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  5. AFT MBF Property Growth - Managed fund profile

AFT MBF Property Growth - Managed Fund (Closed)

Fund Objective
Capital Growth and a modest level of income.
Fund Strategy
Investment in Real Estate

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.
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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 -% -% -% -% -% -% -% -%
Growth return -3.96% -3.96% -3.96% -3.96% -2% -1.34% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 9.7% 16.75% 36.08% 36.58% 8.42% 11.44% -% 10.52%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Property
94.14%
Australian Equities
3.85%
International Equities
0.35%
Cash
1.63%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
AFT MBF Property Growth
Closed
AFT Portfolio Management Limited
Unlisted and Direct Property
Not Rated
Investment Fund
25 Oct 1984
$2.4 million (as at 30 Apr 1988)
n/a
$0.4418 (as at 28 Apr 1988)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the AFT MBF Property Growth

The objective of the AFT MBF Property Growth managed fund is Capital Growth and a modest level of income.

The strategy of the AFT MBF Property Growth managed fund is Investment in Real Estate

The APIR code of the AFT MBF Property Growth managed fund is .

AFT MBF Property Growth’s total return last month was -%. This was made up of a growth return of -3.96% and an income return of -%. These returns were calculated as at .

AFT MBF Property Growth’s total return for the last three months was -%. This was made up of a growth return of -3.96% and an income return of -%%. These returns were calculated as at .

AFT MBF Property Growth’s one-year total return is -%. This was made up of a growth return of -3.96% and an income return of -%. These returns were calculated as at .

AFT MBF Property Growth’s one-year total return is -%. This was made up of a growth return of -1.34% and an income return of -%. These returns were calculated as at .

The asset allocation of the AFT MBF Property Growth managed fund is :

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

The Responsible Entity for the AFT MBF Property Growth managed fund is AFT Portfolio Management Limited.

The AFT MBF Property Growth managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 30 Apr 1988, the size of the AFT MBF Property Growth managed fund was $2.4 million.

The AFT MBF Property Growth managed fund has an inception date of 25 Oct 1984.

The current entry price of the AFT MBF Property Growth managed fund is $ per unit and the current exit price is $0.4418 per unit (as at 28 Apr 1988).

The current exit price of the AFT MBF Property Growth managed fund is $0.4418 per unit and the current entry price is $ per unit (as at 28 Apr 1988).

The minimum initial investment amount for the AFT MBF Property Growth 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.