Credit Suisse PST - Property Fund - Managed Fund

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.

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 2.61 14.32 23.22 33.06 20.37 23.47 18.25 -
Growth return 2.61 14.32 23.22 33.06 20.37 23.47 18.25 -
Income return 0 0 0 0 0 0 0 -
Market index (S&P/ASX 200 A-REIT TR)
Total return -2.73 0.95 - 18.25 15.7 9.19 13.6 11.09
As as 31 Jan 2007. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Credit Suisse PST - Property Fund
Cash
1.93%
Property
98.07%
Australian Equities
0%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.35%
Property
97.96%
Australian Equities
0.46%
International Equities
0.21%
Alternatives
0.01%

General Information

Fund Details
Type Description
Credit Suisse PST - Property Fund (Wholesale)
Closed
Credit Suisse Asset Mgmt (AUS) Ltd
CRS0016AU
Equity Australia Real Estate
starstarstar (as at 31 Jan 2007)
Superannuation Fund
10 Aug 2000
$17.06 million (as at 31 Jan 2007)
$2.8207 (as at 15 Feb 2007)
$2.8207 (as at 15 Feb 2007)
Fund Objective
To provide exposure to primarily listed property trusts, for capital growth potential over the long term. We aim to outperform the benchmark S&P/ASX 200 Property Trust Accumulation Index over the suggested investment time frame.
Fund Strategy
We focus on listed property trusts that have proven management expertise, financial strength, secure tenancies and a positive outlook for rental growth. We believe that quality listed property trusts with growing and sustainable income streams will outperform and reduce portfolio risk over the long term. We seek to reduce the risk of the Fund's portfolio holdings by eliminating low quality trusts and by minimising exposure to illiquid trusts. As a result, the Fund will tend to be biased toward larger, more liquid trusts.
Offer information
Type Description
Minimum initial investment $500,000

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 cannot 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.

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Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%