ANZ Smart Choice Super - Merlon Australian Shares In - Managed Fund

The objective 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 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 -0.4%. This was made up of a growth return of 2.82% and an income return of -3.22%. These returns were calculated as at 30 Sep 2026.

ANZ Smart Choice Super - Merlon Australian Shares In’s total return for the last three months was 6.11%. This was made up of a growth return of 10.44% and an income return of -4.33%%. These returns were calculated as at 30 Sep 2026.

ANZ Smart Choice Super - Merlon Australian Shares In’s one-year total return is 13.21%. This was made up of a growth return of 11.99% and an income return of 1.22%. These returns were calculated as at 30 Sep 2026.

ANZ Smart Choice Super - Merlon Australian Shares In’s one-year total return is 9.89%. This was made up of a growth return of 9.58% and an income return of 0.31%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the ANZ Smart Choice Super - Merlon Australian Shares In managed fund is :

The ANZ Smart Choice Super - Merlon Australian Shares In managed fund belongs to the Australia Equity Income sector/asset class.

As at 31 Aug 2026, the size of the ANZ Smart Choice Super - Merlon Australian Shares In managed fund was $1.56 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 $2.15664 per unit and the current exit price is $2.14805 per unit (as at 30 Sep 2026).

The current exit price of the ANZ Smart Choice Super - Merlon Australian Shares In managed fund is $2.14805 per unit and the current entry price is $2.15664 per unit (as at 30 Sep 2026).

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