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  5. AIMS Ordinary - Australian Shares Trust - Managed fund profile

AIMS Ordinary - Australian Shares Trust - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
N/A

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 -2.63% -1.25% -4.33% 12.45% -% -% -% -%
Growth return -2.63% -1.25% -13.23% 0.19% -% -% -% -%
Income return 0% 0% 8.9% 12.26% -% -% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 30 Jun 1994. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
93.71%
International Equities
4.83%
Cash
-0.79%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
AIMS Ordinary - Australian Shares Trust
Closed
AIMS Investment Services
Equity Australia Other
Not Rated
Investment Fund
1 Mar 1993
$0.28 million (as at 30 Jun 1994)
$1.0208 (as at 30 Jun 1994)
$1.0111 (as at 30 Jun 1994)
Finalised
Offer information
Type Description

FAQs about the AIMS Ordinary - Australian Shares Trust

The objective of the AIMS Ordinary - Australian Shares Trust managed fund is N/A

The strategy of the AIMS Ordinary - Australian Shares Trust managed fund is N/A

The APIR code of the AIMS Ordinary - Australian Shares Trust managed fund is .

AIMS Ordinary - Australian Shares Trust’s total return last month was -2.63%. This was made up of a growth return of -2.63% and an income return of 0%. These returns were calculated as at 30 Jun 1994.

AIMS Ordinary - Australian Shares Trust’s total return for the last three months was -1.25%. This was made up of a growth return of -1.25% and an income return of 0%%. These returns were calculated as at 30 Jun 1994.

AIMS Ordinary - Australian Shares Trust’s one-year total return is 12.45%. This was made up of a growth return of 0.19% and an income return of 12.26%. These returns were calculated as at 30 Jun 1994.

AIMS Ordinary - Australian Shares Trust’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 Jun 1994.

The asset allocation of the AIMS Ordinary - Australian Shares Trust managed fund is :

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

The Responsible Entity for the AIMS Ordinary - Australian Shares Trust managed fund is AIMS Investment Services.

The AIMS Ordinary - Australian Shares Trust managed fund belongs to the Equity Australia Other sector/asset class.

As at 30 Jun 1994, the size of the AIMS Ordinary - Australian Shares Trust managed fund was $0.28 million.

The AIMS Ordinary - Australian Shares Trust managed fund has an inception date of 1 Mar 1993.

The current entry price of the AIMS Ordinary - Australian Shares Trust managed fund is $1.0208 per unit and the current exit price is $1.0111 per unit (as at 30 Jun 1994).

The current exit price of the AIMS Ordinary - Australian Shares Trust managed fund is $1.0111 per unit and the current entry price is $1.0208 per unit (as at 30 Jun 1994).

The minimum initial investment amount for the AIMS Ordinary - Australian Shares Trust managed fund is $.

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.