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  5. ANZ Gateway - Australian Property Securities Sector - Managed fund profile

ANZ Gateway - Australian Property Securities Sector - Managed Fund (Closed)

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.

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 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 9.7% 16.75% 36.08% 36.58% 8.42% 11.44% -% 10.52%
As at 30 Nov 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ Gateway - Australian Property Securities Sector
Cash
0.70%
Property
99.30%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.66%
Property
94.19%
Australian Equities
3.78%
International Equities
0.35%
Fixed Interest
0.01%
Alternatives
0.01%

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)
Finalised
Offer information
Type Description
Minimum initial investment $5,000.00

FAQs about the ANZ Gateway - Australian Property Securities Sector

The objective of the ANZ Gateway - Australian Property Securities Sector managed fund is To provide long-term returns. Suggested minimum investment timeframe is 5 years.

The strategy of the ANZ Gateway - Australian Property Securities Sector managed fund is 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.

The APIR code of the ANZ Gateway - Australian Property Securities Sector managed fund is ANZ0140AU.

ANZ Gateway - Australian Property Securities Sector’s total return last month was 3.87%. This was made up of a growth return of 3.87% and an income return of 0%. These returns were calculated as at 30 Nov 2005.

ANZ Gateway - Australian Property Securities Sector’s total return for the last three months was 2.07%. This was made up of a growth return of 0.97% and an income return of 1.1%%. These returns were calculated as at 30 Nov 2005.

ANZ Gateway - Australian Property Securities Sector’s one-year total return is 11.54%. This was made up of a growth return of -6.1% and an income return of 17.64%. These returns were calculated as at 30 Nov 2005.

ANZ Gateway - Australian Property Securities Sector’s one-year total return is 13.31%. This was made up of a growth return of -3.57% and an income return of 16.88%. These returns were calculated as at 30 Nov 2005.

The asset allocation of the ANZ Gateway - Australian Property Securities Sector managed fund is :

Cash
0.70%
Property
99.30%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the ANZ Gateway - Australian Property Securities Sector managed fund is ANZ Managed Investments Limited.

The ANZ Gateway - Australian Property Securities Sector managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 31 Oct 2005, the size of the ANZ Gateway - Australian Property Securities Sector managed fund was $1.35 million.

The ANZ Gateway - Australian Property Securities Sector managed fund has an inception date of 10 May 1999.

The current entry price of the ANZ Gateway - Australian Property Securities Sector managed fund is $0.9284 per unit and the current exit price is $0.926 per unit (as at 2 Dec 2005).

The current exit price of the ANZ Gateway - Australian Property Securities Sector managed fund is $0.926 per unit and the current entry price is $0.9284 per unit (as at 2 Dec 2005).

The minimum initial investment amount for the ANZ Gateway - Australian Property Securities Sector managed fund is $5,000.

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.