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  5. Astarra Pooled Superannuation Trust - Residential Property Pool - Managed fund profile

Astarra Pooled Superannuation Trust - Residential Property Pool - Managed Fund (Closed)

Fund Objective
The investment timeframe for this portfolio is a minimum of 5 years. To achieve a gross return greater than the industry benchmark which is the S&P/ASX 200 Property Trust Accumulation Index.
Fund Strategy
The assets of this pool will be invested in direct Australian residential property. The assets of this Pool will be invested in property development. Cash Benchmark: 10% Range: 0-10% Property Benchmark: 90% Range: 90-100%

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 -% -% -% -% -% -% -% -%
Growth return -0.09% -0.32% -26.49% -24.77% -4.24% 0.29% 1.57% -%
Income return -% -% -% -% -% -% -% -%
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%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Astarra Pooled Superannuation Trust - Residential Property Pool
Cash
36.23%
Property & Infrastructure
63.77%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
2.40%
Property & Infrastructure
93.02%
Australian Equities
4.32%
International Equities
0.25%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
Astarra Pooled Superannuation Trust - Residential Property Pool
Closed
Trio Capital Limited
TOL0020AU
Unlisted and Direct Property
starstarstar (as at 31 May 2009)
Superannuation Fund
1 May 2004
$0 million (as at 30 Jun 2009)
$1.10191 (as at 30 Sep 2009)
$1.10191 (as at 30 Sep 2009)
Suppressed
Offer information
Type Description
Standard entry fee 4%
MER 1.90% (as at 30 Jun 2007)
Indirect Cost Ratio (ICR) 1.90% (as at 30 Jun 2009)
Minimum initial investment

FAQs about the Astarra Pooled Superannuation Trust - Residential Property Pool

The objective of the Astarra Pooled Superannuation Trust - Residential Property Pool managed fund is The investment timeframe for this portfolio is a minimum of 5 years. To achieve a gross return greater than the industry benchmark which is the S&P/ASX 200 Property Trust Accumulation Index.

The strategy of the Astarra Pooled Superannuation Trust - Residential Property Pool managed fund is The assets of this pool will be invested in direct Australian residential property. The assets of this Pool will be invested in property development. Cash Benchmark: 10% Range: 0-10% Property Benchmark: 90% Range: 90-100%

The APIR code of the Astarra Pooled Superannuation Trust - Residential Property Pool managed fund is TOL0020AU.

Astarra Pooled Superannuation Trust - Residential Property Pool’s total return last month was -%. This was made up of a growth return of -0.09% and an income return of -%. These returns were calculated as at .

Astarra Pooled Superannuation Trust - Residential Property Pool’s total return for the last three months was -%. This was made up of a growth return of -0.32% and an income return of -%%. These returns were calculated as at .

Astarra Pooled Superannuation Trust - Residential Property Pool’s one-year total return is -%. This was made up of a growth return of -24.77% and an income return of -%. These returns were calculated as at .

Astarra Pooled Superannuation Trust - Residential Property Pool’s one-year total return is -%. This was made up of a growth return of 0.29% and an income return of -%. These returns were calculated as at .

The asset allocation of the Astarra Pooled Superannuation Trust - Residential Property Pool managed fund is :

Cash
36.23%
Property & Infrastructure
63.77%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Astarra Pooled Superannuation Trust - Residential Property Pool managed fund is Trio Capital Limited.

The Astarra Pooled Superannuation Trust - Residential Property Pool managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 30 Jun 2009, the size of the Astarra Pooled Superannuation Trust - Residential Property Pool managed fund was $0 million.

The Astarra Pooled Superannuation Trust - Residential Property Pool managed fund has an inception date of 1 May 2004.

The current entry price of the Astarra Pooled Superannuation Trust - Residential Property Pool managed fund is $1.10191 per unit and the current exit price is $1.10191 per unit (as at 30 Sep 2009).

The current exit price of the Astarra Pooled Superannuation Trust - Residential Property Pool managed fund is $1.10191 per unit and the current entry price is $1.10191 per unit (as at 30 Sep 2009).

The minimum initial investment amount for the Astarra Pooled Superannuation Trust - Residential Property Pool 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.