InvestSMART

ANZ Super Advance - Gateway Growth - 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 fixed interest, Australian fixed interest, international shares (hedged & unhedged), Australian cash, Australian shares, Australian listed property.

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 -0.92% 2.74% 7.85% 7.38% 0.5% -1.72% 2.72% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 1.46% 4.16% 11.05% 13.41% 17.1% 12.49% 9.66% 8.09%
As at 30 Sep 2003. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Super Advance - Gateway Growth
Australian Equities
32.56%
International Equities
30.39%
Cash
4.23%
Property & Infrastructure
7.86%
Fixed Interest
24.96%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.22%
International Equities
35.54%
Cash
5.94%
Property & Infrastructure
6.33%
Fixed Interest
20.59%
Alternatives
4.38%

General Information

Fund Details
Type Description
ANZ Super Advance - Gateway Growth
Closed
ANZ Managed Investments Limited
ANZ0096AU
Multisector Growth
Not Rated
Superannuation Fund
2 Feb 1998
$73.4 million (as at 30 Sep 2003)
n/a
n/a
Finalised
Offer information
Type Description
Minimum initial investment $5,000.00

FAQs about the ANZ Super Advance - Gateway Growth

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

The strategy of the ANZ Super Advance - Gateway Growth managed fund is Invests in a mix of growth and defensive assets, with a growth bias. Assets include international fixed interest, Australian fixed interest, international shares (hedged & unhedged), Australian cash, Australian shares, Australian listed property.

The APIR code of the ANZ Super Advance - Gateway Growth managed fund is ANZ0096AU.

ANZ Super Advance - Gateway Growth’s total return last month was -0.92%. 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 Growth’s total return for the last three months was 2.74%. 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 Growth’s one-year total return is 7.38%. 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 Growth’s one-year total return is -1.72%. 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 Growth managed fund is :

Australian Equities
32.56%
International Equities
30.39%
Cash
4.23%
Property & Infrastructure
7.86%
Fixed Interest
24.96%
Alternatives
0%

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

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

As at 30 Sep 2003, the size of the ANZ Super Advance - Gateway Growth managed fund was $73.4 million.

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

The current entry price of the ANZ Super Advance - Gateway Growth 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 Growth 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 Growth 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.