InvestSMART

Aust - Wide Trust - Converting Units - Managed Fund (Closed)

Fund Objective
To achieve medium capital growth of 8% - 9% pa with medium income of 9% pa.
Fund Strategy
To invest funds solely in commercial properties.

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 -88.5% -88.85% -89.66% -91.76% -% -% -% -%
Growth return -88.5% -88.85% -89.66% -92.06% -% -% -% -%
Income return 0% 0% 0% 0.3% -% -% -% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 8.59% -7% -11.26% -0.2% 4.33% 9.19% 6.18% 5.88%
As at 30 Sep 1991. 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 & Infrastructure
92.65%
Australian Equities
3.69%
International Equities
0.13%
Cash
2.23%
Fixed Interest
0%
Alternatives
1.29%

General Information

Fund Details
Type Description
Aust - Wide Trust - Converting Units
Closed
Aust-Wide Management Limited
Unlisted and Direct Property
Not Rated
Investment Fund
11 Oct 1989
$0.01 million (as at 30 Sep 1991)
n/a
$0.0509 (as at 30 Oct 1991)
Finalised
Offer information
Type Description
Minimum initial investment
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FAQs about the Aust - Wide Trust - Converting Units

The objective of the Aust - Wide Trust - Converting Units managed fund is To achieve medium capital growth of 8% - 9% pa with medium income of 9% pa.

The strategy of the Aust - Wide Trust - Converting Units managed fund is To invest funds solely in commercial properties.

The APIR code of the Aust - Wide Trust - Converting Units managed fund is .

Aust - Wide Trust - Converting Units’s total return last month was -88.5%. This was made up of a growth return of -88.5% and an income return of 0%. These returns were calculated as at 30 Sep 1991.

Aust - Wide Trust - Converting Units’s total return for the last three months was -88.85%. This was made up of a growth return of -88.85% and an income return of 0%%. These returns were calculated as at 30 Sep 1991.

Aust - Wide Trust - Converting Units’s one-year total return is -91.76%. This was made up of a growth return of -92.06% and an income return of 0.3%. These returns were calculated as at 30 Sep 1991.

Aust - Wide Trust - Converting Units’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 30 Sep 1991.

The asset allocation of the Aust - Wide Trust - Converting Units managed fund is :

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

The Responsible Entity for the Aust - Wide Trust - Converting Units managed fund is Aust-Wide Management Limited.

The Aust - Wide Trust - Converting Units managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 30 Sep 1991, the size of the Aust - Wide Trust - Converting Units managed fund was $0.01 million.

The Aust - Wide Trust - Converting Units managed fund has an inception date of 11 Oct 1989.

The current entry price of the Aust - Wide Trust - Converting Units managed fund is $ per unit and the current exit price is $0.0509 per unit (as at 30 Oct 1991).

The current exit price of the Aust - Wide Trust - Converting Units managed fund is $0.0509 per unit and the current entry price is $ per unit (as at 30 Oct 1991).

The minimum initial investment amount for the Aust - Wide Trust - Converting Units 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.