InvestSMART

AM Industrial Equity Trust - Managed Fund

Fund Objective
The proposed investment structure for the AM Equity Trust is set out on page 17 and remains subject to legal and tax advice. As at the date of this Information Memorandum, relevant trusts have not been established. References in this Information Memorandum to the AM Equity Trusts (and other trusts) and entities acting as trustees and managers reflect relevant entities and roles proposed upon establishment.
Fund Strategy
The proposed investment structure for the AM Equity Trust is set out on page 17 and remains subject to legal and tax advice. As at the date of this Information Memorandum, relevant trusts have not been established. References in this Information Memorandum to the AM Equity Trusts (and other trusts) and entities acting as trustees and managers reflect relevant entities and roles proposed upon establishment.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0% 0.01% 0.03% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details
Type Description
AM Industrial Equity Trust
Not Rated
Unknown
23 Jun 2025
n/a
$0.89 (as at 31 Jan 2026)
$0.89 (as at 31 Jan 2026)
Open
Offer information
Type Description
Minimum initial investment $10,000.00
Minimum additional investments
Savings plan comments
Redemption comments
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

How to Assess your Managed Fund: And How to Choose the Next One
How to Assess your Managed Fund: And How to Choose the Next One
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the AM Industrial Equity Trust

The objective of the AM Industrial Equity Trust managed fund is The proposed investment structure for the AM Equity Trust is set out on page 17 and remains subject to legal and tax advice. As at the date of this Information Memorandum, relevant trusts have not been established. References in this Information Memorandum to the AM Equity Trusts (and other trusts) and entities acting as trustees and managers reflect relevant entities and roles proposed upon establishment.

The strategy of the AM Industrial Equity Trust managed fund is The proposed investment structure for the AM Equity Trust is set out on page 17 and remains subject to legal and tax advice. As at the date of this Information Memorandum, relevant trusts have not been established. References in this Information Memorandum to the AM Equity Trusts (and other trusts) and entities acting as trustees and managers reflect relevant entities and roles proposed upon establishment.

The APIR code of the AM Industrial Equity Trust managed fund is .

AM Industrial Equity Trust’s total return last month was 0%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Jan 2026.

AM Industrial Equity Trust’s total return for the last three months was 0.01%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 31 Jan 2026.

AM Industrial Equity 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 31 Jan 2026.

AM Industrial Equity 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 31 Jan 2026.

The asset allocation of the AM Industrial Equity Trust managed fund is :

Alternatives
100%

As at , the size of the AM Industrial Equity Trust managed fund was $ million.

The AM Industrial Equity Trust managed fund has an inception date of 23 Jun 2025.

The current entry price of the AM Industrial Equity Trust managed fund is $0.89 per unit and the current exit price is $0.89 per unit (as at 31 Jan 2026).

The current exit price of the AM Industrial Equity Trust managed fund is $0.89 per unit and the current entry price is $0.89 per unit (as at 31 Jan 2026).

The minimum initial investment amount for the AM Industrial Equity Trust managed fund is $10,000. Minimum additional investment is $0.

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.