate to ASX-listed securities. Derivative instruments may be used toreplicate underlying positions on a temporary basis and hedge market and company-specific risks.

Fund Performance Comparison

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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.29% 0.9% 1.07% 2.2% 3.58% 1.97% -0.94% 1.29%
Growth return 0.29% 0.9% 1.07% 2.2% 3.58% 1.97% -0.94% 1.29%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Bloomberg Global Aggregate TR Hdg AUD)
Total return 0.49% 1.25% 1.39% 2.84% 4.39% 2.5% -0.63% 1.95%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Smart Choice Super - Global Fixed Interest
Cash
0.61%
Fixed Interest
99.39%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%
Average Allocation of Peers
Cash
5.48%
Fixed Interest
92.29%
Australian Equities
0.06%
International Equities
0.01%
Property & Infrastructure
0%
Alternatives
2.16%

General Information

Fund Details
Type Description
ANZ Smart Choice Super - Global Fixed Interest
OnePath Custodians Pty Limited
MMF2090AU
Bonds - Global
starstar (as at 31 Aug 2025)
Superannuation Fund
5 Dec 2011
$24.69 million (as at 31 Aug 2025)
$1.37443 (as at 25 Sep 2025)
$1.37361 (as at 25 Sep 2025)
Open
Offer information
Type Description
MER 0.85% (as at 23 May 2025)
Indirect Cost Ratio (ICR) - Estimated 0.83% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

FAQs about the ANZ Smart Choice Super - Global Fixed Interest

The objective of the ANZ Smart Choice Super - Global Fixed Interest managed fund is The fund's objective is to grow the value of your investment over the long term via a combination of capital growth and income, by investing in a diversified portfolio of primarily Australian shares, providing a total return that exceeds the S&P/ASX 300 Accumulation Index by 2% p.a. after fees (measured on a rolling three year basis).

The strategy of the ANZ Smart Choice Super - Global Fixed Interest managed fund is The companies within the portfolio are primarily selected from, but not limited to, the S&P/ASX 300 Index. The Fund may invest in securities expected to be listed on the ASX. The Fund may also invest in securities listed, or expected to be listed, on other exchanges where such securities relate to ASX-listed securities. Derivative instruments may be used toreplicate underlying positions on a temporary basis and hedge market and company-specific risks.

The APIR code of the ANZ Smart Choice Super - Global Fixed Interest managed fund is MMF2090AU.

ANZ Smart Choice Super - Global Fixed Interest’s total return last month was 0.29%. This was made up of a growth return of 0.29% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

ANZ Smart Choice Super - Global Fixed Interest’s total return for the last three months was 0.9%. This was made up of a growth return of 0.9% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

ANZ Smart Choice Super - Global Fixed Interest’s one-year total return is 2.2%. This was made up of a growth return of 2.2% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

ANZ Smart Choice Super - Global Fixed Interest’s one-year total return is 1.97%. This was made up of a growth return of 1.97% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the ANZ Smart Choice Super - Global Fixed Interest managed fund is :

Cash
0.61%
Fixed Interest
99.39%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Alternatives
0%

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

The ANZ Smart Choice Super - Global Fixed Interest managed fund belongs to the Bonds - Global sector/asset class.

As at 31 Aug 2025, the size of the ANZ Smart Choice Super - Global Fixed Interest managed fund was $24.69 million.

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

The current entry price of the ANZ Smart Choice Super - Global Fixed Interest managed fund is $1.37443 per unit and the current exit price is $1.37361 per unit (as at 25 Sep 2025).

The current exit price of the ANZ Smart Choice Super - Global Fixed Interest managed fund is $1.37361 per unit and the current entry price is $1.37443 per unit (as at 25 Sep 2025).

The minimum initial investment amount for the ANZ Smart Choice Super - Global Fixed Interest 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.