ANZ - AFT Superannuation Property Trust - Managed Fund

Fund Performance Comparison

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Fees Comparison

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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 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 0.96 6.35 7.51 14.21 0.74 8.03 12.4 6.63
As as 31 Dec 1989. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Property
100%

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)
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.
Offer information
Type Description
Minimum initial investment $1,000.00

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 cannot 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.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
Intelligent Investor Equity Income 12.16%
InvestSMART International Equities 11.86%
Intelligent Investor Equity Growth 11.34%
InvestSMART Australian Small Companies Fund 9.42%
InvestSMART High Growth 8.98%
InvestSMART Core Growth 8.00%
InvestSMART Balanced 6.18%
InvestSMART Diversified Property and Infrastructure 5.19%
InvestSMART Diversified Income 4.58%
InvestSMART Hybrid Income 4.43%
InvestSMART Interest Income 2.12%

* Returns p.a. since inception after investment & admin fees

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