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  5. AFT Property & Mortgage Investment Trust - Managed fund profile

AFT Property & Mortgage Investment Trust - Managed Fund (Closed)

Fund Objective
High level of income.
Fund Strategy
Invest primarily in first mortgages.

Fund Performance Comparison

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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 -3.7% 0.56% 7.72% 14.74% 15.49% 16.34% 15.71% 15.55%
Growth return -5.15% -3.16% 0% 0% 0% 0% 0% 0%
Income return 1.45% 3.72% 7.72% 14.74% 15.49% 16.34% 15.71% 15.55%
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.32% 0.94% 2% 4.25% 4.32% 4% 2.47% 2.06%
As at 31 Jan 1989. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Fixed Interest
79.26%
Australian Equities
0.03%
International Equities
0.03%
Cash
20.03%
Alternatives
0.66%

General Information

Fund Details
Type Description
AFT Property & Mortgage Investment Trust
Closed
AFT Portfolio Management Limited
Mortgages
Not Rated
Investment Fund
31 Jan 1974
$5.2 million (as at 28 Feb 1989)
n/a
$0.46 (as at 31 Jan 1989)
Finalised
Offer information
Type Description
Minimum initial investment $500.00

FAQs about the AFT Property & Mortgage Investment Trust

The objective of the AFT Property & Mortgage Investment Trust managed fund is High level of income.

The strategy of the AFT Property & Mortgage Investment Trust managed fund is Invest primarily in first mortgages.

The APIR code of the AFT Property & Mortgage Investment Trust managed fund is .

AFT Property & Mortgage Investment Trust’s total return last month was -3.7%. This was made up of a growth return of -5.15% and an income return of 1.45%. These returns were calculated as at 31 Jan 1989.

AFT Property & Mortgage Investment Trust’s total return for the last three months was 0.56%. This was made up of a growth return of -3.16% and an income return of 3.72%%. These returns were calculated as at 31 Jan 1989.

AFT Property & Mortgage Investment Trust’s one-year total return is 14.74%. This was made up of a growth return of 0% and an income return of 14.74%. These returns were calculated as at 31 Jan 1989.

AFT Property & Mortgage Investment Trust’s one-year total return is 16.34%. This was made up of a growth return of 0% and an income return of 16.34%. These returns were calculated as at 31 Jan 1989.

The asset allocation of the AFT Property & Mortgage Investment Trust managed fund is :

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

The Responsible Entity for the AFT Property & Mortgage Investment Trust managed fund is AFT Portfolio Management Limited.

The AFT Property & Mortgage Investment Trust managed fund belongs to the Mortgages sector/asset class.

As at 28 Feb 1989, the size of the AFT Property & Mortgage Investment Trust managed fund was $5.2 million.

The AFT Property & Mortgage Investment Trust managed fund has an inception date of 31 Jan 1974.

The current entry price of the AFT Property & Mortgage Investment Trust managed fund is $ per unit and the current exit price is $0.46 per unit (as at 31 Jan 1989).

The current exit price of the AFT Property & Mortgage Investment Trust managed fund is $0.46 per unit and the current entry price is $ per unit (as at 31 Jan 1989).

The minimum initial investment amount for the AFT Property & Mortgage Investment Trust managed fund is $500.

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.