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 | 2.2% | -0.54% | -2.58% | -2.42% | 2.81% | 1.58% | 3.06% | -% |
Growth return | 2.2% | -0.54% | -2.58% | -2.42% | 2.81% | 1.58% | 3.06% | -% |
Income return | 0% | 0% | 0% | 0% | 0% | 0% | 0% | -% |
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
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Total return | 1.06% | 2.87% | 4.38% | 7.21% | 7.92% | 6.66% | 3.89% | 4.5% |
Type | Description |
ANZ Smart Choice Super - Option Conservative | |
Closed | |
OnePath Custodians Pty Limited | |
MMF2161AU | |
Multisector Moderate | |
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|
Superannuation Fund | |
25 May 2015 | |
$0 million (as at 30 Sep 2022) | |
$1.23818 (as at 18 Aug 2022) | |
$1.23746 (as at 18 Aug 2022) | |
Finalised |
Type | Description |
MER | 1.56% (as at 9 Feb 2022) |
Indirect Cost Ratio (ICR) - Estimated | 1.38% (as at 30 Jun 2021) (Estimated) |
Performance fee (included in ICR) | Not Available |
Minimum initial investment | |
Minimum additional investments | |
Minimum redemption amount |
The objective of the ANZ Smart Choice Super - Option Conservative managed fund is This fund aims to achieve returns (before fees, charges and taxes) that on average exceed inflation by at least 3.0% p.a., over periods of ten years or more.
The strategy of the ANZ Smart Choice Super - Option Conservative managed fund is The fund invests in a diversified portfolio of Australian and international assets through a mix of managers, with a bias towards defensive assets. The fund is actively managed in accordance with the OptiMix Multi-manager investment process.
The APIR code of the ANZ Smart Choice Super - Option Conservative managed fund is MMF2161AU.
ANZ Smart Choice Super - Option Conservative’s total return last month was 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 Jul 2022.
ANZ Smart Choice Super - Option Conservative’s total return for the last three months was -0.54%. This was made up of a growth return of -0.54% and an income return of 0%%. These returns were calculated as at 31 Jul 2022.
ANZ Smart Choice Super - Option Conservative’s one-year total return is -2.42%. This was made up of a growth return of -2.42% and an income return of 0%. These returns were calculated as at 31 Jul 2022.
ANZ Smart Choice Super - Option Conservative’s one-year total return is 1.58%. This was made up of a growth return of 1.58% and an income return of 0%. These returns were calculated as at 31 Jul 2022.
The asset allocation of the ANZ Smart Choice Super - Option Conservative managed fund is :
The Responsible Entity for the ANZ Smart Choice Super - Option Conservative managed fund is OnePath Custodians Pty Limited.
The ANZ Smart Choice Super - Option Conservative managed fund belongs to the Multisector Moderate sector/asset class.
As at 30 Sep 2022, the size of the ANZ Smart Choice Super - Option Conservative managed fund was $0 million.
The ANZ Smart Choice Super - Option Conservative managed fund has an inception date of 25 May 2015.
The current entry price of the ANZ Smart Choice Super - Option Conservative managed fund is $1.23818 per unit and the current exit price is $1.23746 per unit (as at 18 Aug 2022).
The current exit price of the ANZ Smart Choice Super - Option Conservative managed fund is $1.23746 per unit and the current entry price is $1.23818 per unit (as at 18 Aug 2022).
The minimum initial investment amount for the ANZ Smart Choice Super - Option Conservative 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.