InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. ANZ - AFT Superannuation Property Trust - Managed fund profile

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

Fund Objective
To offer diversification by investment in a wide range of investments including real estate and mortgages.
Fund Strategy
To offer diversification by investment in a wide range of investments including real estate and mortgages.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.25% 4.67% 7.96% 21.61% 16.07% 14.89% 14.46% -%
Growth return 1.25% 4.67% 7.96% 21.61% 16.07% 14.89% 14.46% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
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 Dec 1989. 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
94.20%
Australian Equities
3.78%
International Equities
0.35%
Cash
1.64%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
ANZ - AFT Superannuation Property Trust
Closed
ANZ Managed Investments Limited
Unlisted and Direct Property
Not Rated
Superannuation Fund
19 Apr 1984
$3.4 million (as at 31 Dec 1988)
n/a
$0.9308 (as at 31 Dec 1989)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the ANZ - AFT Superannuation Property Trust

The objective of the ANZ - AFT Superannuation Property Trust managed fund is To offer diversification by investment in a wide range of investments including real estate and mortgages.

The strategy of the ANZ - AFT Superannuation Property Trust managed fund is To offer diversification by investment in a wide range of investments including real estate and mortgages.

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

ANZ - AFT Superannuation Property Trust’s total return last month was 1.25%. This was made up of a growth return of 1.25% and an income return of 0%. These returns were calculated as at 31 Dec 1989.

ANZ - AFT Superannuation Property Trust’s total return for the last three months was 4.67%. This was made up of a growth return of 4.67% and an income return of 0%%. These returns were calculated as at 31 Dec 1989.

ANZ - AFT Superannuation Property Trust’s one-year total return is 21.61%. This was made up of a growth return of 21.61% and an income return of 0%. These returns were calculated as at 31 Dec 1989.

ANZ - AFT Superannuation Property Trust’s one-year total return is 14.89%. This was made up of a growth return of 14.89% and an income return of 0%. These returns were calculated as at 31 Dec 1989.

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

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

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

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

As at 31 Dec 1988, the size of the ANZ - AFT Superannuation Property Trust managed fund was $3.4 million.

The ANZ - AFT Superannuation Property Trust managed fund has an inception date of 19 Apr 1984.

The current entry price of the ANZ - AFT Superannuation Property Trust managed fund is $ per unit and the current exit price is $0.9308 per unit (as at 31 Dec 1989).

The current exit price of the ANZ - AFT Superannuation Property Trust managed fund is $0.9308 per unit and the current entry price is $ per unit (as at 31 Dec 1989).

The minimum initial investment amount for the ANZ - AFT Superannuation Property Trust managed fund is $1,000.

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.