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  5. ANZ - Real Property Growth Trust - Managed fund profile

ANZ - Real Property Growth Trust - Managed Fund (Closed)

Fund Objective
A fixed term property trust aiming to return to unit holders capital growth obtainable. This fund will be terminated on/or before 22 April, 1995.
Fund Strategy
Gearing the trust with first mortgage borrowings to the extent that almost all of the income of the trust is absorbed in meeting interest payments.

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
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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% 0% 17.48% 2.52% -0.96% -10.28% -1.89%
Growth return 0% 0% 0% 13.79% 0.89% -2.01% -10.85% -2.2%
Income return 0% 0% 0% 3.69% 1.63% 1.05% 0.57% 0.31%
Market index (S&P/ASX 200 A-REIT TR)
Total return 6.35% -5.31% -4.49% 9.07% 14.22% 5.54% 12.1% 7.45%
As at 31 Mar 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
93%
Australian Equities
3.90%
International Equities
0.82%
Cash
2.01%
Fixed Interest
0.22%
Alternatives
0.05%

General Information

Fund Details
Type Description
ANZ - Real Property Growth Trust
Closed
ANZ Managed Investments Limited
ANZ0123AU
Unlisted and Direct Property
Not Rated
Investment Fund
14 May 1981
$35.37 million (as at 30 Apr 1995)
n/a
$0.1161 (as at 31 Jul 1996)
Finalised
Offer information
Type Description
MER 12.69% (as at 31 Jul 1990)
Minimum initial investment $1,000.00

FAQs about the ANZ - Real Property Growth Trust

The objective of the ANZ - Real Property Growth Trust managed fund is A fixed term property trust aiming to return to unit holders capital growth obtainable. This fund will be terminated on/or before 22 April, 1995.

The strategy of the ANZ - Real Property Growth Trust managed fund is Gearing the trust with first mortgage borrowings to the extent that almost all of the income of the trust is absorbed in meeting interest payments.

The APIR code of the ANZ - Real Property Growth Trust managed fund is ANZ0123AU.

ANZ - Real Property Growth Trust’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 31 Mar 1995.

ANZ - Real Property Growth Trust’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 31 Mar 1995.

ANZ - Real Property Growth Trust’s one-year total return is 17.48%. This was made up of a growth return of 13.79% and an income return of 3.69%. These returns were calculated as at 31 Mar 1995.

ANZ - Real Property Growth Trust’s one-year total return is -0.96%. This was made up of a growth return of -2.01% and an income return of 1.05%. These returns were calculated as at 31 Mar 1995.

The asset allocation of the ANZ - Real Property Growth Trust managed fund is :

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

The Responsible Entity for the ANZ - Real Property Growth Trust managed fund is ANZ Managed Investments Limited.

The ANZ - Real Property Growth Trust managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 30 Apr 1995, the size of the ANZ - Real Property Growth Trust managed fund was $35.37 million.

The ANZ - Real Property Growth Trust managed fund has an inception date of 14 May 1981.

The current entry price of the ANZ - Real Property Growth Trust managed fund is $ per unit and the current exit price is $0.1161 per unit (as at 31 Jul 1996).

The current exit price of the ANZ - Real Property Growth Trust managed fund is $0.1161 per unit and the current entry price is $ per unit (as at 31 Jul 1996).

The minimum initial investment amount for the ANZ - Real Property Growth Trust managed fund is $1,000.

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.