Hamilton Road McDowall Trust - Managed Fund

Fund Performance Comparison

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Fees Comparison

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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 - - - - - - - -
Market index (S&P/ASX 200 A-REIT TR)
Total return 2.19 10.04 2.99 13.04 2.94 9.7 12.01 5.99
Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Property
100%

General Information

Fund Details
Type Description
Hamilton Road McDowall Trust
Blue Sky Private Equity Limited
Unlisted and Direct Property
Not Rated
Investment Fund
6 Jun 2017
n/a
$1 (as at 27 Jun 2017)
$1 (as at 27 Jun 2017)
Fund Objective
The Hamilton Road McDowall Trust ('Trust') presents investors with the opportunity to participate in a townhouse development project comprising architecturally designed, boutique townhouses to be constructed in inner metropolitan Brisbane.
Fund Strategy
The development is located at 992 Hamilton Road, McDowall Queensland (the 'Property'), situated within 11 kilometres of the Brisbane CBD. The anticipated design provides for a total of 32 townhouses with three bedrooms, two bathrooms and double lock up garages. The development will be completed in one stage being the construction of the townhouses as well as a recreational area for residents. It is anticipated that the development will be completed mid- 2019.
Offer information
Type Description
Minimum initial investment $50,000
Minimum additional investments

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.

How is your fund performing?

Out of the 5,312 Australian funds researched with a 10 year track record, 76% underperform the industry standard benchmarks by an average of 1.75%, with average fees of 1.73%*.

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76%*

Underperform the industry standard benchmarks

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*Analysis based on data sourced from Morningstar, as at May 2018. Funds that had a 10-year track record were analysed against the standard industry benchmarks. Whilst InvestSMART has taken care in producing these numbers, guarantees cannot be made around the complete accuracy of these figures.

Our Managed Funds

Returns Since Inception *
Intelligent Investor Equity Income 12.36%
InvestSMART International Equities 11.46%
Intelligent Investor Equity Growth 11.28%
InvestSMART Australian Small Companies Fund 10.65%
InvestSMART Core Growth 7.81%
InvestSMART Diversified Property and Infrastructure 5.31%
InvestSMART Diversified Income 4.50%
InvestSMART Hybrid Income 3.81%
InvestSMART Interest Income 2.13%

* Returns p.a. since inception after investment & admin fees

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