InvestSMART

ANZ Smart Choice Super - UBS Select Leader - Managed Fund

Fund Objective
The fund invests predominantly in a concentrated portfolio of Australian shares selected in accordance with a disciplined Australian shares investment process.
Fund Strategy
The fund invests predominantly in a concentrated portfolio of Australian shares selected in accordance with a disciplined Australian shares investment process.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.97% -0.23% 0.93% 0.25% 5.93% 9.94% 7.29% 8%
Growth return -1.86% 0.11% 1.61% 1.26% 6.47% 10.31% 7.5% 8.11%
Income return -0.11% -0.34% -0.68% -1.01% -0.54% -0.37% -0.21% -0.11%
Market index (S&P/ASX 200 TR AUD)
Total return -2.42% 1.33% 5.43% 2.68% 6.55% 11.4% 7.68% 9.04%
As at 30 Sep 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Smart Choice Super - UBS Select Leader
Australian Equities
99.26%
Cash
0.74%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
95.91%
Cash
-0.42%
International Equities
3.72%
Property & Infrastructure
1.19%
Fixed Interest
-0.37%
Alternatives
-0.02%

General Information

Fund Details
Type Description
ANZ Smart Choice Super - UBS Select Leader
MMF2179AU
Equity Australia Large Blend
starstarstar (as at 30 Sep 2026)
Superannuation Fund
25 May 2015
$16.9 million (as at 30 Sep 2026)
$2.04267 (as at 22 Oct 2026)
$2.03534 (as at 22 Oct 2026)
Open
Offer information
Type Description
MER 1% (as at 14 Mar 2026)
Indirect Cost Ratio (ICR) 1.35% (as at 30 Jun 2025)
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Jun 2026)

Holding (as at 30 Jun 2026) Type % of Portfolio
BHP Group Ltd 14.07%
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FAQs about the ANZ Smart Choice Super - UBS Select Leader

The objective of the ANZ Smart Choice Super - UBS Select Leader managed fund is The fund invests predominantly in a concentrated portfolio of Australian shares selected in accordance with a disciplined Australian shares investment process.

The strategy of the ANZ Smart Choice Super - UBS Select Leader managed fund is The fund invests predominantly in a concentrated portfolio of Australian shares selected in accordance with a disciplined Australian shares investment process.

The APIR code of the ANZ Smart Choice Super - UBS Select Leader managed fund is MMF2179AU.

ANZ Smart Choice Super - UBS Select Leader’s total return last month was -1.97%. This was made up of a growth return of -1.86% and an income return of -0.11%. These returns were calculated as at 30 Sep 2026.

ANZ Smart Choice Super - UBS Select Leader’s total return for the last three months was -0.23%. This was made up of a growth return of 0.11% and an income return of -0.34%%. These returns were calculated as at 30 Sep 2026.

ANZ Smart Choice Super - UBS Select Leader’s one-year total return is 0.25%. This was made up of a growth return of 1.26% and an income return of -1.01%. These returns were calculated as at 30 Sep 2026.

ANZ Smart Choice Super - UBS Select Leader’s one-year total return is 9.94%. This was made up of a growth return of 10.31% and an income return of -0.37%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the ANZ Smart Choice Super - UBS Select Leader managed fund is :

Australian Equities
99.26%
Cash
0.74%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The ANZ Smart Choice Super - UBS Select Leader managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Sep 2026, the size of the ANZ Smart Choice Super - UBS Select Leader managed fund was $16.9 million.

The ANZ Smart Choice Super - UBS Select Leader managed fund has an inception date of 25 May 2015.

The current entry price of the ANZ Smart Choice Super - UBS Select Leader managed fund is $2.04267 per unit and the current exit price is $2.03534 per unit (as at 22 Oct 2026).

The current exit price of the ANZ Smart Choice Super - UBS Select Leader managed fund is $2.03534 per unit and the current entry price is $2.04267 per unit (as at 22 Oct 2026).

The minimum initial investment amount for the ANZ Smart Choice Super - UBS Select Leader 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.