ANZ Conservative Fund

Information, unit prices, and historical performance


The fund invests mainly in cash and fixed interest assets, with a smaller exposure to share and listed property assets.

Minimum suggested investment timeframe 2 years
Member fee $23.40
Annual fund charges 1.04%
Average 3-Years return (after fees, but before tax)*
*as at 31 January 2024

Investment risk

Potentially lower returns Potentially higher returns
1 2 3 4 5 6 7
Lower risk Higher risk
Higher risk generally means higher potential returns, but more ups and downs along the way.

Investment Returns

Data updated 31/01/2024
Fund name 1m 3m 6m 1yr 3yr 5yr
ANZ Conservative Fund -0.16% 6.52% 3.23% 4.43% -0.41% 2.55%

Unit Prices

Data updated 01/03/2024
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
ANZ Conservative Fund 1.2309 1.2353 1.2055 1.1846 1.1608 1.2301 1.0871

Unit Prices: Historical

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