InvestSMART

AFT Dual Choice ADF - Performance Fund - Managed Fund (Closed)

Fund Objective
Maximise capital growth.
Fund Strategy
Invest in a broad range of shares, debentures, stocks, units in listed and unlisted unit trusts, mortgages, real property, options and other capital gain orientated investments.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 2.4% 1.79% 0.95% 12.05% 12.62% -% -% -%
Growth return 2.4% 1.79% 0.95% 12.05% 12.62% -% -% -%
Income return 0% 0% 0% 0% 0% -% -% -%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return 0.38% -0.09% 4.07% 8.34% 11.24% 10.63% 8.07% 8.42%
As at 30 Apr 1990. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
5.15%
Australian Equities
48.94%
International Equities
15.49%
Cash
4.59%
Property & Infrastructure
5.82%
Fixed Interest
20.01%

General Information

Fund Details
Type Description
AFT Dual Choice ADF - Performance Fund
Closed
ANZ Managed Investments Limited
Multisector Growth
Not Rated
Superannuation Fund
16 Oct 1987
$1.3 million (as at 30 Apr 1990)
n/a
$1.4927 (as at 30 Apr 1990)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00
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FAQs about the AFT Dual Choice ADF - Performance Fund

The objective of the AFT Dual Choice ADF - Performance Fund managed fund is Maximise capital growth.

The strategy of the AFT Dual Choice ADF - Performance Fund managed fund is Invest in a broad range of shares, debentures, stocks, units in listed and unlisted unit trusts, mortgages, real property, options and other capital gain orientated investments.

The APIR code of the AFT Dual Choice ADF - Performance Fund managed fund is .

AFT Dual Choice ADF - Performance Fund’s total return last month was 2.4%. This was made up of a growth return of 2.4% and an income return of 0%. These returns were calculated as at 30 Apr 1990.

AFT Dual Choice ADF - Performance Fund’s total return for the last three months was 1.79%. This was made up of a growth return of 1.79% and an income return of 0%%. These returns were calculated as at 30 Apr 1990.

AFT Dual Choice ADF - Performance Fund’s one-year total return is 12.05%. This was made up of a growth return of 12.05% and an income return of 0%. These returns were calculated as at 30 Apr 1990.

AFT Dual Choice ADF - Performance Fund’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 1990.

The asset allocation of the AFT Dual Choice ADF - Performance Fund managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the AFT Dual Choice ADF - Performance Fund managed fund is ANZ Managed Investments Limited.

The AFT Dual Choice ADF - Performance Fund managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Apr 1990, the size of the AFT Dual Choice ADF - Performance Fund managed fund was $1.3 million.

The AFT Dual Choice ADF - Performance Fund managed fund has an inception date of 16 Oct 1987.

The current entry price of the AFT Dual Choice ADF - Performance Fund managed fund is $ per unit and the current exit price is $1.4927 per unit (as at 30 Apr 1990).

The current exit price of the AFT Dual Choice ADF - Performance Fund managed fund is $1.4927 per unit and the current entry price is $ per unit (as at 30 Apr 1990).

The minimum initial investment amount for the AFT Dual Choice ADF - Performance Fund managed fund is $1,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.