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  5. Global - Investment Fund - Managed fund profile

Global - Investment Fund - Managed Fund (Closed)

Fund Objective
Medium to long term growth of approximately 5% above inflation and income of 2-4%. Maximum tax free and tax deferred components of distributions to enhance net returns.
Fund Strategy
To invest primarily in quality Sydney residential property in prime locations.

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 0% 0% 0% -5.06% -3.21% 1.6% 1.07% -6.61%
Growth return 0% 0% 0% -8.09% -6.06% -2.26% -1.81% -8.13%
Income return 0% 0% 0% 3.03% 2.85% 3.86% 2.88% 1.52%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.3% 0.91% 1.91% 4.09% 4.22% 4% 2.52% 2.06%
As at 30 Jun 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Global - Investment Fund
Australian Equities
14.50%
Cash
17.90%
Property & Infrastructure
44.60%
Fixed Interest
23%
International Equities
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
3.95%
Cash
44.79%
Property & Infrastructure
1.44%
Fixed Interest
20.69%
International Equities
6.74%
Alternatives
22.40%

General Information

Fund Details
Type Description
Global - Investment Fund
Closed
Tyndall Funds Management (NSW) Limited
GLO0103AU
Miscellaneous
Not Rated
Investment Fund
1 Oct 1987
$4.4 million (as at 30 Jun 2000)
n/a
$0.4701 (as at 5 Sep 2000)
Finalised
Offer information
Type Description
Minimum initial investment $1,000.00

FAQs about the Global - Investment Fund

The objective of the Global - Investment Fund managed fund is Medium to long term growth of approximately 5% above inflation and income of 2-4%. Maximum tax free and tax deferred components of distributions to enhance net returns.

The strategy of the Global - Investment Fund managed fund is To invest primarily in quality Sydney residential property in prime locations.

The APIR code of the Global - Investment Fund managed fund is GLO0103AU.

Global - Investment Fund’s total return last month was 0%. This was made up of a growth return of 0% and an income return of 0%. These returns were calculated as at 30 Jun 2000.

Global - Investment Fund’s total return for the last three months was 0%. This was made up of a growth return of 0% and an income return of 0%%. These returns were calculated as at 30 Jun 2000.

Global - Investment Fund’s one-year total return is -5.06%. This was made up of a growth return of -8.09% and an income return of 3.03%. These returns were calculated as at 30 Jun 2000.

Global - Investment Fund’s one-year total return is 1.6%. This was made up of a growth return of -2.26% and an income return of 3.86%. These returns were calculated as at 30 Jun 2000.

The asset allocation of the Global - Investment Fund managed fund is :

Australian Equities
14.50%
Cash
17.90%
Property & Infrastructure
44.60%
Fixed Interest
23%
International Equities
0%
Alternatives
0%

The Responsible Entity for the Global - Investment Fund managed fund is Tyndall Funds Management (NSW) Limited.

The Global - Investment Fund managed fund belongs to the Miscellaneous sector/asset class.

As at 30 Jun 2000, the size of the Global - Investment Fund managed fund was $4.4 million.

The Global - Investment Fund managed fund has an inception date of 1 Oct 1987.

The current entry price of the Global - Investment Fund managed fund is $ per unit and the current exit price is $0.4701 per unit (as at 5 Sep 2000).

The current exit price of the Global - Investment Fund managed fund is $0.4701 per unit and the current entry price is $ per unit (as at 5 Sep 2000).

The minimum initial investment amount for the Global - Investment Fund managed fund is $1,000.

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.