InvestSMART

APN Property for Income - Managed Fund

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details
Type Description
APN Property for Income
INVEST120
Not Rated
Investment Fund
n/a
n/a
$1.483 (as at 21 Sep 2007)
$1.4726 (as at 21 Sep 2007)
Open
Offer information
Type Description
Your guide to next steps

Dealing with a struggling fund? What to Do and Look For

Your managed fund switching checklist. Is fear of capital gains tax holding you back?
Your managed fund switching checklist. Is fear of capital gains tax holding you back?
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
The Great Investment Fee Scam is hiding in plain sight. And it's ripping us all off.
Guide to tidying up your Portfolio Manager holdings
Guide to tidying up your Portfolio Manager holdings

FAQs about the APN Property for Income

The objective of the APN Property for Income managed fund is

The strategy of the APN Property for Income managed fund is

The APIR code of the APN Property for Income managed fund is INVEST120.

APN Property for Income’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

APN Property for Income’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

APN Property for Income’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

APN Property for Income’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

The asset allocation of the APN Property for Income managed fund is :

Alternatives
100%

As at , the size of the APN Property for Income managed fund was $ million.

The APN Property for Income managed fund has an inception date of .

The current entry price of the APN Property for Income managed fund is $1.483 per unit and the current exit price is $1.4726 per unit (as at 21 Sep 2007).

The current exit price of the APN Property for Income managed fund is $1.4726 per unit and the current entry price is $1.483 per unit (as at 21 Sep 2007).

The minimum initial investment amount for the APN Property for Income managed fund is $.

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.