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ANZ Super Pool - Protected Growth Fund - Managed Fund (Closed)

Fund Objective
To protect the capital value of the investment over each financial year while achieving moderate levels of growth linked to domestic and overseas financial markets. The Fund is suitable for investors who want a medium term investment (at least three years).
Fund Strategy
Invests primarily in quality short term money market securities that can be easily converted to cash. The income derived from these investments is used to purchase option contracts on broad sharemarket indices and bond and currency markets to gain financial market exposure. Asset allocation ranges: liquidity 90-100%, options 0-10%.

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 -0.39% 0.36% 0.83% 1.54% 3.22% 2.88% 4.02% 5.28%
Growth return -0.39% 0.36% 0.83% 1.54% 3.22% 2.88% 4.02% 5.28%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (Morningstar AUS Con Tgt Alloc NR AUD)
Total return -1.52% -0.14% -0.51% 3.14% 3.41% 3.41% 1.7% 2.58%
As at 31 May 2002. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Super Pool - Protected Growth Fund
Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
24.62%
Australian Equities
8.11%
International Equities
4.31%
Property & Infrastructure
1%
Fixed Interest
60.21%
Alternatives
1.74%

General Information

Fund Details
Type Description
ANZ Super Pool - Protected Growth Fund (Wholesale)
Closed
ANZ Managed Investments Limited
ANZ0801AU
Multisector Conservative
Not Rated
Superannuation Fund
28 Mar 1991
$0.02 million (as at 31 May 2002)
n/a
$1.7774 (as at 25 Jun 2002)
Finalised
Offer information
Type Description
MER 0.69% (as at 30 Jun 2000)
Minimum initial investment $20,000
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FAQs about the ANZ Super Pool - Protected Growth Fund

The objective of the ANZ Super Pool - Protected Growth Fund managed fund is To protect the capital value of the investment over each financial year while achieving moderate levels of growth linked to domestic and overseas financial markets. The Fund is suitable for investors who want a medium term investment (at least three years).

The strategy of the ANZ Super Pool - Protected Growth Fund managed fund is Invests primarily in quality short term money market securities that can be easily converted to cash. The income derived from these investments is used to purchase option contracts on broad sharemarket indices and bond and currency markets to gain financial market exposure. Asset allocation ranges: liquidity 90-100%, options 0-10%.

The APIR code of the ANZ Super Pool - Protected Growth Fund managed fund is ANZ0801AU.

ANZ Super Pool - Protected Growth Fund’s total return last month was -0.39%. This was made up of a growth return of -0.39% and an income return of 0%. These returns were calculated as at 31 May 2002.

ANZ Super Pool - Protected Growth Fund’s total return for the last three months was 0.36%. This was made up of a growth return of 0.36% and an income return of 0%%. These returns were calculated as at 31 May 2002.

ANZ Super Pool - Protected Growth Fund’s one-year total return is 1.54%. This was made up of a growth return of 1.54% and an income return of 0%. These returns were calculated as at 31 May 2002.

ANZ Super Pool - Protected Growth Fund’s one-year total return is 2.88%. This was made up of a growth return of 2.88% and an income return of 0%. These returns were calculated as at 31 May 2002.

The asset allocation of the ANZ Super Pool - Protected Growth Fund managed fund is :

Cash
100%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the ANZ Super Pool - Protected Growth Fund managed fund is ANZ Managed Investments Limited.

The ANZ Super Pool - Protected Growth Fund managed fund belongs to the Multisector Conservative sector/asset class.

As at 31 May 2002, the size of the ANZ Super Pool - Protected Growth Fund managed fund was $0.02 million.

The ANZ Super Pool - Protected Growth Fund managed fund has an inception date of 28 Mar 1991.

The current entry price of the ANZ Super Pool - Protected Growth Fund managed fund is $ per unit and the current exit price is $1.7774 per unit (as at 25 Jun 2002).

The current exit price of the ANZ Super Pool - Protected Growth Fund managed fund is $1.7774 per unit and the current entry price is $ per unit (as at 25 Jun 2002).

The minimum initial investment amount for the ANZ Super Pool - Protected Growth Fund managed fund is $20,000.

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.