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  5. BT Property Income - Managed fund profile

BT Property Income - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
Invests in a spread of quality, soundly leased commercial, office, retail, and industrial properties in the major capital cities of Australia with an emphasis on Sydney and Melbourne. The Trust has no debt and as at 1/11/91 the vacancy factor for the properties is about 1% with 84% of rental income derived from leases with unexpired terms of at least 7 years.

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 9.58% 13.04% 15.5% 19.05% 12.31% 12.53% 15.2% -%
Growth return -2.97% -2.97% -3.92% -6.67% -6.04% -3.78% -0.4% -%
Income return 12.55% 16.01% 19.42% 25.72% 18.35% 16.31% 15.6% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 9.7% 16.75% 36.08% 36.58% 8.42% 11.44% -% 10.52%
As at 31 May 1995. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
3.85%
International Equities
0.35%
Cash
1.63%
Property
94.14%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
BT Property Income
Closed
BT Funds Management Ltd
Equity Australia Real Estate
Not Rated
Investment Fund
10 Mar 1988
$97.13 million (as at 30 Apr 1995)
n/a
$0.98 (as at 31 May 1995)
Finalised
Offer information
Type Description
Minimum initial investment

FAQs about the BT Property Income

The objective of the BT Property Income managed fund is N/A

The strategy of the BT Property Income managed fund is Invests in a spread of quality, soundly leased commercial, office, retail, and industrial properties in the major capital cities of Australia with an emphasis on Sydney and Melbourne. The Trust has no debt and as at 1/11/91 the vacancy factor for the properties is about 1% with 84% of rental income derived from leases with unexpired terms of at least 7 years.

The APIR code of the BT Property Income managed fund is .

BT Property Income’s total return last month was 9.58%. This was made up of a growth return of -2.97% and an income return of 12.55%. These returns were calculated as at 31 May 1995.

BT Property Income’s total return for the last three months was 13.04%. This was made up of a growth return of -2.97% and an income return of 16.01%%. These returns were calculated as at 31 May 1995.

BT Property Income’s one-year total return is 19.05%. This was made up of a growth return of -6.67% and an income return of 25.72%. These returns were calculated as at 31 May 1995.

BT Property Income’s one-year total return is 12.53%. This was made up of a growth return of -3.78% and an income return of 16.31%. These returns were calculated as at 31 May 1995.

The asset allocation of the BT Property Income managed fund is :

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

The Responsible Entity for the BT Property Income managed fund is BT Funds Management Ltd.

The BT Property Income managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 30 Apr 1995, the size of the BT Property Income managed fund was $97.13 million.

The BT Property Income managed fund has an inception date of 10 Mar 1988.

The current entry price of the BT Property Income managed fund is $ per unit and the current exit price is $0.98 per unit (as at 31 May 1995).

The current exit price of the BT Property Income managed fund is $0.98 per unit and the current entry price is $ per unit (as at 31 May 1995).

The minimum initial investment amount for the BT Property Income 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.