InvestSMART

Blue Sky Residential Developments 2 - Managed Fund

Fund Objective
The fund is targeting a 25% return on capital per annum over an 18 month investment term.
Fund Strategy
The fund provides diversified exposure to Blue Sky Private Real Estate's ('BSPRE') existing property developments.

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 -% -13.84% -15.77% -% -% -% -% -%
Growth return -13.84% -13.84% -15.77% -94.59% -92.9% -81.42% -% -%
Income return -% 0% 0% -% -% -% -% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 0.58% 1.83% 12.45% 7.4% 27.85% 16.36% 12.12% 8.23%
As at 31 Dec 2018. 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
93.91%
Australian Equities
4.09%
International Equities
0.23%
Cash
1.78%
Fixed Interest
0%
Alternatives
0%

General Information

Fund Details
Type Description
Blue Sky Residential Developments 2 (Wholesale)
Blue Sky Private Equity Limited
BSP0019AU
Unlisted and Direct Property
Not Rated
Investment Fund
5 Jun 2015
n/a
n/a
$0.00641 (as at 31 Dec 2018)
Closed
Offer information
Type Description
Minimum initial investment $50,000
Minimum additional investments $10,000.00
Minimum redemption amount

FAQs about the Blue Sky Residential Developments 2

The objective of the Blue Sky Residential Developments 2 managed fund is The fund is targeting a 25% return on capital per annum over an 18 month investment term.

The strategy of the Blue Sky Residential Developments 2 managed fund is The fund provides diversified exposure to Blue Sky Private Real Estate's ('BSPRE') existing property developments.

The APIR code of the Blue Sky Residential Developments 2 managed fund is BSP0019AU.

Blue Sky Residential Developments 2’s total return last month was -%. This was made up of a growth return of -13.84% and an income return of -%. These returns were calculated as at 31 Dec 2018.

Blue Sky Residential Developments 2’s total return for the last three months was -13.84%. This was made up of a growth return of -13.84% and an income return of 0%%. These returns were calculated as at 31 Dec 2018.

Blue Sky Residential Developments 2’s one-year total return is -%. This was made up of a growth return of -94.59% and an income return of -%. These returns were calculated as at 31 Dec 2018.

Blue Sky Residential Developments 2’s one-year total return is -%. This was made up of a growth return of -81.42% and an income return of -%. These returns were calculated as at 31 Dec 2018.

The asset allocation of the Blue Sky Residential Developments 2 managed fund is :

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

The Responsible Entity for the Blue Sky Residential Developments 2 managed fund is Blue Sky Private Equity Limited.

The Blue Sky Residential Developments 2 managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at , the size of the Blue Sky Residential Developments 2 managed fund was $ million.

The Blue Sky Residential Developments 2 managed fund has an inception date of 5 Jun 2015.

The current entry price of the Blue Sky Residential Developments 2 managed fund is $ per unit and the current exit price is $0.00641 per unit (as at 31 Dec 2018).

The current exit price of the Blue Sky Residential Developments 2 managed fund is $0.00641 per unit and the current entry price is $ per unit (as at 31 Dec 2018).

The minimum initial investment amount for the Blue Sky Residential Developments 2 managed fund is $50,000. Minimum additional investment is $10000.

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.