ANZ Smart Choice Global Fixed Interest

Investment Option Summary ANZ Smart Choice Global Fixed Interest

Australia and New Zealand Banking Group Wong, Johnston

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Investment Option Summary
ANZ Smart Choice - Global Fixed Interest

30 June 2021 Description
This investment option is designed for investors who want to invest over the medium term with a medium level of risk. This investment option invests in domestic and global bond markets.
Investment return objective
This investment option seeks to match the return of the Bloomberg Barclays Global Aggregate ExSecuritized Index hedged to Australian dollars before taking into account fees, charges and taxes.
Investment strategy
This investment option has exposure to high quality securities (bonds) issued by investment grade governments and corporates from around the world. This investment option aims to hold an appropriate number of securities so as to produce a portfolio risk exposure profile consistent with that of the index. This is generally achieved by holding a representative sample of the securities included in the index. Security weightings in this investment option may vary from the index weightings. This investment option may exclude certain securities that are included in the index or may invest in securities that have been or are expected to be included in the index. This investment option may utilise derivatives to manage market exposure, however, derivatives will not be used to leverage the assets of this investment option. This investment option is hedged to Australian dollars so the value of this investment option is relatively unaffected by currency fluctuations.

Fund performance
ANZ Smart Choice Super Global Fixed Interest ANZ Smart Choice Pension Global Fixed Interest*

1 mth 3 mth 6 mth 1 yr 3 yrs

%

%

% pa % pa %

0.50 0.88 -1.73 -0.51 3.20

0.54 0.96 -1.95 -0.54 3.51

Actual asset allocation

Global fixed interest 99.66% Cash 0.34%

Standard Risk Measure

5 yrs pa % 2.11
2.29

Minimum time horizon
3 to 4 years
Inception dates
ANZ Smart Choice Super Fund Code: MMF2090AU ANZ Smart Choice Pension* Fund Code: MMF2100AU

5 Dec 2011 5 Dec 2011

*ANZ Smart Choice Pension investment options are only offered through ANZ Smart Choice Super and Pension. Investment Earnings tax does not apply to Pension investment options and returns will differ from the equivalent Super investment options. # Please note that this percentage will vary over time as the investment option becomes more conservative. ^ Listed Real Assets will include allocations to global listed property and listed infrastructure securities.