InvestSMART

ANZ Super Advance - Gateway Conservative - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
Invests in a mix of growth and defensive assets, with a growth bias. Assets include international bonds, international shares, Australian shares, listed property trusts, Australian bonds and cash. The Fund invests via the SSgA Passive Balanced Trust which has the following asset allocation benchmarks: growth assets 70%, debt assets 30%.

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 -0.17% 1.4% 3.75% 4.85% 1.84% 1.88% 3.03% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Mod Tgt Alloc NR AUD)
Total return 0.85% 2.4% 5.58% 8.64% 10.65% 7.52% 4.17% 4.51%
As at 30 Sep 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Super Advance - Gateway Conservative
Australian Equities
14.89%
International Equities
9.94%
Cash
25.46%
Property & Infrastructure
4.88%
Fixed Interest
44.83%
Alternatives
0%
Average Allocation of Peers
Australian Equities
10.81%
International Equities
15.05%
Cash
14.05%
Property & Infrastructure
3.68%
Fixed Interest
50.47%
Alternatives
5.93%

General Information

Fund Details
Type Description
ANZ Super Advance - Gateway Conservative
Closed
ANZ Managed Investments Limited
ANZ0098AU
Multisector Moderate
Not Rated
Superannuation Fund
2 Feb 1998
$0 million (as at 31 Oct 2005)
n/a
n/a
Finalised
Offer information
Type Description
Minimum initial investment $5,000.00

FAQs about the ANZ Super Advance - Gateway Conservative

The objective of the ANZ Super Advance - Gateway Conservative managed fund is N/A

The strategy of the ANZ Super Advance - Gateway Conservative managed fund is Invests in a mix of growth and defensive assets, with a growth bias. Assets include international bonds, international shares, Australian shares, listed property trusts, Australian bonds and cash. The Fund invests via the SSgA Passive Balanced Trust which has the following asset allocation benchmarks: growth assets 70%, debt assets 30%.

The APIR code of the ANZ Super Advance - Gateway Conservative managed fund is ANZ0098AU.

ANZ Super Advance - Gateway Conservative’s total return last month was -0.17%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2003.

ANZ Super Advance - Gateway Conservative’s total return for the last three months was 1.4%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Sep 2003.

ANZ Super Advance - Gateway Conservative’s one-year total return is 4.85%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2003.

ANZ Super Advance - Gateway Conservative’s one-year total return is 1.88%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Sep 2003.

The asset allocation of the ANZ Super Advance - Gateway Conservative managed fund is :

Australian Equities
14.89%
International Equities
9.94%
Cash
25.46%
Property & Infrastructure
4.88%
Fixed Interest
44.83%
Alternatives
0%

The Responsible Entity for the ANZ Super Advance - Gateway Conservative managed fund is ANZ Managed Investments Limited.

The ANZ Super Advance - Gateway Conservative managed fund belongs to the Multisector Moderate sector/asset class.

As at 31 Oct 2005, the size of the ANZ Super Advance - Gateway Conservative managed fund was $0 million.

The ANZ Super Advance - Gateway Conservative managed fund has an inception date of 2 Feb 1998.

The current entry price of the ANZ Super Advance - Gateway Conservative managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the ANZ Super Advance - Gateway Conservative managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the ANZ Super Advance - Gateway Conservative managed fund is $5,000.

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.