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  5. Estate Residential Property Trust No. 1 - Managed fund profile

Estate Residential Property Trust No. 1 - 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.
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Fees Comparison

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% p.a.
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% p.a.
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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 -% -% -% -% -% -% -% -%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Estate Residential Property Trust No. 1
Property
100%

General Information

Fund Details
Type Description
Estate Residential Property Trust No. 1
ERPT001AU
Not Rated
Investment Fund
n/a
n/a
$1
n/a
Open
Offer information
Type Description
MER 0.41%
Minimum initial investment $10,000.00
Minimum additional investments $1,000.00
Minimum redemption amount

FAQs about the Estate Residential Property Trust No. 1

The objective of the Estate Residential Property Trust No. 1 managed fund is

The strategy of the Estate Residential Property Trust No. 1 managed fund is

The APIR code of the Estate Residential Property Trust No. 1 managed fund is ERPT001AU.

Estate Residential Property Trust No. 1’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

Estate Residential Property Trust No. 1’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

Estate Residential Property Trust No. 1’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 .

Estate Residential Property Trust No. 1’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 .

The asset allocation of the Estate Residential Property Trust No. 1 managed fund is :

Property
100%

As at , the size of the Estate Residential Property Trust No. 1 managed fund was $ million.

The Estate Residential Property Trust No. 1 managed fund has an inception date of .

The current entry price of the Estate Residential Property Trust No. 1 managed fund is $1 per unit and the current exit price is $ per unit (as at ).

The current exit price of the Estate Residential Property Trust No. 1 managed fund is $ per unit and the current entry price is $1 per unit (as at ).

The minimum initial investment amount for the Estate Residential Property Trust No. 1 managed fund is $10,000. Minimum additional investment is $1000.