Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
Total return | -2.46% | 1.91% | 3.84% | 4.4% | 8.27% | 10.03% | 10.88% | 7.5% |
Growth return | -2.46% | 1.91% | 3.84% | 4.4% | 8.27% | 10.03% | 10.88% | 7.5% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Market index (S&P/ASX 200 TR AUD)
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Total return | -0.78% | 4.71% | 14.66% | 10.56% | 16.03% | 15.17% | 12.98% | 10.11% |
Type | Description |
ANZ Smart Choice Super - Merlon Australian Shares In | |
OnePath Custodians Pty Limited | |
MMF2153AU | |
Australia Equity Income | |
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|
Superannuation Fund | |
25 May 2015 | |
$1.68 million (as at 31 Aug 2025) | |
$1.91306 (as at 8 Oct 2025) | |
$1.90544 (as at 8 Oct 2025) | |
Open |
Type | Description |
MER | 1.51% (as at 23 May 2025) |
Indirect Cost Ratio (ICR) - Estimated | 1.49% (as at 30 Jun 2024) (Estimated) |
Performance fee (included in ICR) | 0 |
Minimum initial investment | |
Minimum additional investments | |
Minimum redemption amount |
Holding (as at 31 May 2025) | Type | % of Portfolio |
Ramsay Health Care Ltd | Equity | 5.28% |
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The objective of the ANZ Smart Choice Super - Merlon Australian Shares In managed fund is This investment option aims to provide a higher level of tax effective income with a lower level of risk than the S&P/ASX 200 Accumulation Index, with the potential for capital growth and inflation protection over the medium to long term.
The strategy of the ANZ Smart Choice Super - Merlon Australian Shares In managed fund is Merlon's investment approach is to build a portfolio of undervalued high dividend yielding companies and to then reduce some risk through the use of derivatives. Merlon aims for this investment option to be fully invested in large and mid-cap companies listed on Australian listed exchanges such as the ASX, which are selected based on Merlon's investment philosophy.
The APIR code of the ANZ Smart Choice Super - Merlon Australian Shares In managed fund is MMF2153AU.
ANZ Smart Choice Super - Merlon Australian Shares In’s total return last month was -2.46%. This was made up of a growth return of -2.46% and an income return of 0%. These returns were calculated as at 30 Sep 2025.
ANZ Smart Choice Super - Merlon Australian Shares In’s total return for the last three months was 1.91%. This was made up of a growth return of 1.91% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.
ANZ Smart Choice Super - Merlon Australian Shares In’s one-year total return is 4.4%. This was made up of a growth return of 4.4% and an income return of 0%. These returns were calculated as at 30 Sep 2025.
ANZ Smart Choice Super - Merlon Australian Shares In’s one-year total return is 10.03%. This was made up of a growth return of 10.03% and an income return of 0%. These returns were calculated as at 30 Sep 2025.
The asset allocation of the ANZ Smart Choice Super - Merlon Australian Shares In managed fund is :
The Responsible Entity for the ANZ Smart Choice Super - Merlon Australian Shares In managed fund is OnePath Custodians Pty Limited.
The ANZ Smart Choice Super - Merlon Australian Shares In managed fund belongs to the Australia Equity Income sector/asset class.
As at 31 Aug 2025, the size of the ANZ Smart Choice Super - Merlon Australian Shares In managed fund was $1.68 million.
The ANZ Smart Choice Super - Merlon Australian Shares In managed fund has an inception date of 25 May 2015.
The current entry price of the ANZ Smart Choice Super - Merlon Australian Shares In managed fund is $1.91306 per unit and the current exit price is $1.90544 per unit (as at 8 Oct 2025).
The current exit price of the ANZ Smart Choice Super - Merlon Australian Shares In managed fund is $1.90544 per unit and the current entry price is $1.91306 per unit (as at 8 Oct 2025).
The minimum initial investment amount for the ANZ Smart Choice Super - Merlon Australian Shares In 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.