InvestSMART

ANZ - AFT Savings Trust - Managed Fund (Closed)

Fund Objective
This unit trust aims to achieve an above average balance of growth and income through active management of a diversified portfolio. The target for investment returns is to be within the upper third of the relevant performance survey over a rolling twelve months period.
Fund Strategy
Investment in a balanced portfolio of equities, property and fixed interest.

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 -0.85% -0.09% 5.5% 14.5% 12.91% 12.23% 11.98% 10.91%
Growth return -0.85% -0.09% 5.5% 0.96% 2.2% 4.3% 5.87% 4.61%
Income return 0% 0% 0% 13.54% 10.71% 7.93% 6.11% 6.3%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return 0.67% 3.34% 8.26% 9.04% 12.12% 10.82% 6.61% 6.51%
As at 31 Dec 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ - AFT Savings Trust
Australian Equities
86.97%
Cash
13.03%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
16.31%
Cash
7.80%
International Equities
28.25%
Property & Infrastructure
3.80%
Fixed Interest
36.28%
Alternatives
7.55%

General Information

Fund Details
Type Description
ANZ - AFT Savings Trust
Closed
ANZ Managed Investments Limited
ANZ0008AU
Multisector Balanced
Not Rated
Investment Fund
4 Jan 1965
$3.7 million (as at 31 Dec 2000)
n/a
$6.0051 (as at 2 Jan 2001)
Finalised
Offer information
Type Description
MER 2.44% (as at 30 Jun 1998)
Minimum initial investment $2,000.00

FAQs about the ANZ - AFT Savings Trust

The objective of the ANZ - AFT Savings Trust managed fund is This unit trust aims to achieve an above average balance of growth and income through active management of a diversified portfolio. The target for investment returns is to be within the upper third of the relevant performance survey over a rolling twelve months period.

The strategy of the ANZ - AFT Savings Trust managed fund is Investment in a balanced portfolio of equities, property and fixed interest.

The APIR code of the ANZ - AFT Savings Trust managed fund is ANZ0008AU.

ANZ - AFT Savings Trust’s total return last month was -0.85%. This was made up of a growth return of -0.85% and an income return of 0%. These returns were calculated as at 31 Dec 2000.

ANZ - AFT Savings Trust’s total return for the last three months was -0.09%. This was made up of a growth return of -0.09% and an income return of 0%%. These returns were calculated as at 31 Dec 2000.

ANZ - AFT Savings Trust’s one-year total return is 14.5%. This was made up of a growth return of 0.96% and an income return of 13.54%. These returns were calculated as at 31 Dec 2000.

ANZ - AFT Savings Trust’s one-year total return is 12.23%. This was made up of a growth return of 4.3% and an income return of 7.93%. These returns were calculated as at 31 Dec 2000.

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

Australian Equities
86.97%
Cash
13.03%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

The ANZ - AFT Savings Trust managed fund belongs to the Multisector Balanced sector/asset class.

As at 31 Dec 2000, the size of the ANZ - AFT Savings Trust managed fund was $3.7 million.

The ANZ - AFT Savings Trust managed fund has an inception date of 4 Jan 1965.

The current entry price of the ANZ - AFT Savings Trust managed fund is $ per unit and the current exit price is $6.0051 per unit (as at 2 Jan 2001).

The current exit price of the ANZ - AFT Savings Trust managed fund is $6.0051 per unit and the current entry price is $ per unit (as at 2 Jan 2001).

The minimum initial investment amount for the ANZ - AFT Savings 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.