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

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

Fund Objective
Competitive level of income. This fund will be terminated in 1995.
Fund Strategy
To invest in other property trusts of the manager consistent with fund objectives.

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 4.73% 4.73% 4.73% 11.17% 5.81% -11.31% -9.12% 12.75%
Growth return 0% 0% 0% 1.96% -2.77% -18.62% -16.9% 1.18%
Income return 4.73% 4.73% 4.73% 9.21% 8.58% 7.31% 7.78% 11.57%
Market index (S&P/ASX 200 A-REIT TR)
Total return 9.7% 16.75% 36.08% 36.58% 8.42% 11.44% -% 10.52%
As at 31 Mar 1995. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ - AFT Property Unit Trust
Fixed Interest
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Alternatives
0%
Average Allocation of Peers
Fixed Interest
0.01%
Australian Equities
3.85%
International Equities
0.35%
Cash
1.63%
Property
94.14%
Alternatives
0.01%

General Information

Fund Details
Type Description
ANZ - AFT Property Unit Trust
Closed
ANZ Managed Investments Limited
ANZ0110AU
Unlisted and Direct Property
Not Rated
Investment Fund
26 Aug 1970
$3.23 million (as at 30 Apr 1995)
n/a
$0.2333 (as at 15 Mar 1997)
Finalised
Offer information
Type Description
Minimum initial investment

FAQs about the ANZ - AFT Property Unit Trust

The objective of the ANZ - AFT Property Unit Trust managed fund is Competitive level of income. This fund will be terminated in 1995.

The strategy of the ANZ - AFT Property Unit Trust managed fund is To invest in other property trusts of the manager consistent with fund objectives.

The APIR code of the ANZ - AFT Property Unit Trust managed fund is ANZ0110AU.

ANZ - AFT Property Unit Trust’s total return last month was 4.73%. This was made up of a growth return of 0% and an income return of 4.73%. These returns were calculated as at 31 Mar 1995.

ANZ - AFT Property Unit Trust’s total return for the last three months was 4.73%. This was made up of a growth return of 0% and an income return of 4.73%%. These returns were calculated as at 31 Mar 1995.

ANZ - AFT Property Unit Trust’s one-year total return is 11.17%. This was made up of a growth return of 1.96% and an income return of 9.21%. These returns were calculated as at 31 Mar 1995.

ANZ - AFT Property Unit Trust’s one-year total return is -11.31%. This was made up of a growth return of -18.62% and an income return of 7.31%. These returns were calculated as at 31 Mar 1995.

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

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

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

The ANZ - AFT Property Unit 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 Unit Trust managed fund was $3.23 million.

The ANZ - AFT Property Unit Trust managed fund has an inception date of 26 Aug 1970.

The current entry price of the ANZ - AFT Property Unit Trust managed fund is $ per unit and the current exit price is $0.2333 per unit (as at 15 Mar 1997).

The current exit price of the ANZ - AFT Property Unit Trust managed fund is $0.2333 per unit and the current entry price is $ per unit (as at 15 Mar 1997).

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