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  5. ANZ - AFT Oil & Minerals Trust - Managed fund profile

ANZ - AFT Oil & Minerals Trust - Managed Fund (Closed)

Fund Objective
To achieve medium to long term capital growth and moderate but growing income through investing in companies involved in the exploration and exploitation of oil and minerals.
Fund Strategy
Select shares on the basis of involvement in oil and minerals, buying companies at an early stage of an expansion in earning and prospects, quality of management, concentrating on smaller capitalised stocks which are focused on specific commodities, rather than larger diversified groups.

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 -95.3% -95.14% -94.93% -95.1% -78.61% -60.89% -39.16% -28.73%
Growth return -95.3% -95.14% -94.93% -95.1% -78.61% -60.89% -39.16% -31.16%
Income return 0% 0% 0% 0% 0% 0% 0% 2.43%
Market index (S&P/ASX 200 TR AUD)
Total return 3.27% 5.33% 14.17% 14.45% 7.03% 9.62% 9.15% 8.27%
As at 31 Aug 1996. 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
91.51%
International Equities
4.01%
Cash
0.83%
Property
3.24%
Fixed Interest
0.35%
Alternatives
0.06%

General Information

Fund Details
Type Description
ANZ - AFT Oil & Minerals Trust
Closed
ANZ Managed Investments Limited
ANZ0006AU
Equity Australia Other
Not Rated
Investment Fund
12 May 1969
$0.14 million (as at 31 Jul 1996)
n/a
$0.0175 (as at 28 Aug 1996)
Finalised
Offer information
Type Description
Minimum initial investment

FAQs about the ANZ - AFT Oil & Minerals Trust

The objective of the ANZ - AFT Oil & Minerals Trust managed fund is To achieve medium to long term capital growth and moderate but growing income through investing in companies involved in the exploration and exploitation of oil and minerals.

The strategy of the ANZ - AFT Oil & Minerals Trust managed fund is Select shares on the basis of involvement in oil and minerals, buying companies at an early stage of an expansion in earning and prospects, quality of management, concentrating on smaller capitalised stocks which are focused on specific commodities, rather than larger diversified groups.

The APIR code of the ANZ - AFT Oil & Minerals Trust managed fund is ANZ0006AU.

ANZ - AFT Oil & Minerals Trust’s total return last month was -95.3%. This was made up of a growth return of -95.3% and an income return of 0%. These returns were calculated as at 31 Aug 1996.

ANZ - AFT Oil & Minerals Trust’s total return for the last three months was -95.14%. This was made up of a growth return of -95.14% and an income return of 0%%. These returns were calculated as at 31 Aug 1996.

ANZ - AFT Oil & Minerals Trust’s one-year total return is -95.1%. This was made up of a growth return of -95.1% and an income return of 0%. These returns were calculated as at 31 Aug 1996.

ANZ - AFT Oil & Minerals Trust’s one-year total return is -60.89%. This was made up of a growth return of -60.89% and an income return of 0%. These returns were calculated as at 31 Aug 1996.

The asset allocation of the ANZ - AFT Oil & Minerals Trust managed fund is :

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

The Responsible Entity for the ANZ - AFT Oil & Minerals Trust managed fund is ANZ Managed Investments Limited.

The ANZ - AFT Oil & Minerals Trust managed fund belongs to the Equity Australia Other sector/asset class.

As at 31 Jul 1996, the size of the ANZ - AFT Oil & Minerals Trust managed fund was $0.14 million.

The ANZ - AFT Oil & Minerals Trust managed fund has an inception date of 12 May 1969.

The current entry price of the ANZ - AFT Oil & Minerals Trust managed fund is $ per unit and the current exit price is $0.0175 per unit (as at 28 Aug 1996).

The current exit price of the ANZ - AFT Oil & Minerals Trust managed fund is $0.0175 per unit and the current entry price is $ per unit (as at 28 Aug 1996).

The minimum initial investment amount for the ANZ - AFT Oil & Minerals Trust managed fund 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.