Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.
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| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | -0.21 | -1.73 | 2.01 | 2.41 | 8.29 | 5.48 | 7.96 | - |
| Growth return | -0.21 | -1.73 | 2.01 | -1.13 | -0.72 | -3.74 | -1.73 | - |
| Income return | 0 | 0 | 0 | 3.54 | 9.01 | 9.22 | 9.69 | - |
|
Market index (S&P/ASX 200 A-REIT TR)
|
||||||||
| Total return | 13.73 | -29.82 | -27 | -20.32 | -3.17 | -1.79 | 3 | 8.1 |
| Type | Description |
| First Quartile Aussie Property Dev Trust | |
| Closed | |
| First Quartile Management Limited | |
| SMF0099AU | |
| Unlisted and Direct Property | |
| Not Rated | |
| Investment Fund | |
| 17 Apr 1990 | |
| $4.91 million (as at 30 Jun 2000) | |
| n/a | |
| $0.966 (as at 30 Nov 1999) |
| Type | Description |
| Minimum initial investment | $5,000.00 |
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.
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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Underperform the industry standard benchmarks
| Returns Since Inception | |
|---|---|
| InvestSMART International Equities | 10.14% |
| Intelligent Investor Equity Growth | 6.84% |
| InvestSMART High Growth | 6.60% |
| InvestSMART Growth | 6.18% |
| InvestSMART Balanced | 5.06% |
| InvestSMART Conservative | 3.97% |
| Intelligent Investor Equity Income | 3.65% |
| InvestSMART Interest Income | 3.26% |
| InvestSMART Property and Infrastructure | 2.90% |
| InvestSMART Hybrid Income | 2.77% |
| Intelligent Investor Australian Small Companies Fund | 2.11% |
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