InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. ANZ Smart Choice Super - Global Property - Managed fund profile

ANZ Smart Choice Super - Global Property - Managed Fund

Fund Objective
The fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term.
Fund Strategy
The fund invests primarily in companies outside the top 100 listed on the Australian Securities Exchange. The fund may also invest in equivalent companies listed on the New Zealand Stock Exchange, hold cash and may use derivatives.

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 2.44% -1.46% 9.85% 4.95% -8.77% -1.38% -1.03% 3.69%
Growth return 2.44% -1.46% 9.85% 4.95% -8.77% -1.38% -1.03% 3.69%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (UBS Global Investors Ex AUS NR Hdg AUD)
Total return -0.66% -3.15% 4.21% 14.82% 13.19% 16.95% 16.58% 7.77%
As at 31 Mar 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Smart Choice Super - Global Property
Cash
0.25%
Property
99.75%
Australian Equities
0%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.91%
Property
91.32%
Australian Equities
0.18%
International Equities
6.60%
Alternatives
0%

General Information

Fund Details
Type Description
ANZ Smart Choice Super - Global Property
OnePath Custodians Pty Limited
MMF2089AU
Equity Global Real Estate
starstar (as at 31 Mar 2024)
Superannuation Fund
5 Dec 2011
$64.85 million (as at 31 Mar 2024)
$1.87548 (as at 19 Apr 2024)
$1.87398 (as at 19 Apr 2024)
Open
Offer information
Type Description
Indirect Cost Ratio (ICR) - Estimated 0.83% (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 - Global Property

The objective of the ANZ Smart Choice Super - Global Property managed fund is The fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX Small Ordinaries Accumulation Index over the medium to long term.

The strategy of the ANZ Smart Choice Super - Global Property managed fund is The fund invests primarily in companies outside the top 100 listed on the Australian Securities Exchange. The fund may also invest in equivalent companies listed on the New Zealand Stock Exchange, hold cash and may use derivatives.

The APIR code of the ANZ Smart Choice Super - Global Property managed fund is MMF2089AU.

ANZ Smart Choice Super - Global Property’s total return last month was 2.44%. This was made up of a growth return of 2.44% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

ANZ Smart Choice Super - Global Property’s total return for the last three months was -1.46%. This was made up of a growth return of -1.46% and an income return of 0%%. These returns were calculated as at 31 Mar 2024.

ANZ Smart Choice Super - Global Property’s one-year total return is 4.95%. This was made up of a growth return of 4.95% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

ANZ Smart Choice Super - Global Property’s one-year total return is -1.38%. This was made up of a growth return of -1.38% and an income return of 0%. These returns were calculated as at 31 Mar 2024.

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

Cash
0.25%
Property
99.75%
Australian Equities
0%
International Equities
0%
Alternatives
0%

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

The ANZ Smart Choice Super - Global Property managed fund belongs to the Equity Global Real Estate sector/asset class.

As at 31 Mar 2024, the size of the ANZ Smart Choice Super - Global Property managed fund was $64.85 million.

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

The current entry price of the ANZ Smart Choice Super - Global Property managed fund is $1.87548 per unit and the current exit price is $1.87398 per unit (as at 19 Apr 2024).

The current exit price of the ANZ Smart Choice Super - Global Property managed fund is $1.87398 per unit and the current entry price is $1.87548 per unit (as at 19 Apr 2024).

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