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BSL High Growth Property Trust No 3 - Managed Fund (Closed)

Fund Objective
To select properties with net rental income of 9-10% pa of their total cost with potential for capital growth.
Fund Strategy
To purchase industrial and commercial properties with particular attention to position, tenant financial standing, future tenant requirements and building quality and conditions.

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 0.83% 1.67% 2.59% 10.99% 13.91% 10.81% 10.21% -%
Growth return 0.83% 1.67% -3.17% 3.39% 7.28% 4.8% 4.91% -%
Income return 0% 0% 5.76% 7.6% 6.63% 6.01% 5.3% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return -11.21% -16.63% -17.8% -2.26% -3.86% 8.08% 5.05% 5.31%
As at 31 May 1990. 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
92.72%
Australian Equities
3.74%
International Equities
0.13%
Cash
2.11%
Fixed Interest
0%
Alternatives
1.29%

General Information

Fund Details
Type Description
BSL High Growth Property Trust No 3
Closed
Brick Securities Ltd
Unlisted and Direct Property
Not Rated
Investment Fund
13 Apr 1984
$4.14 million (as at 2 May 1990)
$1.23 (as at 30 May 1990)
$1.22 (as at 30 May 1990)
Finalised
Offer information
Type Description
Minimum initial investment $500.00
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FAQs about the BSL High Growth Property Trust No 3

The objective of the BSL High Growth Property Trust No 3 managed fund is To select properties with net rental income of 9-10% pa of their total cost with potential for capital growth.

The strategy of the BSL High Growth Property Trust No 3 managed fund is To purchase industrial and commercial properties with particular attention to position, tenant financial standing, future tenant requirements and building quality and conditions.

The APIR code of the BSL High Growth Property Trust No 3 managed fund is .

BSL High Growth Property Trust No 3’s total return last month was 0.83%. This was made up of a growth return of 0.83% and an income return of 0%. These returns were calculated as at 31 May 1990.

BSL High Growth Property Trust No 3’s total return for the last three months was 1.67%. This was made up of a growth return of 1.67% and an income return of 0%%. These returns were calculated as at 31 May 1990.

BSL High Growth Property Trust No 3’s one-year total return is 10.99%. This was made up of a growth return of 3.39% and an income return of 7.6%. These returns were calculated as at 31 May 1990.

BSL High Growth Property Trust No 3’s one-year total return is 10.81%. This was made up of a growth return of 4.8% and an income return of 6.01%. These returns were calculated as at 31 May 1990.

The asset allocation of the BSL High Growth Property Trust No 3 managed fund is :

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

The Responsible Entity for the BSL High Growth Property Trust No 3 managed fund is Brick Securities Ltd.

The BSL High Growth Property Trust No 3 managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 2 May 1990, the size of the BSL High Growth Property Trust No 3 managed fund was $4.14 million.

The BSL High Growth Property Trust No 3 managed fund has an inception date of 13 Apr 1984.

The current entry price of the BSL High Growth Property Trust No 3 managed fund is $1.23 per unit and the current exit price is $1.22 per unit (as at 30 May 1990).

The current exit price of the BSL High Growth Property Trust No 3 managed fund is $1.22 per unit and the current entry price is $1.23 per unit (as at 30 May 1990).

The minimum initial investment amount for the BSL High Growth Property Trust No 3 managed fund is $500.

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.