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  5. ANZ - Resources Trust - Managed fund profile

ANZ - Resources Trust - Managed Fund (Closed)

Fund Objective
An equity trust aiming to provide superior returns with respect to both the stated benchmark (All Resources Accumulation Index) and competing funds with an acceptable level of risk. Emphasis is on capital growth with a modest regular six monthly income distribution.
Fund Strategy
Invests in resource companies which are well managed and have good long term earnings growth.

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 -0.05% 1.88% -1.62% -5.79% 16.61% 5.91% 4.52% 12.8%
Growth return -0.05% 1.88% -1.62% -6.03% 15.54% 5.02% -2.3% 2.32%
Income return 0% 0% 0% 0.24% 1.07% 0.89% 6.82% 10.48%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 Dec 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

ANZ - Resources Trust
Australian Equities
0.10%
Cash
99.90%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.72%
Cash
-0.78%
International Equities
4.82%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
ANZ - Resources Trust
Closed
ANZ Managed Investments Limited
ANZ0024AU
Equity Australia Other
Not Rated
Investment Fund
3 Apr 1987
$0 million (as at 31 Jul 2002)
n/a
$0.5846 (as at 2 Jan 2001)
Finalised
Offer information
Type Description
MER 2% (as at 30 Jun 2000)
Minimum initial investment

FAQs about the ANZ - Resources Trust

The objective of the ANZ - Resources Trust managed fund is An equity trust aiming to provide superior returns with respect to both the stated benchmark (All Resources Accumulation Index) and competing funds with an acceptable level of risk. Emphasis is on capital growth with a modest regular six monthly income distribution.

The strategy of the ANZ - Resources Trust managed fund is Invests in resource companies which are well managed and have good long term earnings growth.

The APIR code of the ANZ - Resources Trust managed fund is ANZ0024AU.

ANZ - Resources Trust’s total return last month was -0.05%. This was made up of a growth return of -0.05% and an income return of 0%. These returns were calculated as at 31 Dec 2000.

ANZ - Resources Trust’s total return for the last three months was 1.88%. This was made up of a growth return of 1.88% and an income return of 0%%. These returns were calculated as at 31 Dec 2000.

ANZ - Resources Trust’s one-year total return is -5.79%. This was made up of a growth return of -6.03% and an income return of 0.24%. These returns were calculated as at 31 Dec 2000.

ANZ - Resources Trust’s one-year total return is 5.91%. This was made up of a growth return of 5.02% and an income return of 0.89%. These returns were calculated as at 31 Dec 2000.

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

Australian Equities
0.10%
Cash
99.90%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

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

As at 31 Jul 2002, the size of the ANZ - Resources Trust managed fund was $0 million.

The ANZ - Resources Trust managed fund has an inception date of 3 Apr 1987.

The current entry price of the ANZ - Resources Trust managed fund is $ per unit and the current exit price is $0.5846 per unit (as at 2 Jan 2001).

The current exit price of the ANZ - Resources Trust managed fund is $0.5846 per unit and the current entry price is $ per unit (as at 2 Jan 2001).

The minimum initial investment amount for the ANZ - Resources Trust managed fund is $0.

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.