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  5. BZW - Mirvac Property Trust - Growth - Managed fund profile

BZW - Mirvac Property Trust - Growth - Managed Fund (Closed)

Fund Objective
To offer growth returns with minimal income and incorporating high tax free/tax deferred components.
Fund Strategy
To invest in major commercial, retail and industrial real estate in the metropolitan areas of eastern Australia. Utilise the expertise of Mirvac Ltd in the selection of investment opportunities while protecting investors from the high levels of risk inherent in the property development industry.

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 -2.33% 5% 31.8% 37.72% 10.1% 15.17% -15.97% -%
Growth return -2.33% 5% 31.25% 35.48% 6.54% 10.65% -18.76% -%
Income return 0% 0% 0.55% 2.24% 3.56% 4.52% 2.79% -%
Market index (S&P/ASX 200 A-REIT TR)
Total return 3.28% 10.44% 4.58% 10.18% 18.87% 12.32% 13% 8.07%
As at 31 Dec 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
4.45%
International Equities
0.22%
Cash
2.24%
Property & Infrastructure
93.07%
Fixed Interest
0%
Alternatives
0.01%

General Information

Fund Details
Type Description
BZW - Mirvac Property Trust - Growth
Closed
Mirvac Funds Limited
Equity Australia Real Estate
Not Rated
Investment Fund
9 Apr 1987
$43.08 million (as at 30 Nov 1995)
n/a
$0.42 (as at 22 Dec 1995)
Finalised
Offer information
Type Description
MER 1.97% (as at 30 Jun 1991)

FAQs about the BZW - Mirvac Property Trust - Growth

The objective of the BZW - Mirvac Property Trust - Growth managed fund is To offer growth returns with minimal income and incorporating high tax free/tax deferred components.

The strategy of the BZW - Mirvac Property Trust - Growth managed fund is To invest in major commercial, retail and industrial real estate in the metropolitan areas of eastern Australia. Utilise the expertise of Mirvac Ltd in the selection of investment opportunities while protecting investors from the high levels of risk inherent in the property development industry.

The APIR code of the BZW - Mirvac Property Trust - Growth managed fund is .

BZW - Mirvac Property Trust - Growth’s total return last month was -2.33%. This was made up of a growth return of -2.33% and an income return of 0%. These returns were calculated as at 31 Dec 1995.

BZW - Mirvac Property Trust - Growth’s total return for the last three months was 5%. This was made up of a growth return of 5% and an income return of 0%%. These returns were calculated as at 31 Dec 1995.

BZW - Mirvac Property Trust - Growth’s one-year total return is 37.72%. This was made up of a growth return of 35.48% and an income return of 2.24%. These returns were calculated as at 31 Dec 1995.

BZW - Mirvac Property Trust - Growth’s one-year total return is 15.17%. This was made up of a growth return of 10.65% and an income return of 4.52%. These returns were calculated as at 31 Dec 1995.

The asset allocation of the BZW - Mirvac Property Trust - Growth managed fund is :

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

The Responsible Entity for the BZW - Mirvac Property Trust - Growth managed fund is Mirvac Funds Limited.

The BZW - Mirvac Property Trust - Growth managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 30 Nov 1995, the size of the BZW - Mirvac Property Trust - Growth managed fund was $43.08 million.

The BZW - Mirvac Property Trust - Growth managed fund has an inception date of 9 Apr 1987.

The current entry price of the BZW - Mirvac Property Trust - Growth managed fund is $ per unit and the current exit price is $0.42 per unit (as at 22 Dec 1995).

The current exit price of the BZW - Mirvac Property Trust - Growth managed fund is $0.42 per unit and the current entry price is $ per unit (as at 22 Dec 1995).

The minimum initial investment amount for the BZW - Mirvac Property Trust - Growth managed fund is $.

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.