InvestSMART

ANZ - AFT Property & Building Trust - Managed Fund (Closed)

Fund Objective
An above average income return plus good medium to long term capital gains.
Fund Strategy
Investment in real estate through the Manager's other unlisted unit trusts.

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 0% 0% 3.53% 10.81% 4.59% -15.94% -11.17% 0.27%
Growth return 0% 0% 0% 2.09% -2.63% -22.22% -18.31% -7.64%
Income return 0% 0% 3.53% 8.72% 7.22% 6.28% 7.14% 7.91%
Market index (S&P/ASX 200 A-REIT TR)
Total return -2.66% -4.58% -2.84% 1.61% 11.53% 11.08% 9.16% 7.51%
As at 30 Apr 1995. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Property & Infrastructure
92.90%
Australian Equities
3.74%
International Equities
0.48%
Cash
1.57%
Fixed Interest
0%
Alternatives
1.30%

General Information

Fund Details
Type Description
ANZ - AFT Property & Building Trust
Closed
ANZ Managed Investments Limited
ANZ0105AU
Unlisted and Direct Property
Not Rated
Investment Fund
12 Oct 1959
$1.06 million (as at 30 Apr 1995)
n/a
$0.3129 (as at 31 Jul 1995)
Finalised
Offer information
Type Description
MER 1.18% (as at 30 Jun 1989)
Minimum initial investment $500.00
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FAQs about the ANZ - AFT Property & Building Trust

The objective of the ANZ - AFT Property & Building Trust managed fund is An above average income return plus good medium to long term capital gains.

The strategy of the ANZ - AFT Property & Building Trust managed fund is Investment in real estate through the Manager's other unlisted unit trusts.

The APIR code of the ANZ - AFT Property & Building Trust managed fund is ANZ0105AU.

ANZ - AFT Property & Building Trust’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 30 Apr 1995.

ANZ - AFT Property & Building Trust’s total return for the last three months was 0%. This was made up of a growth return of 0% and an income return of 0%%. These returns were calculated as at 30 Apr 1995.

ANZ - AFT Property & Building Trust’s one-year total return is 10.81%. This was made up of a growth return of 2.09% and an income return of 8.72%. These returns were calculated as at 30 Apr 1995.

ANZ - AFT Property & Building Trust’s one-year total return is -15.94%. This was made up of a growth return of -22.22% and an income return of 6.28%. These returns were calculated as at 30 Apr 1995.

The asset allocation of the ANZ - AFT Property & Building Trust managed fund is :

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

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

The ANZ - AFT Property & Building Trust managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 30 Apr 1995, the size of the ANZ - AFT Property & Building Trust managed fund was $1.06 million.

The ANZ - AFT Property & Building Trust managed fund has an inception date of 12 Oct 1959.

The current entry price of the ANZ - AFT Property & Building Trust managed fund is $ per unit and the current exit price is $0.3129 per unit (as at 31 Jul 1995).

The current exit price of the ANZ - AFT Property & Building Trust managed fund is $0.3129 per unit and the current entry price is $ per unit (as at 31 Jul 1995).

The minimum initial investment amount for the ANZ - AFT Property & Building Trust managed fund is $500.

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.