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  5. Arena Hybrid Property - Managed fund profile

Arena Hybrid Property - Managed Fund (Closed)

Fund Objective
The fund's objective is provide stable, tax effective income along with capital growth over longer term. The fund aims to provide a return which exceeds the InTech 50/50 Composite Property Index.
Fund Strategy
The fund aims to maintain a portfolio comprising of a blend of quality investments in both listed and unlisted property securities.

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% 4.64% 5.71% 13.73% 3.61% -1.9% -9.14% -%
Growth return -0.63% 3.98% 4.51% 11.3% 2.44% -3.45% -10.97% -%
Income return 0.63% 0.66% 1.2% 2.43% 1.17% 1.55% 1.83% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 4.47% 9.86% 16.7% 14.49% 20.15% 15.35% 12.27% 9%
As at 31 Mar 2013. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Arena Hybrid Property
International Equities
29%
Cash
2%
Property & Infrastructure
69%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
0.25%
Cash
2.37%
Property & Infrastructure
93%
Australian Equities
4.36%
Fixed Interest
0%
Alternatives
0.01%

General Information

Fund Details
Type Description
Arena Hybrid Property
Closed
Arena Investment Management
SAI0001AU
Unlisted and Direct Property
Not Rated
Investment Fund
6 Apr 2001
n/a
n/a
$0.665 (as at 12 Aug 2013)
Finalised
Offer information
Type Description
Standard entry fee 4.10%
Indirect Cost Ratio (ICR) 1.06% (as at 30 Jun 2012)
Minimum initial investment $5,000.00

FAQs about the Arena Hybrid Property

The objective of the Arena Hybrid Property managed fund is The fund's objective is provide stable, tax effective income along with capital growth over longer term. The fund aims to provide a return which exceeds the InTech 50/50 Composite Property Index.

The strategy of the Arena Hybrid Property managed fund is The fund aims to maintain a portfolio comprising of a blend of quality investments in both listed and unlisted property securities.

The APIR code of the Arena Hybrid Property managed fund is SAI0001AU.

Arena Hybrid Property’s total return last month was 0%. This was made up of a growth return of -0.63% and an income return of 0.63%. These returns were calculated as at 31 Mar 2013.

Arena Hybrid Property’s total return for the last three months was 4.64%. This was made up of a growth return of 3.98% and an income return of 0.66%%. These returns were calculated as at 31 Mar 2013.

Arena Hybrid Property’s one-year total return is 13.73%. This was made up of a growth return of 11.3% and an income return of 2.43%. These returns were calculated as at 31 Mar 2013.

Arena Hybrid Property’s one-year total return is -1.9%. This was made up of a growth return of -3.45% and an income return of 1.55%. These returns were calculated as at 31 Mar 2013.

The asset allocation of the Arena Hybrid Property managed fund is :

International Equities
29%
Cash
2%
Property & Infrastructure
69%
Australian Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Arena Hybrid Property managed fund is Arena Investment Management.

The Arena Hybrid Property managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 31 Dec 2008, the size of the Arena Hybrid Property managed fund was $ million.

The Arena Hybrid Property managed fund has an inception date of 6 Apr 2001.

The current entry price of the Arena Hybrid Property managed fund is $ per unit and the current exit price is $0.665 per unit (as at 12 Aug 2013).

The current exit price of the Arena Hybrid Property managed fund is $0.665 per unit and the current entry price is $ per unit (as at 12 Aug 2013).

The minimum initial investment amount for the Arena Hybrid Property 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.