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  5. ANZ - Property Trust No 2 - Managed fund profile

ANZ - Property Trust No 2 - Managed Fund (Closed)

Fund Objective
An unlisted property trust which will be terminated in 1995.
Fund Strategy
To invest primarily in commercial properties spread over a number of states.

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 0% 0% 5.28% 12.81% 3.64% -16.44% -12.71% -%
Growth return 0% 0% 0% 1.84% -5.77% -24.17% -20.03% -%
Income return 0% 0% 5.28% 10.97% 9.41% 7.73% 7.32% -%
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 Apr 1995. 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 - Property Trust No 2
Closed
ANZ Managed Investments Limited
ANZ0122AU
Unlisted and Direct Property
Not Rated
Investment Fund
25 Sep 1985
$9.37 million (as at 30 Apr 1995)
n/a
$0.1309 (as at 30 Jun 1996)
Finalised
Offer information
Type Description
Minimum initial investment $2,000.00

FAQs about the ANZ - Property Trust No 2

The objective of the ANZ - Property Trust No 2 managed fund is An unlisted property trust which will be terminated in 1995.

The strategy of the ANZ - Property Trust No 2 managed fund is To invest primarily in commercial properties spread over a number of states.

The APIR code of the ANZ - Property Trust No 2 managed fund is ANZ0122AU.

ANZ - Property Trust No 2’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 30 Apr 1995.

ANZ - Property Trust No 2’s total return for the last three months was 0%. This was made up of a growth return of 0% and an income return of 0%%. These returns were calculated as at 30 Apr 1995.

ANZ - Property Trust No 2’s one-year total return is 12.81%. This was made up of a growth return of 1.84% and an income return of 10.97%. These returns were calculated as at 30 Apr 1995.

ANZ - Property Trust No 2’s one-year total return is -16.44%. This was made up of a growth return of -24.17% and an income return of 7.73%. These returns were calculated as at 30 Apr 1995.

The asset allocation of the ANZ - Property Trust No 2 managed fund is :

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

The Responsible Entity for the ANZ - Property Trust No 2 managed fund is ANZ Managed Investments Limited.

The ANZ - Property Trust No 2 managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 30 Apr 1995, the size of the ANZ - Property Trust No 2 managed fund was $9.37 million.

The ANZ - Property Trust No 2 managed fund has an inception date of 25 Sep 1985.

The current entry price of the ANZ - Property Trust No 2 managed fund is $ per unit and the current exit price is $0.1309 per unit (as at 30 Jun 1996).

The current exit price of the ANZ - Property Trust No 2 managed fund is $0.1309 per unit and the current entry price is $ per unit (as at 30 Jun 1996).

The minimum initial investment amount for the ANZ - Property Trust No 2 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.