InvestSMART

ANZ Smart Choice Super - Karara Capital Em Cos - Managed Fund

Fund Objective
The Trust aims to achieve its investment objective by holding actively managed diversified portfolios of Australian and global equities, property securities, Australian and global fixed income, cash and alternative investments.
Fund Strategy
The Trust aims to achieve its investment objective by holding actively managed diversified portfolios of Australian and global equities, property securities, Australian and global fixed income, cash and alternative investments.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.23% 3.64% 8.09% 1% 13.49% 15.81% 6.11% 6.67%
Growth return 0.35% 4% 8.85% 2.06% 14.08% 16.22% 6.33% 6.79%
Income return -0.12% -0.36% -0.76% -1.06% -0.59% -0.41% -0.22% -0.12%
Market index (S&P/ASX Small Ordinaries TR AUD)
Total return -2.34% -0.53% 2.77% -6.74% 6.45% 10.41% 2.18% 6.1%
As at 30 Sep 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Smart Choice Super - Karara Capital Em Cos
Australian Equities
99.36%
Cash
0.64%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.56%
Cash
3.63%
International Equities
3.95%
Property & Infrastructure
0.16%
Fixed Interest
0%
Alternatives
0.70%

General Information

Fund Details
Type Description
ANZ Smart Choice Super - Karara Capital Em Cos
MMF2150AU
Equity Australia Mid/Small Blend
starstarstarstar (as at 31 Aug 2026)
Superannuation Fund
25 May 2015
$29.71 million (as at 31 Aug 2026)
$2.16043 (as at 2 Oct 2026)
$2.15784 (as at 2 Oct 2026)
Open
Offer information
Type Description
MER 1.05% (as at 14 Mar 2026)
Indirect Cost Ratio (ICR) 1.40% (as at 30 Jun 2025)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 31 Mar 2013)

Holding (as at 31 Mar 2013) Type % of Portfolio
RAMSAY HEALTH CARE 4.63%
Login now to view the complete list of holdings.
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the ANZ Smart Choice Super - Karara Capital Em Cos

The objective of the ANZ Smart Choice Super - Karara Capital Em Cos managed fund is The Trust aims to achieve its investment objective by holding actively managed diversified portfolios of Australian and global equities, property securities, Australian and global fixed income, cash and alternative investments.

The strategy of the ANZ Smart Choice Super - Karara Capital Em Cos managed fund is The Trust aims to achieve its investment objective by holding actively managed diversified portfolios of Australian and global equities, property securities, Australian and global fixed income, cash and alternative investments.

The APIR code of the ANZ Smart Choice Super - Karara Capital Em Cos managed fund is MMF2150AU.

ANZ Smart Choice Super - Karara Capital Em Cos’s total return last month was 0.23%. This was made up of a growth return of 0.35% and an income return of -0.12%. These returns were calculated as at 30 Sep 2026.

ANZ Smart Choice Super - Karara Capital Em Cos’s total return for the last three months was 3.64%. This was made up of a growth return of 4% and an income return of -0.36%%. These returns were calculated as at 30 Sep 2026.

ANZ Smart Choice Super - Karara Capital Em Cos’s one-year total return is 1%. This was made up of a growth return of 2.06% and an income return of -1.06%. These returns were calculated as at 30 Sep 2026.

ANZ Smart Choice Super - Karara Capital Em Cos’s one-year total return is 15.81%. This was made up of a growth return of 16.22% and an income return of -0.41%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the ANZ Smart Choice Super - Karara Capital Em Cos managed fund is :

Australian Equities
99.36%
Cash
0.64%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The ANZ Smart Choice Super - Karara Capital Em Cos managed fund belongs to the Equity Australia Mid/Small Blend sector/asset class.

As at 31 Aug 2026, the size of the ANZ Smart Choice Super - Karara Capital Em Cos managed fund was $29.71 million.

The ANZ Smart Choice Super - Karara Capital Em Cos managed fund has an inception date of 25 May 2015.

The current entry price of the ANZ Smart Choice Super - Karara Capital Em Cos managed fund is $2.16043 per unit and the current exit price is $2.15784 per unit (as at 2 Oct 2026).

The current exit price of the ANZ Smart Choice Super - Karara Capital Em Cos managed fund is $2.15784 per unit and the current entry price is $2.16043 per unit (as at 2 Oct 2026).

The minimum initial investment amount for the ANZ Smart Choice Super - Karara Capital Em Cos 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.