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  5. ANZ AFT International Fund - Managed fund profile

ANZ AFT International Fund - Managed Fund (Closed)

Fund Objective
Performance benchmark is the Morgan Stanley Capital International World Index.
Fund Strategy
The policy of the ANZ International Trust is to invest via the major world markets in those sectors and companies offering medium term earnings growth prospects in excess of the overall growth levels of the global economy.

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 5.28% -1.3% 9.96% 19.2% 14.68% 12.68% 10.52% -%
Growth return 5.28% -1.3% 9.05% 17.79% 13.84% 11.09% 6.36% -%
Income return 0% 0% 0.91% 1.41% 0.84% 1.59% 4.16% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Dec 1993. 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
0.14%
Australian Equities
1.45%
International Equities
95.50%
Cash
1.75%
Property & Infrastructure
1.15%
Fixed Interest
0%

General Information

Fund Details
Type Description
ANZ AFT International Fund
Closed
ANZ Managed Investments Limited
Equity World Other
Not Rated
Investment Fund
8 Jan 1987
$0.91 million (as at 31 Dec 1993)
n/a
$1.085 (as at 18 Jan 1994)
Finalised
Offer information
Type Description
MER 1.84% (as at 15 Sep 1988)
Minimum initial investment $1,000.00

FAQs about the ANZ AFT International Fund

The objective of the ANZ AFT International Fund managed fund is Performance benchmark is the Morgan Stanley Capital International World Index.

The strategy of the ANZ AFT International Fund managed fund is The policy of the ANZ International Trust is to invest via the major world markets in those sectors and companies offering medium term earnings growth prospects in excess of the overall growth levels of the global economy.

The APIR code of the ANZ AFT International Fund managed fund is .

ANZ AFT International Fund’s total return last month was 5.28%. This was made up of a growth return of 5.28% and an income return of 0%. These returns were calculated as at 31 Dec 1993.

ANZ AFT International Fund’s total return for the last three months was -1.3%. This was made up of a growth return of -1.3% and an income return of 0%%. These returns were calculated as at 31 Dec 1993.

ANZ AFT International Fund’s one-year total return is 19.2%. This was made up of a growth return of 17.79% and an income return of 1.41%. These returns were calculated as at 31 Dec 1993.

ANZ AFT International Fund’s one-year total return is 12.68%. This was made up of a growth return of 11.09% and an income return of 1.59%. These returns were calculated as at 31 Dec 1993.

The asset allocation of the ANZ AFT International 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 ANZ AFT International Fund managed fund is ANZ Managed Investments Limited.

The ANZ AFT International Fund managed fund belongs to the Equity World Other sector/asset class.

As at 31 Dec 1993, the size of the ANZ AFT International Fund managed fund was $0.91 million.

The ANZ AFT International Fund managed fund has an inception date of 8 Jan 1987.

The current entry price of the ANZ AFT International Fund managed fund is $ per unit and the current exit price is $1.085 per unit (as at 18 Jan 1994).

The current exit price of the ANZ AFT International Fund managed fund is $1.085 per unit and the current entry price is $ per unit (as at 18 Jan 1994).

The minimum initial investment amount for the ANZ AFT International 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.