ANZ Smart Choice Super - Growth
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/101361-2024-04-25-02:18.pdf |
FUND MANAGER | ANZ / OnePath |
ASX Code | |
APIR | MMF2086AU |
ASSET CLASS | MULTI-ASSET |
INVESTMENT STYLE | This investment option is designed for investors who want to invest over the longer term with a medium to high level of risk. This investment option invests in a mix of defensive and growth assets with a dominant bias to growth assets. |
INVESTMENT PROFILE | The Lifestage investment options aim to generate retirement capital through returns (after fees, charges and taxes) that on average exceed inflation by at least the nominated percentage (below) and preserve capital. The emphasis changes from capital growth to capital preservation as you get older (except for the 1940s option). |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 05-12-2011 |
BENCHMARK | Australian CPI + 3.0% |
FUND SIZE | Australian CPI + 3.0% |
DISTRIBUTION FREQUENCY | N/A |
NO. OF HOLDINGS | |
FEES | $60 p.a. ($5.00 per month) and 0.20% p.a. of your account balance. |
STRUCTURE |
Benefits
Benefits | Benefits of investing with ANZ Smart Choice Super and PensionNever lose track of your super again
Low fees, no hidden charges and no commissions
With Smart investments and insurance, the choice is yours
Risk levelHigh Investor suitabilityThis investment option is designed for investors who want to invest over the longer term with a medium to high level of risk. |
RISK LEVEL | High |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
About ANZ Smart Choice Super and PensionANZ Smart Choice Super and Pension is the easy and low cost way to make the most of your super. Take as much or as little control as you like with smart investments and insurance. And with online visibility, you'll never lose track of your super again. ANZ Smart Choice Super and Pension consists of the following account types, designed to suit your stage in life:
ANZ Smart Choice Super and Pension offers the choice of the Lifestage investment option, or you can choose your own investment mix from the multi-asset class or single-asset class options.
Invesment Return ObjectivesAims to achieve returns (after fees, charges and taxes) that on average exceed inflation by at least 3.0% p.a, over rolling 10 year periods.
Invesment StratergiesInvests in a combination of defensive and growth asset classes. The allocation to growth assets will range between 50–90% with a neutral allocation of 70%. The allocation to defensive assets will range between 10–50% with a neutral allocation of 30%. Additionally, an active asset allocation process is utilised to This process is designed to optimise investment performance by adjusting allocations to markets/asset classes we believe will perform strongly or poorly in the future |
Mandate
How we invest your moneyInvests in a combination of defensive and growth asset classes. The allocation to growth assets will range between 50-90% with a neutral allocation of 70%. The allocation to defensive assets will range between 10-50% with a neutral allocation of 30%. Additionally, an active asset allocation process is utilised to increase or decrease your exposure to relevant asset classes within permitted ranges. This process is designed to optimise investment performance by adjusting allocations to markets/asset classes we believe will perform strongly or poorly in the future. Actual asset allocation
|