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Aust Unity Healthcare Property Trust

Aust Unity Healthcare Property Trust

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General Information
Fund Name Aust Unity Healthcare Property Trust
Manager Australian Unity Funds Management Limited
APIR Code AUS0102AU  
Sector/Asset Class Unlisted and Direct Property  
Morningstar Rating More information...
Standard & Poor's Rating Not Rated More information...
Legal Structure Investment Fund  
Fund Inception 1st Jul 1999
Fund Size $162.72 million (as at 31st Jul 2010) 
Entry Price $1.3957 (as at 1st Sep 2010) 
Exit Price $1.3516 (as at 1st Sep 2010) 
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Fund Performance (as at 31st Jul 2010) More information... NOTE : returns for periods greater than 1 year are annualised
  1 Month
%		 3 Month
%		 6 Month
%		 1 Year
% p.a.		 2 Year
% p.a.		 3 Year
% p.a.		 5 Year
% p.a.		 7 Year
% p.a.
Total Return -0.11 -0.46 1.66 -1.45 2.37 5.26 12.84 12.41
Growth Return - -1.85 -1.11 -6.75 -3.89 -1.09 5.25 4.31
Income Return - 1.39 2.77 5.30 6.26 6.35 7.59 8.10
Morningstar Index
(Morningstar Peer Group Retail Invesment Trust Unlisted and Direct Property-Australia Index) More information...
Total Return 0.45 -0.13 0.25 -8.65 -14.65 -9.34 -0.12 3.29
Market Index
(S&P/ASX 200 Property Trusts Accumulation Index)
Total Return 1.02 -3.91 1.07 18.76 -14.04 -22.28 -8.27 -1.23


Asset Allocation (as at 31st Jul 2010) More information...
Domestic Shares 0%
International Shares 0%
Cash 0.63%
Listed Property 0.46%
Direct Property 98.91%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other 0%
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Objectives and Strategy
Fund Objective To provide investors with quarterly income with the potential for capital growth over the medium to long term, from a portfolio of healthcare property assets.
Fund Strategy To acquire and improve properties associated with the provision of health care services. Investments will be made according to the following parameters: Property 80-100%, Cash 0-20%


Offer Information
Management Expense Ratio (MER) 1.45% (as at 30th Jun 2005)
Standard Entry Fee 4%
Entry Fee via InvestSMART 0%
Standard Exit Fee 0%
Exit Fee via InvestSMART 0%
Minimum Initial Investment $1,000
Minimum Additional Investments $500
Minimum Redemption Amount $0
Savings Plan Comments Minimum $100 per month Regular Savings Plan.
Redemption Comments Subject to liquid assets available in the Fund.

Managed Fund data is supplied by Morningstar Research and Standard & Poor's Information Services and is subject to the following disclaimer. Managed fund unit prices are indicative only.
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