InvestSMART

ANZ Smart Choice Super - Walt Scot Global Equities Hedged - Managed Fund

Fund Objective
The fund seeks to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex-Australia Index, in $A hedged with net dividends reinvested.
Fund Strategy
Walter Scott Global Equity Fund is actively managed using a benchmark-unaware, fundamental, bottom-up and research-driven approach. The portfolio is constructed with a primary focus on stock-based analysis and a bias towards strong growth companies, which Walter Scott believes, are capable of generating high earnings growth. Walter Scott expects that on average, and based on long-term experience, 15 to 25 per cent or less of the stocks in the portfolio will be turned over each year, which reflects their long-term 'buy and hold' approach.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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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 1.04% 1.93% 8.65% 3.12% 10.43% 12.87% 7.61% 9.2%
Growth return 1.04% 1.93% 8.65% 3.12% 10.43% 12.87% 7.61% 9.2%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Vanguard Intl Shares Index Hdg AUD TR)
Total return 0.87% 5.67% 9.66% 13.17% 16.48% 15.02% 12.89% 11.13%
As at 30 Sep 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Smart Choice Super - Walt Scot Global Equities Hedged
International Equities
98.96%
Cash
1.04%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
97.61%
Cash
1.58%
Australian Equities
0.51%
Property & Infrastructure
0.19%
Fixed Interest
0.08%
Alternatives
0.04%

General Information

Fund Details
Type Description
ANZ Smart Choice Super - Walt Scot Global Equities Hedged
OnePath Custodians Pty Limited
MMF2182AU
Equity World - Currency Hedged
starstar (as at 30 Sep 2025)
Superannuation Fund
25 May 2015
$2.16 million (as at 30 Sep 2025)
$2.19666 (as at 17 Oct 2025)
$2.19096 (as at 17 Oct 2025)
Open
Offer information
Type Description
MER 1.85% (as at 23 May 2025)
Indirect Cost Ratio (ICR) - Estimated 1.83% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0
Minimum initial investment
Minimum additional investments
Minimum redemption amount

Top 10 holdings (as at 30 Sep 2025)

Holding (as at 30 Sep 2025) Type % of Portfolio
Taiwan Semiconductor Manufacturing Co Ltd ADR Equity 4.59%
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FAQs about the ANZ Smart Choice Super - Walt Scot Global Equities Hedged

The objective of the ANZ Smart Choice Super - Walt Scot Global Equities Hedged managed fund is The fund seeks to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex-Australia Index, in $A hedged with net dividends reinvested.

The strategy of the ANZ Smart Choice Super - Walt Scot Global Equities Hedged managed fund is Walter Scott Global Equity Fund is actively managed using a benchmark-unaware, fundamental, bottom-up and research-driven approach. The portfolio is constructed with a primary focus on stock-based analysis and a bias towards strong growth companies, which Walter Scott believes, are capable of generating high earnings growth. Walter Scott expects that on average, and based on long-term experience, 15 to 25 per cent or less of the stocks in the portfolio will be turned over each year, which reflects their long-term 'buy and hold' approach.

The APIR code of the ANZ Smart Choice Super - Walt Scot Global Equities Hedged managed fund is MMF2182AU.

ANZ Smart Choice Super - Walt Scot Global Equities Hedged’s total return last month was 1.04%. This was made up of a growth return of 1.04% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

ANZ Smart Choice Super - Walt Scot Global Equities Hedged’s total return for the last three months was 1.93%. This was made up of a growth return of 1.93% and an income return of 0%%. These returns were calculated as at 30 Sep 2025.

ANZ Smart Choice Super - Walt Scot Global Equities Hedged’s one-year total return is 3.12%. This was made up of a growth return of 3.12% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

ANZ Smart Choice Super - Walt Scot Global Equities Hedged’s one-year total return is 12.87%. This was made up of a growth return of 12.87% and an income return of 0%. These returns were calculated as at 30 Sep 2025.

The asset allocation of the ANZ Smart Choice Super - Walt Scot Global Equities Hedged managed fund is :

International Equities
98.96%
Cash
1.04%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the ANZ Smart Choice Super - Walt Scot Global Equities Hedged managed fund is OnePath Custodians Pty Limited.

The ANZ Smart Choice Super - Walt Scot Global Equities Hedged managed fund belongs to the Equity World - Currency Hedged sector/asset class.

As at 30 Sep 2025, the size of the ANZ Smart Choice Super - Walt Scot Global Equities Hedged managed fund was $2.16 million.

The ANZ Smart Choice Super - Walt Scot Global Equities Hedged managed fund has an inception date of 25 May 2015.

The current entry price of the ANZ Smart Choice Super - Walt Scot Global Equities Hedged managed fund is $2.19666 per unit and the current exit price is $2.19096 per unit (as at 17 Oct 2025).

The current exit price of the ANZ Smart Choice Super - Walt Scot Global Equities Hedged managed fund is $2.19096 per unit and the current entry price is $2.19666 per unit (as at 17 Oct 2025).

The minimum initial investment amount for the ANZ Smart Choice Super - Walt Scot Global Equities Hedged 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.