ANZ Gateway - Australian Property Securities Sector - 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 3.87 2.07 10.63 11.54 18.36 13.31 12.87 -
Growth return 3.87 0.97 -4.58 -6.1 1.78 -3.57 -1.56 -
Income return 0 1.1 15.21 17.64 16.58 16.88 14.43 -
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 30 Nov 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Property
99.30%
Cash
0.70%

General Information

Fund Details
Type Description
ANZ Gateway - Australian Property Securities Sector
Closed
ANZ Managed Investments Limited
ANZ0140AU
Equity Australia Real Estate
Not Rated
Investment Fund
10 May 1999
$1.35 million (as at 31 Oct 2005)
$0.9284 (as at 2 Dec 2005)
$0.926 (as at 2 Dec 2005)
Fund Objective
To provide long-term returns. Suggested minimum investment timeframe is 5 years.
Fund Strategy
Invests in property trusts listed or expected to be listed on the ASX, using the Gateway Investment Program. The Fund may invest in derivative securities to provide exposure to the performance of Australian listed property securities. The Fund will not invest in direct property holdings.
Offer information
Type Description
Minimum initial investment $5,000.00

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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