InvestSMART

Blue Sky Residential Developments 3 - Managed Fund

Fund Objective
The fund is targeting 20-25% returns per annum for an investment period of 24 months.
Fund Strategy
The fund has been designed to give investors a diversified expose to Blue Sky Private Real Estate's ('BSPRE') existing projects.

Fund Performance Comparison

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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.
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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 -% -37.5% -% -% -% -% -% -%
Growth return -37.5% -37.5% -30.31% -36.72% -55.69% -41.52% -% -%
Income return -% 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 30 Sep 2019. 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 3 (Wholesale)
BSP0026AU
Unlisted and Direct Property
Not Rated
Investment Fund
11 Mar 2015
n/a
n/a
$0.11 (as at 24 Oct 2019)
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 3

The objective of the Blue Sky Residential Developments 3 managed fund is The fund is targeting 20-25%+ returns per annum for an investment period of 24 months.

The strategy of the Blue Sky Residential Developments 3 managed fund is The fund has been designed to give investors a diversified expose to Blue Sky Private Real Estate's ('BSPRE') existing projects.

The APIR code of the Blue Sky Residential Developments 3 managed fund is BSP0026AU.

Blue Sky Residential Developments 3’s total return last month was -%. This was made up of a growth return of -37.5% and an income return of -%. These returns were calculated as at 30 Sep 2019.

Blue Sky Residential Developments 3’s total return for the last three months was -37.5%. This was made up of a growth return of -37.5% and an income return of 0%%. These returns were calculated as at 30 Sep 2019.

Blue Sky Residential Developments 3’s one-year total return is -%. This was made up of a growth return of -36.72% and an income return of -%. These returns were calculated as at 30 Sep 2019.

Blue Sky Residential Developments 3’s one-year total return is -%. This was made up of a growth return of -41.52% and an income return of -%. These returns were calculated as at 30 Sep 2019.

The asset allocation of the Blue Sky Residential Developments 3 managed fund is :

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

The Blue Sky Residential Developments 3 managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at , the size of the Blue Sky Residential Developments 3 managed fund was $ million.

The Blue Sky Residential Developments 3 managed fund has an inception date of 11 Mar 2015.

The current entry price of the Blue Sky Residential Developments 3 managed fund is $ per unit and the current exit price is $0.11 per unit (as at 24 Oct 2019).

The current exit price of the Blue Sky Residential Developments 3 managed fund is $0.11 per unit and the current entry price is $ per unit (as at 24 Oct 2019).

The minimum initial investment amount for the Blue Sky Residential Developments 3 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.