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  5. ANZ - AFT Mortgage Income Trust - Managed fund profile

ANZ - AFT Mortgage Income Trust - Managed Fund (Closed)

Fund Objective
A mortgage trust aiming to provide a high income return.
Fund Strategy
Invests primarily in a portfolio of first mortgages over real estate.

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 14.57% 60.61% 101.38% 105.94% 48.77% 30.64% 20.94% 15.36%
Growth return 0% 0% 0% 0% 2.64% 0.5% 0.3% 0.15%
Income return 14.57% 60.61% 101.38% 105.94% 46.13% 30.14% 20.64% 15.21%
Market index (Bloomberg AusBond Bank 0+Y TR AUD )
Total return 0.38% 1.11% 2.22% 4.39% 3.88% 2.69% 1.75% 1.89%
As at 31 Dec 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ - AFT Mortgage Income Trust
Cash
100%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
26.27%
Australian Equities
0.42%
International Equities
0.05%
Fixed Interest
73.15%
Alternatives
0.12%

General Information

Fund Details
Type Description
ANZ - AFT Mortgage Income Trust
Closed
ANZ Managed Investments Limited
ANZ0116AU
Mortgages
Not Rated
Investment Fund
29 Nov 1983
$0 million (as at 31 Jul 2002)
$0.5076 (as at 2 Jan 2001)
$0.5076 (as at 2 Jan 2001)
Finalised
Offer information
Type Description
MER 1.34% (as at 30 Jun 1998)
Minimum initial investment $2,000.00

FAQs about the ANZ - AFT Mortgage Income Trust

The objective of the ANZ - AFT Mortgage Income Trust managed fund is A mortgage trust aiming to provide a high income return.

The strategy of the ANZ - AFT Mortgage Income Trust managed fund is Invests primarily in a portfolio of first mortgages over real estate.

The APIR code of the ANZ - AFT Mortgage Income Trust managed fund is ANZ0116AU.

ANZ - AFT Mortgage Income Trust’s total return last month was 14.57%. This was made up of a growth return of 0% and an income return of 14.57%. These returns were calculated as at 31 Dec 2000.

ANZ - AFT Mortgage Income Trust’s total return for the last three months was 60.61%. This was made up of a growth return of 0% and an income return of 60.61%%. These returns were calculated as at 31 Dec 2000.

ANZ - AFT Mortgage Income Trust’s one-year total return is 105.94%. This was made up of a growth return of 0% and an income return of 105.94%. These returns were calculated as at 31 Dec 2000.

ANZ - AFT Mortgage Income Trust’s one-year total return is 30.64%. This was made up of a growth return of 0.5% and an income return of 30.14%. These returns were calculated as at 31 Dec 2000.

The asset allocation of the ANZ - AFT Mortgage Income Trust managed fund is :

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

The Responsible Entity for the ANZ - AFT Mortgage Income Trust managed fund is ANZ Managed Investments Limited.

The ANZ - AFT Mortgage Income Trust managed fund belongs to the Mortgages sector/asset class.

As at 31 Jul 2002, the size of the ANZ - AFT Mortgage Income Trust managed fund was $0 million.

The ANZ - AFT Mortgage Income Trust managed fund has an inception date of 29 Nov 1983.

The current entry price of the ANZ - AFT Mortgage Income Trust managed fund is $0.5076 per unit and the current exit price is $0.5076 per unit (as at 2 Jan 2001).

The current exit price of the ANZ - AFT Mortgage Income Trust managed fund is $0.5076 per unit and the current entry price is $0.5076 per unit (as at 2 Jan 2001).

The minimum initial investment amount for the ANZ - AFT Mortgage Income Trust managed fund is $2,000.

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.