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

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

Fund Objective
A mortgage trust aiming to achieve a high level of income.
Fund Strategy
As this fund will terminate in 1994 the manager does not foresee an increase in mortgage investments and therefore assets will be held predominantly in cash.

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 0.66% 2% 4.08% 8.42% 8.31% 10.02% 13.34% 14.58%
Growth return 0% 0% 0% 0% 0% 0% 0% 0%
Income return 0.66% 2% 4.08% 8.42% 8.31% 10.02% 13.34% 14.58%
Market index (Bloomberg AusBond Bank 0+Y TR AUD)
Total return 0.37% 1.09% 2.15% 4.19% 3.11% 2.08% -% 1.82%
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
Fixed Interest
72.73%
Australian Equities
0.49%
International Equities
0.05%
Cash
26.71%
Alternatives
0.02%

General Information

Fund Details
Type Description
ANZ - AFT Property Income Trust
Closed
ANZ Managed Investments Limited
Mortgages
Not Rated
Investment Fund
11 Jan 1979
$1.62 million (as at 31 Dec 1993)
$0.46 (as at 30 Jun 1994)
$0.46 (as at 30 Jun 1994)
Finalised
Offer information
Type Description
Minimum initial investment $500.00

FAQs about the ANZ - AFT Property Income Trust

The objective of the ANZ - AFT Property Income Trust managed fund is A mortgage trust aiming to achieve a high level of income.

The strategy of the ANZ - AFT Property Income Trust managed fund is As this fund will terminate in 1994 the manager does not foresee an increase in mortgage investments and therefore assets will be held predominantly in cash.

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

ANZ - AFT Property Income Trust’s total return last month was 0.66%. This was made up of a growth return of 0% and an income return of 0.66%. These returns were calculated as at 31 Dec 1993.

ANZ - AFT Property Income Trust’s total return for the last three months was 2%. This was made up of a growth return of 0% and an income return of 2%%. These returns were calculated as at 31 Dec 1993.

ANZ - AFT Property Income Trust’s one-year total return is 8.42%. This was made up of a growth return of 0% and an income return of 8.42%. These returns were calculated as at 31 Dec 1993.

ANZ - AFT Property Income Trust’s one-year total return is 10.02%. This was made up of a growth return of 0% and an income return of 10.02%. These returns were calculated as at 31 Dec 1993.

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

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

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

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

As at 31 Dec 1993, the size of the ANZ - AFT Property Income Trust managed fund was $1.62 million.

The ANZ - AFT Property Income Trust managed fund has an inception date of 11 Jan 1979.

The current entry price of the ANZ - AFT Property Income Trust managed fund is $0.46 per unit and the current exit price is $0.46 per unit (as at 30 Jun 1994).

The current exit price of the ANZ - AFT Property Income Trust managed fund is $0.46 per unit and the current entry price is $0.46 per unit (as at 30 Jun 1994).

The minimum initial investment amount for the ANZ - AFT Property Income 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.