ANZ DA-Managed Series 1
ANZ0713AU
ANZ DA-Managed Series 1 ANZ0713AU Strategy
Invests in domestic and overseas shares; bonds and money market securities. Australian property is also included for further diversification. Asset allocation ranges: Australian shares 10-60%; overseas shares 5-45%; listed property trusts 0-10%; direct property 0-35%; Australian bonds 5-55%; Australian indexed bonds 0-15%; overseas bonds and liquidity 0-15% and Australian liquidity 2-80%. Maximum of 75% in equities and property trusts.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Listed Investment Companies monthly performance: December 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: November 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,680.50 | 27.80 | 0.32% |
| CAC 40 | 7,837.40 | 66.45 | 0.86% |
| DAX 40 | 21,254.27 | 212.27 | 1.01% |
| Dow JONES (US) | 44,160.18 | 134.37 | 0.31% |
| FTSE 100 | 8,545.13 | 3.16 | -0.04% |
| HKSE | 19,778.77 | 327.78 | -1.63% |
| NASDAQ | 20,017.08 | 260.30 | 1.32% |
| Nikkei 225 | 39,646.25 | 618.27 | 1.58% |
| NZX 50 Index | 13,037.14 | 15.76 | -0.12% |
| S&P 500 | 6,093.48 | 44.24 | 0.73% |
| S&P/ASX 200 | 8,429.80 | 27.40 | 0.33% |
| SSE Composite Index | 3,213.62 | 29.00 | -0.89% |