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  5. ANZ - Australian Leaders Trust - Managed fund profile

ANZ - Australian Leaders Trust - Managed Fund (Closed)

Fund Objective
This Trust aims to provide a balance of stability, high performance and relative security by diversifying investments across the top 100 companies.
Fund Strategy
Investments are concentrated on soundly managed companies with good earning growth. The Manager aims to restrict investment in shares to the top 100 Australian companies.

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 -6.11% 7.28% 2.26% 14.51% 17.1% 17.57% 15.36% 14.45%
Growth return -6.11% 0.81% -3.91% -2.36% 1.51% 0.87% 1.71% 3.88%
Income return 0% 6.47% 6.17% 16.87% 15.59% 16.7% 13.65% 10.57%
Market index (S&P/ASX 200 TR AUD)
Total return 3.27% 5.33% 14.17% 14.45% 7.03% 9.62% 9.15% 8.27%
As at 31 Dec 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ - Australian Leaders Trust
Australian Equities
99.04%
Cash
0.96%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
91.94%
Cash
0.37%
International Equities
4.02%
Property
3.27%
Fixed Interest
0.35%
Alternatives
0.06%

General Information

Fund Details
Type Description
ANZ - Australian Leaders Trust
Closed
ANZ Managed Investments Limited
ANZ0021AU
Equity Australia Other
Not Rated
Investment Fund
21 Feb 1964
$7.27 million (as at 30 Nov 2000)
n/a
$2.4528 (as at 2 Jan 2001)
Finalised
Offer information
Type Description
Minimum initial investment $2,000.00

FAQs about the ANZ - Australian Leaders Trust

The objective of the ANZ - Australian Leaders Trust managed fund is This Trust aims to provide a balance of stability, high performance and relative security by diversifying investments across the top 100 companies.

The strategy of the ANZ - Australian Leaders Trust managed fund is Investments are concentrated on soundly managed companies with good earning growth. The Manager aims to restrict investment in shares to the top 100 Australian companies.

The APIR code of the ANZ - Australian Leaders Trust managed fund is ANZ0021AU.

ANZ - Australian Leaders Trust’s total return last month was -6.11%. This was made up of a growth return of -6.11% and an income return of 0%. These returns were calculated as at 31 Dec 2000.

ANZ - Australian Leaders Trust’s total return for the last three months was 7.28%. This was made up of a growth return of 0.81% and an income return of 6.47%%. These returns were calculated as at 31 Dec 2000.

ANZ - Australian Leaders Trust’s one-year total return is 14.51%. This was made up of a growth return of -2.36% and an income return of 16.87%. These returns were calculated as at 31 Dec 2000.

ANZ - Australian Leaders Trust’s one-year total return is 17.57%. This was made up of a growth return of 0.87% and an income return of 16.7%. These returns were calculated as at 31 Dec 2000.

The asset allocation of the ANZ - Australian Leaders Trust managed fund is :

Australian Equities
99.04%
Cash
0.96%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the ANZ - Australian Leaders Trust managed fund is ANZ Managed Investments Limited.

The ANZ - Australian Leaders Trust managed fund belongs to the Equity Australia Other sector/asset class.

As at 30 Nov 2000, the size of the ANZ - Australian Leaders Trust managed fund was $7.27 million.

The ANZ - Australian Leaders Trust managed fund has an inception date of 21 Feb 1964.

The current entry price of the ANZ - Australian Leaders Trust managed fund is $ per unit and the current exit price is $2.4528 per unit (as at 2 Jan 2001).

The current exit price of the ANZ - Australian Leaders Trust managed fund is $2.4528 per unit and the current entry price is $ per unit (as at 2 Jan 2001).

The minimum initial investment amount for the ANZ - Australian Leaders 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.