General Information

Advance PST Property Securities Tax Exem
Closed
Advance Asset Management Limited
ADV0043AU
Equity Australia Real Estate
Not Rated
Investment Fund
1 Mar 1998
$0.63 million (as at 31 Mar 2000)
$1.0404 (as at 25 May 2000)
$1.0404 (as at 25 May 2000)

Fund performance (30 Apr 2000)

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. 10 Year % p.a.
Total return 1.23 7.94 6.2 4.79 2.69 - - -
Growth return 1.23 7.94 6.2 4.79 2.69 - - -
Income return 0 0 0 0 0 - - -

Market index (S&P/ASX 200 A-REIT TR)

Total return 1.28 -3.67 -1.63 -7.43 7.97 10 13.19 -0.12
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Fund Performance Comparison

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Asset Allocation (30 Apr 2000)

Australian Equities 0%
International Equities 0%
Cash 3.50%
Property 96.50%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To provide long term capital growth and a total return before earnings tax, that outperforms the ASX Property Accumulation Index over periods of five years or longer. Suggested investment period is 5 years plus.
Invests in a range of shares and securities providing an indirect interest in property, which may be of any type. Options, futures and other derivatives may be used, but may not be used to leverage the portfolio. The portfolio is managed by Advance Asset Management Limited.

Offer information

Minimum initial investment $10,000.00

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