InvestSMART

Global - Property Income Fund - Managed Fund (Closed)

Fund Objective
To maximise income and provide sufficient growth to maintain realvalue of unitholders investment.
Fund Strategy
Invest in a portfolio of listed property trusts with a mix of high yielding trusts and those with long term growth prospects. The manager uses a bottom up approach in selecting investments.

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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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 -34.79% -36.4% -31.95% -69.95% -11.98% -7.06% -2.56% -0.16%
Growth return -34.79% -36.4% -31.95% -69.95% -17.52% -12.92% -9.06% -8.59%
Income return 0% 0% 0% 0% 5.54% 5.86% 6.5% 8.43%
Market index (S&P/ASX 200 A-REIT TR)
Total return -3.1% 4.56% 18.9% 4.1% 23.7% 19.85% 11.91% 8.69%
As at 30 Jun 1998. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Australian Equities
4.17%
International Equities
0.23%
Cash
1.83%
Property & Infrastructure
93.76%
Fixed Interest
0.01%
Alternatives
0%

General Information

Fund Details
Type Description
Global - Property Income Fund
Closed
Tyndall Funds Management (NSW) Limited
GLO0101AU
Equity Australia Real Estate
Not Rated
Investment Fund
1 Oct 1987
$0.3 million (as at 30 Jun 1998)
n/a
$0.4034 (as at 14 Oct 1998)
Finalised
Offer information
Type Description
MER 1% (as at 30 Jun 1995)
Minimum initial investment $1,000.00

FAQs about the Global - Property Income Fund

The objective of the Global - Property Income Fund managed fund is To maximise income and provide sufficient growth to maintain realvalue of unitholders investment.

The strategy of the Global - Property Income Fund managed fund is Invest in a portfolio of listed property trusts with a mix of high yielding trusts and those with long term growth prospects. The manager uses a bottom up approach in selecting investments.

The APIR code of the Global - Property Income Fund managed fund is GLO0101AU.

Global - Property Income Fund’s total return last month was -34.79%. This was made up of a growth return of -34.79% and an income return of 0%. These returns were calculated as at 30 Jun 1998.

Global - Property Income Fund’s total return for the last three months was -36.4%. This was made up of a growth return of -36.4% and an income return of 0%%. These returns were calculated as at 30 Jun 1998.

Global - Property Income Fund’s one-year total return is -69.95%. This was made up of a growth return of -69.95% and an income return of 0%. These returns were calculated as at 30 Jun 1998.

Global - Property Income Fund’s one-year total return is -7.06%. This was made up of a growth return of -12.92% and an income return of 5.86%. These returns were calculated as at 30 Jun 1998.

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

Australian Equities
100%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

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

The Global - Property Income Fund managed fund belongs to the Equity Australia Real Estate sector/asset class.

As at 30 Jun 1998, the size of the Global - Property Income Fund managed fund was $0.3 million.

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

The current entry price of the Global - Property Income Fund managed fund is $ per unit and the current exit price is $0.4034 per unit (as at 14 Oct 1998).

The current exit price of the Global - Property Income Fund managed fund is $0.4034 per unit and the current entry price is $ per unit (as at 14 Oct 1998).

The minimum initial investment amount for the Global - Property Income 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.