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  5. DFM - IMS Wholesale - Australian Property - Managed fund profile

DFM - IMS Wholesale - Australian Property - Managed Fund (Closed)

Fund Objective
To provide higher than average returns (compared to similar funds) over the medium term. It is expected that long term returns will be higher than those of at call bank accounts and bond investments.
Fund Strategy
Invest with multiple external investment specialists. The underlying investments will typically be a selection of units in unit trusts and shares of Australian corporations listed on the Australian Stock Exchange or another recognized exchange whose activities relate mainly to ownership, management or construction of Australian property. Investments may include cash, bonds and financial derivatives.

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 5.14% 12% 7.96% 16.46% 11.55% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
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 30 Nov 1998. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

DFM - IMS Wholesale - Australian Property
Cash
1.60%
Property
98.40%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Cash
1.64%
Property
94.20%
Australian Equities
3.78%
International Equities
0.35%
Fixed Interest
0.01%
Alternatives
0.01%

General Information

Fund Details
Type Description
DFM - IMS Wholesale - Australian Property (Wholesale)
Closed
Deutsche Funds Management Limited
DEU0003AU
Unlisted and Direct Property
Not Rated
Investment Fund
6 Sep 1996
$0 million (as at 31 May 2000)
n/a
n/a
Finalised
Offer information
Type Description
Minimum initial investment $100,000

FAQs about the DFM - IMS Wholesale - Australian Property

The objective of the DFM - IMS Wholesale - Australian Property managed fund is To provide higher than average returns (compared to similar funds) over the medium term. It is expected that long term returns will be higher than those of at call bank accounts and bond investments.

The strategy of the DFM - IMS Wholesale - Australian Property managed fund is Invest with multiple external investment specialists. The underlying investments will typically be a selection of units in unit trusts and shares of Australian corporations listed on the Australian Stock Exchange or another recognized exchange whose activities relate mainly to ownership, management or construction of Australian property. Investments may include cash, bonds and financial derivatives.

The APIR code of the DFM - IMS Wholesale - Australian Property managed fund is DEU0003AU.

DFM - IMS Wholesale - Australian Property’s total return last month was 5.14%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 1998.

DFM - IMS Wholesale - Australian Property’s total return for the last three months was 12%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Nov 1998.

DFM - IMS Wholesale - Australian Property’s one-year total return is 16.46%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 1998.

DFM - IMS Wholesale - Australian Property’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Nov 1998.

The asset allocation of the DFM - IMS Wholesale - Australian Property managed fund is :

Cash
1.60%
Property
98.40%
Australian Equities
0%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the DFM - IMS Wholesale - Australian Property managed fund is Deutsche Funds Management Limited.

The DFM - IMS Wholesale - Australian Property managed fund belongs to the Unlisted and Direct Property sector/asset class.

As at 31 May 2000, the size of the DFM - IMS Wholesale - Australian Property managed fund was $0 million.

The DFM - IMS Wholesale - Australian Property managed fund has an inception date of 6 Sep 1996.

The current entry price of the DFM - IMS Wholesale - Australian Property managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the DFM - IMS Wholesale - Australian Property managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the DFM - IMS Wholesale - Australian Property managed fund is $100,000.

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 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.